Kufuna kwa mtsinje ndikwaulesi, ndimitengo yapadziko lapansi osowazabwerera zaka ziwiri zapitazo. Ngakhale mitengo yamtengo wapatali yatsika pang'ono m'masiku aposachedwa, odziwa zambiri m'mafakitale adauza atolankhani a Cailian News Agency kuti kukhazikika kwamitengo yapadziko lapansi kulibe thandizo ndipo mwina kupitilira kutsika. Ponseponse, makampani amaneneratu kuti mtengo wa praseodymium neodymium oxide uli pakati pa 300000 yuan/ton ndi 450000 yuan/ton, ndi 400000 yuan/ton kukhala madzi.
Zikuyembekezeka kuti mtengo wapraseodymium neodymium okusayidiidzayenda pamlingo wa 400000 yuan/ton kwa kanthawi ndipo sichidzagwa msanga. 300000 yuan/ton mwina sangapezeke mpaka chaka chamawa, "wamkulu wamakampani omwe adakana kutchulidwa dzina adauza Cailian News Agency.
Kutsika "kugula m'malo mogula" kumapangitsa kuti zikhale zovuta kuti msika wosowa padziko lapansi ukhale wabwino mu theka loyamba la chaka.
Kuyambira mwezi wa February chaka chino, mitengo yosowa padziko lapansi yalowa pansi, ndipo pakali pano ili pamtengo womwewo wa 2021. Pakati pawo, mtengo wapraseodymium neodymium okusayidiyatsika ndi pafupifupi 40%,Dysprosium oxide in wapakati ndi wolemeramayiko osowayatsika ndi pafupifupi 25%, ndipoterbium oxideyatsika ndi 41%.
Ponena za zifukwa za kutsika kwa mitengo yosowa padziko lapansi, Zhang Biao, katswiri wofufuza za dziko losowa kwambiri ku Shanghai Steel Union Rare and Precious Metals Business Unit, adasanthula Cailian News Agency. "Zopereka zapakhomo zapraseodymiumndineodymium ndis mopitilira muyeso, ndipo kufunikira kotsikirako sikunakwaniritse zoyembekeza. Kudalira msika sikukwanira, ndipo zinthu zosiyanasiyana zapangitsa kuti pakhale chizolowezi choyipa cha praseodymium ndiMtengo wapatali wa magawo neodymium. Kuphatikiza apo, njira zogulira zokwera ndi zotsika zapangitsa kuti maoda ena achedwe, ndipo kuchuluka kwa magwiridwe antchito a mabizinesi amagetsi sikunakwaniritse zomwe amayembekeza.
Zhang Biao adanenanso kuti mu Q1 2022, kupanga kwapakhomo kwa neodymium iron boron billets kunali matani 63000 mpaka matani 66000. Komabe, kupanga Q1 chaka chino kunali kosakwana matani 60000, ndipo kupanga zitsulo za praseodymium neodymium kunaposa zomwe zinkafunidwa. Gawo ladongosolo mu gawo lachiwiri silinali labwino, ndipo msika wosowa padziko lapansi ndizovuta kusintha mu theka loyamba la chaka.
Yang Jiawen, katswiri wofufuza zapadziko lapansi wosowa kwambiri ku Shanghai Nonferrous Metals Network (SMM), akukhulupirira kuti chifukwa cha kukhudzidwa kwa nyengo yamvula mgawo lachiwiri, kutulutsa kwa Southeast Asia kwa mchere wosowa padziko lapansi kudzachepa, ndipo kuchulukirachulukira kudzachepetsedwa. Mitengo yanthawi yochepa yapadziko lapansi ingapitirire kusinthasintha pang'onopang'ono, koma mitengo yanthawi yayitali ndi bearish. Zopangira zopangira zopangira zotsika zatsika kale, ndipo zikuyembekezeka kuti padzakhala msika wogula kuyambira kumapeto kwa Meyi mpaka Juni.
Malinga ndi mtolankhani wochokera ku Cailian News Agency, kuchuluka kwa magwiridwe antchito a gawo loyamba la mabizinesi otsika maginito ndi pafupifupi 80-90%, ndipo pali ochepa opangidwa mokwanira; Kuchuluka kwa magwiridwe antchito a gulu lachiwiri kwenikweni ndi 60-70%, ndipo mabizinesi ang'onoang'ono ali pafupifupi 50%. Maphunziro ena ang'onoang'ono ku Guangdong ndi Zhejiang asiya kupanga; Ngakhale kuti mabizinesi olekanitsa zinyalala akuchulukirachulukira, chifukwa chakukula pang'onopang'ono kwa madongosolo akutsika komanso kuchepa kwa zinyalala, mabizinesi amagulanso akafuna ndipo sangayesere kusunga zinthu.
