Kudzika kwemvura kunodiwa kunononoka, uyemitengo yepasi isingawanzodzadzokera kumashure makore maviri apfuura. Kunyangwe kudzokororwa kushoma kwemitengo yepasi isingawanzo kuitika mumazuva achangopfuura, vakati wandei maindasitiri vakaudza vatori venhau veCailian News Agency kuti kudzikama kwemitengo yepasi isingawanzo kushaya rutsigiro uye kungangoramba kuchidzikira. Pakazara, indasitiri inofanotaura kuti mutengo we praseodymium neodymium oxide uri pakati pe300000 yuan/ton uye 450000 yuan/ton, ne400000 yuan/ton ichiva mvura.
Zvinotarisirwa kuti mutengo wepraseodymium neodymium oxideicharembera pamwero we400000 yuan/ton kwenguva yakati uye haizodonha nekukurumidza. 300000 yuan/ton inogona kunge isipo kusvika gore rinouya, "mumwe mukuru weindasitiri aramba kudomwa zita akaudza Cailian News Agency.
Kudzika "kutenga panzvimbo yekutenga pasi" kunoita kuti zviome kumusika wepasi isingawanzo kuvandudza muhafu yekutanga yegore.
Kubva muna Kukadzi gore rino, mitengo yepasi isingawanzo yapinda mukuderera, uye parizvino iri padanho remutengo wakafanana kutanga kwa2021. Pakati pavo, mutengo wepraseodymium neodymium oxideyakaderera neinenge 40%,dysprosium oxide in pakati uye inoremarare earthsyawa neinoda kusvika 25%, uyeterbium oxideyakaderera nepamusoro pe41%.
Nezvezvikonzero zvekudzikira kwemitengo yepasi isingawanzoitiki, Zhang Biao, muongorori wepasi asingawanzo wanikwa paShanghai Steel Union Rare uye Precious Metals Business Unit, akaongorora Cailian News Agency. "Chigadzirwa chemumba chepraseodymiumuyeneodymium is yadarika kudiwa, uye kudiwa kwese kwakadzika kwepasi hakuna kuzadzisa tarisiro. Kuvimba kwemusika hakuna kukwana, uye zvinhu zvakasiyana-siyana zvakakonzera maitiro asina kunaka mupraseodymium uyeneodymium mitengo. Pamusoro pezvo, kukwira nekudzika kwekutenga maitiro kwakonzera kunonoka kuendesa kwemamwe maodha, uye huwandu hwese hwekushanda hwemagineti ehupfumi hwemabhizinesi hauna kuzadzisa zvinotarisirwa.
Zhang Biao akataura kuti muQ1 2022, kugadzirwa kwemumba kweneodymium iron boron billets kwaive 63000 matani kusvika 66000 matani. Nekudaro, gore rino kugadzirwa kweQ1 kwaive kuri pasi pe60000 matani, uye kugadzirwa kwepraseodymium neodymium simbi kwakapfuura zvaidiwa. Iyo yekurongeka nhanho muchikamu chechipiri haisati yakanakira, uye isingawanzo musika wepasi wakaoma kuvandudza muhafu yekutanga yegore.
Yang Jiawen, muongorori wepasi asingawanzo kuShanghai Nonferrous Metals Network (SMM), anotenda kuti nekuda kwekukanganisa kwemwaka wekunaya kwemvura muchikamu chechipiri, kutengeswa kwezvicherwa zvekuSoutheast Asia kubva kunze kwenyika kuchadzikira, uye mamiriro ekuwedzeredza achaderedzwa. Iyo yenguva pfupi isingawanzo mitengo yepasi inogona kuramba ichichinja-chinja mune yakamanikana, asi mitengo yenguva refu ndeye bearish. Downstream raw material heventory yatove padanho rakaderera, uye zvinotarisirwa kuti pachave neawa yemusika wekutenga kubva mukupera kwaMay kusvika June.
Sekureva kwemutori wenhau kubva kuCailian News Agency, chiyero chazvino chekushanda chechikamu chekutanga chekudzika magineti zvinhu zvemabhizinesi chingangoita 80-90%, uye kune mashoma akagadzirwa zvizere; Mwero wekushanda wechikwata chechipiri chetier chakanyanya 60-70%, uye mabhizinesi madiki akatenderedza 50%. Mamwe mashopu madiki mumatunhu eGuangdong neZhejiang amira kugadzira; Kunyangwe chiyero chekushanda kwemabhizinesi ekuparadzanisa marara chawedzera, nekuda kwekukura zvishoma nezvishoma kwemaodha epasi uye kushomeka kwekutambisa marara, mabhizinesi enyama anotengawo pazvinodiwa uye kusatya kuunganidza zvinyorwa.
