Ka Ikepili Mākeke o nā Elemene Trace

ʻO wau,Ka nānā ʻana o nā metala hao ʻole

Pule-ma-ka-pule: Mahina-ma-ka-mahina:

1) Zinc sulfate

  ① Nā mea maka: Zinc hypooxide: Ke paʻa nei ka lako a paʻa mau nā ʻōlelo a nā mea hana.

Ka moʻolelo kumukūʻai o ka pūnaewele zinc: Manaʻo ʻia e hoʻomaha mālie ka manaʻo macro, e kū paha nā kumukūʻai metala holoʻokoʻa i ke kaomi hoʻoponopono. Manaʻo ʻia e paʻa iki nā kumukūʻai zinc, ʻoiai ka piʻi wikiwiki ʻana o nā kumukūʻai ma mua o ka Spring Festival a me ke komo mālie ʻana o nā mākeke ma lalo i ke mele hoʻomaha. ʻAʻole i hōʻiliʻili nui ʻia nā waihona kaiāulu, a ʻo ke ʻano waihona haʻahaʻa e hāʻawi i ke kākoʻo haʻahaʻa no nā kumukūʻai zinc. Eia kekahi, aia nā waihona zinc LME i kēia manawa ma kahi haʻahaʻa o 110,000 tons, e hāʻawi ana i kekahi kākoʻo no nā kumukūʻai. Manaʻo ʻia e hoʻi mālie nā kumukūʻai zinc i nā kumu i ka pule aʻe, e loli ana ma kahi o 24,900 yuan no kēlā me kēia tons.

② Waikawa sulfuric: Paʻa nā kumukūʻai mākeke i kēia pule.

ʻO ka nui o ka hana a nā mea hana i kēia pule he 68% (ʻaʻole i loli mai ka pule i hala), a ʻo ka nui o ka hoʻohana ʻana i ka mana he 58% (piʻi 7% mai ka pule i hala), akā ua hoʻonohonoho ʻia nā kauoha mai nā mea hana nui a hiki i ka waena a hiki i ka hopena o Pepeluali, a ua paʻa mau ka lawe ʻana ma kahi. ʻO ke kumukūʻai kiʻekiʻe o ka zinc oxide, ka mea maka nui, ua hāʻawi i ke kākoʻo ikaika no nā kumukūʻai huahana. Manaʻo ʻia e noho paʻa ke kumukūʻai o ka zinc sulfate ma kahi kiʻekiʻe i ka wā pōkole.

2）Manganese sulfate

Nā mea maka: ① Kākoʻo kumukūʻai ikaika: Ke kūpaʻa nei nā kumukūʻai o nā mea maka manganese ore a me ka sulfuric acid, e hoʻomau nei i ke kākoʻo ʻana i nā kumukūʻai.

②Ke kiʻekiʻe a paʻa mau nei ke kumukūʻai o ka sulfuric acid.

I kēia pule, ʻo ka nui o ka hana a nā mea hana he 67%, ʻo ka nui o ka hoʻohana ʻana i ka mana he 51%, ʻaʻole i loli mai ka pule i hala, a ua hoʻonohonoho ʻia nā kauoha a nā mea hana nui a hiki i ka hopena o Pepeluali. Ua paʻa mau nā kumukūʻai o nā mea maka e like me ka manganese ore a me ka sulfuric acid, e hoʻomau ana i ke kākoʻo ʻana i nā kumukūʻai.

Manaʻo ʻia e mau ana ke kiʻekiʻe a paʻa nā kumukūʻai manganese sulfate. Ma muli o ka nānā ʻana i ka nui o nā kauoha ʻoihana a me nā kumu mea maka, manaʻo ʻia e mau ana ka manganese sulfate i ka wā pōkole. Ua ʻōlelo ʻia nā mea kūʻai aku e kūʻai inā pono.

