Zvinonyanya Kukosha Mumusika

Mafambiro ese: Chinhu chikuru chemusika vhiki rino ndechekuti "macro anopa nzira kumaindasitiri, kupa nekudiwa zvinosarudza kukwira nekudzika." Panzvimbo pekuzadza musika nekubudirira nekurasikirwa kwakafanana, mhando yega yega inofamba yakazvimirira zvichibva pakupesana kuri mucheni yayo yekugovera, ichipa maitiro ese ekuti "imwe yakasimba, misiyano miviri, kusasimba kutatu":

"Imwe yakasimba inomuka yoga (pfungwa dzekutumira kunze kwenyika): Manganese sulfate monohydrate ndiyo mhando yakasimba kwazvo vhiki rino. Simba guru rinobva pakuwedzera kwemitengo yekutumira kunze kwenyika nekuda kwekusakwana kwezvigadzirwa kunze kwenyika (kumira kwekugadzira mumafekitori ekunze), nekugadzirwa kwakarongerwa kusvika pakati pekupera kwaGunyana, uye kudiwa kwekunze kwemwaka wekunze hakuna kukanganisa zvakanyanya pairi.

Kusiyana kwemukati me "Zinc salt" (kutsigira mutengo vs kumanikidzwa kwemidziyo): Zvese zviri muchikamu che "zinc supply chain", asi maitiro acho anosiyana nekuda kwekuedza kwakasiyana kwekudzora kugadzirwa. Monohydrate zinc uye active zinc zvinobatsirwa nekudzikira kwakadzika mukugadzirwa uye mitengo yakakwira ye secondary zinc oxide, nekuwanikwa kwakaderera uye mitengo yakasimba; Kunyange hazvo kugadzirwa kweheptahydrate kwaidzorwawo, zvaive zvakaoma kugadzirisa kumanikidzwa kwakakwira kwemidziyo, pamwe nekushaikwa kwekuda kwemakemikari fibers uye mineral processing, uye mutengo waive pasi pekumanikidzwa kudzikira.

"Mhando diki" dzinowanzova dzisina simba (kudzikira kwemitengo + kudzikira kwekuda): Mhando dzakadai seferrous sulfate nesodium selenite dziri mumamiriro ezvinhu e "kuuraya kaviri", nezvinhu zvakagadziriswa zvichidzikira uye kudiwa kusina simba, mitengo iri kuramba ichidzikira; Calcium iodate necobalt chloride zviri mumamiriro ekudzika kwekuenzanisa kusina simba nekuda kwekuderera kwekupa uye kudiwa.
Chinangwa chevhiki rinouya: Kusagadzikana kwehuwandu hwemacro vhiki nevhiki kuchawedzera, uye mhangura, zinc uye copper sulfate zvichave zvekutanga kukanganiswa kana macro iri bearish (hawkish/strong dollar), nepo manganese sulfate monohydrate icharamba yakasimba nekuda kwemaitiro ekunze akazvimiririra; Kana macro iri positive (dovish/weak dollar), rutsigiro rwepasi rwezinc salts ruchasimba.

Ini,Kuongororwa kwesimbi dzisina feri

Vhiki-ne-vhiki: Mwedzi-ne-mwedzi:

	Zviyero	Vhiki 3 yaChikunguru	Vhiki rechina raChikunguru	Shanduko dzevhiki nevhiki	Avhareji yemutengo muna Chikumi	Avhareji yemutengo kubva musi wa24 Chikunguru	Shanduko dzemwedzi nemwedzi
Musika weSimbi dzeShanghai # Zinc Ingots	Yuan/tani	24568	24474	↓94	24435	24478	↑43
Shanghai Metals Network # Electrolytic copper	Yuan/tani	104320	105629	↑1309	104191	104082	↓109
Shanghai Metals Network AustraliaMn46% manganese ore	Yuan/tani	43.31	43.13	↓0.2	45.65	43.13	↑0.49
Mutengo weiyodini yakacheneswa inounzwa kunze kwenyika neBusiness Society	Yuan/tani	635000	635000	-	635000	635000	-
Musika weShanghai Metals Cobalt Chloride (co≥24.2%	Yuan/tani	102000	100550	↓1450	109940	102194	↓7746
Musika weSimbi dzeShanghai Selenium Dioxide	Yuan/kirogiramu	120	120	-	164.9	121.11	↓43.79
Mwero wekushandiswa kwesimba kwevagadziri vetitanium dioxide	%	71.53	72.69	↑1.16	74.46	72.03	↓2.43

Zinc sulfate

Rutivi rwezvinhu zvisina kugadzirwaMitengo yeSulfuric acid inoramba yakagadzikana

Rutivi rwekugovera: Kudzikira kwekugadzirwa kwakawedzera, mwero wekushanda wakaderera kusvika pa42% (wakaderera ne21% pamwedzi), mwero wekushandiswa kwesimba waive 41% chete (↓14%), yakaderera pagore, huwandu hwezvinhu hwakawedzera zvakanyanya.

