Mako na farko na Nuwamba Binciken Kasuwar Abubuwan Trace

Binciken Kasuwar Abubuwan Bincike

Ni,Binciken karafa marasa ƙarfe

Mako-mako: Wata-da-wata:

Raka'a Mako na 4 na Oktoba Mako na 5 na Oktoba Canje-canje na mako-mako Matsakaicin farashi na Satumba Tun daga 31 ga Oktoba

Matsakaicin farashi

Canjin wata-wata Farashin yanzu kamar na 5 ga Nuwamba
Kasuwar Karafa ta Shanghai # Sinadaran Zinc Yuan/ton

21930

22190

↑260

21969

22044

↑75

22500

Kasuwar Karafa ta Shanghai # Tagulla Mai Amfani da Electrolytic Yuan/ton

85645

87904

↑2259

80664

86258

↑5594

85335

Shanghai Metals Network Australia

Manganese mai kashi 46%

Yuan/ton

40.55

40.45

↓0.1

40.32

40.49

↑0.17

40.45

Farashin sinadarin aidin da aka tace daga ƙasashen waje daga Ƙungiyar Kasuwanci Yuan/ton

635000

635000

 

635000

635000

635000

Kasuwar ƙarfe ta Shanghai Cobalt Chloride

(co24.2%

Yuan/ton

104250

105000

↑750

69680

101609

↑31929

105000

Kasuwar Karafa ta Shanghai Selenium Dioxide Yuan/kilogram

107.5

109

↑1.5

103.64

106.91

↑3.27

110

Yawan amfani da ƙarfin masana'antun titanium dioxide %

77.44

77.13

↓0.31

76.82

77.68

↑0.86

 

1) Sinadarin zinc

  ① Kayan da ba a sarrafa ba: Zinc hypooxide: Matsakaicin ma'amala yana ci gaba da kaiwa ga sabbin matsayi a shekara.

Farashin zinc akan layi: A ɓangaren macro, Babban Bankin Tarayya ya rage ƙimar riba da wasu maki 25 kamar yadda ake tsammani don haɓaka farashin ƙarfe, amma tushen wadata mai ƙarfi da ƙarancin buƙata ba su canzawa ba, aikin amfani da ƙasa yana da rauni, kuma matsin lamba sama akan zinc na Shanghai har yanzu yana nan. Ana sa ran farashin zinc zai kasance mai karko a cikin ɗan gajeren lokaci, tare da kewayon yuan 22,000-22,600 a kowace tan.

② Farashin sinadarin sulfuric acid ya ci gaba da kasancewa daidai a manyan matakai a faɗin ƙasar. Tokar soda: Farashin ya daidaita a wannan makon.

A ranar Litinin, yawan aikin samar da sinadarin zinc sulfate na ruwa ya kai kashi 79%, wanda ya ragu da kashi 10% idan aka kwatanta da makon da ya gabata, kuma yawan amfani da shi ya kai kashi 67%, wanda ya ragu da kashi 7% idan aka kwatanta da makon da ya gabata. An tsara manyan kamfanonin yin odar kayayyaki har zuwa tsakiyar zuwa karshen watan Nuwamba. Saboda tasirin manufofin macro a rabin farko na shekara, abokan ciniki sun yi sayayya mai yawa, kuma bukatar ta ci gaba, wanda ya haifar da ƙarancin buƙata a yanzu da kuma jinkirin isar da kayayyaki ga masana'antun.

Kasuwar ta fuskanci matakai daban-daban na koma-baya. Kamfanonin samar da abinci ba su yi aiki sosai wajen siye ba kwanan nan. A ƙarƙashin matsin lamba biyu na yawan aiki na kamfanonin sama da kuma ƙarancin adadin oda da ake da shi, zinc sulfate zai ci gaba da aiki cikin rauni da kwanciyar hankali a cikin ɗan gajeren lokaci. Ana ba da shawarar cewa abokan ciniki su rage zagayowar kaya.