3）ʻO ka sulfate ferrous

Ma ke ʻano o nā mea maka: Aia ka mākeke ferrous sulfate o kēia manawa i kahi kaulike paʻa o nā "kaupalena lako". ʻO ka hōʻemi ʻana i ka hana ʻana ma ka ʻoihana titanium dioxide ma uka ua alakaʻi i ka emi ʻana o ka lako o kāna huahana ferrous sulfate, kahi i hoʻohuli ʻia e ka ʻoihana lithium iron phosphate. ʻO ka helu hana he 80% (piʻi 20% mai ka mahina i hala), akā ke mau nei ka helu hoʻohana mana ma 25% (piʻi 6% mai ka mahina i hala), me ka hoʻōla hana palena.

I kēia manawa, ʻaʻole maikaʻi ka nui o ka hana holoʻokoʻa o ka ferrous sulfate kūloko, a he liʻiliʻi loa ka waihona wahi o nā ʻoihana, he kumu kūpono ia no ka piʻi ʻana o ke kumukūʻai o ka ferrous sulfate. Ke noʻonoʻo nei i nā pae waihona o nā ʻoihana hou a me nā helu hana ma luna, manaʻo ʻia e piʻi aʻe ka ferrous sulfate i ka wā pōkole. Manaʻo ʻia e hoʻonui pono nā mea kūʻai aku i kā lākou waihona.

4）Kālepa sulfate/kālepa kumu chloride

Ma ka pae macro, ʻo ke koho ʻana a Trump i ka ʻelele "hawkish" ʻo Kevin Walsh e pani iā ​​Powell ma ke ʻano he luna hoʻomalu o ka Federal Reserve ua like ia me kahi "pōkā nukelea kulekele" i pahū i ka mākeke. ʻO ka hoʻomaha iki ʻana o ka maopopo ʻole politika ma ʻAmelika Hui Pū ʻIa ua lilo i mea hoʻonāukiuki nui, a ua hoʻomaʻalili nā hopohopo mākeke e pili ana i ke kūʻokoʻa o ka Fed, e hoʻonāwaliwali ana i ka logic kumu i kākoʻo mua i ka piʻi wikiwiki ʻana o nā kumukūʻai gula. Me ka emi nui ʻana o nā metala makamae, ua pālahalaha nā haunaele mākeke i ka ʻāpana metala, a aia nā kumu i ke kau hoʻomaha no ka hoʻopau ʻana i ka wā o ka Spring Festival, manaʻo ʻia e hoʻoponopono ke kumukūʻai keleawe Shanghai i kahi kiʻekiʻe i ka wā pōkole. Eia nō naʻe, ʻaʻole i nalowale ke logic kākoʻo waena a lōʻihi no nā futures keleawe, ʻaʻole i loli ke kūlana mine paʻa, ke hoʻomau nei nā hopohopo e pili ana i nā tariffs US, ke kiʻekiʻe nei nā pilikia geopolitical, a ke hoʻomau nei nā haunaele ma waena o US a me Iran a hiki ke hoʻoulu i nā hakakā kūloko. I waena o ka ulana ʻana o nā kānalua he nui, ua ʻike ka mākeke keleawe Shanghai i ka ʻokoʻa nui a me ka volatility.
ʻAoʻao lako: ʻO ka ulu ʻana o ka hana ʻana o ka lua keleawe honua he 0.9% wale nō, me nā ulia pinepine e like me ka hahau ʻana o Mantovede ma Chile a me ka heʻe ʻana o Grasberg ma Indonesia, ua wānana ʻo ICSG i kahi hakahaka o 800,000 a 1 miliona tons i ka makahiki 2025. ʻOi aku ka hilinaʻi o Kina i ka hoʻohuihui keleawe i lawe ʻia mai ma mua o 90%, hāʻule ka ʻaelike lōʻihi TC i $0 no ka tons, paipai ke kulekele i ka ʻinikua pālua "hui like ʻana ma waho + hana hou ʻana", me ka pahuhopu o ke keleawe hana hou ʻia e helu ana no 28% ma ka makahiki 2028. Ke kaomi nei nā mea hoʻoheheʻe e hōʻemi i ka hana ma muli o nā uku hana haʻahaʻa. ʻO ka hana keleawe i hoʻomaʻemaʻe ʻia i loko o Dekemaba he 1.326 miliona tons (piʻi 9.1% makahiki ma ka makahiki), akā ua hōʻiliʻili ʻia nā waihona kaiāulu i 225,900 tons. Hōʻike nā waihona COMEX ma mua o 550,000 tons pōkole i ka hopena siphon US. Manaʻo ʻia e loli nā kumukūʻai keleawe ma ka pae o 100,000-102,000 yuan no ka tons i ka pule aʻe. I ka hōʻuluʻulu ʻana, hōʻike nā kumukūʻai keleawe i ke kūpaʻa i ka pāʻani macro bull/bear. E makaʻala i ka huki kiʻekiʻe i ka wā pōkole. I ka wā waena a me ka lōʻihi, kākoʻo ke koi ikehu hou, nā uku paneʻe haʻahaʻa a me nā uku pilikia geopolitical i ka neʻe ʻana o ke kikowaena kumukūʻai keleawe. Manaʻo ʻia e loli nui nā kumukūʻai keleawe ma kahi ākea i Pepeluali.

