“Imfuno esezantsi yomlambo kwiumhlaba onqabileyoimakethi kule nyanga ibiphantsi kunokuba bekulindelwe, kwaye imeko iyonke ikwimeko yohlengahlengiso olubuthathaka. Ngaphandle kokuqhubekeka kokunyuka kwamaxabiso eidysprosiumkwayeterbiumiimveliso, amaxabiso ewonke ezinye iimveliso zibonise ukuhla okuhla ngenxa yee-odolo ezintsha ezimbalwa kunye nokuthengwa okuphantsi kokuzimisela kwamashishini. Okwangoku, imarike yomhlaba enqabileyo sele iza kungena kwixesha elingekhoyo, kunye nokunyuka kukonkeumhlaba onqabileyoamaxabiso abuthathaka. Ukuba akukho ndaba zilungileyo zokuvuselela kwixesha elifutshane, kunzima ukuba amaxabiso omhlaba anqabileyo ahle ngokukhawuleza. Kulindeleke ukuba imarike yomhlaba enqabileyo iya kuhlala ibuthathaka kwixesha elizayo. "
Isishwankathelo seUmhlaba onqabileyoSpot Market kule Nyanga
Ixabiso lilonke leumhlaba onqabileyoiimveliso ziye zaguquguquka kwaye zawa kule nyanga, kunye nokuncipha okukhulu kwenani lokurhweba. Ixabiso leipraseodymium neodymiumiimveliso kunzima ukuyeka, kwaye iye yahla yonke indlela.Dysprosiumkwayeterbiumiimveliso zaqhubeka ziguquguquka kwaye ziwa kwisiqingatha sokuqala sonyaka. Kamva, ngenxa yempembelelo yokuthengwa kweqela kunye nokungafuni kwabanini ukuthengisa nokunyusa amaxabiso, amaxabiso anyuka ngokukhawuleza kwisiqingatha sesibini sonyaka, kunye nokunyuka okuncinci kwivolumu yokurhweba.
Okwangoku, amashishini ohlukeneyo ohlukeneyo aneendleko eziphezulu zemveliso, amanye amashishini ayekile imveliso kunye nokunciphisa imveliso, imveliso yendawo ihlile, kwaye ukuthunyelwa kuye kwaqina. Nangona kunjalo, umthamo wokungenisa izinto ezinqabileyo zomhlaba uphezulu kakhulu. Kwiinyanga ezilishumi zokuqala zika-2023, iChinaumhlaba onqabileyoumthamo wokungenisa elizweni unyuke ngama-40% unyaka nonyaka, nto leyo ebonisa unikezelo lwemalike olwaneleyo. Ukuthengwa kwempahla ephantsi komsinga kubeka uxinzelelo kwiintengiselwano zendawo yesinyithi kwaye kwenza kube nzima ukuba amaxabiso anyuke. Amashishini okuvelisa i-iron boron ye-Neodymium aqala ngokubanzi imveliso malunga ne-70-80%, ngaphandle kokwanda okubalulekileyo kwii-odolo ezintsha. Ngelo xesha, amaxabiso aqhubeka ehla, kwaye amashishini amashishini amagnetic anomdla ophantsi wokuthenga. Imveliso isekelwe ikakhulu kusetyenziso lwe-inventri. Ukuthengwa kokuphinda kusetyenziswe inkunkuma akusebenzi, kwaye umnqweno wokuthumela ngenqanawa awukho phezulu ngenxa yempembelelo yokwehla kwamaxabiso, okukhokelela kwintengiselwano eyonqenayo. Umsebenzi wentengiso wehlile, kwaye abarhwebi baye banyusa ukwenza imali kwingeniso, ekhokelela ekunyukeni koloyiko. Kwangaxeshanye, isibhengezo samaxabiso adwelisiweyo emihlaba enqabileyo emantla sisondela, kwaye uninzi lwabarhwebi bahlala belumkile kwaye belindile.