Kudivi rezvinodiwa: Kutenga chikafu chemumba kunoitirwa kana uchida, uye fetereza inotsigirwa nemari shoma chete kubva kuboka uye fetereza dzemhando yepamusoro; Kudivi rekutumira kunze kwenyika, mitengo yekutakura zvinhu muSouth America yadzikira asi mitengo chaiyo ichiri yakakwira, uye pasi pemvura vari kumirira kudzikiswa kwemitengo zvakare.

Zvinhu zvikuru: Kuwanda kwezvinhu zvakawanikwa muzvinhu zvezinc kwakakwira kusvika pamatani 270,400, zvichiita kuti kudzikiswa kwezvinhu zvakawanikwa kuve kwakaoma; Kushandiswa kwezvivakwa zvisina kusimba uye zvivakwa; Asi mari yekugadzirisa zinc concentrate yakaramba yakagadzikana pa -750 yuan patani yegoridhe, uye kurasikirwa nekunyungudutsa kwakawedzera mitengo ye zinc.

Kufanotaura kwemitengo: Mitengo yeZinc inotarisirwa kuva 24,430 yuan patani vhiki rinouya (kuderera kubva vhiki rino), asi mitengo yezinc ye monohydrate icharamba yakasimba uye yakasimba nekuda kwekudzikira kwekugadzirwa uye kuomarara kwemitengo. Zvinokurudzirwa kutenga kana uchida.

Zano: Tenga kana zvichidikanwa zvichibva pane zvawakanyora.

Manganese sulfate

Kudivi rezvinhu zvakagadziriswa: mitengo ye manganese ore ne sulfuric acid yakakwira uye yakasimba, uye mutengo wepasi wakasimba.

Kugovera: Mwero wekushanda 94% (yakatsetseka), mwero wekushandiswa kwesimba 72% (yakatsetseka), maodha akarongwa kusvika pakati pekupera kwaGunyana (mazuva 55-60), kuwanikwa kwezvipo kwakaderera

Kudiwa:Vagadziri vekunze vema manganese sulfate vari kuramba vachimisa kugadzirwa, maodha ekutumira kunze anotamiswa kuenda kuChina, zvinhu zvinotengeswa kunze zviri kuwedzera; Zvigadzirwa zvechinyakare zvakaita sechikafu chemhuka nefetereza zviri munguva yekuzorora, zvichiramba zvichitenga zvinhu panguva yekudiwa kwazvo. Kuwedzera kwezvinhu zvinotengeswa kunze kwenyika kuri kutonga kudiwa kwazvo.

Zvinhu zvikuru: Hapana zvinhu zvisina kunaka zvakananga, kudzikira kwemitengo yekutakura zvinhu kunobatsira kune zvinotengeswa kunze kwenyika.

Kufanotaura kwemitengo: Yakagadzikana uye yakasimba, mitengo yakasimba. Zvinokurudzirwa kuzivisa nguva yekugadzira pachine nguva uye kuisa maodha panguva yekutumira zvinhu kuti uve nechokwadi chekuti nguva yekutumira inguva.

Ferrous sulfate

Rutivi rwezvinhu zvisina kugadzirwa: Hapana rutsigiro rwuri pachena pamutengo.

Rutivi rwekugovera: Mwero wekushanda 67% (yakatsetseka), mwero wekushandiswa kwesimba 27% (yakatsetseka), huwandu hwakawanda hwezvinhu zvakasara.

Kudiwa: Kutenga zvinhu zviri pasi pezvinodiwa, hapana kuwedzera kukuru kwekudiwa kwezvinhu.

Zvinhu zvikuru: Hapana kukanganisa kwakananga.

