Binciken Kasuwar Abubuwan Bincike
Ni,Binciken karafa marasa ƙarfe
Mako-mako: Wata-da-wata:
| Raka'a | Mako na 1 na Disamba | Mako na 2 na Disamba | Canje-canje na mako-mako | Matsakaicin farashi na watan Nuwamba | Matsakaicin farashi har zuwa 12 ga Disamba | Canje-canje na wata-wata | Farashin yanzu kamar na 16 ga Disamba | |
| Kasuwar Karafa ta Shanghai # Sinadaran Zinc | Yuan/ton | 22772 | 23170 | ↑398 | 22407 | 22971 | ↑564 | 23180 |
| Shanghai Metals Network # Tagulla Mai Amfani da Electrolytic | Yuan/ton | 89949 | 90495 | ↑2546 | 86502 | 91222 | ↑4720 | 91700 |
| Shanghai Metals Network Australia Manganese mai kashi 46% | Yuan/ton | 40.81 | 41.65 | ↑0.84 | 40.55 | 41.23 | ↑0.68 | 41.85 |
| 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 | 105750 | 107450 | ↑1700 | 105100 | 106600 | ↑1500 | 110750 |
| Kasuwar Karafa ta Shanghai Selenium Dioxide | Yuan a kowace kilogiram | 114 | 108 | ↓6 | 113.5 | 111 | ↓2.5 | 107.5 |
| Yawan amfani da ƙarfin masana'antun titanium dioxide | % | 74.46 | 74.26 | ↓0.2 | 75.97 | 74.36 | ↓1.61 |
1) Sinadarin zinc
① Kayan da aka samo: Zinc hypooxide: Matsakaicin ciniki da farashin zinc sun hauhawa, kuma matsin farashin kayan da aka samo asali ya kasance mai mahimmanci.
Babban Bankin Tarayyar Amurka ya rage darajar riba da maki 25, galibi daidai da tsammanin kasuwa. Tare da fitar da alamun da ke da kyau na dogon lokaci a cikin gida, bayanai masu kyau na cikin gida da na waje sun haɓaka farashin ƙarfe mara ƙarfe. Babu wani abu da ya bayyana a fili a cikin amfani da shi a cikin gida a yanzu, kuma ɓangaren samar da kayayyaki yana ƙara ƙarfi a hankali. A ƙarƙashin tasirin tattalin arziki da tushe, ana sa ran Shanghai zinc za ta ci gaba da kasancewa mai ƙarfi a mako mai zuwa a kusan yuan 23,800 a kowace tan.
② Sulfuric acid: Kasuwar sulfur ta cikin gida ta ci gaba da hauhawar da aka gani a watan Nuwamba a watan Disamba, tana ƙaruwa a matakai masu yawa. Idan aka yi la'akari da baya a cikin watanni biyu da suka gabata, hauhawar farashin sulfur shine babban abin da ke haifar da hauhawar farashi, kuma jujjuyawar farashi ya tilasta hauhawar farashi. Sulfur shine babban kayan albarkatun ƙasa don samar da sulfuric acid (ana amfani da kimanin tan 0.33 na sulfur don samar da tan ɗaya na sulfuric acid), kuma farashin sulfur na cikin gida ya tashi sosai cikin watanni biyu, tare da ƙaruwa har zuwa 130% idan aka kwatanta da farkon shekara. Tsarin samar da sulfur na duniya ya canza sosai. Rikicin Rasha da Ukraine ya sanya takunkumin fitar da kaya kuma yawan fitar da kaya na Kazakhstan ya ragu, wanda ya faɗaɗa gibin samar da kayayyaki na duniya. Kayayyakin tashar jiragen ruwa na cikin gida sun ragu zuwa tan miliyan 2.2 (ƙasa da matakin da ya dace), tare da ƙarfafa ƙarfin farashi a Gabas ta Tsakiya da siyan firgici a ƙasashe kamar Indonesia/Indiya. Yaɗuwar farashin kai tsaye ya tilasta farashin sulfuric acid ya tashi ba tare da wani tasiri ba; A lokaci guda, farashin pyrite shi ma yana kan babban matakin, wanda ya ƙara ƙarfafa tallafin farashin acid ɗin ma'adinai. Gabaɗaya, ana sa ran cewa sinadarin sulfuric acid zai ci gaba da tashi a cikin ɗan gajeren lokaci, kuma farashin na iya ci gaba da ƙaruwa a wasu yankuna.