Indlela yexabiso yeemveliso eziqhelekileyo
Utshintsho lwamaxabiso lwesiqheloumhlaba onqabileyoiimveliso ngoNovemba ziboniswa kulo mzobo ungentla. Ixabiso leipraseodymium neodymium oxideyehla ukusuka kwi-511500 yuan/ton ukuya kwi-483400 yuan/ton, ngokuhla kwexabiso le-28100 yuan/ton; Ixabiso leisinyithi sepraseodymium neodymiumyehla ukusuka kwi-628300 yuan/ton ukuya kwi-594000 yuan/ton, ngokuhla kwexabiso le-34300 yuan/toni; Ixabiso lei-dysprosium oxideinyuke ukusuka kwi-2.6475 yezigidi zeeyuan/toni ukuya kwi-2.68 yezigidi zeeyuan/toni, ukwanda nge-32500 yuan/toni; Ixabiso leDysprosium ironyehla ukusuka kwi-2.59 yezigidi zeeyuan/toni ukuya kwi-2.5763 yezigidi zeeyuan/toni, yehle nge-13700 yuan/toni; Ixabiso lei-terbium oxideyehle ukusuka kwi-8.0688 yezigidi zeeyuan/toni ukuya kwi-7.9188 yezigidi zeeyuan/toni, yehle nge-150000 yuan/toni; Ixabiso lei-holmium oxideyehla ukusuka kwi-580000 yuan/toni ukuya kwi-490000 yuan/ton, ukuncipha kwe-90000 yuan/toni; Ixabiso le-99.99% ephezulu yokucocekai-gadolinium oxideyehla ukusuka 296300 yuan/toni ukuya 255000 yuan/ton, ukuncipha 41300 yuan/toni; Ixabiso le-99.5% eqhelekileyoi-gadolinium oxideyehla ukusuka 271800 yuan/ton ukuya 233300 yuan/ton, ukuncipha 38500 yuan/toni; Ixabiso leintsimbi ye-gadoliniumyehla ukusuka 264900 yuan/toni ukuya 225800 yuan/ton, ukuncipha 39100 yuan/toni; Ixabiso lei-erbium oxideiye yehla ukusuka 286300 yuan/ton ukuya 285000 yuan/ton, ukuncipha 1300 yuan/toni.
Uphuhliso lwekhonkco loshishino olusezantsi kunye nemingcipheko
Kwimeko yoqoqosho lwehlabathi, impumelelo kunye nokuhla kweshishini lomhlaba onqabileyo kuphenjelelwa kakhulu ngamakhonkco obonelelo, inkqubela phambili yezobuchwepheshe, kunye nokukhula koqoqosho lwehlabathi. Kule mihla, ikhonkco lokubonelela ngehlabathi eligqibeleleyo kunye nenkqubela phambili yetekhnoloji ekhawulezayo ikhokelele ekwehleni kwemfuno yomhlaba onqabileyo. Ukongeza, ukucotha kokukhula koqoqosho lwehlabathi kunye nokuqina kokungavisisani kwezorhwebo, kunye nokuphuculwa okuqhubekayo kweemfuno zokusingqongileyo kunye nokhuseleko lwezibonelelo, zonke ezi zinto ziye zachaphazela kakhulu ukubonelela kunye nobudlelwane bemfuno kwimarike yomhlaba enqabileyo, okukhokelela ekuhlahleni kwamaxabiso okuzinzileyo. .
Ngokolwazi oluvela kwi-China Electronic Materials Industry Association, esona sabelo siphambili sentengiso yeekhemikhali ze-elektroniki ezisulungekileyo ezisetyenziswa kwiisekethe ezidityanisiweyo kwihlabathi liphela sisahlala ngamashishini ekhemikhali asekwe kwamanye amazwe. Ukuxhomekeka kokungeniswa kwe-ultra pure and high-purity reagents kwi-8-intshi nangaphezulu kweesekethe ezidityanisiweyo kunye ne-6th generation flat panel displays in China isephezulu, kwaye kukho indawo ebanzi yokutshintshwa kwasekhaya. Ukuxhamla kumgaqo-nkqubo kunye nokuqhubela phambiliumgubo wokugudisa umhlaba onqabileyoitekhnoloji, iiphaneli zokubonisa i-LCD esezantsi kunye noshishino lweesekethe ezidityanisiweyo ngokuthe ngcembe zitshintshela kwimarike yasekhaya, kwaye inkqubo yokwenziwa kwendawo kulindeleke ukuba ikhawuleze.
