Gabaɗaya Babban Bayani na Kasuwa

Tsarin gabaɗaya:Bambancin kasuwa ya ci gaba, inda tushen kowanne bangare ke jagorantar kasuwa. Umarnin manganese sulfate yana da yawa kuma farashi yana da ƙarfi; Kudin gishirin zinc yana tallafawa bambancin wadata, ƙasan yana da ƙarfi; Masu narkewa suna ƙarƙashin matsin lamba saboda wadata da buƙata ba su da ƙarfi.

Mako mai zuwa abin da za a mayar da hankali a kai: A ɓangaren macro, a kula da jawaban kwamitin zaɓe na FOMC na Tarayyar Tarayya da kuma bayanan LPR na cikin gida na watan Yuli don tantance alkiblar sauyin farashin karafa kamar tagulla da zinc; A matakin masana'antu, a kula da isar da oda daga masana'antun manganese sulfate monohydrate (wanda ke da alaƙa da ko za a iya kulle oda a kan lokaci); Dorewa na rage yawan samar da masu samar da gishirin zinc (ƙayyade ƙarfin tallafin ƙasa); Yanayin farashi na kayan da aka narkar (don tantance ko har yanzu akwai damar raguwa).

I, Binciken ƙarfe marasa ƙarfe

Mako-mako: Wata-da-wata:

	Raka'a	Mako na 2 na Yuli	Mako na 3 na Yuli	Canje-canje na mako-mako	Matsakaicin farashi a watan Yuni	Matsakaicin farashi kamar na 17 ga Yuli	Canje-canje na wata-wata	Farashin yanzu a ranar 14 ga Yuli
Kasuwar Karafa ta Shanghai # Sinadaran Zinc	Yuan/ton	24537	24568	↑31	24435	24480	↑45	24325
Shanghai Metals Network # Tagulla Mai Amfani da Electrolytic	Yuan/ton	103236	104320	↑1084	104191	103487	↓704	105285
Shanghai Metals AustraliaMn46% manganese ma'adinai	Yuan/ton	43.45	43.31	↑0.08	45.65	43.15	↑0.5	43.15
Farashin sinadarin aidin da aka tace daga ƙasashen waje daga Ƙungiyar Kasuwanci	Yuan/ton	635000	635000	-	635000	635000	-	635000
Kasuwar Karafa ta Shanghai Cobalt Chloride (co≥24.2%)	Yuan/ton	103000	102000	↓1000	109940	102827	↓7113	101000
Kasuwar Karafa ta Shanghai Selenium Dioxide	Yuan/kilogram	121	120	↓1	164.9	121.54	↓43.36	120
Yawan amfani da ƙarfin masana'antun titanium dioxide	%	71.91	71.53	↓0.38	74.46	71.81	↓2.65

Sintiyat sulfate

Gefen kayan abu: Yawan sinadarin zinc hypooxide, yawan wadatarsa, yawan ciniki mai yawa; Farashin sinadarin Sulfuric acid ya bambanta da na yanki. Jimillar kuɗin da ake kashewa yana da ƙarfi.

Gefen Samarwa: Yawan aiki 63% (idan aka kwatanta da ↑5%), yawan amfani da ƙarfin aiki 55% (↑15%), wadatar kasuwa ta kasance a matakin ƙasa a duk tsawon shekara.

Buƙata: Masana'antar ciyar da abinci ta cikin gida tana siyan abinci bisa buƙata, kuma takin zamani na rukuni da na musamman ne kawai ke ba da ƙaramin tallafi; A ɓangaren fitarwa, ƙimar jigilar kaya ta teku a hanyar Kudancin Amurka ta ragu da kashi 17-19%, amma cikakken farashin har yanzu ya fi na yau da kullun da kashi 76-107%, kuma abokan ciniki suna jira da kuma lura don ƙarin raguwar farashin jigilar kaya. Siffofin amfani da abinci a lokacin hutu a bayyane suke.

