Kungani Imakethe Yomhlaba Engavamile Kunzima Ukuthuthuka ngo-1st Half 2023

Imakethe yomhlaba engavamile kunzima ukuyithuthukisa ku-1^stisigamu sonyaka ka-2023 kanye neshabhu encane yezinto ezisebenza kazibuthe eyeka ukukhiqizwa

Isidingo esiphansi njengeuzibuthe womhlaba ongavamileiyavilapha, futhi izintengo zomhlaba ezingavamile ziye zehla eminyakeni emibili edlule. Naphezu kokukhuphuka kancane kwezintengo zomhlaba ezingavamile muva nje, abangaphakathi embonini abaningana bathe 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 ye-PrNd oxide izohamba cishe ku-400000 yuan/ton isikhathi esithile futhi ingawi ngokushesha. I-300000 yuan/ton ingase ingatholakali kuze kube unyaka ozayo, ”kusho omunye wangaphakathi embonini onqabile ukudalulwa.

Ukwehla komfula "ukuthenga esikhundleni sokuthenga phansi" kwenza kube nzima ukuthi imakethe yomhlaba engavamile ithuthuke engxenyeni yokuqala yonyaka ka-2023.

Kusukela ngoFebhuwari kulo nyaka, izintengo zomhlaba ezingavamile ziye zangena esimweni sokwehla, futhi njengamanje zisezingeni elifanayo lentengo ekuqaleni kuka-2021. Phakathi kwazo, intengo ye-Praseodymium Neodymium oxide yehle cishe ngo-40%, i-Dysprosium oxide emhlabeni ongavamile futhi osindayo. yehle cishe ngo-25%, kanti i-Terbium oxide yehle ngaphezu kuka-41%. Abahlaziyi bomhlaba abayivelakancane bakholelwa ukuthi ngenxa yomthelela wenkathi yemvula engxenyeni yesibili, izimbiwa zomhlaba ezingavamile ezithunyelwa zisuka eNingizimu-mpumalanga ye-Asia zizoncipha, futhi isimo sokugcwala ngokweqile sizoncipha. Esikhathini esifushane izintengo zomhlaba ezingavamile zingase ziqhubeke ziguquguquka ebangeni elincane, kodwa izintengo zesikhathi eside ziyi-bearish. I-Downstream impahla eluhlaza isivele isezingeni eliphansi, futhi kulindeleke ukuthi kube negagasi lokuthengwa kwempahla kusukela ngasekupheleni kukaMeyi kuya kuJuni.

Njengamanje, izinga lokusebenza lesigaba sokuqala somfula ongezansiImpahla kazibuthe ye-NdFeBamabhizinisi angaba ngu-80-90%, futhi kukhona ambalwa akhiqizwa ngokugcwele; izinga lokusebenza leqembu lesigaba sesibili ngokuyisisekelo lingama-60-70%, futhi amabhizinisi amancane acishe abe ngu-50%. Ezinye izindawo zokucobelelana ngozibuthe ezincane ezifundazweni zaseGuangdong naseZhejiang ziyekile ukukhiqiza. Ngokombiko wakamuva wamasonto onke we-Baotou Rare Earth Products Exchange, muva nje, ngenxa yokuncishiswa kwamandla okukhiqiza abakhiqizi bezinto zikazibuthe abancane nabaphakathi nendawo kanye nokuntengantenga kwentengo yemakethe ye-oxide, imboni yezinto kazibuthe inodoti omncane ozibuthe futhi inzuzo yehle kakhulu; Mayelana nezinto ezingavamile kazibuthe zomhlaba, amabhizinisi agxila kakhulu ekuthengeni ngokwesidingo.

Kuyafaneleka ukusho ukuthi ngoMeyi 8 no-9, intengo ye-Praseodymium Neodymium oxide yenyuka kancane izinsuku ezimbili ezilandelanayo, okubangela ukunakwa kwemakethe. Eminye imibono ikholelwa ukuthi kunezimpawu zokusimama kwamanani omhlaba angavamile. Mayelana nalokhu, uZhang Biao uthe, lokhu kwanda okuncane kungenxa yabambalwa bokuqalaAbakhiqizi bezibuthe be-Neodymiumukubhidela izinsimbi zomhlaba eziyivelakancane, futhi okwesibili, isikhathi sokuqala sokulethwa sendawo yokusebenzela yesikhathi eside yesifunda sase-Ganzhou kanye nesikhathi sokugcwalisa esigxilile, 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, abazimisele ukuthenga kancane,” kusho uYang Jiawen. Ngokwesibikezelo sakhe, ngokusungula okuphansi komfula okusele kuphansi, imakethe eseceleni yesidingo ingase ithuthuke ekuqaleni kukaJuni. “Njengamanje izinga lempahla yenkampani alikho phezulu, singacabanga ukuthi siqale sithenge kodwa ngeke sithenge uma intengo yehla. Uma sithenga, izokhuphuka nakanjani, ”kusho umuntu othenga enkampanini yezinto kazibuthe.