【Chikunguru 2023 Rare Earth Market Monthly Report 】 Mutengo wezvinhu zvisingawanzo kugadzirwa unochinja-chinja mukati mechikamu chidiki, nekusangana kukwira nekudzika.

 

Nekudzoreredzwa kwakazara kwekushanda kwakajairwa kwehupfumi uye nzanga, macroeconomic marongero aratidza kushanda nesimba uye kushanda nesimba, uye akasiyana siyana matanho akakurudzira kuvandudzwa kwehupfumi hwese uye kufambira mberi kwakasimba kwekusimudzira kwemhando yepamusoro. Zvisinei, muchikamu chezvino chekushanda kwehupfumi, kuchine matambudziko akawanda nematambudziko, ane njodzi dzakawanda uye njodzi dzakavanzwa munzvimbo dzakakosha, uye nzvimbo yakaoma uye yakaoma yekunze. Ichiri kukura nehupamhi hwepamusoro, iyo isingawanzo indasitiri yepasi inopindura zvine chekuita nenjodzi nematambudziko, inounganidza simba, inokunda matambudziko, uye inosimudzira kubatsirana uye kuhwina-kuhwina kubatana pakati peasingawanzo pasi entity bhizinesi kuburikidza nekutengesa mapuratifomu, inoshingairira kurongedza kumusoro uye kuzasi kweindasitiri cheni, uye inowedzera uye inosimbisa isingawanzo indasitiri yepasi kuburikidza negirinhi, yakaderera-kabhoni, dhijitari, uye ruzivo-rwakavakirwa kusimudzira.

01

Macroeconomics

Vhiki rino, Federal Reserve yakasimudza mhindu nedzimwe 25 nheyo dzepamusoro, kusvika kune yepamusoro-soro kubva 2001. Upfumi hwakawedzera zvine mwero, uye US China mubereko wemubereko wakadzoserwa shure. Mukana wekuderedza chiyero gore rino zvishoma, uye kuchine mukana wekuwedzera kwehuwandu muchikamu chechina. Uku kukwira kwechiyero kwakawedzera kugadziriswa kwemusika wezvemari wepasi rose.

 

Bazi reIndasitiri neRuzivo rweTekinoroji nguva pfupi yadarika rakataura kuti richaedza zvese kusimudzira kukura kwakasimba kwemaindasitiri, kusimudzira uye kuita chirongwa chebasa rekukura kwakasimba mumaindasitiri akakosha, kudzidza uye kusimudzira nhanho dzemitemo yeshanduko yetekinoroji, kuvandudza nzira yekutaurirana uye kuchinjana. nemabhizinesi, kusimudzira zvirinani kuedza kwakabatana kweakasiyana marongero, kudzikamisa tarisiro yebhizinesi, uye kuwedzera chivimbo cheindasitiri.

 

02

Rare pasi musika mamiriro

Mukutanga kwaJuly, mutengo wemutengo wemwedzi wapfuura wakaenderera mberi, uye kushanda kwese kwemusika wepasi isingawanzove kwakashata.Rare pasi mitengoakanga achishanda nenzira isina simba, zvichikonzera kudzikira kwezvose zviri zviviri kugadzirwa uye kudiwa. Kuwanikwa kwezvinhu zvekushandisa kwaive kwakaomarara, uye kwaive nemakambani mashoma aive muzvitoro. Mabhizinesi ekupedzisira anozadza zvinhu pazvinenge zvichidiwa, uye mitengo inoramba ichidzikira nekuda kwekusakwana kwekukwira.

 

Kutanga kubva pakati pegore, nekuda kwezvakawanda zvinhu zvakaita sekutenga kweboka, kuvharwa kwetsika dzeMyanmar, kusimba kwemagetsi ezhizha, uye madutu, mitengo yechigadzirwa yakatanga kukwira, kubvunza kwemusika kwave kwakanaka, vhoriyamu yekutengeserana yakawedzera, uye kuvimba kwevatengesi. yakaumbwa patsva. Nekudaro, mitengo yemasimbi nemaokisi ichiri yakadzika pasi, uye mafekitori esimbi ane mashoma ekuisa uye anogona kungogadzira pakuvhara maodha kuti aenderane nekuwedzera kwemitengo. Kurongeka kwekukura kwemagineti yezvigadzirwa zvemagineti kunogumira, uye pachine kudikanwa kwekuzadza zvinhu, zvichikonzera kusava nesimba kwekuda kutenga.

 

Pakupera kwemwedzi, kubvunza kwemusika uye huwandu hwekutengesa hwakadzikira, izvo zvinogona kuratidza kupera kweiyi denderedzwa rekukwira kumusoro uye kupera simba kwese kwekushanda kwemusika. Zvichienderana nezvakaitika kare, mwaka we "Golden Nine Silver Gumi" inguva yechinyakare yepamusoro yekutengesa, uye materminal orders anotarisirwa kuwedzera. Kugadzirwa kwemabhizinesi kunoda kugadziridzwa pachine nguva, izvo zvinogona kukwidza mitengo yepasi isingawanzo muna Nyamavhuvhu. Nekudaro, panguva imwecheteyo, kutarisisa kunofanirwawo kubhadharwa kune nhungamiro yemitemo uye shanduko mukupihwa kwemusika uye kudiwa. Pachine kusava nechokwadi mumitengo yepasi isingawanzoitiki muna Nyamavhuvhu.