I ka wā pōkole, manaʻo ʻia e loli nui ke keleawe sulfate. Ua ʻōlelo ʻia nā mea kūʻai aku e mālama i nā waihona maʻamau.

5）Makenesium sulfate/magnesium oxide

Ma ke ʻano o nā mea maka: I kēia manawa, ua paʻa ka waikawa sulfuric ma ka ʻākau ma kahi kiʻekiʻe.

Ua piʻi aʻe ke kumukūʻai o ka magnesium oxide a me ka magnesium sulfate. ʻO ka hopena o ka kaohi ʻana i nā kumuwaiwai magnesite, nā kapu quota a me ka hoʻoponopono ʻana i ke kaiapuni ua alakaʻi i nā ʻoihana he nui e hana ana ma muli o ke kūʻai aku. Ua pani ʻia nā ʻoihana magnesium oxide i puhi ʻia i ka Pōʻalima ma muli o nā kulekele hoʻololi mana a me ka piʻi ʻana o nā kumukūʻai sulfuric acid, a ua piʻi aʻe ke kumukūʻai o ka magnesium sulfate a me ka magnesium oxide i ka wā pōkole. Manaʻo ʻia e mālama pono.

6) ʻAiodate kalima

Ua piʻi iki ke kumukūʻai o ka iodine i hoʻomaʻemaʻe ʻia, ua paʻa ka lako o ka calcium iodate, ua pani ʻia kekahi mau mea hana iodide a ua kaupalena ʻia paha ka hana ʻana, a ua paʻa ka lako o ka iodide. Manaʻo ʻia e mau ana ka leo o ka piʻi mau ʻana o ka iodide no ka manawa lōʻihi. Manaʻo ʻia e mālama pono.

7）Sodium selenite

Ma ke ʻano o nā mea maka: Ke hoʻomau nei ke piʻi ʻana o nā kumukūʻai o nā metala non-ferrous. Ke emi nei ka nui o ka mākeke holoʻokoʻa no ka selenium maka a me ka selenium dioxide akā paʻa ke kumukūʻai. He akahele ka mālama ʻana i nā meaʻai ma mua o ka hoʻomaha. ʻOi aku ka ikaika o ke kākoʻo mai ke koi kiʻekiʻe ma mua o nā mahiʻai kuʻuna. ʻO ke kuhi kālā e alakaʻi ana i ka nele o nā mea maka ma muli o ka hoʻouna ʻole ʻia ʻana o ka selenium maka a me ka selenium dioxide. Haʻahaʻa ka waihona o nā mea hana a ua hoʻokiʻekiʻe ʻia ke kumukūʻai. Kūʻai ma ke koi.