Babban abubuwan da ke haifar da babban ci gaba: Ƙaruwar rikicin siyasa tsakanin Amurka da Iran da kuma ɗage tsammanin hauhawar farashin Fed ya ƙara ra'ayin kasuwa da fa'idar farashin zinc; Amma kuɗin sarrafa sinadarin zinc ya ragu zuwa yuan -750 a kowace tan na zinariya (ƙasa da aka taɓa samu), asarar narkar da kayayyaki ta ƙaru, kula da masana'antu da kuma kula da samar da kayayyaki ya ƙaru, kuma ɓangaren kayan masarufi ya sami goyon baya sosai.
Hasashen farashi:Sakamakon yawan man fetur da ake fitarwa, ana sa ran farashin zinc zai kai kimanin yuan 24,590 a kowace tan a mako mai zuwa, idan aka kwatanta da wannan makon. Sinadarin zinc sulfate monohydrate ya samu sassauci kuma ana sa ran zai ci gaba da aiki yadda ya kamata, amma ba shi da wani ci gaba da ake bukata.

Shawara: Saya kamar yadda ake buƙata bisa ga kayan da kake da su.

Manganese sulfate

Gefen kayan abu: Farashin ma'adinan manganese da sulfuric acid mai tsada ya ƙaru da ƙarancin farashi. Ma'adinan manganese mai kauri 41% ya ɗan tashi da yuan 0.08 a kowace tan zuwa yuan 38.00 a kowace tan mako-mako, kuma matsakaicin farashin kowane wata ya ƙaru.

Bangaren samar da kayayyaki: Yawan aiki 94% (wata-wata ↑13%), yawan amfani da kayan aiki 72% (↑10%), yawan aiki mai yawa; An tsara oda har zuwa tsakiyar Satumba (kwanaki 55-60), kuma masana'antun suna da ƙarancin isarwa.

Bukatar gefe:Masana'antun manganese sulfate na ƙasashen waje sun ci gaba da dakatar da samarwa, umarnin fitar da kayayyaki zuwa China, fitar da kayayyaki zuwa ƙasashen waje yana bunƙasa; Kayayyakin gargajiya kamar abinci da taki suna cikin lokacin hutu, suna ci gaba da siyan kayayyaki akan buƙata. Ƙara yawan fitar da kayayyaki ya mamaye buƙata.

Babban abubuwan da ke haifar da babban ci gaba: Damar gine-gine da aka samu sakamakon canje-canje a tsarin samar da manganese na duniya (rufewa a ƙasashen waje), tasirin manyan abubuwan ba a kaikaice suke ba.

Hasashen farashi: Kuɗi mai ƙarfi + cikakken odar fitarwa, farashi yana nan daram kuma yana da ƙarfi. Shawarar ciniki: Kulle oda cikin lokaci kuma ku sake cika kaya.

Iron sulfate

Albarkatun kasagefe: Farashin kayan ferrous heptahydrate ya ragu a wasu yankuna, wanda hakan ya raunana tallafin farashi

Bangaren samar da kayayyaki: Umarnin masana'antun sun ƙara raguwa, matsin lamba a kan kayayyaki ya ƙaru, kuma farashin kayayyaki daga masana'antun ya sake raguwa. Buƙatar ta ci gaba da raguwa ba tare da wata alamar ci gaba ba, kuma yanayin wadata da buƙata ba zai iya komawa baya ba a cikin ɗan gajeren lokaci.

Buƙatar ɓangaren: Sayayya a ƙasa da buƙata, babu wani ƙaruwa mai yawa a buƙata.

Babban abubuwan da ke haifar da babban ci gaba: Babu tasirin macro kai tsaye.

Hasashen farashi: Ba zai yiwu a canza yawan kayayyaki a cikin ɗan gajeren lokaci ba, yanayin wadata da buƙata ba zai iya komawa baya ba, ba a kawar da yiwuwar ƙarin raguwa ba, mafi rauni a cikin muhimman abubuwa.