Kasuwar ƙarfe ta Shanghai Zinc Ingots

2) Sulfate na Manganese

Dangane da albarkatun ƙasa: ① Farashin ma'adinan manganese da aka shigo da su daga ƙasashen waje ya ɗan yi sauyi kuma ya sake farfadowa.

② Sulfuric acid ya kasance mai karko a babban matakin wannan makon.

A wannan makon, yawan aikin masana'antun manganese sulfate ya kai kashi 85%, wanda ya karu da kashi 9% idan aka kwatanta da makon da ya gabata. Amfani da karfin aiki ya kai kashi 58%, wanda ya karu da kashi 5% idan aka kwatanta da makon da ya gabata. An tsara manyan masana'antun su yi odar har zuwa karshen watan Nuwamba.

Masana'antun suna ta faman yin layi a kan farashin samarwa kuma suna tsammanin farashi zai kasance mai daidaito. Saboda ci gaba da hauhawar farashin sinadarin sulfuric acid na kayan masarufi, farashi ya ɗan tashi kaɗan, kuma sha'awar abokan ciniki na cikin gida na sake cika kayayyaki ya ƙaru sosai. Dangane da nazarin yawan odar kamfanoni da abubuwan da suka shafi kayan masarufi, ana sa ran manganese sulfate zai ci gaba da kasancewa mai ƙarfi a cikin ɗan gajeren lokaci. Ana ba da shawarar cewa abokan ciniki su ƙara yawan kayan da suke samarwa yadda ya kamata.

 Shanghai Youse Network Australian Mn46 manganese ma'adinai

3) Iron sulfate

Dangane da kayan aiki: Buƙatar titanium dioxide ta ci gaba da raguwa, kuma yawan aiki na masana'antun titanium dioxide yana da ƙasa. Ferrous sulfate heptahydrate samfuri ne a cikin tsarin samar da titanium dioxide. Yanayin da masana'antun ke ciki a yanzu yana shafar kasuwar samar da ferrous sulfate heptahydrate kai tsaye. Lithium iron phosphate yana da buƙatar ferrous sulfate heptahydrate, wanda hakan ke ƙara rage samar da ferrous sulfate heptahydrate ga masana'antar ferrous.

Ferrous sulfate ya yi ƙarfi a wannan makon, musamman saboda ci gaban da aka samu na wadatar kayan masarufi sakamakon tasirin da yawan aiki na masana'antar titanium dioxide ya yi. Kwanan nan, jigilar heptahydrate ferrous sulfate ya yi kyau, wanda ya haifar da ƙaruwar farashi ga masu samar da monohydrate ferrous sulfate. A halin yanzu, jimillar yawan aiki na ferrous sulfate a China ba shi da kyau, kuma kamfanoni ba su da isasshen kayan aiki, wanda hakan ke kawo abubuwa masu kyau ga hauhawar farashin ferrous sulfate. Idan aka yi la'akari da matakan kaya na kamfanoni na baya-bayan nan da kuma ƙimar aiki na sama, ana sa ran ferrous sulfate zai tashi a cikin ɗan gajeren lokaci. Ana ba da shawarar cewa ɓangaren buƙata ya yi shirye-shiryen siye kafin a yi la'akari da kaya.

 Yawan amfani da ƙarfin samar da titanium dioxide

4) Copper sulfate/babban jan karfe chloride

Kayan Aiki: Codelco, babbar mai samar da tagulla a duniya, ta rage hasashen samar da tagulla na shekarar 2025 a ranar Talata, amma burin da aka yi wa kwaskwarima ya fi na shekarar 2024. Haka kuma samarwa ya karu kowace shekara a cikin watanni tara na farko na shekarar 2025. Hasashen da aka yi wa kwaskwarima ya taimaka wajen rage damuwa game da karancin wadata da ake samu kwanan nan wanda ke tallafawa farashin tagulla tun daga watan Satumba, amma a lokaci guda, dala ta ci gaba da karfi, wanda hakan ya sanya matsin lamba kan farashin tagulla.

