“Lub lim tiam no, lubtsawg ntiaj tebkev lag luam tau ua haujlwm nyob rau hauv lub xeev tsis muaj zog, nrog kev loj hlob qeeb hauv kev txiav txim qis qis thiab feem ntau ntawm cov tub lag luam nyob sab nraud.Txawm tias muaj xov xwm zoo, qhov kev txhawb nqa luv luv rau kev ua lag luam yog txwv.Covdysprosiumthiabterbiumkev ua lag luam yog sluggish, thiab cov nqi pheej yig dua.Txawm hais tias tus naj npawb ntawm kev nug raupraseodymium yog neodymiumcov khoom tau nce, tsuas yog ib qho me me ntawm kev hloov pauv yuav tsum tau ua, ua rau cov nqi hloov pauv.Tam sim no, nws zoo nkaus li tias yav tom ntej tseem yuav ua haujlwm tsis muaj zog, thiab kev hloov pauv ntawm tus nqi yuav tsis tseem ceeb. "
01
Txheej txheem cej luam ntawm Rare Earth Spot Market
Lub lim tiam no, kev hloov pauv hauv lubtsawg ntiaj tebCov khw muag khoom tsis muaj qhov tsis txaus ntseeg, cov khoom lag luam tseem ceeb ntawm cov khoom lag luam txuas ntxiv poob qis, cov khoom lag luam tsim khoom thiab cov khoom lag luam tau pom tias poob ob npaug, thiab kev txhawb nqa kev lag luam tag nrho tsis txaus, ua rau muaj kev puas tsuaj loj.Kev nug raudysprosiumthiabterbiumcov khoom tsis tshua muaj, thiab tus nqi tau poob qis heev.Txawm hais tias muaj kev xav tau zoo rau kev hloov pauv raupraseodymium yog neodymiumcov khoom lag luam, ntim khoom lag luam thiab tus nqi tsis zoo li xav tau.
Tam sim no, cov chaw tsim khoom hlau muaj kev muag khoom tsis zoo, feem ntau xa cov xaj mus ntev, thiab cov khoom siv raw khoom yuav tsum ceev faj.Cov khoom siv hlau nplaum feem ntau tsim raws li kev muag khoom.Txawm hais tias cov tuam txhab loj muaj peev xwm muaj zog thiab hloov pauv lawv cov tswv yim kev lag luam tas li los txo cov kev pheej hmoo ntawm kev ua haujlwm, kev lag luam tag nrho muaj tsawg dua kev txiav txim tshiab thiab tsis tu ncua ntawm cov nyiaj tau los.Qhov no kuj tau ua rau nws nyuaj zuj zus rau cov tuam txhab me me thiab nruab nrab kom muaj sia nyob, ua rau nws nyuaj rau kev lag luam khoom sib nqus kom rov zoo nyob rau lub sijhawm luv.
Lub ntsiab yog vim li cas rau saum toj no phenomenon yog lub sluggish downstream thov.Tsis ntev los no, qee lub tsheb tshiab lub zog thiab cov khoom siv hlau nplaum tsim cov lag luam tau kaw lossis txo cov khoom lag luam, thiab feem ntau cov khoom lag luam hlau nplaum muaj kev khiav hauj lwm ntawm 70% mus rau 80%.Qhov tseem ceeb ntawm cov khoom muag uas twb muaj lawm los ntawm cov tuam txhab lag luam yog qhov txo qis hauv kev yuav khoom, uas tsis ncaj qha ua rau kev xa khoom mus tas li los ntawm kev lag luam lag luam.
Nyob rau tib lub sijhawm, Myanmar cov khoom xa tuaj tau rov pib dua thiab Mangtympastsawg ntiaj tebkuv tseem nce ntau lawm.Hauv thawj 10 lub hlis ntawm 2023, Tuam Tshoj tau xa tawm tag nrho ntawm 145,000 tons ntawm lub ntiaj teb tsis tshua muaj, nce 39.8% xyoo-rau-xyoo.Qhov tseem ceeb nce nyob rau hauv imported tsawg ntiaj teb raw cov ntaub ntawv tau cuam tshuam lub upstream lag luam ntawmtsawg ntiaj teb, thiab qee lub tuam txhab muag ntawm cov nyiaj tau los kom tau txais kev lag luam loj dua, uas tau ua rau muaj kev poob qis hauv kev lag luam.tsawg ntiaj tebtus nqi.
Tam sim no, qhov tsis muaj zog ntawm kev lag luam khoom siv hlau nplaum kuj tau ua rau muaj kev tsis txaus ntawm cov khoom siv raw thiab txo qis ntawm cov khoom tiav tiav rau cov lag luam pov tseg.Cov tuam txhab pov tseg rov ua dua tshiab muaj tus nqi siab, thiab lawv cov peev txheej feem ntau yog qis.Qhov tsis tu ncua poob rau hauvtsawg ntiaj tebcov nqi tau cuam tshuam rau lawv cov nyiaj tau los, thiab kev ua haujlwm ntawm kev lag luam tau nce ob npaug.Lawv tau ceev faj ntau dua hauv ob qho tib si raw khoom thiab kev muag khoom tiav.