Zvinoenderana neshumo ichangoburwa yevhiki nevhiki yeStock Exchange, nguva pfupi yadarika, nekuda kwekudzikiswa kwehunyanzvi hwemabhizinesi madiki uye epakati nepakati magineti uye kusagadzikana kwemutengo wemusika weoxide, fekitori yemagineti haina kutakura tsvina yakawanda uye mutengo wakaderera. zvikuru; Panyaya yezvigadzirwa zvemagineti, mabhizinesi anonyanya kutarisisa pakutenga pane zvinodiwa.
Maererano neChina Rare EarthIndasitiri Association, kubva muna Chivabvu 16, mutengo wemusika wepraseodymium neodymium oxide waiva 463000 yuan/ton, kuwedzera kuduku kwe1.31% zvichienzaniswa nezuva rekutanga rekutengesa. Pazuva rimwe chetero, iyo isingawanzo mutengo indekisi yepasi yeChina Rare Earth Industry Association yaive 199.3, kuwedzera kudiki kwe1.12% zvichienzaniswa nezuva rekutanga rekutengesa.
Zvakakodzera kutaura kuti muna Chivabvu 8-9, mutengo wepraseodymium neodymium oxide yakasimuka zvishoma kwemazuva maviri akatevedzana, zvichikonzera kutarisa kwemusika. Mamwe maonero anotenda kuti pane zviratidzo zvekugadzikana mumitengo isingawanzoitiki pasi. Achipindura, Zhang Biao akati, "Kuwedzera kudiki uku kunokonzerwa nekutanga magineti ekutanga kubhidha simbi, uye chikonzero chechipiri ndechekuti nguva yekutumira yekudyidzana kwenguva refu yedunhu reGanzhou iri pamberi pehurongwa, uye nguva yekuzadza iri. yakanangidzirwa, zvichitungamira kune yakasimba nzvimbo kutenderera mumusika uye zvishoma kuwedzera mitengo
Parizvino, hapana kuve nekuvandudzwa kwematerminal order. Vatengi vazhinji vakatenga huwandu hwakakura hwezvinhu zvisingawanzo pasi pevhu apo mitengo isingawanzo yakakwira gore rapfuura, uye vachiri mudanho rekubvisa. Pamwe chete nemafungiro ekutenga pane kudonha, mitengo yepasi isingawanzowaniki inodonha, vanova vanodisa kutenga zvishoma. "Yang Jiawen akati," Sekufembera kwedu, nekudzika kwakadzika kwasara kwakaderera, musika weparutivi unodiwa uchavandudza kutanga kwaJune.
Parizvino, nhamba yekambani haina kukwira, saka tinogona kufunga kutanga kutenga, asi isu hatizotengi kana mutengo wadzikira, uye kana tatenga, tinenge tichikwira, "akadaro mutengi kubva kune mumwe. magnetic material kambani.
Kuchinja kwemitengo yepasi isingawanzoyakabatsira yakadzika magineti kugadzirisa mabhizinesi. Tichitora Jinli Permanent Magnet (300748. SZ) semuenzaniso, kambani haina kungowana gore negore kukura kwemari uye purofiti muchikamu chekutanga, asi yakawanawo shanduko yakanaka mukuyerera kwemari inogadzirwa kubva mumabasa ekushanda panguva imwecheteyo. period.
Jinli Permanent Magnet akataura kuti chimwe chezvikonzero chikuru chekuwedzera kwekushandisa mari kuderera kwakakosha gore negore kuderera kwemitengo isingawanzo kugadzirwa muchikamu chekutanga chegore rino, izvo zvakaderedza kubata kwemari mukutenga zvinhu.
Tichitarira mberi kune ramangwana, China Rare Earth ichangobva kutaura pamusoro investor ukama dyidzana papuratifomu kuti isingawanzoitiki pasi commodity mitengo yave ichichinja-chinja, pamwe zvikuru kuchinja kukuru munguva ichangopfuura; Kana mitengo ikaramba ichidzikira, zvinozokanganisa mashandiro ekambani. Wang Xiaohui, General Manager weShenghe Resources, akataura pamusangano wekuita muna Chivabvu 11 kuti "nguva ichangopfuura, zvese zvekutengesa uye zvinodiwa zvakaisa kudzvinyirira pamitengo yepasi isingawanzo. Kana musika uri mukudzikira, mitengo ye ) zvigadzirwa zvinogona kuchinjwa, izvo zvinounza matambudziko kumashandiro ekambani.
Nguva yekutumira: May-19-2023