Binciken Kasuwar Abubuwan Bincike
Ni,Binciken karafa marasa ƙarfe
Mako-mako: Wata-da-wata:
| Raka'a | Mako na 4 na Nuwamba | Mako na 1 na Disamba | Canje-canje na mako-mako | Matsakaicin farashi na watan Nuwamba | Matsakaicin farashi na kwanaki 5 har zuwa Disamba | Canje-canje na wata-wata | Farashin yanzu kamar na 2 ga Disamba | |
| Kasuwar Karafa ta Shanghai # Sinadaran Zinc | Yuan/ton | 22330 | 22772 | ↑442 | 22407 | 22772 | ↑365 | 23190 |
| Shanghai Metals Network # Tagulla Mai Amfani da Electrolytic | Yuan/ton | 86797 | 89949 | ↑3152 | 86502 | 89949 | ↑3447 | 92215 |
| Shanghai Metals Network AustraliaManganese mai kashi 46% | Yuan/ton | 40.63 | 40.81 | ↑0.18 | 40.55 | 40.81 | ↑0.26 | 41.35 |
| 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(co≥24.2% | Yuan/ton | 104500 | 105750 | ↑350 | 105100 | 105750 | ↑650 | 105750 |
| Kasuwar Karafa ta Shanghai Selenium Dioxide | Yuan a kowace kilogiram | 115 | 114 | ↓1 | 113.5 | 114 | ↑0.5 | 107.5 |
| Yawan amfani da ƙarfin masana'antun titanium dioxide | % | 74.8 | 74.46 | ↓0.34 | 75.97 | 74.46 | ↓1.51 |
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.
A matakin macro, bayanan ADP na Amurka sun gaza yadda aka zata, kuma tsammanin kasuwa na raguwar darajar kuɗi na Fed ya ƙaru, wanda hakan ya yi kyau ga farashin zinc a matakin macro. Tare da ƙarancin kuɗin sarrafawa don yawan sinadarin zinc, akwai tallafi mai yawa daga ɓangaren samar da kayayyaki, kuma farashin zinc yana tafiya da ƙarfi, inda babban farashin Sink na Shanghai ya kai wani sabon matsayi tun watan Agusta na wannan shekarar. Ana sa ran farashin Sink zai kai kusan Yuan 22,300 a kowace tan a mako mai zuwa.
② Saboda ci gaba da hauhawar farashin sulfur, farashin sulfur acid yana ƙaruwa galibi a yankuna daban-daban. Tokar Soda: Farashin ya kasance daidai a wannan makon.
Yawan aikin samar da sinadarin zinc sulfate na ruwa a ranar Litinin ya kai kashi 74%, ba tare da wani canji ba idan aka kwatanta da makon da ya gabata; Amfani da karfin aiki ya kai kashi 61%, wanda ya ragu da kashi 3% idan aka kwatanta da makon da ya gabata.
A cikin ɗan gajeren lokaci, hauhawar farashin kayan masarufi yana ba da goyon baya mai ƙarfi ga farashin zinc sulfate, kuma kasuwa ta ci gaba da kasancewa cikin kwanciyar hankali a babban mataki. A matsakaici zuwa dogon lokaci, tare da hanzarta jigilar kayayyaki zuwa ƙasashen waje da kuma sake fara bincike, har yanzu akwai damar ɗan ƙara farashi.
2) Sulfate na Manganese
Dangane da kayan aiki: ① Farashin ma'adinan Manganese yana da ƙarfi tare da ɗan ƙaruwa. Samar da tubalan Australiya, tubalan Gabon, da sauransu a tashoshin jiragen ruwa na arewa yana da ƙaranci, kuma ƙimar manyan masu hakar ma'adinai gabaɗaya ta ɗan fi girma.
②Farashin sinadarin sulfuric acid ya ci gaba da kasancewa a matsayi mai girma kuma ana sa ran zai ƙarfafa.
A wannan makon, saboda ƙaruwar farashin sulfur mai yawa, farashin samar da manganese sulfate ya ci gaba da hauhawa. A ɓangaren buƙata: akwai matsakaicin yanayin farfaɗowa gabaɗaya, kuma ana sa ran farashin na ɗan gajeren lokaci zai yi ƙarfi. Dangane da farashi, idan farashin sulfur acid ya ci gaba da hauhawa, ana sa ran farashin manganese sulfate zai yi daidai da haka kuma ya ƙarfafa. Ana shawartar abokan ciniki da su saya idan ana buƙata.
3) Iron sulfate
Kayan da aka samar: A matsayin wani sinadari na titanium dioxide, wadatar sa tana da iyaka saboda ƙarancin yawan aiki na titanium dioxide a manyan masana'antu. A halin yanzu, buƙatar da ake da ita daga masana'antar lithium iron phosphate ta rage yawan da ake samu a masana'antar ciyar da abinci, wanda hakan ya haifar da ƙarancin samar da ferrous sulfate mai inganci a cikin dogon lokaci.