Tsis tas li ntawd, kev lag luam hauv tsev thiab thoob ntiaj teb kev lag luam, kev hloov kho txoj cai, thiab kev hloov pauv ntawm cov txiaj ntsig txiaj kuj tseem muaj feem cuam tshuam rautsawg ntiaj tebtus nqi.Nyob rau hauv lub ntsej muag ntawm kev ua lag luam kev hloov pauv,tsawg ntiaj tebcov lag luam yuav tsum nquag teb, tuav lub lag luam mem tes, ua tib zoo saib xyuas kev lag luam zoo, tshwj xeeb tshaj yog cov kev hloov pauv hauv kev lag luam hauv qab, thiab kho kom zoo dua cov tswv yim tsim khoom thiab muag khoom los ntawm kev nkag siab tob txog kev lag luam xav tau.Los ntawm kev tsim kho thev naus laus zis, peb lub hom phiaj txhawm rau nce tus nqi ntxiv ntawm peb cov khoom, txo cov nqi thiab nce kev ua haujlwm zoo, txhim kho cov txiaj ntsig kev lag luam, thiab txhawb txoj kev loj hlob ntawm cov khoom lag luam.tsawg ntiaj tebkev lag luam.
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Tus nqi hloov pauv ntawm cov khoom tseem ceeb
| Mainstreamtsawg ntiaj tebkhoom nqi hloov rooj | |||||||
| hnub tim khoom plig | 10-Nov | 13-Nov | 14-Nov | 15-Nov | 16-Nov | qhov loj ntawm kev hloov | tus nqi nruab nrab |
| Praseodymium oxide hmoov | 51.10 Nws | 51.08 Nws | 51.05 Nws | 50.80 Nws | 50.18 Nws | -0.92 | 50.84 ib |
| Praseodymium hlau | 62.80 Nws | 62.78 ib | 62.66 ib | 62.49 ib | 61.89 ib | -0.91 Nws | 62.52 ib |
| Dysprosium oxide(chemistry) | 258.25 Nws | 258.00 Nws | 257.38 Nws | 254.00 Nws | 252.63 ib | -5.62 | 256.05 Nws |
| Terbium oxide | 775.00 Nws | 775.00 Nws | 765.00 Nws | 755.00 Nws | 745.00 Nws | - 30.00 Nws | 763.00 Nws |
| Praseodymium oxide hmoov(chemistry) | 51.70 ib | 51.70 ib | 51.70 ib | 51.25 Nws | 51.25 Nws | -0.45 Nws | 51.52 ib |
| Gadolinium oxide hmoov | 27.01 Nws | 26.96 Nws | 26.91 Nws | 26.55 Nws | 26.19 Nws | -0.82 | 26.72 Nws |
| Holmium oxide | 55.14 ib | 55.14 ib | 54.75 ib | 54.50 Nws | 53.50 Nws | -1.64 | 54.61 ib |
| Neodymium oxide hmoov | 51.66 ib | 51.66 ib | 51.66 ib | 51.26 ib | 51.26 ib | -0.40 Nws | 51.50 Nws |
| Lus Cim: Cov nqi saum toj no yog tag nrho RMB 10,000 / tuj, thiab tag nrho cov nqi se suav nrog. | |||||||
Tus nqi hloov ntawm mainstreamtsawg ntiaj tebcov khoom nyob rau lub lim tiam no tau qhia hauv daim duab saum toj no.Txog hnub Thursday, cov lus hais raupraseodymium neodymium oxideyog 501800 yuan / ton, ib tug txo ntawm 9200 yuan / tuj piv rau hnub Friday tus nqi;Cov lus hais rauhlau praseodymium neodymiumyog 618900 yuan / ton, ib tug txo ntawm 9100 yuan / tuj piv rau hnub Friday tus nqi;Cov lus hais raudysprosium oxide hmoovyog 2.5263 lab yuan / ton, ib tug txo ntawm 56200 yuan / ton piv rau hnub Friday tus nqi;Cov lus hais rauterbium oxideyog 7.45 lab yuan / ton, ib tug txo ntawm 300000 yuan / ton piv rau hnub Friday tus nqi;Cov lus hais raupraseodymium oxide hmoovyog 512500 yuan / ton, ib tug txo ntawm 4500 yuan / tuj piv rau hnub Friday tus nqi;Cov lus hais raugadolinium oxide hmoovyog 261900 yuan / ton, ib tug txo ntawm 8200 yuan / tuj piv rau hnub Friday tus nqi;Cov lus hais rauholmium oxideyog 535000 yuan / ton, ib tug txo ntawm 16400 yuan / tuj piv rau hnub Friday tus nqi;Cov lus hais rauneodymium oxide hmoovyog 512600 yuan / ton, ib tug txo ntawm 4000 yuan / ton piv rau hnub Friday tus nqi.
Post lub sij hawm: Nov-20-2023