Malinga ndi lipoti laposachedwa la mlungu ndi mlungu la Stock Exchange, posachedwapa, chifukwa cha kuchepa kwa mphamvu zamabizinesi ang'onoang'ono ndi apakatikati komanso kusakhazikika kwa mtengo wamsika wa oxide, fakitale ya maginito sinatumize zinyalala zambiri ndipo phindu lachepa. kwambiri; Pankhani ya zida zamaginito, mabizinesi amayang'ana kwambiri pakugula pakufunika.
Malinga ndiChina Rare EarthIndustry Association, kuyambira pa May 16th, mtengo wapakati pa msika wa praseodymium neodymium oxide unali 463000 yuan/tani, kuwonjezeka pang'ono kwa 1.31% poyerekeza ndi tsiku lamalonda lapitalo. Patsiku lomwelo, mitengo yosowa padziko lapansi ya China Rare Earth Industry Association inali 199.3, kukwera pang'ono ndi 1.12% poyerekeza ndi tsiku lamalonda lapitalo.
Ndikoyenera kutchula kuti pa May 8-9, mtengo wapraseodymium neodymium okusayidi idakwera pang'ono kwa masiku awiri otsatizana, ndikupangitsa chidwi cha msika. Malingaliro ena amakhulupirira kuti pali zizindikiro za kukhazikika kwamitengo yapadziko lapansi. Poyankha, Zhang Biao adati, "Kuwonjezeka kwakung'onoku kudachitika chifukwa cha kuyitanitsa zitsulo zoyamba zochepa zamaginito, ndipo chifukwa chachiwiri ndikuti nthawi yobweretsera mgwirizano wanthawi yayitali wa dera la Ganzhou ili patsogolo pa ndandanda, ndipo nthawi yobwezeretsanso. mokhazikika, zomwe zimapangitsa kuti msika usamayende bwino komanso kukwera pang'ono kwamitengo
Pakadali pano, palibe kusintha kwa ma terminal oda. Ogula ambiri adagula zinthu zambiri zosowa zapadziko lapansi pomwe mitengo yosowa padziko lapansi idakwera chaka chatha, ndipo akadali pagawo la destocking. Pogwirizana ndi maganizo ogula m'malo motsika, mitengo ya nthaka ikatsika kwambiri, m'pamenenso amafunitsitsa kugula. "Yang Jiawen adati," Malinga ndi zomwe taneneratu, kutsika kwapansi kukakhalabe kotsika, msika wofunikira udzakhala bwino kuyambira Juni.
Pakali pano, katundu wa kampaniyo si wokwera kwambiri, kotero tikhoza kuganizira zoyamba kugula, koma sitidzagula pamene mtengo watsika, ndipo tikagula, tidzakhala tikukwera, "anatero wogula kuchokera ku kampani inayake. kampani maginito chuma.
Kusinthasintha kwamitengo yapadziko lapansi osowawapindula kunsi kwa mtsinje maginito processing mabizinesi. Kutengera Jinli Permanent Magnet (300748. SZ) mwachitsanzo, kampaniyo sinangopindula chaka ndi chaka pakukula kwa ndalama ndi phindu lonse m'gawo loyamba, komanso idapeza kusintha kwabwino kwa kayendedwe ka ndalama zomwe zimapangidwa kuchokera kuzinthu zogwirira ntchito nthawi yomweyo. nthawi.
Jinli Permanent Magnet inanena kuti chimodzi mwa zifukwa zazikulu za kuwonjezereka kwa kayendetsedwe ka ndalama ndi kuchepa kwakukulu kwa chaka ndi chaka kwa mitengo yamtengo wapatali ya nthaka m'gawo loyamba la chaka chino, zomwe zinachepetsa kuchepa kwa ndalama zogula zinthu.
Kuyang'ana m'tsogolo, China Rare Earth posachedwapa ananena pa Investor ubale interactive nsanja kuti osowa dziko mitengo yamtengo wapatali akhala mu mkhalidwe kusinthasintha, ndi kusintha kwambiri posachedwapa; Ngati mitengo ipitilira kutsika, izi zitha kukhudza momwe kampaniyo imagwirira ntchito. Wang Xiaohui, General Manager wa Shenghe Resources, adanena pamsonkhano wachidule pa Meyi 11th kuti "posachedwa, zonse zopezeka ndi zofunikira zabweretsa zovuta pamitengo yapadziko lapansi. Pamene msika ukutsika, mitengo ya (rare earth metals ) zinthu zitha kutembenuzidwa, zomwe zingabweretse zovuta kuntchito za kampani.
Nthawi yotumiza: May-19-2023