A zahiri, muryar gama gari da Fed ta yi a makon da ya gabata ta sanya shakku kan raguwar darajar kayayyaki a watan Disamba, kuma ma'aunin dala ya karu zuwa sama da watanni uku, wanda hakan ya haifar da shakku kan hasashen bukatar karafa. Tare da kwangilar PMI na masana'antu na kasar Sin na wata na bakwai a jere a watan Oktoba, raguwar sabbin umarni na fitar da kayayyaki, da kuma barazanar dakatar da farashi mafi tsawo a tarihi a gwamnatin Amurka da kuma yanayin da ake ciki a duniya mai sarkakiya, hauhawar farashin tagulla ya ragu gaba daya. Rashin isasshen buƙatu, kadarorin jama'a na tagulla na Shanghai sun tashi tan 11,348 zuwa tan 116,000 a cikin wata guda, wanda ya kai kusan sama da wata guda, kuma darajar tagulla ta Yangshan ta fadi da kashi 28 cikin 100 zuwa dala 36 a kowace tan a cikin wata guda, wanda ke nuna raguwar bukatar shigo da kayayyaki. Yayin da lokacin kololuwar gargajiya ke karatowa kuma tsammanin raguwar amfani da kayayyaki a kasa ya kara karfi, ana sa ran farashin tagulla na gajeren lokaci zai fuskanci matsin lamba kuma ya yi rauni a manyan matakai. Farashin tagulla a wannan makon: yuan 85,190-85,480/ton.

Maganin etching: Wasu masana'antun kayan da ke sama sun hanzarta jujjuyawar jari ta hanyar sarrafa maganin etching mai zurfi zuwa cikin soso ko jan ƙarfe hydroxide. Kason tallace-tallace ga masana'antar jan ƙarfe sulfate ya ragu, kuma ma'aunin ciniki ya kai sabon matsayi.

Farashin tagulla ya kasance daidai a wannan makon. Dangane da hauhawar farashin hanyar sadarwa ta tagulla, abokan ciniki na ƙasashen waje suna siyan sa kamar yadda ake buƙata.

 Kasuwar ƙarfe ta Shanghai Copper

5) Magnesium sulfate/Magnesium oxide

Kayan da aka samar: Farashin sinadarin sulfuric acid yana ƙaruwa a arewa a halin yanzu.

Kasuwar magnesia galibi tana da kwanciyar hankali. Rahotannin baya-bayan nan kan gyaran kamfanonin magnesia a yankunan da ake samarwa sun goyi bayan farashin kasuwa. Farashin foda magnesia mai ƙonewa da haske yana da tabbas. Akwai yiwuwar samun canje-canje a cikin haɓaka murhun da ke tafe. Farashin magnesia sulfate na iya ƙaruwa kaɗan a cikin ɗan gajeren lokaci. Ana ba da shawarar a tara kuɗi yadda ya kamata.

6) Calcium iodate

Kayan da aka sarrafa: Kasuwar iodine ta cikin gida tana da ƙarfi a yanzu, wadatar da sinadarin iodine mai tsafta daga ƙasar Chile tana da ƙarfi, kuma samar da sinadarin iodine yana da ƙarfi.

Farashin sinadarin iodine mai tsafta ya ɗan tashi kaɗan a kwata na huɗu, wadatar sinadarin calcium iodate ya yi ƙasa, kuma wasu masana'antun sinadarin iodine sun dakatar ko kuma sun takaita samarwa. Ana sa ran cewa yanayin hauhawar farashin iodine zai ci gaba da canzawa. Ana ba da shawarar a tara kayan da suka dace.

 an shigo da sinadarin aidin mai tsafta

7) Sodium selenite

Dangane da kayan masarufi: Saboda yanayin ciniki mai kyau na kwanan nan na farashin silinium mai ɗanyen mai a kasuwa, farashin diselenium ya riga ya yi yawa, kuma yuwuwar siyarwa a farashi mai rahusa ya yi ƙasa.

