Isidingo se-downstream siyavilapha, futhiamanani omhlaba angavamilezibuyele emuva eminyakeni emibili edlule. Naphezu kokukhuphuka kancane kwezintengo zomhlaba ezingavamile ezinsukwini ezisanda kwedlula, abangaphakathi bezimboni abaningana batshele izintatheli ze-Cailian News Agency ukuthi ukuzinza kwamanje kwamanani omhlaba angavamile akunasekelo futhi kungenzeka kuqhubeke ukwehla. Sekukonke, imboni ibikezela ukuthi ububanzi bentengo ye-praseodymium neodymium oxide buphakathi kuka-300000 yuan/ton kanye no-450000 yuan/ton, kanti u-400000 yuan/ton uba indawo yamanzi.
Kulindeleke ukuthi intengo yei-praseodymium neodymium oxideizohambisa phezulu ezingeni lika-400000 yuan/ton isikhathi esithile futhi ngeke ziwe ngokushesha. I-yuan/ton engu-300000 ingase ingatholakali kuze kube unyaka ozayo, "isikhulu sangaphakathi embonini esinqabile ukudalulwa sitshele i-Cailian News Agency.
Ukwehla komfula "ukuthenga esikhundleni sokuthenga phansi" kwenza kube nzima ukuthi imakethe yomhlaba engavamile ithuthuke engxenyeni yokuqala yonyaka.
Kusukela ngoFebhuwari kulo nyaka, izintengo zomhlaba ezingavamile zingene enkambisweni yokwehla, futhi okwamanje zisezingeni lentengo elifanayo nasekuqaleni kuka-2021. Phakathi kwazo, intengoi-praseodymium neodymium oxideyehle cishe ngo-40%,i-dysprosium oxide in emaphakathi futhi esindayoimihlaba engavamilelehle cishe ngama-25%, futhii-terbium oxidelehle ngama-41%.
Mayelana nezizathu zokwehla kwamanani omhlaba angavamile, uZhang Biao, umhlaziyi womhlaba ongavamile e-Shanghai Steel Union Rare and Precious Metals Business Unit, uhlaziye i-Cailian News Agency. "Impahla yasekhaya yei-praseodymiumfuthineodymium ingaphezu kwesidingo, futhi isidingo sisonke somfula asifinyelelanga okulindelekile. Ukuzethemba kwemakethe akwanele, futhi izici ezihlukahlukene ziholele kumkhuba omubi ku-praseodymium kanyeizintengo ze-neodymium. Ukwengeza, amaphethini okuthenga akhuphukayo naphansi aholele ekubambezelekeni kokulethwa kwamanye ama-oda, futhi izinga lokusebenza lilonke lamabhizinisi wezinto kazibuthe alifinyelelanga obekulindelekile.
U-Zhang Biao uveze ukuthi ku-Q1 2022, ukukhiqizwa kwasekhaya kwe-neodymium iron boron billets kwaba amathani angama-63000 kuya ku-66000 amathani. Kodwa-ke, ukukhiqizwa kwe-Q1 yalo nyaka bekungaphansi kwamathani angu-60000, futhi ukukhiqizwa kwensimbi ye-praseodymium neodymium kudlule isidingo. Isigaba sokuhleleka kwekota yesibili asikalungi, futhi imakethe yomhlaba engavamile kunzima ukuyithuthukisa engxenyeni yokuqala yonyaka.
U-Yang Jiawen, umhlaziyi womhlaba oyivelakancane e-Shanghai Nonferrous Metals Network (SMM), ukholelwa ukuthi ngenxa yomthelela wenkathi yemvula engxenyeni yesibili yekota, ukungeniswa kwamanye amazwe amaminerali angavamile avela emazweni aseNingizimu mpumalanga ye-Asia kuzoncipha, futhi isimo sokugcwala ngokweqile sizoncipha. Izintengo zomhlaba ezingavamile zesikhathi esifushane zingase ziqhubeke ziguquguquka ebangeni elincane, kodwa amanani esikhathi eside aphansi. I-downstream yokusungula impahla eluhlaza isivele isezingeni eliphansi, futhi kulindeleke ukuthi kube negagasi lemakethe yokuthenga kusukela ngasekupheleni kukaMeyi kuya kuJuni.
Ngokusho kwentatheli evela ku-Cailian News Agency, izinga lokusebenza lamanje lesigaba sokuqala samabhizinisi wezinto ezibonakalayo ezisezingeni eliphansi lilinganiselwa ku-80-90%, futhi kukhona ambalwa akhiqizwa ngokugcwele; Izinga lokusebenza leqembu lesigaba sesibili ngokuyisisekelo lingama-60-70%, futhi amabhizinisi amancane acishe abe ngu-50%. Ezinye izinkundla zokucobelelana ngolwazi ezincane ezifundeni zaseGuangdong naseZhejiang ziyekile ukukhiqiza; Nakuba izinga lokusebenza lezinkampani ezihlukanisa imfucuza lenyukile, ngenxa yokukhula kancane kwama-oda angaphansi komfula kanye nokushoda kweqoqo lempahla kadoti, amabhizinisi aphathekayo nawo athenga uma efunwa futhi angalokothi agcine i-inventory.