Kufanotaura kwemitengo: Mazhinji ezvinhu zviri mudura haagone kuchinja munguva pfupi, maitiro ekugovera neokuda haagone kudzokera shure, mukana wekudzikira zvakanyanya haubviswi, zvinhu zvisina simba zvakanyanya.

Copper sulfate/basic copper chloride

Mugumo wezvinhu zvisina kugadzirwa:Kuwanikwa kwakawanda kwemvura inocheka, ichiyerera zvakanyanya kune zvigadzirwa zvepakati zvakaita semhangura yechipanji, chikamu chinoshandiswa kugadzira sulfate yemhangura chiri kuramba chichiderera.

Rutivi rwekugovera:Mwero wekushanda 100% (yakatsetseka), mwero wekushandiswa kwesimba 42% (yakatsetseka), kuchinjika kukuru

Zvinhu:Kumiswa kwekutengeserana pakati peUS neIran kwakakonzera kudzikira kukuru kwemitengo yemafuta, uye kumanikidzwa kwe inflation uye kukwira kwemubereko kwadzikira zvishoma. Kudzikira kwedhora reUS kwave kuri kubatsira pamitengo yemhangura. Kusagadzikana pamigodhi kwakawedzera kana kudzikira panguva imwe chete. Kuderera kwemhangura muLondon uye kudzikira kutsva kwemari yemuno yekubatsira vanhu kunopa rutsigiro. Zvisinei, mitengo yepamusoro yemhangura yakaderedza kudiwa kwakakosha, uye kudzimwa kwemari yemudura wemhangura muLondon kwakawedzera kuwanikwa kuripo. Pakati pechikamu chesimbi dzisina feri, mhangura ndiyo ine hwaro hwakasimba. Pasinei nekutonhora kwemamiriro ezvinhu eUS-Iran, pfungwa yekukwirira kwemitengo yemhangura haina kuzununguswa. Kune rumwe rutivi, mitero yemhangura isina kugadziriswa yeUS yakakurudzira vatengesi vepasi rose kuti vashandise mukana wenguva yewindow kutumira mhangura kuUS, uye "mhedzisiro iyi yesiphon" yakatungamira kumitengo yakaderera munzvimbo dzisiri dzeUS, kunyanya dzemuno nedzeLME. Zvinhu zvemuno zvakadzikira kusvika padanho rakaderera kubva muna 2024, mitengo yemitengo yakakwira, uye vane chido chakasimba chekuchengetedza mitengo. Kune rumwe rutivi, divi rekuda riri kuratidza hunhu hwekuti "hazvina kusimba munguva yekuzorora". Pasi pemhedzisiro yemitero, zvinhu zvemhangura zveLme zvakaderera kusvika pakaderera kwemwedzi mina nehafu. Migodhi yekune dzimwe nyika yakaona kuwedzera kwakasiyana-siyana uye kudzikira kwezvinobuda, asi kuwedzera kwese kwaive kushoma uye kwakaoma kuchinja chiyero chakasimba pakati pekuwanikwa nekudiwa. Mitengo yemhangura inotarisirwa kuramba yakasimba.

3) Maonero emafambiro emangwana:

Kufanotaurwa kwemutengo: CopperMitengo yakwira vhiki rino nekuda kwekukanganiswa kwekuwanikwa kwezvinhu zvakagadzirwa nekuda kwematope anodonha muChile; Asi vhiki rinouya rinotarisirwa kudzorwa nezvinhu zvakaipa zvikuru (Middle East combat, US dollar yakasimba), uye mitengo yemhangura iri pasi pekumanikidzwa, nehukuru hwepakati hunotarisirwa kuva 103,500-104,500 yuan patani. Pane mukana mukuru wekuti mitengo yemhangura ichadzikira vhiki rinouya, uye kudzikira chaiko kuchaenderana nekuwanikwa kwezvinhu zvakagadzirwa uye mari yemugadziri. Zvinokurudzirwa kutenga nenzira inochinjika panguva yakakodzera.

Mazano: Tenga zviri nyore zvichienderana nekugadzirwa kwezvinhu uye zvinhu zviri mudura.

1) Mafambiro emitengo aripo iye zvino

2) Kuchinja kwemitengo yemhangura mumakore mashanu apfuura (2021-2026): Pfupiso yekuchinja kwemakore mashanu: Kukwira - kudonha - kutenderera - kubuda zvakare - Kubatanidzwa kwakanyanya. Pari zvino iri padanho rayo repamusoro mumakore anoda kusvika mashanu.