Farashin selenium ya tashi sannan ya daidaita. Masu sharhi a kasuwa sun ce farashin selenium ya daidaita tare da hauhawar farashinsa, ayyukan ciniki sun kasance matsakaici, kuma ana sa ran farashin zai ci gaba da ƙarfi a ƙarshen lokaci. Masu samar da sinadarin sodium selenite sun ce buƙata ta yi rauni, farashi yana ƙaruwa, oda yana ƙaruwa, kuma farashin ya yi karko a wannan makon. Ana sa ran farashin zai ƙaru a cikin ɗan gajeren lokaci.

8) Cobalt chloride

Kasuwar kobalt ta ɗan ragu kaɗan a makon da ya gabata, inda samar da batura na zamani, yawan shigarwa da tallace-tallace ke ƙaruwa a hankali, da kuma buƙatu ke ƙaruwa a hankali; Gwamnatin Kongo ta gabatar da tsarin rabon kayan fitarwa, kuma ana sa ran za a sami ƙarancin hanyoyin samar da kayayyaki. Fitar da kayayyakin kobalt na Indonesiya ya ƙaru don cike gibin ƙarancin albarkatun cobalt, da kuma ƙarancin wadata gabaɗaya; Samar da gishirin kobalt ya ragu kuma farashi ya daidaita. Farashin lithium cobalt oxide ya canza kuma ya daidaita, kuma har yanzu akwai abubuwa masu kyau ga kasuwar kobalt. Farashin kobalt na duniya yana canzawa kuma yana ƙaruwa, amma abubuwa masu kyau sun kasance kuma abubuwa marasa kyau suna raguwa; Gabaɗaya, hauhawar kasuwar kobalt ya kasance kuma matsin lamba na ƙasa yana raguwa. Haɗawa kamar yadda ake buƙata.

 Cobalt chloride 24.2

9) Gishirin Cobalt/potassium chloride/potassium carbonate/calcium formate/iodide

1. Cobalt: Farashin kayan da aka sarrafa: Kasuwar cobalt ta kasance mai karko kwanan nan, inda masana'antun ke nuna rashin son sayarwa. Farashin da yawancin kamfanoni ke son saya yana da tsada sosai, kuma sha'awar da ake da ita ta karyewa ba ta da iyaka. Babu wani ci gaba mai mahimmanci a ɓangaren buƙata, kuma yanayin ciniki na kasuwa yana buƙatar ingantawa. A cikin ɗan gajeren lokaci, kasuwar cobalt za ta iya tashi a hankali.

2. Potassium chloride: A halin yanzu, tarin sinadarin potassium chloride a tashoshin jiragen ruwa na arewa har yanzu abin karɓa ne, tare da sabbin hanyoyin da tsofaffin hanyoyin sadarwa, wanda ke ƙara wayar da kan 'yan kasuwa game da sayarwa da kuma rage darajar kayayyaki. Duk da haka, tare da goyon bayan farashin jagora na manyan 'yan kasuwa, kasuwa gaba ɗaya tana da daidaito da kuma haɗaka.

3 Farashin sinadarin calcium formate ya ci gaba da raguwa a wannan makon. Masana'antun da ba a sarrafa su ba sun sake fara samar da sinadarin formic acid, wanda hakan ke haifar da karuwar yawan sinadarin formic acid da kuma yawan samar da shi. A cikin dogon lokaci, farashin sinadarin calcium formate yana raguwa.

Farashin sinadarin Iodide guda 4 ya daidaita a wannan makon idan aka kwatanta da makon da ya gabata.


Lokacin Saƙo: Nuwamba-07-2025