8）Kobalta klorida

Ua emi iki ka mākeke cobalt chloride i ka pule i hala, me ka ʻole o kahi loli koʻikoʻi i ke ʻano kālepa i hoʻohālikelike ʻia me ka pule i hala. Ua noho nā ʻōlelo kūʻai nui o nā mea hoʻoheheʻe a me nā ʻoihana hana hou ma luna o 115,000 yuan no ka tona, ʻoiai ua emi iki kekahi mau ʻoihana ma lalo o kēia pae i mea e hoʻihoʻi ai i nā kālā ma mua o ka Spring Festival. Loaʻa i nā hale hana kelepona terminal kahi koi wikiwiki ma muli o nā loli i nā kulekele hoʻokuʻu aku, akā no ka mea he nui nā ʻoihana i loaʻa ka waihona mea maka i ka wā mua a me ke kumukūʻai kiʻekiʻe o kēia manawa o ka cobalt chloride, ʻaʻole ikaika ka makemake kūʻai maoli ma ka mākeke. I ka hoʻokokoke ʻana mai o ka Spring Festival a kokoke e hoʻōki ʻia nā logistics, manaʻo ʻia e lohi mau ka mākeke me nā kumukūʻai akā ʻaʻohe koi ma mua o ka ʻahaʻaina.

9) Nā paʻakai Cobalt/potassium chloride/potassium carbonate/calcium formate/iodide

1. Cobalt: Ua nāwaliwali ke ʻano kālepa ma ka mākeke cobalt, a ua kūpaʻa nā kumukūʻai kiko. Ma ka ʻaoʻao lako, i kākoʻo ʻia e ka piʻi ʻana o nā kumukūʻai maka, ua paʻa nā ʻōlelo a nā mea hoʻoheheʻe. Ma ka hopena o ka makahiki, ua nāwaliwali ka manaʻo kūʻai o nā ʻoihana ma lalo. Me ka hoʻōla mālie ʻana o nā mea hoʻokuʻu aku o Congolese a me ka emi ʻana o nā kumukūʻai cobalt electrolytic a me nā mea nūhou ʻē aʻe e kāohi ana i ka manaʻo kālepa mākeke, ua hoʻi ke kūʻai ʻana o nā ʻoihana i ke koi paʻa. Me ke kākoʻo ikaika mai nā kumukūʻai maka ma luna, ua manaʻo ʻia e hōʻike mau ana nā kumukūʻai cobalt sulfate i kahi ʻano o "ʻoi aku ka piʻi ʻana ma mua o ka hāʻule ʻana" i ka wā pōkole.

2. Potassium chloride: Pono e kūpaʻa ke kumukūʻai ma mua o ka Spring Festival. Ma hope o ka hālāwai hōʻoia lako ma Ianuali 27, e kaupalena ʻia nā loli i nā kumukūʻai potash ma ka mākeke, a e hoʻōki nā mea kālepa he nui i nā kūʻai aku no ka manawa pōkole a kali a ʻike. Inā ʻaʻole i hoʻokō ʻia ke kulekele a i ʻole ua kaupalena ʻia ka hoʻokō ʻana, hiki ke piʻi hou ke kumukūʻai potash, a i ʻole e paʻa mau. Manaʻo ʻia e makaʻala i ka waihona ma Hong Kong a me ke kaiapuni honua, a e hoʻolako pono a kūʻai e like me ka mea e pono ai i ka wā e hiki mai ana.

3. E kū mau ana ke kumukūʻai o ka mākeke waikawa formic kūloko i kekahi kaomi i lalo, a ua hoʻolālā nā mea hana nui e kaupalena i ka hana ʻana o ka waikawa formic. ʻAʻole i loli ke kūlana paʻa o kēia manawa ma ka lako a me ke koi ma ka mākeke, a ke mau nei ke kaomi o ka ʻeli ʻana i ka waihona. Pono e makaʻala i nā loli o ka lako a me ke koi ma ka mākeke. Hiki ke hoʻololi iki ʻia nā kumukūʻai calcium formate i kēia pule, a ua ʻōlelo ʻia e mālama e like me ke koi.

4. Paʻa nā kumukūʻai o ka iodide i kēia pule ke hoʻohālikelike ʻia me ka pule i hala.