Gabaɗaya Babban Bayani na Kasuwa

Gabaɗaya yanayin: Babban abin da kasuwar ke fuskanta a wannan makon shine "macro yana ba da hanya ga masana'antu, wadata da buƙata suna ƙayyade hawa da sauka." Maimakon mamaye kasuwa da duk fa'idodi da asara iri ɗaya, kowane nau'in yana motsawa daban-daban bisa ga sabani a cikin sarkar samar da kayayyaki, yana gabatar da tsarin "ƙarfi ɗaya, bambance-bambance biyu, rauni uku":

"Ɗaya daga cikin ƙarfi yana ƙaruwa shi kaɗai (dabi'ar fitar da kaya): Manganese sulfate monohydrate shine mafi ƙarfi a wannan makon. Babban ƙarfin da ke haifar da ƙaruwar odar fitar da kaya saboda gibin samar da kayayyaki na ƙasashen waje (dakatar da samarwa a masana'antun ƙasashen waje), tare da jadawalin samarwa har zuwa tsakiyar zuwa ƙarshen Satumba, kuma buƙatar da ake yi a lokacin hutun kakar wasa ta cikin gida ba ta yi wani tasiri ba a kai."

Bambancin cikin gida na "gishirin zinc" (tallafin farashi da matsin lamba na kaya): Dukansu suna cikin sarkar samar da zinc, amma yanayin ya bambanta saboda ƙoƙarin sarrafa samarwa daban-daban. Zinc mai sinadarin monohydrate da zinc mai aiki suna amfana daga raguwar aiki mai zurfi a samarwa da hauhawar farashin zinc oxide na biyu, tare da ƙarancin wadata da farashi mai ƙarfi; Duk da cewa ana kuma sarrafa samar da heptahydrate, yana da wuya a rage yawan matsin lamba na kaya, tare da ƙarancin buƙatar zare na sinadarai da sarrafa ma'adanai, kuma farashin yana ƙarƙashin matsin lamba don faɗuwa.

"Ƙananan nau'ikan" gabaɗaya suna da rauni (rushewar farashi + raguwar buƙata): Iri kamar ferrous sulfate da sodium selenite suna cikin yanayi na "mummunan kisa", tare da raguwar kayan aiki da ƙarancin buƙata, farashi yana ci gaba da raguwa; Calcium iodate da cobalt chloride suna cikin rashin daidaito na rashin ƙarfi saboda ƙarancin wadata da buƙata.
Mako mai zuwa: Sauyin yanayi na mako-mako zai faɗaɗa, kuma jan ƙarfe, zinc da jan ƙarfe sulfate za su kasance na farko da za a shafa idan macro ɗin ya kasance bearish (hawkish/strong dollar), yayin da manganese sulfate monohydrate zai kasance mai ƙarfi saboda dabarun fitarwa mai zaman kansa; Idan macro ɗin ya kasance mai kyau (dovish/low dollar), ƙarancin tallafin gishirin zinc zai yi ƙarfi.

Ni,Binciken Ƙarfe Masu Ƙarfi

Mako-mako: Wata-da-wata:

	Raka'a	Mako na 3 na Yuli	Mako na 4 na Yuli	Canje-canje na mako-mako	Matsakaicin farashi a watan Yuni	Matsakaicin farashi kamar na 24 ga Yuli	Canje-canje na wata-wata
Kasuwar Karafa ta Shanghai # Sinadaran Zinc	Yuan/ton	24568	24474	↓94	24435	24478	↑43
Shanghai Metals Network # Tagulla Mai Amfani da Electrolytic	Yuan/ton	104320	105629	↑1309	104191	104082	↓109
Shanghai Metals Network AustraliaMn46% manganese ma'adinai	Yuan/ton	43.31	43.13	↓0.2	45.65	43.13	↑0.49
Farashin sinadarin aidin da aka tace daga ƙasashen waje daga Ƙungiyar Kasuwanci	Yuan/ton	635000	635000	-	635000	635000	-
Kasuwar Karafa ta Shanghai Cobalt Chloride (co≥24.2%	Yuan/ton	102000	100550	↓1450	109940	102194	↓7746
Kasuwar Karafa ta Shanghai Selenium Dioxide	Yuan/kilogram	120	120	-	164.9	121.11	↓43.79
Yawan amfani da ƙarfin masana'antun titanium dioxide	%	71.53	72.69	↑1.16	74.46	72.03	↓2.43