A ranar Litinin, yawan aikin samar da sinadarin zinc sulfate na ruwa ya kai kashi 83%, wanda ya karu da kashi 9% idan aka kwatanta da makon da ya gabata; amfani da karfin aiki ya kai kashi 63%, wanda ya karu da kashi 2% idan aka kwatanta da makon da ya gabata. Ana sa ran farashin zai sake tashi, sakamakon hauhawar farashin samar da kayayyaki da kuma karuwar bukatar kayayyakin more rayuwa. Ana shawartar abokan ciniki da su yi oda a gaba bisa la'akari da kayansu da kuma yadda za su iya isar da kayayyaki domin sarrafa sarkar samar da kayayyaki da kuma hadarin da ke tattare da farashi.
2) Sulfate na Manganese
Dangane da albarkatun ƙasa: ① Kasuwar ma'adinan manganese ta ci gaba da nuna ƙaruwar haɓɓaka
②Farashin sinadarin sulfuric acid ya ci gaba da kasancewa a matsayi mai girma kuma ana sa ran zai ƙarfafa.
A wannan makon, yawan aiki na masu samar da sinadarin manganese sulfate ya kai kashi 90%, wanda ya karu da kashi 20% idan aka kwatanta da makon da ya gabata; amfani da karfin aiki ya kai kashi 62%, wanda ya karu da kashi 15% idan aka kwatanta da makon da ya gabata. Dangane da farashi, ana sa ran farashin sinadarin manganese sulfate zai biyo baya idan farashin sinadarin sulfuric acid ya ci gaba da hauhawa. Ana yawan samun karuwar farashi daga manyan masana'antun. Ana shawartar abokan ciniki da su saya idan bukatar hakan ta taso.
3) Iron sulfate
Dangane da albarkatun ƙasa: A matsayin wani abu da ya rage na titanium dioxide, wadatar sa tana da iyaka daga manyan masana'antu. Yawan kaya da ake samu a yanzu da kuma raguwar tallace-tallace a masana'antar titanium dioxide, tare da rufe wasu masana'antun, sun haifar da raguwar fitar da ferrous sulfate. A halin yanzu, buƙatar lithium iron phosphate ta tabbata kuma tana ci gaba da karkatar da wasu kayan aiki, wanda hakan ke ƙara ta'azzara yawan kayayyakin da ake samarwa.
Farashin ferrous sulfate ya fi faɗuwa. Dangane da goyon baya mai ƙarfi daga farashin kayan masarufi da dakatar da farashi a wasu yankuna, ana sa ran farashin ferrous sulfate zai nuna hauhawar farashi a matsakaici da gajere.
Ana ba da shawarar cewa buƙatar gefen siyan ta ya danganta da yanayin samarwarta.
4) Copper sulfate/babban jan karfe chloride
Dangane da muhimman abubuwa, karuwar damuwa game da kumfa na AI ya haifar da cikakken sayar da kadarorin da ke da haɗari. Akwai bambanci a cikin Fed game da hanyar manufofin, inda wasu jami'ai suka yi imanin cewa ƙarin rage farashi yana buƙatar ƙarin tabbaci; Wasu jami'ai sun jaddada cewa ya kamata a kiyaye farashi mai ƙarfi don ci gaba da matsin lamba na hauhawar farashi. Wannan ya rage tsammanin "zagayen sassautawa cikin sauri." Idan alamun manufofi suka yi muni, dala za ta iya sake farfadowa a matakai, ta haka ne za ta danne farashin jan ƙarfe. Kasuwannin hannayen jari na duniya sun faɗi a babban sikelin a yau, tare da ƙin haɗari mai yawa a kasuwa kuma kuɗaɗen suna hanzarta janyewarsu daga kasuwar jan ƙarfe, tare da wasu kuɗaɗen da ke kwarara zuwa kadarorin da ke cikin aminci kamar zinare. Tushen Aiki: Rushewar ma'adinai daga ƙasashen waje ba su daina ba, kuma ana jigilar adadi mai yawa na jan ƙarfe zuwa Amurka, wanda ke haifar da ƙarancin wadata a wasu sassan duniya. Yanayin wadataccen wadata har yanzu yana ba da goyon baya ga farashin jan ƙarfe. Amma amfani da kayan cikin gida yana da jinkiri, kuma tarin kayayyaki yana ƙara matsin lamba, yana nuna cewa buƙata na iya fuskantar matsin lamba na ɗan lokaci. Kasuwar tabo tana aiki wajen siye da ƙananan farashi, ana ci gaba da matsin lamba don a rage farashin tabo, masu riƙe da ita suna da sha'awar sayarwa sosai, kuma akwai ƙaruwar kayayyaki masu rahusa. Ana sa ran farashin tagulla zai ci gaba da kasancewa a wani matsayi mai girma a tsakanin sauye-sauye masu tsanani.