 

Kuitwa kwese kwemusika wepasi isingawanzo marara muna Chikunguru kwaive kushaikwa, nemitengo ichidonha pakutanga kwemwedzi, ichiwedzera kuchinjika kwepurofiti nemari. Kushingairira kwemabhizinesi ekubvunza kwakanga kusiri kukuru, nepo kugadzirwa kwezvinhu zvemagineti kwaive kwakaderera, zvichikonzera kushomeka kwemarara uye kushomeka kwekupa, zvichiita kuti mabhizinesi ave akangwarira pakugamuchira zvinhu. Pamusoro pezvo, huwandu hwekupinza kwenyika husingawanzo pasi hwakawedzera gore rino, uye kupihwa kwezvinhu zvakabikwa zvakakwana. Zvakadaro, mitengo yekudzokorodza marara epasi isingawanzoitiki inoramba yakakwirisa, zvichiisa dzvinyiriro huru pamabhizinesi ekudzokorodza. Mamwe mabhizinesi ekuparadzanisa marara akataura kuti kuwedzera kwaanoita kugadzirisa, ndiko kuwedzera kurasikirwa kwaachaita. Naizvozvo, zviri nani kumisa kuunganidzwa kwezvinhu uye kumirira.

03

Mitengo yemaitiro ezvigadzirwa zvemazuva ese

nyika isingawanzo 5 nyika isingawanzo 4 nyika isingawanzo 3 nyika isingawanzo 2 nyika isingawanzo 1

Kuchinja kwemitengo yezvakawandazvigadzirwa zvepasi zvisingawanzo in Chikunguru inoratidzwa mumufananidzo uri pamusoro. Mutengo wepraseodymium neodymium oxideyakawedzera kubva pa453300 yuan/ton kusvika pa465500 yuan/ton, kuwedzera kwe12200 yuan/ton; Mutengo wesimbi praseodymium neodymium wakawedzera kubva pa562000 yuan/ton kusvika ku570800 yuan/ton, kuwedzera kwe8800 yuan/ton; Mutengo wedysprosium oxideyakawedzera kubva pa2.1863 miriyoni yuan/ton kusvika pamamiriyoni 2.2975 yuan/ton, kuwedzera kwe111300 yuan/ton; Mutengo weterbium oxideyakadzikira kubva pa8.225 miriyoni yuan/ton kusvika pa7.25 miriyoni yuan/ton, kudzikira kwe975000 yuan/tani; Mutengo weholmium oxideyakaderera kubva pa572500 yuan/ton kusvika pa540600 yuan/ton, kudzikira kwe31900 yuan/ton; Mutengo wepamusoro-kuchenagadolinium oxideyakaderera kubva pa294400 yuan/ton kusvika pa288800 yuan/ton, yakadzikira ne5600 yuan/ton; Mutengo wezvakajairwagadolinium oxideyakawedzera kubva pa261300 yuan/ton kusvika pa263300 yuan/ton, kuwedzera kwe2000 yuan/ton.

04

Indasitiri Information

1

Musi waChikunguru 11, data yakabudiswa neChina Association of Automobile Manufacturers yakaratidza kuti muhafu yekutanga ye2023, kugadzirwa uye kutengesa kwemotokari itsva dzemagetsi muChina kwakasvika mamiriyoni 3.788 uye 3.747 mamiriyoni, zvichienderana nekukura kwegore negore kwe42.4 % uye 44.1%, uye chikamu chemusika che28.3%. Pakati pavo, kugadzirwa uye kutengesa kwemagetsi matsva munaJune kwakasvika 784000 uye 806000, maererano, nekukura kwegore negore kwe32,8% uye 35.2%. Zvinoenderana nedata rakaburitswa neChina Association of Automobile Manufacturers, China yakatumira kunze 800000 mota nyowani dzemagetsi muhafu yekutanga yegore, gore negore kuwedzera kwe105%. Indasitiri itsva yemotokari yemagetsi inoramba ichikura zvakanaka.

 

2

Munguva pfupi yapfuura, Bazi reMaindasitiri neRuzivo rweTekinoroji neNational Standardization Commission vakabatana vakaburitsa "Nhungamiro yeKuvaka kweNational Automotive Internet Industry Standard System (Intelligent Connected Vehicles) (2023 Edition)". Kuburitswa kwegwaro iri kuchasimudzira kukurumidza kuoneswa nekushandiswa kwehunyanzvi hwekutyaira tekinoroji, pamwe nekubatanidzwa kwemaindasitiri ekumusoro nekudzika, uye kuunza nguva yekuzivikanwa kwekutyaira kwakangwara. Mushure mekuongorora kwakadzama kwezvitsva zvinodikanwa uye mafambiro muindasitiri yemotokari yakangwara yakabatana, iyo yakajairwa sisitimu yakaumbwa yakateya hwaro hwakasimba hwekusimudzira kwemhando yepamusoro yeakangwara akabatana indasitiri yemotokari. Zvinotarisirwa kuti makambani emotokari akasiyana-siyana achawedzera kuedza kwavo kwekusimudzira mukota yechitatu, uye nerutsigiro rwemitemo, kutengesa kwemusika kunotarisirwa kuchengetedza maitiro ekukura muhafu yechipiri yegore.

