Imfuno esezantsi yomlambo iyacotha, kwayeamaxabiso omhlaba anqabileyoubuyele kwiminyaka emibini edlulileyo. Ngaphandle kokuphindaphindeka okuncinci kumaxabiso omhlaba anqabileyo kwezi ntsuku zamva nje, uninzi lwabangaphakathi kwishishini baxelele iintatheli ze-Arhente yeNdaba yeCailian ukuba uzinzo lwangoku lwamaxabiso omhlaba anqabileyo alunankxaso kwaye kusenokwenzeka ukuba luqhubeke ukwehla. Ngokubanzi, ishishini liqikelela ukuba ixabiso lexabiso le-praseodymium neodymium oxide liphakathi kwe-300000 yuan / ton kunye ne-450000 yuan / ton, kunye ne-400000 yuan / ton ibe yindawo yamanzi.
Kulindeleke ukuba ixabiso leipraseodymium neodymium oxideiya kubhabha kwinqanaba le-400000 yuan/toni kangangexesha elithile kwaye ayiyi kuwa ngokukhawuleza. I-300000 yuan/toni inokungafumaneki kude kube ngunyaka olandelayo, "umntu ongaphakathi kwishishini ongafuni kuchazwa igama uxelele i-Arhente yeendaba yaseCailian.
Ezantsi "ukuthenga endaweni yokuthenga phantsi" kwenza kube nzima kwimarike yomhlaba enqabileyo ukuba iphucule kwisiqingatha sokuqala sonyaka.
Ukusukela ngoFebruwari kulo nyaka, amaxabiso omhlaba anqabileyo angena kwindlela yokuhla, kwaye ngoku akwinqanaba lexabiso elifanayo ekuqaleni kuka-2021. Phakathi kwabo, ixabiso lentengoipraseodymium neodymium oxideyehle malunga nama-40%,i-dysprosium oxide in ephakathi kunye nobunzimaimihlaba enqabileyoyehle malunga nama-25%, kwayei-terbium oxideyehle nge-41%.
Ngokumalunga nezizathu zokuhla kwamaxabiso omhlaba anqabileyo, uZhang Biao, umhlalutyi onqabileyo womhlaba kwi-Shanghai Steel Union Rare and Precious Metals Business Unit, uhlalutye i-Arhente yeNdaba yaseCailian. "Ubonelelo lwasekhaya lweipraseodymiumkwayeneodymium is ngaphezu kwemfuneko, kwaye imfuno esezantsi yomlambo ayifikelelanga oko bekulindelwe. Ukuzithemba kwimarike akwanelanga, kwaye izinto ezahlukeneyo ziye zakhokelela kwindlela embi kwipraseodymium kunyeamaxabiso neodymium. Ukongeza, iipatheni zokuthenga eziya phezulu nasezantsi zikhokelele ekulibazisekeni ukuhanjiswa kwezinye iiodolo, kwaye isantya sokusebenza sisonke samashishini wemagnethi akhange ahlangabezane nokulindelweyo.
U-Zhang Biao ubonise ukuba kwi-Q1 2022, imveliso yasekhaya ye-neodymium iron boron billets yayiyi-63000 tons ukuya kwi-66000 tons. Nangona kunjalo, imveliso ye-Q1 yalo nyaka yayingaphantsi kweetoni ze-60000, kwaye imveliso ye-praseodymium neodymium metal igqithise imfuno. Isigaba somyalelo kwikota yesibini asikabikho, kwaye imarike yomhlaba enqabileyo kunzima ukuyiphucula kwisiqingatha sokuqala sonyaka.
U-Yang Jiawen, umhlalutyi onqabileyo womhlaba kwi-Shanghai Nonferrous Metals Network (SMM), ukholelwa ukuba ngenxa yempembelelo yexesha lemvula kwikota yesibini, ukungeniswa kwe-Southeast Asia yamaminerali anqabileyo emhlabeni kuya kuncipha, kwaye imeko yokugqithiswa kuya kuncitshiswa. Amaxabiso exeshana elinqabileyo lomhlaba angaqhubeka eguquguquka kuluhlu olumxinwa, kodwa amaxabiso exesha elide abhebhile. Uluhlu lwempahla ekrwada esezantsi sele ikwinqanaba eliphantsi, kwaye kulindeleke ukuba kubekho igagasi lentengiso yokuthenga ukusuka ekupheleni kukaMeyi ukuya kuJuni.
Ngokutsho kwentatheli evela kwi-Arhente yeNdaba ye-Cailian, izinga lokusebenza langoku kwinqanaba lokuqala lamashishini amashishini ezinto eziphathekayo asezantsi malunga ne-80-90%, kwaye kukho ezimbalwa eziveliswe ngokupheleleyo; Izinga lokusebenza leqela lesibini liyi-60-70%, kwaye amashishini amancinci ajikeleze i-50%. Ezinye iindibano zocweyo ezincinci kwimimandla yaseGuangdong naseZhejiang ziyekile ukuvelisa; Nangona izinga lokusebenza kwamashishini okwahlulwa kwenkunkuma liye lanyuka, ngenxa yokucotha kokukhula kwee-odolo ezisezantsi kunye nokunqongophala koluhlu lwenkunkuma, amashishini aphathekayo nawo athenga ngokwemfuno kwaye angalinge agcine uluhlu lwempahla.