A wannan makon, yawan aiki na masu samar da ferrous sulfate ya ragu sosai zuwa kashi 20%, raguwar kashi 60% idan aka kwatanta da makon da ya gabata; Amfani da ƙarfin aiki ya kasance kashi 7% kacal, raguwar kashi 19% idan aka kwatanta da makon da ya gabata. An tsara yin oda daga manyan masana'antu har zuwa watan Fabrairu, kuma jigilar kaya ta yi ƙaranci. Tare da goyon baya mai ƙarfi daga farashin kayan masarufi da dakatar da farashi a wasu yankuna, ana sa ran farashin ferrous sulfate zai ci gaba da hauhawa a matsakaici zuwa gajere. Ana ba da shawarar cewa ɓangaren buƙata ya sayi bisa ga yanayin samarwarsa kuma ya guji siyayya a farashi mai tsada. Ga abokan ciniki masu buƙatar da ta dace, ana ba da shawarar yin shawarwari kan yin oda a gaba.
4) Copper sulfate/babban jan karfe chloride
Dangane da muhimman abubuwa, faɗaɗa ma'adinan jan ƙarfe na duniya ya yi jinkiri, kuma an kawo cikas ga samar da kayayyaki a wurare da yawa, wanda ya haifar da ƙaruwar ƙarancin kayan masarufi. Kasuwa ta yi hasashen cewa akwai yuwuwar samun gibin wadata na tan 450,000 na jan ƙarfe mai tsafta a duk duniya a shekarar 2026. Domin jawo hankalin jarin da ake buƙata, farashin jan ƙarfe yana buƙatar ya kasance a wani matsayi mai girma na tsawon lokaci mai tsawo (kamar matsakaicin farashi na shekara-shekara ya wuce dala 12,000 na Amurka a kowace tan). Ƙarar buƙatu a fannoni masu tasowa kamar sabbin makamashi (motoci masu amfani da wutar lantarki, motocin lantarki, ajiyar makamashi), fasahar wucin gadi, da saka hannun jari a layin wutar lantarki a ɓangaren buƙata a bayyane yake. Ana sa ran zai ƙara yawan amfani da jan ƙarfe kuma ya zama wani abu mai kyau na dogon lokaci. Amfani da shi a cikin gida da kuma ƙarshen kasuwa a halin yanzu yana aiki ba shi da kyau. Karɓar farashin jan ƙarfe mai yawa da kuma shirye-shiryensu na siya suna da ƙasa kaɗan, wanda hakan ke sanya ƙa'ida ta gaske ga farashi.
A matakin macro, abubuwa marasa kyau da masu kyau suna da alaƙa. Tsammanin da Babban Bankin Tarayya ya yi na rage ƙimar riba ya ƙarfafa dalar Amurka, yana sa farashin jan ƙarfe a dalar Amurka ya fi tsada ga masu siye waɗanda ba 'yan Amurka ba, da kuma rage hauhawar haɓakar jan ƙarfe na LME. China ta sanar da cewa za ta faɗaɗa buƙatun cikin gida da kuma ɗaukar ƙarin manufofin macro masu aiki a cikin 2026, wanda hakan zai ƙara hasashen buƙata ga karafa na masana'antu. A halin yanzu, manufar harajin Amurka: Manufar keɓe harajin shigo da kaya ta Amurka don jan ƙarfe mai tsafta ta ci gaba da aiki, kuma ba za a sanar da sakamakon bita (mai yiwuwa sanya haraji) ba har sai watan Yuni na shekara mai zuwa. Wannan ya ƙarfafa 'yan kasuwa su aika jan ƙarfe zuwa Amurka a gaba don guje wa haɗarin da ka iya tasowa, wanda ke haifar da ci gaba da ƙimar jan ƙarfe na COMEX da kuma ba da tallafi ga "ƙaruwar tarin".
Gabaɗaya, tsammanin manufofin China da kuma ɗabi'ar "tattalin arziki" ta Amurka sun haɗa kai wajen samar da ƙarancin goyon baya ga farashin jan ƙarfe, wanda hakan ya sa su kasance masu juriya a wani babban mataki. Duk da haka, ƙarfin dalar Amurka da kuma jinkirin amfani da ɗan gajeren lokaci a gida sun takaita damar ƙara farashi. Sakamakon haka, farashin jan ƙarfe ya shiga cikin matsala. Ana sa ran zai yi ta canzawa kaɗan tsakanin yuan 91,850 zuwa 93,350 a kowace tan a tsakanin ƙoƙarin manufofin China, tarin jarin Amurka da kuma jinkirin amfani da shi a cikin gida.
Ana shawartar abokan ciniki da su yi amfani da kayansu don tara kaya idan farashin jan ƙarfe ya koma ƙasa, don tabbatar da wadatar kayayyaki yayin da ake sarrafa farashi.
5) Magnesium sulfate/Magnesium oxide
Dangane da albarkatun ƙasa: A halin yanzu, sinadarin sulfuric acid a arewa yana da ƙarfi sosai.