Sintiyat sulfate

Gefen kayan abu: Farashin sinadarin sulfuric acid ya ci gaba da kasancewa daidai

Bangaren samar da kayayyaki: Rage yawan samar da kayayyaki ya ƙaru, yawan aiki ya ragu zuwa kashi 42% (ƙasa da kashi 21% na wata-wata), yawan amfani da kayan aiki ya kasance kashi 41% kacal (↓14%), mafi ƙanƙanta a wannan shekarar, wadatar kayayyaki ta ƙaru sosai.

A ɓangaren buƙata: Ana siyan abincin gida ne bisa buƙata, kuma ana tallafawa takin zamani da ƙaramin adadin takin zamani daga rukuni da na musamman; A ɓangaren fitar da kaya, farashin kaya a Kudancin Amurka ya ragu amma farashin da ake kashewa ya yi yawa, kuma ana jiran ƙarin rage farashi.

Babban abubuwan da ke haifar da babban ci gaba: Yawan kayayyakin zinc da aka samu a cikin jama'a ya karu zuwa tan 270,400, wanda hakan ya sa rage kaya ya yi wahala; Rashin amfani da gidaje da kayayyakin more rayuwa; Amma kudin sarrafa sinadarin zinc ya kasance daidai a Yuan -750 a kowace tan na zinariya, kuma asarar narkar da sinadarin ya kara farashin zinc.

Hasashen farashi: Ana sa ran farashin zinc zai kai yuan 24,430 a kowace tan a mako mai zuwa (ƙasa daga wannan makon), amma farashin zinc mai yawan sinadarin monohydrate zai ci gaba da kasancewa mai ƙarfi saboda ƙaruwar raguwar samar da kayayyaki da kuma taurin farashi. Ana ba da shawarar a saya idan ana buƙata.

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

Manganese sulfate

A gefen kayan da aka sarrafa: farashin ma'adinan manganese da sulfuric acid suna da yawa kuma suna da ƙarfi, kuma farashin ƙasan yana da ƙarfi.

Samarwa: Yawan aiki 94% (ɗakin kwana), yawan amfani da kayan aiki 72% (ɗakin kwana), an tsara yin oda har zuwa tsakiyar zuwa ƙarshen Satumba (kwanaki 55-60), wadatar ba ta da yawa

Bukatar: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: Babu wani abu mai illa kai tsaye ga macro, raguwar farashin jigilar kayayyaki yana da amfani ga fitar da kayayyaki.

Hasashen farashi: Mai ƙarfi da karko, kuma mai araha. Ana ba da shawarar a sanar da jadawalin samarwa a gaba kuma a sanya oda kafin lokacin isarwa ya yi aiki.

Iron sulfate

Gefen kayan abu: Babu wani tallafi a bayyane game da farashin.

Bangaren samar da kayayyaki: Yawan aiki 67% (ɗakin kwana), yawan amfani da kayan aiki 27% (ɗakin kwana), yawan kayan da aka ajiye.

