Tātaritanga Mākete Huānga Whaiaro

Ahau,Te tātaritanga o ngā konganuku kore-ferrous

Wiki-ki-te-wiki: Marama-ki-te-marama:

1）Te konutea konutea

  ① Ngā rauemi mata: Konutea waikura: Kei te mau tonu te iti o te tuku, ā, kei te pumau tonu ngā utu a ngā kaihanga.

Papamuri utu whatunga konutea: E matapaetia ana ka mātao haere ngā kare ā-roto, ka pāngia pea ngā utu konganuku katoa e te pēhanga whakatikatika. E matapaetia ana ka pumau tonu ngā utu konutea, ahakoa te pikinga tere o ngā utu i mua i te Hakari o te Koanga me te urunga haere o ngā mākete heke ki te wā hararei. Kāore i nui te kohi o ngā taonga pāpori, ā, ko te tauira iti o ngā taonga e tautoko ana i ngā utu konutea. Hei tāpiri, kei te taumata iti ngā taonga konutea LME i tēnei wā, tata ki te 110,000 tana, e tautoko ana i ngā utu. E matapaetia ana ka hoki haere ngā utu konutea ki ngā turanga taketake i te wiki e tū mai nei, ka huri haere tata ki te 24,900 yuan ia tana.

② Waikawa whanariki: He pumau ngā utu mākete i tēnei wiki.

Ko te tere mahi a ngā kaihanga i tēnei wiki he 68% (kāore i rerekē mai i te wiki o mua), ā, ko te tere whakamahi kaha he 58% (he pikinga 7% mai i te wiki o mua), engari kua whakaritea ngā ota mai i ngā kaihanga nui tae noa ki waenganui ki te mutunga o Pēpuere, ā, kei te iti tonu te tuku i taua wā. Nā te utu nui o te konutea waikura, te rauemi mata matua, i tautoko kaha i ngā utu hua. E matapaetia ana ka noho pumau tonu te utu o te konutea whanariki i te taumata teitei i roto i te wā poto.

2）Te konupūmā whanariki

Rauemi Mata: ① Tautoko kaha ki te utu: Kei te pumau tonu ngā utu o ngā rauemi mata, te konganuku konupora me te waikawa whanariki, ā, kei te tautoko tonu i ngā utu.

②Kei te teitei tonu, kei te pumau tonu hoki ngā utu o te waikawa whanariki.

I tēnei wiki, ko te reiti mahi a ngā kaihanga he 67%, ko te reiti whakamahi kaha he 51%, kāore i rerekē mai i te wiki o mua, ā, i whakaritea ngā ota a ngā kaihanga nui tae noa ki te mutunga o Pēpuere. I noho pumau tonu ngā utu o ngā rauemi mata pēnei i te konganuku manganese me te waikawa whanariki, e tautoko tonu ana i ngā utu.

E matapaetia ana ka noho teitei tonu, ka pumau tonu hoki ngā utu o te konupūmā whanariki. I runga i te tātaritanga o te rahinga ota a te umanga me ngā āhuatanga o ngā rauemi mata, e matapaetia ana ka noho pumau tonu te konupūmā whanariki i roto i te wā poto. E tohutohuhia ana ngā kaihoko kia hoko mai i ngā wā e hiahiatia ana.

3）Te whanariki ferrous

Mō ngā rauemi mata: Kei roto te mākete ferrous sulfate o nāianei i te taurite iti o ngā "here tuku". Nā te whakahekenga o te whakaputanga i roto i te umanga titanium dioxide o runga ake nei i heke ai te tukunga o tana hua taha ferrous sulfate, kua hurihia e te umanga lithium rino phosphate. Ko te tere whakahaere he 80% (he pikinga 20% mai i te marama o mua), engari kei te noho tonu te tere whakamahinga kaha ki te 25% (he pikinga 6% mai i te marama o mua), me te iti o te whakaora whakaputa.

I tēnei wā, kāore i te pai te tere whakahaere whānui o te ferrous sulfate ā-rohe, ā, he iti noa iho ngā taonga o ngā umanga, he mea pai tēnei mō te pikinga o te utu o te ferrous sulfate. I runga i ngā taumata taonga o ngā umanga me ngā reiti whakahaere o mua, e matapaetia ana ka piki ake te ferrous sulfate i roto i te wā poto. E taunakihia ana kia whakapiki ake ngā kaihoko i ā rātou taonga i runga i te tika.