Copper sulfate/babban jan karfe chloride

Ƙarshen kayan abu:Rashin isasshen maganin etching, yana kwarara zuwa ga samfuran matsakaici kamar soso na tagulla, rabon da ake amfani da shi don jan ƙarfe sulfate yana raguwa.

Gefen samar da kayayyaki:Yawan aiki 100% (lebur), yawan amfani da ƙarfi 42% (lebur), sassauci mafi girma

Abubuwan da ke haifar da hakan:Rashin nasarar yarjejeniyar tsagaita wuta tsakanin Amurka da Iran ya haifar da hauhawar farashin mai da kuma ƙara damuwa game da hauhawar farashin kaya, kasuwar jan ƙarfe ta ci gaba da daidaita daidaito da ƙarancin kayayyaki, kuma amfani da shi yana da wuya a ƙara yawan amfani a lokacin hutun bazara a yayin da ake damuwa game da buƙatar da ake da ita. Babban abin da ake jayayya a kasuwar jan ƙarfe a halin yanzu shi ne tsammanin kuɗin fito da binciken Sashe na 232 na Amurka ya haifar. Duk da rashin kuɗin fito da tagulla mai kyau, ra'ayin kasuwa ya haifar da babban bambancin tsari a cikin kayayyaki na duniya. Wannan "tasirin siphon" ba wai kawai ya faɗaɗa gibin farashi a kasuwanni ba, har ma ya haifar da ƙarancin ɓoyayyen kasuwa a kasuwannin da ba na Amurka ba. Aiwatar da manufar harajin amfani da batir na cikin gida ya samar da goyon baya ga buƙatun jan ƙarfe na dogon lokaci, yayin da ci gaba da raguwar farashi a hankali da raguwar kaya da sauri na TC sun samar da kyakkyawan tushe ga farashin jan ƙarfe. Duk da haka, tsammanin babban bankin Tarayya da rikice-rikicen siyasa na Gabas ta Tsakiya har yanzu suna haifar da matsin lamba na matakin macro. Ana sa ran farashin jan ƙarfe zai ci gaba da canzawa.

3) Hasashen abubuwan da ke faruwa a nan gaba:

Hasashen farashi:Ana sa ran farashin jan ƙarfe zai kai yuan 104,000-105,000 a kowace tan (sama da wannan makon). Farashin jan ƙarfe sulfate zai iya canzawa tare da farashin hanyar sadarwa ta jan ƙarfe, amma karuwar ta ta'azzara ne saboda karkatar da kayan aiki, farashin haɗin gwiwa da kuma niyyar siye daga ƙasa. Ya biyo baya a wannan makon, yana nuna ƙarfin juriya.

Shawara: Sayayya cikin sassauƙa da kuma dama-dama bisa ga tsarin samarwa da kaya.

1) Yanayin farashi na yanzu

2) Yanayin farashin jan ƙarfe a cikin shekaru biyar da suka gabata (2021-2026): Takaitaccen bayani game da yanayin shekaru biyar: Sama - ja da baya - gefe - sake fashewa - Babban haɗin gwiwa. A halin yanzu yana kan matsayi mafi girma a cikin kusan shekaru biyar.

Magnesium sulfate/Magnesium oxide

Dangane da kayan aiki: Farashin magnesium oxide ya tabbata kwanan nan. An ɗan rage yawan matakan da ake ɗauka kan kare muhalli, kuma farashin magnesium oxide na iya raguwa yayin da wasu ƙananan masana'antu ke ci gaba da samarwa. Farashin sulfur ya ci gaba da ƙaruwa, farashin sulfur acid ya ci gaba da hauhawa, magnesium sulfate yana ƙaruwa a babban mataki, kuma magnesium monohydrate ya tashi a hankali. Lokacin kololuwar noman kamun kifi ya ragu, farashin kayan masarufi da makamashi sun yi yawa, kasuwar ɗan gajeren lokaci tana da ƙarfi kuma tana canzawa, kuma tana da yuwuwar ƙaruwa fiye da faɗuwa a kasuwa ta gaba. Ana ba da shawarar a sake cika hannun jari a rukuni-rukuni kamar yadda ake buƙata.