Farashin Magnesium oxide da magnesium sulfate sun tashi. Tasirin kula da albarkatun magnesite, ƙuntatawa na ƙa'ida da gyaran muhalli ya haifar da kamfanoni da yawa suna samarwa bisa ga tallace-tallace. Kamfanonin magnesia masu ƙonewa da haske sun tilasta dakatar da samarwa don canji saboda manufofin maye gurbin ƙarfin aiki, kuma yawan aiki na ɗan gajeren lokaci ba zai iya ƙaruwa sosai ba. Tare da ƙaruwar farashin sulfuric acid, farashin magnesium sulfate da magnesium oxide 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 tace: Farashin sinadarin iodine mai tsafta ya ɗan tashi kaɗan a kwata na huɗu. Samar da sinadarin calcium iodate ya yi ƙaranci. Wasu masana'antun sinadarin iodine sun dakatar da samarwa ko kuma ƙarancin samarwa. Ana sa ran samar da sinadarin iodine zai ci gaba da kasancewa cikin kwanciyar hankali kuma ya ɗan yi sama kaɗan a cikin dogon lokaci. Ana ba da shawarar a tara kayan da suka dace.
7) Sodium selenite
Dangane da kayan masarufi: Farashin diselenium ya tashi sannan ya daidaita. Masu sharhi a kasuwa sun ce farashin kasuwar selenium ya daidaita tare da hauhawar farashin, ayyukan ciniki sun kasance matsakaici, kuma ana sa ran farashin zai ci gaba da ƙarfi a ƙarshen lokacin. Masu samar da sinadarin sodium selenite sun ce buƙata ta yi rauni, farashi yana ƙaruwa, oda tana ƙaruwa, kuma an ɗan rage farashin a wannan makon. Saya akan buƙata.
8) Cobalt chloride
Karancin kayan masarufi ya koma daga tsammani zuwa gaskiya, inda masu samar da kayayyaki ke ci gaba da samun riba mai yawa wanda ke samun tallafi daga manyan farashi. Duk da cewa wasu sassan da ke fuskantar koma-baya sun fara tsara kasafin kudinsu na kwata na farko na shekara mai zuwa kuma sha'awar siyayya ta karu, kasuwa gaba daya ta ci gaba da taka tsantsan kuma tana jira a matakin farashi na yanzu. Ya kamata a kula da yanayin manufofi a manyan fannoni kamar Jamhuriyar Demokradiyyar Congo, domin duk wani cikas na samar da kayayyaki zai iya kara farashin da sauri. Ana sa ran farashin Cobalt chloride zai ci gaba da kasancewa daidai da yanayin wadata da buƙata da tallafin farashi mai dorewa. Akwai barazanar karuwar farashi cikin sauri idan manufofi a Jamhuriyar Demokradiyyar Congo suka kara shafar samar da kayan. Akasin haka, idan farashin mai ya ci gaba da danne bukata, ba za a iya kawar da koma-baya a hankali ba.
Ajiye kaya bisa ga buƙata.
9) Gishirin Cobalt/potassium chloride/potassium carbonate/calcium formate/iodide
1. Gishirin Cobalt: Farashin kayan da aka yi amfani da su: Farashin cobalt sulfate ya ɗan tashi kaɗan a ranar Litinin kuma cibiyar kasuwa ta koma sama. Farashin kayan da aka yi amfani da su a ɓangaren samar da kayayyaki yana da ƙarfi sosai, kuma masu narkar da kayan sun dage wajen riƙe farashi: An ƙara farashin MHP da kayan da aka sake yin amfani da su zuwa yuan 90,000-91,000 a kowace tan, yayin da waɗanda aka yi amfani da su a matsakaicin kayayyaki suka kasance kusan yuan 95,000. Bambancin farashin da ke tsakanin sama da ƙasa har yanzu yana nan, amma amincewar masu siye game da farashin yanzu yana ƙaruwa a hankali. Lokacin da ƙasa ta kammala narkewar lokaci kuma ta fara sabon zagaye na siyayya ta tsakiya, ana sa ran ƙimar gishirin cobalt za ta sake tashi.
2. Potassium chloride: Kwanciyar hankali gaba ɗaya, sauyin yanayi na gida: Kwanan nan, kasuwar potassium chloride ta fi daidaita da kuma haɗaka. Akwai alamun farfaɗowa a farashin wasu kayayyaki waɗanda suka ragu sosai a baya, amma har yanzu akwai wasu matsaloli wajen aiwatar da hauhawar farashi. A cikin dogon lokaci, yuwuwar hauhawar farashi mai yawa ƙasa ce.
3. Farashin sinadarin calcium ya daidaita a wannan makon. Ana sa ran farashin sinadarin calcium zai tashi nan da ɗan gajeren lokaci yayin da ake rufe masana'antun da ba su da sinadarin formic acid don kula da su a watan Disamba har zuwa ƙarshen wata saboda ƙarancin kayan da ake samarwa.
Farashin sinadarin Iodide guda 4 ya daidaita a wannan makon idan aka kwatanta da makon da ya gabata.
Lokacin Saƙo: Disamba-12-2025