4）Parahi whanariki/parahi pūhaumāota taketake

I te taumata whānui, ko te whakaingoatanga a Trump i te māngai "hawkish" a Kevin Walsh hei whakakapi i a Powell hei heamana o te Federal Reserve i rite ki te "poma karihi kaupapa here" i pupuhi i te mākete. Ko te whakamamatanga wā poto o te koretake tōrangapū i te United States kua waiho hei take matua, ā, kua mātao ngā āwangawanga mākete mō te mana motuhake o te Fed, e ngoikore ana te arorau matua i tautoko i te pikinga tere o ngā utu koura. I te hekenga koi o ngā konganuku utu nui, kua horapa ngā taupatupatu mākete ki te rāngai konganuku, ā, kei roto ngā kaupapa matua i te wā kore-wā mō te kai i te wā o te Hakari Puna, e matapaetia ana ka whakatikatika te utu o te parahi o Shanghai i te taumata teitei i roto i te wā poto. Heoi, kāore i ngaro te arorau tautoko wā-waenga ki te wā roa mō ngā parahi o mua, kei te noho tonu te āhuatanga maina kikī, kei te mau tonu ngā āwangawanga mō ngā taripa US, kei te teitei tonu ngā mōrearea whenua-tōrangapū, ā, kei te piki haere tonu ngā taupatupatu i waenga i te US me Iran, ā, ka taea te whakaoho i ngā pakanga ā-rohe. I waenganui i te raranga o ngā koretake maha, kua kite te mākete parahi o Shanghai i te nui haere o te rerekētanga me te piki haere o te taupatupatu.
Te taha tuku: Ko te tipu o te hanga o te maina parahi o te ao he 0.9% noa iho, me ngā aituā maha pēnei i te patu i Mantovede i Chile me te horo paru o Grasberg i Indonesia, e matapaetia ana e te ICSG he āputa o te 800,000 ki te 1 miriona tana i te tau 2025. Ko te whakawhirinaki o Haina ki te parahi kukū kawemai kua neke atu i te 90%, ka heke te TC kirimana roa ki te $0 ia tana, ka whakatairangahia e te kaupapa here te inihua takirua "mahi tahi ki tāwāhi + hangarua", me te whāinga o te parahi hangarua e 28% i te tau 2028. Kei raro i te pēhanga ngā kaihanga whakarewa ki te tapahi i te hanga nā te iti o ngā utu tukatuka. Ko te putanga parahi kua whakapaia ā-rohe i te marama o Tīhema he 1.326 miriona tana (piki 9.1% i ia tau), engari kua kohia ngā taonga pāpori ki te 225,900 tana. Ko ngā taonga COMEX neke atu i te 550,000 tana poto e whakaatu ana i te pānga siphon o US. E matapaetia ana ka rerekē ngā utu parahi i roto i te awhe o te 100,000-102,000 yuan ia tana i te wiki e tū mai nei. Hei whakarāpopototanga, e whakaatu ana ngā utu parahi i te manawanui i roto i te kēmu puru/pea nui. Kia tūpato ki te hekenga nui i te wā poto. I te wā waenga me te wā roa, ko te tono pūngao hou, ko ngā reiti huamoni iti me ngā utu mōrearea ā-ao e tautoko ana i te nekehanga piki o te pokapū utu parahi. E matapaetia ana ka rerekē ngā utu parahi i roto i te whānuitanga whānui i te marama o Pēpuere.

I roto i te wā poto, e matapaetia ana ka piki haere te uara o te konupūmā whanariki i tētahi taumata tiketike. Me pupuri tonu ngā kaihoko i ngā taonga e hiahiatia ana i ia wā.

5）Te konupūmā whanariki/te konupūmā waikura

Mō ngā rauemi mata: I tēnei wā, kei te pumau te waikawa whanariki i te raki i tētahi taumata teitei.

Kua piki ake ngā utu mō te konupūmā waikura me te konupūmā whanariki. Nā te pānga o te whakahaere rauemi konupūmā, ngā herenga mō te rohenga me te whakatikatika taiao, kua hua ake ai he maha ngā umanga i runga i ngā hoko. I kati ngā umanga konupūmā waikura mura i te Paraire nā ngā kaupapa here whakakapinga kaha me te pikinga o ngā utu waikawa whanariki, ā, i piki ake ngā utu mō te konupūmā whanariki me te konupūmā waikura i roto i te wā poto. E taunakihia ana kia penapena tika.