Calcium iodate

Kasuwar aidin tana da ƙarfi amma tana da rauni. Aidin da aka tace yana da ƙarfi, yana ba da tallafin farashi. Masana'antun suna aiki cikin sauƙi kuma suna da isasshen wadata. Abincin ƙasa yana cike da ƙananan buƙatun buƙata kawai, ciniki yana da sauƙi, farashin ɗan gajeren lokaci yana da rauni kaɗan. Cika kamar yadda ake buƙata.

Sodium selenite

Danyen selenium yana canzawa a ƙasa, tare da wadataccen wadatar kayayyakin da suka rage daga narkewar abinci da kuma ciniki mai sauƙi; Selenium dioxide yana da rauni tare da kayan masarufi. Sodium selenite mai tushen abinci yana daidaita farashi bisa ga buƙatar da ake da ita daga kamun kifi, tare da farashin da ake kashewa a sama a matsayin tallafi. Kasuwa gaba ɗaya tana kan gaba, kuma yanayin ɗan gajeren lokaci na rashin kwanciyar hankali yana ci gaba. Saya akan buƙata.

Cobalt chloride

Cobalt chloride, cobalt oxide, lithium cobalt oxide synchronous oscillation consortium. Cobalt chloride ya daina faɗuwa ya yi ƙoƙarin ƙara farashi, amma ciniki ya yi jinkiri; Cobalt tetroxide yana haɗuwa da ƙarancin buƙata; Lithium cobalt oxide ya fuskanci matsin lamba, hauhawar lithium carbonate bai haifar da ƙiyasin farashi ba, kuma farashin gaba ɗaya ya kasance daidai. Saya akan buƙata.

Potassium chloride/potassium carbonate/calciumformate/iodide

1. Potassium chloride: Cobalt mai amfani da wutar lantarki ya canza a cikin kewayon makon da ya gabata, cobalt matsakaici da cobalt sulfate sun raunana a lokaci guda. An raba wadata da buƙatar gishirin cobalt. Manyan masana'antu suna riƙe da farashi, hanyoyin sake amfani da su sun shiga kasuwa da ƙarancin farashi, shirye-shiryen adanawa na ƙasa sun yi ƙasa, zagayowar sake cikawa ta jinkirta, kuma babu wani murmurewa na ɗan gajeren lokaci. Ana ba da shawarar a saya bisa ga buƙata.

2. Acid na cikin gida ya ci gaba da tashi a cikin kwanaki goma na farko na watan Yuli kafin ya daidaita, inda farashin ya fi girma fiye da na farkon watan. Ci gaban da aka samu a jigilar kayayyaki a baya ya dawo da kayan da aka tara zuwa matsakaicin matsayi, wanda ke tallafawa ƙarshen kasuwa; Amma yawan amfani da kayayyaki a lokacin hutun bazara yana da rauni kuma ba shi da saurin haɓakawa, don haka kasuwa za ta ci gaba da canzawa a gefe a cikin ɗan gajeren lokaci. Ana ba da shawarar a yi taka tsantsan game da tara kaya bisa ga buƙata.

3. Farashin sinadarin Iodide ya kasance daidai a wannan makon idan aka kwatanta da makon da ya gabata.

Kammalawa ga Masu Sayen Ƙarin Abinci

Manganese sulfate - fifiko ga tabbatar da oda saboda ƙarancin wadata.
Zinc sulfate - saya kamar yadda ake buƙata, babu buƙatar gaggawa.
Copper sulfate - siyan da aka yi da dama wanda ya dace da samarwa.
Ferrous sulfate - a yi taka tsantsan, a guji tarin abubuwa masu yawa.
Magnesium, aidin, selenium, cobalt - suna ci gaba da siyayya akai-akai akan buƙata.

Ku kasance tare da mu don samun sabuntawa na mako mai zuwa yayin da muke bin diddigin alamun macro da ci gaban isar da oda.