Ngokwemfuno,umhlaba onqabileyoiimathiriyeli zikamazibuthe ezisisigxina zisetyenziswa kakhulu kwiimveliso zombane ezifana noomabonakude beLCD kunye nee-smartphones. Ngokunyuka okuqhubekayo kwezi ntengiso zemveliso ye-elektroniki, imfuno yeepaneli zokubonisa i-LCD nayo iyanda, nto leyo eqhube ukukhula kwemfunoumhlaba onqabileyoizixhobo ezisisigxina umazibuthe. Kwintsimi yeesekethe ezidibeneyo,imihlaba enqabileyozikwasetyenziswa ngokubanzi kwinkqubo yokwenziwa kwezixhobo zesemiconductor. Ngophuhliso lweetekhnoloji ezivelayo ezinje nge-5G kunye ne-Intanethi yeZinto, imfuno yeesekethe ezidityanisiweyo ezisebenza ngokuphezulu iyanda, nto leyo eqhubela phambili ukusetyenziswaimihlaba enqabileyokwintsimi yeesekethe ezidibeneyo. Imfuno iyenyuka, ishishini liyachacha, kunye nesantya sokunciphisa impahla kwiumhlaba onqabileyoishishini liyaphucuka. Umjikelo omtsha unokuqalisa ngo-2024, kwaye indawo yemarike kulindeleke ukuba ivuleke ngakumbi.
Ngokubhekiselele kunikezelo, unikezelo kunye nesakhiwo semfuno yeimihlaba enqabileyoizinzile kwaye iyaqina, kwaye amaxabiso anokwaleka okunyukayo. Ngokwedatha evela kwiSebe lezoShishino kunye neTekhnoloji yoLwazi, izikhombisi zolawulo zizonke zeumhlaba onqabileyoimigodi kunye nokunyibilikisa e-China kunyuke nge-14.29% kunye ne-13.86% ngokulandelelanayo ngo-2023, ukwehla okukhulu ukusuka malunga ne-25% ngo-2022. Kusekho inkxaso yemfuno ye-terminal tram, abalandeli, kunye nezinye izixhobo, kunye nokubonelela kunye nemfuno yeipraseodymiumkwayeneodymiumzisahleli kakuhle.
Ukujonga phambili kwikamva, indlela yokukhula kwexesha elide lemfuno ye-terminal yeerobhothi zamashishini, izithuthi zamandla amatsha, iiinjini zomoya, kunye nezinye iimveliso zihlala zingatshintshi. Ukusebenza okuphezulu kwe-neodymium iron boron umazibuthe osisigxina kulindeleke ukuba aqhubeke nokunyuka kwinqanaba lokungena kwi-terminal. Nangona kunjalo, ngokunyuka okuncinci konikezelo, ukuqiniswa kobonelelo lomhlaba olunqabileyo kunye nemfuno kunokuqhuba ukubuyiswa kwexabiso. Kodwa izinga lokukhula kweemfuno ze-terminal liphantsi kunokuba kulindelwe, umdlalo phakathi komlambo kunye nezantsi uqina, amaxabiso ezinto eziphathekayo phakathi kunye ne-upstream aphantsi koxinzelelo, kwaye isantya sokukhutshwa kokunikezelwa sikhawuleza kakhulu. Kwixesha elizayo, ngenkqubela phambili eqhubekayo yobuchwepheshe kunye nophuhliso lwamashishini asakhasayo, ukusetyenziswa kwemihlaba enqabileyo kwezi nkalo kuya kuqhubeka ukwanda, kubonelela indawo ebanzi yophuhliso oluzinzileyo lweshishini lomhlaba onqabileyo.
Ixesha lokuposa: Dec-13-2023