 

3

Musi waChikunguru 21, kuitira kuti iwedzere kudzikamisa uye kuwedzera kushandiswa kwemotokari, madhipatimendi gumi nematatu anosanganisira National Development and Reform Commission yakapa chiziviso pa "Matanho akati wandei ekukurudzira Kushandiswa Kwemotokari", iyo yakataura kusimbisa kuvakwa kwekutsigira zvivako zvemotokari itsva dzesimba; Kuderedza mutengo wekutenga nekushandisa mota dzemagetsi matsva; Shandisa mitemo uye matanho ekuenderera mberi nekugadzirisa kuderedza uye kusunungurwa kwemutero wekutenga motokari yemagetsi matsva; Kurudzira kuwedzera kwekutengwa kwemotokari yesimba idzva munharaunda yeruzhinji; Simbisa kushandiswa kwemotokari kushandiswa kwemari, nezvimwewo. Bazi reIndasitiri uye Ruzivo rweTekinoroji uye State Administration yeMusika Regulation vakaratidzawo kuti indasitiri yemotokari yemagetsi yeChina yakapinda mudanho idzva rekukurumidza uye hukuru-hukuru. Mabhizinesi ekugadzira ndiye wekutanga munhu ane mutoro wemhando yechigadzirwa uye kuchengetedzeka. Ivo vanofanirwa kutora matanho ekudzivirira njodzi mukati meketani yese yekuvandudzwa kwechigadzirwa uye dhizaini, kugadzira uye kugadzira, kuyedza nekusimbisa, kunyatsozadzisa zvisungo zvepamutemo senge chigadzirwa chemhando yekuzivisa tsaona uye chikanganiso chiyeuchidzo, kuenderera mberi nekuvandudza mazinga ekuchengetedza chigadzirwa, uye nekudzikamisa zvakanyanya kuitika. njodzi itsva dzekuchengetedza motokari dzesimba.

 

4

Kuchitungamirirwa nekukasira kuvandudzwa kwesimba idzva rekugadzira magetsi, hutsva hwakaiswa simba rekugadzira magetsi muChina hunotarisirwa kudarika 300 miriyoni kilowatts kekutanga munhoroondo. Kupisa munzvimbo dzakawanda dzenyika kwakakwirira zvikuru muzhizha rino, uye zvinotarisirwa kuti simba repamusoro-soro remagetsi munyika richawedzera ne 80 mamiriyoni kilowatts kusvika ku 100 mamiriyoni kilowatts zvichienzaniswa ne2022. Kuwedzera kwechokwadi kwekugadzikana uye kunobudirira kwekupa simba ndiko yakaderera pane kuwedzera kwemutoro wemagetsi. Zvinotarisirwa kuti mukati menguva yepamusoro yezhizha ra2023, chiyero chese chekupihwa kwemagetsi uye kudiwa muChina kuchave kwakasimba.

 

5

Zvinoenderana nenhamba kubva kuGeneral Administration of Customs, huwandu hwekupinzwa kunze kwezvicherwa zvepasi uye zvigadzirwa zvine hukama muna Chikumi 2023 zvaive 17000 matani. Pakati pavo, United States ine matani 7117,6, Myanmar ine matani 5749,8, Malaysia ine 2958.1 matani, Laos ine 1374,5 matani, uye Vietnam ine 1628,7 matani.

 

Muna Chikumi, China yakaunza 3244.7 matani emakomisheni epasi asina kutaurwa uye 1977.5 matani kubva kuMyanmar. Muna June, China yakaunza kunze kwenyika matani 3928,9 e<em>rare earth oxide asina kutaurwa nezita, ayo Myanmar aiita matani 3772,3; Kubva muna Ndira kusvika Chikumi, China yakaunza kunze kwenyika matani mazana maviri nemakumi maviri nemazana maviri epasi repasi oxide asina kudomwa, ayo matani 21289.9 akaunzwa kubva kuMyanmar.

Parizvino, Myanmar yave yechipiri mutengi mukuru wezvicherwa zvisingawanzo pasi uye zvigadzirwa zvinoenderana, asi ichangopinda munguva yekunaya kwemvura uye kwakave nekudonha kwevhu mumigodhi mudunhu reBanwa kuMyanmar. Zvinotarisirwa kuti huwandu hwekunze hunogona kudzikira muna Chikunguru. (Iyo data iri pamusoro inobva kuGeneral Administration yeCustoms)


Nguva yekutumira: Aug-15-2023