Ngokombiko wakamuva wamasonto onke we-Stock Exchange, muva nje, ngenxa yokwehliswa kwamandla amabhizinisi amancane naphakathi nendawo kanye nokuntengantenga kwentengo yemakethe ye-oxide, ifektri ye-magnetic material ayizange ithumele udoti omningi futhi inzuzo yehlile. kakhulu; Ngokuya ngezinto zikazibuthe, amabhizinisi agxila kakhulu ekuthengeni ngokufunwayo.
Ngokusho kweI-China Rare EarthI-Industrial Association, kusukela ngomhlaka-16 Meyi, intengo yemakethe emaphakathi ye-praseodymium neodymium oxide yayingu-463000 yuan/ton, ukukhuphuka okuncane ngo-1.31% uma kuqhathaniswa nosuku lwangaphambilini lokuhweba. Ngalo lolo suku, inkomba yentengo yomhlaba engavamile ye-China Rare Earth Industry Association yayingu-199.3, okuwukukhuphuka kancane ngo-1.12% uma kuqhathaniswa nosuku lwangaphambili lokuhweba.
Kuhle ukusho ukuthi ngoMeyi 8-9, intengo yei-praseodymium neodymium oxide ikhuphuke kancane izinsuku ezimbili ezilandelanayo, okubangela ukunakwa kwemakethe. Eminye imibono ikholelwa ukuthi kunezimpawu zokusimama kwamanani omhlaba angavamile. Ephendula, uZhang Biao uthe, "Lokhu kukhuphuka okuncane kungenxa yokubhida kwezinto zikazibuthe zokuqala ezimbalwa, futhi isizathu sesibili ukuthi isikhathi sokulethwa kokubambisana kwesifunda saseGanzhou isikhathi eside singaphambi kwesimiso, futhi isikhathi sokugcwalisa kugxilile, okuholela ekusabalaleni okuqinile emakethe kanye nokwenyuka kancane kwamanani
Okwamanje, akukho ngcono kuma-terminal orders. Abathengi abaningi bathenge inani elikhulu lezinto zokusetshenziswa komhlaba ezingavamile lapho amanani omhlaba angavamile akhuphuka ngonyaka odlule, futhi basesesiteji sokuqothula. Kuhambisana nomqondo wokuthenga esikhundleni sokwehla, amanani entengo yomhlaba ayivelakancane kakhulu, abazimisele ukuthenga kancane. "U-Yang Jiawen uthe," Ngokwesibikezelo sethu, ngokusungula okuphansi komfula okusele kuphansi, imakethe eseceleni yesidingo izothuthuka ekuqaleni kukaJuni.
Njengamanje, i-inventory yenkampani ayiphezulu, ngakho-ke singacabanga ukuqala ukuthenga, kodwa ngeke nakanjani sithenge lapho intengo yehla, futhi lapho sithenga, ngokuqinisekile sizokhuphuka, "kusho umthengi ovela enkampanini ethile. inkampani magnetic material.
Ukushintshashintsha kweamanani omhlaba angavamileizuze amabhizinisi asebenza ngaphansi komfula kazibuthe. Uma sithatha i-Jinli Permanent Magnet (300748. SZ) njengesibonelo, inkampani ayizuzanga nje kuphela ukukhula konyaka nonyaka emalini engenayo kanye nenzuzo eyinsalela ngekota yokuqala, kodwa iphinde yazuza ukuguqulwa okuhle ekungeneni kwemali okukhiqizwe emisebenzini yokusebenza ngesikhathi esifanayo. isikhathi.
I-Jinli Permanent Magnet ithe esinye sezizathu eziyinhloko zokwenyuka kwemali esetshenziswayo kwaba ukwehla okuphawulekayo konyaka nonyaka kwamanani entengo yezinto eziluhlaza ezingavamile engxenyeni yokuqala yalo nyaka, okunciphise ukusetshenziswa kwemali ekuthengeni impahla eluhlaza.
Uma sibheka phambili esikhathini esizayo, i-China Rare Earth isanda kusho ku-platform yokusebenzelana yobudlelwano nabatshalizimali ukuthi amanani ezinto ezingavamile zomhlaba abesesimweni esishintshashintshayo, nezinguquko eziphawulekayo ezikhathini zamuva nje; Uma amanani eqhubeka nokwehla, kuzoba nomthelela ekusebenzeni kwenkampani. U-Wang Xiaohui, iMenenja-Jikelele ye-Shenghe Resources, esithangamini sokusebenza ngoMeyi 11 wathi "muva nje, kokubili ukunikezwa kanye nesidingo kuye kwabeka ingcindezi ethile emananini omhlaba angavamile. Uma imakethe isesimweni sokwehla, amanani entengo ka ) imikhiqizo ingase ihlanekezelwe, okuzoletha izinselele ekusebenzeni kwenkampani.
Isikhathi sokuthumela: May-19-2023