Magnesium sulfate/magnesium oxide

Panyaya yezvinhu zvakagadziriswa: Mutengo wemagnesium oxide wanga wakadzikama nguva pfupi yadarika. Kudzvinyirirwa kwekuchengetedzwa kwezvakatipoteredza kwadzikiswa zvishoma, uye mutengo wemagnesium oxide ungangodzikira sezvo mamwe mafekitori madiki achitangazve kugadzira. Mitengo yesulfur yakaramba ichikwira, mitengo yesulfuric acid yakaramba yakakwira, magnesium sulfate yave ichibatanidzwa padanho repamusoro, uye magnesium monohydrate yakaramba ichikwira. Mwaka wepamusoro wekurima hove wadzikira, mitengo yezvinhu zvekugadzira nesimba yakakwira, musika wenguva pfupi wakasimba uye unochinja-chinja, uye une mukana wekukwira kupfuura kudzikira mumusika wemangwana. Zvinokurudzirwa kuzadza masheya muzvikamu kana zvichidikanwa.

Calcium iodate

Musika weayodini uri padanho repamusoro asi usina simba. Iyoodine yakagadziriswa yezvinhu zvisina kugadzirwa yakasimba, ichipa rutsigiro rwemutengo. Vagadziri vanoshanda zvakanaka uye vane huwandu hwakakwana. Chikafu chepasi chinongozadzwa chete neodha diki dzezvinodiwa, kutengeserana kwakareruka, mitengo yenguva pfupi yakaderera zvishoma. Wedzerai sezvinodiwa.

Sodium selenite

Selenium isina kuchena inochinja-chinja padanho rakaderera, nekuwanikwa kwakawanda kwezvinhu zvinobva mukunyungudutsa uye kutengeserana kwakareruka; Selenium dioxide haina kusimba pamwe chete nezvinhu zvekugadzira. Sodium selenite inodzikamisa mitengo zvichibva pakudiwa kwakasimba kubva mukupfuya gungwa, nemitengo yepamusoro serutsigiro. Musika wese uri kutarisirwa, uye maitiro enguva pfupi ekusagadzikana kushoma ari kuramba achienderera mberi. Tenga paunoda.

Kobalti chloride

Cobalt chloride, cobalt oxide, lithium cobalt oxide synchronous oscillation consolidation. Cobalt chloride yakamira kudonha ikaedza kukwidza mitengo, asi kutengeserana kwacho kwainonoka; Cobalt tetroxide iri kubatana nekusadiwa kwakaderera; Lithium cobalt oxide yakapinda mukumanikidzwa, kukwira kwe lithium carbonate hakuna kukonzera kuti mitengo iwanikwe, uye mutengo wese wakaramba wakagadzikana. Tenga paunoda.

Potassium chloride/potassium carbonate/calcium formate/iodide

1. Potassium chloride: Mutengo wepotassium chloride uri kudzikira, asi rutsigiro rwayo ruchiripo, saka usanyanya kusava netariro pamusoro pekuti uri wepamusoro kana kuti uri mupfupi. Musika wekutengeserana kwemuganhu wadzikira zvakanyanya. Mamiriro ezvinhu anotevera ekupinza zvinhu kunze kwenyika achatariswa zvakanyanya. Kutengeswa kwepotassium sulfate kwave kushoma, sulfuric acid yadzikira zvishoma mune dzimwe nzvimbo, uye kunyangwe mabhizinesi ekugadzirisa zvinhu achiramba achirasikirwa, pane mukana wekudzikira kwemutengo zvishoma. Wedzerazve kana zvichidikanwa.

2. Asidhi yeFormic yave ichidzikira nguva dzose. Kare zvinhu zvakatumirwa zvakavandudzwa zvakadzosa zvinhu zviri muzvitoro kusvika padanho rakanaka, zvichitsigira pasi pemusika; Asi kushandiswa kwezvinhu muzvitoro kwakaderera munguva yekuzorora, kusina simba, uye mitengo inotarisirwa kusimba zvishoma munguva pfupi. Zvinokurudzirwa kuunganidza zvinhu nokungwarira zvichienderana nekudiwa kwazvo.

3. Mitengo yeIodide yakaramba yakagadzikana vhiki rino zvichienzaniswa nevhiki rapfuura.