Buƙata: 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 sami ƙaruwar matakan kaya 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:Dakatar da ciniki tsakanin Amurka da Iran ya haifar da raguwar farashin mai sosai, kuma matsin lambar hauhawar farashi da hauhawar farashin riba ya ragu kaɗan. Raguwar dalar Amurka ta yi ya taimaka wa farashin jan ƙarfe. Rikice-rikice a ma'adinan sun ƙaru ko sun ragu a lokaci guda. Ƙananan tarin jan ƙarfe a London da sabon ƙarancin ajiyar kuɗi na cikin gida suna ba da tallafi. Duk da haka, hauhawar farashin jan ƙarfe ya danne buƙatar da ake buƙata, kuma soke rasitin ajiya na jan ƙarfe a London ya ƙara yawan wadatar da ake da ita. Daga cikin ɓangaren ƙarfe marasa ƙarfe, jan ƙarfe yana da mafi ƙarfi. Duk da sanyin yanayin Amurka da Iran, hauhawar farashin jan ƙarfe bai girgiza ba. A gefe guda, harajin Amurka da ba a warware shi ba kan jan ƙarfe ya sa 'yan kasuwa na duniya su yi amfani da lokacin da aka ƙayyade don jigilar jan ƙarfe zuwa Amurka, kuma wannan "tasirin siphon" ya haifar da matsanancin farashin farashi a yankunan da ba na Amurka ba, musamman a cikin gida da kuma kan LME. Kayayyakin cikin gida sun faɗi zuwa mafi ƙasƙanci tun 2024, ƙimar farashi mai yawa tana da yawa, kuma masu riƙe da hannun jari suna da sha'awar riƙe farashi. A gefe guda kuma, ɓangaren buƙatu yana nuna fasalin "rashin ƙarfi a lokacin hutun bazara". A ƙarƙashin tasirin harajin, kayyakin tagulla na Lme sun faɗi zuwa ƙasa da watanni huɗu da rabi. Ma'adanai a ƙasashen waje sun ga ƙaruwa da raguwar fitarwa, amma ƙaruwar gabaɗaya ta iyakance kuma tana da wahalar canza daidaito tsakanin wadata da buƙata. Ana sa ran farashin tagulla zai ci gaba da ƙarfi.

3) Hasashen abubuwan da ke faruwa a nan gaba:

Hasashen farashi: TagullaFarashin ya karu a wannan makon saboda katsewar wadatar kayan masarufi da zaftarewar laka ta haifar a Chile; Amma a mako mai zuwa ana sa ran abubuwa masu yawa (rikicin Gabas ta Tsakiya, dalar Amurka mai ƙarfi), kuma farashin jan ƙarfe yana fuskantar matsin lamba, inda ake sa ran adadin jan ƙarfe zai kai yuan 103,500-104,500 a kowace tan. Akwai babban yuwuwar farashin jan ƙarfe zai faɗi a mako mai zuwa, kuma raguwar ainihin zai dogara ne akan samar da kayan masarufi da farashin masana'anta. Ana ba da shawarar a saya a hankali a lokacin da ya dace.

ShawaraSayayya cikin sassauƙa 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: Farashin potassium chloride yana raguwa, amma har yanzu yana nan, don haka kada ku yi tsammanin rashin tabbas ko ƙarancin inganci. Kasuwar cinikin kan iyaka ta ragu sosai. Za a sa ido sosai kan yanayin shigo da kaya daga ƙasashen waje. Tallace-tallacen potassium sulfate sun yi ƙasa sosai, sulfuric acid ya ragu kaɗan a wasu yankuna, kuma duk da cewa kamfanonin sarrafawa suna ci gaba da fuskantar asara, akwai yiwuwar raguwar farashi kaɗan. A sake cika shi kamar yadda ake buƙata.

2.Formic acid yana ci gaba da raguwa. An samu ci gaba a jigilar kayayyaki a baya, wanda hakan ya dawo da darajar kayayyaki zuwa matsakaicin matsayi, wanda hakan ke tallafawa kasuwar; Amma yawan amfani da kayayyaki a lokacin hutun bazara yana da rauni, ba shi da saurin hauhawa, kuma ana sa ran farashin zai yi rauni a cikin ɗan gajeren lokaci. Ana ba da shawarar a tara kuɗi a hankali bisa ga buƙata.

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