6）Konupūmā iodate

I piki paku te utu o te iodine kua parakore, he iti te tuku o te konupūmā iodate, i kati ētahi kaihanga iodine, i whakawhāiti rānei i te hanga, ā, he iti te tuku o te iodine. E matapaetia ana ka noho tonu te pikinga pumau me te iti o te iodine mō te wā roa. E taunakihia ana kia penapenahia he taonga e tika ana.

7）Te konutai selenite

Mō ngā rauemi mata: Kei te piki haere tonu ngā utu o ngā konganuku kore-ferrous. Kei te heke te rahinga o te mākete whānui mō te selenium mata me te selenium hauhā engari he pumau te utu. He tūpato te penapena i mua i te hararei. He kaha ake te tautoko mai i te tono nui i ērā o ngā mara tuku iho. Ko te whakapae pūtea ka arahi ki te korenga o ngā rauemi mata nā te korenga o te tuku i te selenium mata me te selenium hauhā i te tīmatanga. He iti te rarangi taonga a ngā kaihanga, ā, ka piki ake te utu. Hokona i runga i te tono.

8）Ko te konupora konupora

I te wiki kua taha ake nei, i noho angiangi tonu te mākete konupora konutai, kāore he rerekētanga nui i roto i te āhua hokohoko i whakaritea ki te wiki o mua. Ko ngā utu matua a ngā kaihanga whakarewa me ngā umanga hangarua i noho ki runga ake i te 115,000 yuan ia tana, ko ētahi umanga i tuku utu iti iho i tēnei taumata hei whakahoki moni i mua i te Hakari o te Koanga. He nui te tono mō ngā wheketere pūtau taunga nā ngā huringa o ngā kaupapa here kaweake, engari i te mea he nui ngā rauemi mata o te nuinga o ngā umanga i te wā tōmua me te utu nui o te konupora konutai i tēnei wā, kāore i te kaha te hiahia hoko tuturu i roto i te mākete. I te mea e tata mai ana te Hakari o te Koanga, ā, kua tata te whakamutua o ngā mahi whakahaere, e matapaetia ana ka noho puhoi tonu te mākete me ngā utu engari kāore he tono i mua i te hakari.

9）Ngā tote koparati/pūhaumāota pāhare pākawa/pūhaumāota kāponāte/konupūmā hōputu/iotiora

1. Kopara: Kua ngoikore te āhua hokohoko i roto i te mākete kopara, ā, kei te mau tonu ngā utu ā-wāhi. I te taha tuku, me te tautoko a te pikinga o ngā utu rauemi mata, i mau tonu ngā utu a ngā kaihanga whakarewa. I te mutunga o te tau, kua ngoikore te nuinga o ngā hiahia hoko a ngā umanga o raro. I te taha o te whakaoranga āta haere o ngā kaweake o Congo me te hekenga o ngā utu kopara hiko me ētahi atu āhuatanga purongo e pehi ana i te whakaaro hokohoko mākete, kua hoki mai ngā hoko umanga ki te tono pakari. Me te tautoko kaha mai i ngā utu rauemi mata o runga, e matapaetia ana ka whakaatu tonu ngā utu kopara whanariki i te tauira "tērā pea ka piki ake i te heke" i roto i te wā poto.

2. Potassium chloride: Me noho pumau tonu te utu i mua i te Hakari o te Koanga. Whai muri i te hui whakamana tuku i te 27 o Hānuere, ka iti noa ngā huringa o ngā utu potash i te mākete, ā, he maha ngā kaihokohoko ka whakamutu i ngā hoko mō te wā poto, ka tatari, ka kite. Ki te kore te kaupapa here e whakatinanahia, ki te iti rānei te whakatinanatanga, tera pea ka piki anō ngā utu potash, ka noho pumau tonu rānei. He mea pai kia aroturukihia ngā taonga i Hong Kong me te taiao o te ao, kia tika ai te penapena me te hoko mai i ngā wā e hiahiatia ana i roto i ngā rā tata nei.

3. Ka pā tonu te hekenga o ngā utu o te mākete waikawa formic ā-rohe, ā, kei te whakamahere ngā kaihanga nui ki te whakawhāiti i te hanga waikawa formic. Kāore anō kia rerekē te āhua o te tuku me te tono i te mākete, ā, kei te mau tonu te pēhanga o te keri taonga. Me aro ki ngā huringa o te tuku me te tono i te mākete. Tērā pea ka paku whakarerekētia ngā utu o te konupūmā formate i tēnei wiki, ā, e taunakitia ana kia penapenahia kia rite ki te tono.

4. He pumau ngā utu o te iodide i tēnei wiki ki tērā o te wiki kua taha ake nei.