Ngokwengxelo yamva nje yeveki ye-Stock Exchange, kutshanje, ngenxa yokunciphisa umthamo wamashishini amancinci naphakathi kunye nokungazinzi kwexabiso lemarike ye-oxide, i-factory magnetic material ayizange ithumele inkunkuma eninzi kwaye i-turnover iyancipha. kakhulu; Ngokubhekiselele kwizinto zemagnethi, amashishini agxile kakhulu ekuthengeni izinto eziyimfuneko.
Ngokutsho kweChina Rare EarthI-Industry Association, ukususela ngo-Meyi 16, ixabiso lemarike eliqhelekileyo le-praseodymium neodymium oxide laliyi-463000 yuan / ton, ukunyuka okuncinci kwe-1.31% xa kuthelekiswa nosuku lwangaphambili lokurhweba. Kwangolo suku lunye, ixabiso lexabiso lomhlaba elinqabileyo le-China Rare Earth Industry Association laliyi-199.3, ukunyuka okuncinci kwe-1.12% xa kuthelekiswa nosuku lwangaphambili lokuthengisa.
Kufanelekile ukukhankanya ukuba ngoMeyi 8-9, ixabiso leipraseodymium neodymium oxide yenyuka kancinane kangangeentsuku ezimbini ezilandelelanayo, ibangela ingqalelo yemarike. Ezinye iimbono zikholelwa ukuba kukho iimpawu zokuzinza kumaxabiso omhlaba anqabileyo. Ukuphendula, uZhang Biao uthe, "Olu lwando luncinci lubangelwa kukuthengwa kwezinto ezimbalwa zokuqala zemagnethi kwisinyithi, kwaye isizathu sesibini kukuba ixesha lokunikezelwa kwentsebenziswano yexesha elide yengingqi yaseGanzhou iphambi kweshedyuli, kwaye ixesha lokuzalisa likhona. kugxininiswe, okukhokelela kujikelezo oluqinileyo kwindawo yentengiso kunye nokunyuka okuncinci kwamaxabiso
Okwangoku, akukho phuculo kwii-odolo zetheminali. Abathengi abaninzi bathenge isixa esikhulu sezinto ezinqabileyo zomhlaba xa amaxabiso omhlaba anqabileyo anyuka kunyaka ophelileyo, kwaye asekho kwinqanaba lokunciphisa. Xa kudityaniswa nengqondo yokuthenga endaweni yokuba siwe, okukhona amaxabiso omhlaba anqabile, kokukhona bekulungele ukuthenga. "UYang Jiawen uthe," Ngokwengqikelelo yethu, kunye noluhlu olusezantsi oluhlala lusezantsi, intengiso yecala lemfuno iya kuphucuka kwangoko ngoJuni.
Okwangoku, uluhlu lwempahla yenkampani aluphezulu, ngoko sinokucinga ngokuqala ukuthenga, kodwa ngokuqinisekileyo asiyi kuthenga xa ixabiso lehla, kwaye xa sithenga, ngokuqinisekileyo siya kuba sinyuka, "utshilo umthengi ovela kwinkampani ethile. inkampani yezinto eziphathekayo.
Ukuguquguquka kweamaxabiso omhlaba anqabileyoiye yazuza amashishini okulungisa imathiriyeli esezantsi. Ukuthatha i-Jinli Permanent Magnet (300748. SZ) njengomzekelo, inkampani ayizange iphumelele ukukhula konyaka-ngonyaka kwingeniso kunye nengeniso eyintsalela kwikota yokuqala, kodwa iphinde yazuza ukuguqulwa okuhle kokuhamba kwemali okuvela kwimisebenzi yokusebenza ngexesha elifanayo. ixesha.
I-Jinli Permanent Magnet ichaze ukuba esinye sezizathu ezingundoqo zokwanda kokuhamba kwemali ekhoyo kukuhla okuphawulekayo konyaka nonyaka kumaxabiso ezinto ezinqabileyo zomhlaba kwikota yokuqala yalo nyaka, okuthe kwanciphisa ukusetyenziswa kwemali ekuthengeni izinto eziphathekayo.
Ukujonga phambili kwixesha elizayo, i-China Rare Earth isanda kuchaza kwiqonga lonxibelelwano lobudlelwane botyalo-mali ukuba amaxabiso ezinto ezinqabileyo zomhlaba akwimeko eguquguqukayo, kunye notshintsho olubalulekileyo kumaxesha amva nje; Ukuba amaxabiso ayaqhubeka nokuhla, kuya kuba nefuthe kwimisebenzi yenkampani. U-Wang Xiaohui, uMphathi Jikelele we-Shenghe Resources, uchaze kwinkcazo yokusebenza ngoMeyi 11 ukuba "kutsha nje, zombini ukubonelela kunye nemfuno baye babeka uxinzelelo kumaxabiso omhlaba anqabileyo. ) iimveliso zinokujikwa, nto leyo eya kuzisa imingeni kwimisebenzi yenkampani.
Ixesha lokuposa: May-19-2023