A matakin macro, rage riba daga rage darajar kuɗi na Fed har yanzu yana nan, amma damuwar kasuwa game da saurin farfaɗowar tattalin arzikin duniya ya sanya sha'awar haɗari ta ragu, wanda ya koma farashin jan ƙarfe.
Gabaɗaya, farashin tagulla zai iya kasancewa tsakanin yuan 91,000-94,000 a kowace tan a cikin ɗan gajeren lokaci (cikin shekara), tare da buƙatar siye a ƙananan farashi bayan koma baya a manyan matakai ana sa ran zai tallafawa farashi. Ya kamata a mai da hankali kan ci gaban rage kaya da kuma alkiblar manufofin Babban Bankin Tarayya.
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 magnesium oxide da aka ƙone da haske sun rufe ranar Juma'a saboda manufofin maye gurbin ƙarfin aiki da hauhawar farashin sulfuric acid, da kuma farashin magnesium sulfate da magnesium oxide sun tashi cikin ɗan gajeren lokaci. Ana ba da shawarar a tara kayan da suka dace.
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: Kasuwar selenium ta yi rauni a ƙarshen shekara, tare da ciniki mai sauƙi. Cibiyar farashin selenium da disselenium ta ragu, yayin da farashin foda selenium da allunan selenium ba su canza ba. Sake gyara tashar jiragen ruwa yana gab da ƙarewa, kuɗaɗen hasashe suna gefe, kuma farashin yana ƙarƙashin matsin lamba na ɗan gajeren lokaci. Saya akan buƙata
8) Cobalt chloride
Karancin kayan masarufi ya canza daga tsammani zuwa gaskiya, kuma masu samar da kayayyaki suna ci gaba da samun riba mai yawa wanda ke samun goyon bayan farashi mai yawa. Kasuwar cobalt chloride ta karu. Ƙarancin wadataccen kayan masarufi tare da sakin buƙatar adana kayayyaki a ƙasa ya ƙara yawan ayyukan kasuwa kuma farashin ya nuna ɗan hauhawa, tare da ci gaba da samun tallafi mai kyau na ɗan gajeren lokaci. Hayar kayayyaki bisa ga buƙata. Hayar kayayyaki bisa ga buƙata.
9) Gishirin Cobalt/potassium chloride/potassium carbonate/calcium formate/iodide
1. Gishirin Cobalt: Kudaden da ake kashewa wajen samar da kayayyaki: Jamhuriyar Demokradiyyar Kongo, a matsayinta na babbar mai samar da cobalt a duniya, tana da kashi 75%-76% na yawan samar da cobalt a duniya. Kasar ta aiwatar da tsarin rabon kayan fitarwa daga ranar 16 ga Oktoba, 2025, tare da iyaka ta fitar da tan 18,125 kacal a sauran shekarar 2025 da kuma adadin tan 96,600 a kowace shekara don 2026-2027, raguwar kashi 56% idan aka kwatanta da ainihin fitar da kayayyaki a shekarar 2024. Manufar ta haifar da raguwar kimanin tan 200,000 a samar da cobalt a duniya, ko kuma kashi 40% na bukatar shekara-shekara. Mafi mahimmanci, tun daga farkon Disamba, tsarin amincewa da fitar da kayayyaki zuwa ƙasashen waje har yanzu bai ƙare ba kuma jigilar kayayyaki ta tsaya cak, tare da tsammanin sake farawa a farkon kwata na farko na 2026. Kayayyakin haɗin gwiwar cobalt na cikin gida sun faɗi zuwa ƙasa mafi ƙanƙanta na tan 2,500-2,800, kawai sun isa su biya buƙatun da ke ƙasa na tsawon kwanaki 8-10, mafi ƙanƙanta na tsawon lokaci guda a cikin kusan shekaru biyar, kuma ƙarancin kaya yana ƙara yawan canjin farashi. Ya kamata a mai da hankali kan aiwatar da manufar ƙa'ida a Jamhuriyar Demokradiyyar Kongo, ci gaban sakin sabbin kayan aiki a Indonesia, da kuma saurin ƙaruwar buƙata a fannoni masu tasowa kamar robots na ɗan adam.
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 faɗi 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-17-2025





