Izinsimbi eziyisisekelo: Ukunqunywa kwe-RRR yasekhaya kukhulisa ukuzethemba, futhi intengo yezinsimbi eziyisisekelo kulindeleke ukuthi ikhuphuke. Ngokusho kwe-Wind, kusukela mhla ziyi-11 kuMandulo kuya kumhla ziyi-15 kuMandulo, amanani ethusi le-LME, i-aluminium, i-lead, i-zinc, i-tin ashintshe ngo-2.17%, 0.69%, 1.71%, 3.07%, 1.45%. Kwamanye amazwe, ngokusho kwe-Wind, i-US CPI ka-Agasti yayingu-3.7%, ephakeme kunenani langaphambilini lika-3.2%. Kuleli lizwe, ngokusho kwe-People's Bank of China, mhla ziyi-15 kuMandulo, i-People's Bank of China yanciphisa isilinganiso semfuneko yokugcina yezikhungo zezimali ngamaphesenti angu-0.25. Ukukhathazeka okuphakanyisiwe: I-Luoyang Molybdenum Industry (A+H), amasheya e-aluminium e-Cloud, i-Tianshan Aluminium, i-Aluminium yase-China (A+H), njll.
Insimbi: Ukunyuka kwamanani nezindleko, kunciphisa imingcele. Ngokusho kwe-Wind, kusukela mhla ziyi-11 kuMandulo kuya kumhla ziyi-15 kuMandulo, ushintsho lwentengo yensimbi, i-iron ore, i-coke, i-scrap lwaluyi-0.46%, 6.22%, 7.70%, luphansi, kanti izinga lenzuzo yemishini yensimbi lehle ngo-2.16 PCT laya ku-42.86%. Izindleko zingaphansi kwengcindezi, futhi ukufika kwenqubomgomo yokukhawulela ukukhiqizwa esigabeni esilandelayo kuyathinteka, futhi inqubomgomo yokuzinza okukhulu kulindeleke ukuthi ikhuphule kakhulu okulindelwe futhi kulindeleke ukuthi ilungise inani. Ukukhathazeka okuphakanyisiwe: I-Valin Iron and Steel, Amasheya e-Baosteel, Izinto ezikhethekile ze-Jiulite, Insimbi Ekhethekile ye-Fushun, njll.
Izinsimbi eziyigugu: Ngaphansi kokuqina kwemisebenzi yase-US kanye nokunamathela kokwehla kwamandla emali, intengo yegolide ithintwa kakhulu yizimo zesikhashana, kanti okulindelwe okuphakeme kwesikhathi esiphakathi nesikhathi eside kuhlala kuqinile. Ngokusho kwe-Wind, phakathi kukaSepthemba 11 noSepthemba 15, igolide le-COMEX likhuphuke ngo-0.15% laya ku-$1,945.6 nge-ounce kanti inkomba yedola ikhuphuke ngo-0.26% laya ku-105.34. Izimangalo zokuqala zokuntuleka kwemisebenzi zesonto eliphele ngoSepthemba 9 zazingu-220,000, uma kuqhathaniswa nezingu-225,000 ezilindelwe, ngokusho koMnyango Wezabasebenzi.
I-CPI eyinhloko yase-US ngo-Agasti ihambisana nokulindelekile, okungaphezu kancane kunokulindelekile inyanga nenyanga, ukunamathela kokwehla kwamandla emali kunamandla, ukuqina kwemakethe yemisebenzi ephezulu, intengo yegolide yesikhathi esifushane isabuswa ukushaqeka, kodwa amazinga enzalo aphezulu kanye nabatshalizimali abakweletayo ephezulu ukugcina amathemba abuthakathaka kwezomnotho wase-US, inqubomgomo yemali ye-Federal Reserve kulindeleke ukuthi iguquke kancane kancane, ukuthambekela okukhuphukayo kwesikhathi eside kwamanani egolide ukuthi kuhlale kuqinile. Kunconywa ukuthi unake: Igolide laseYintai, Igolide laseShandong (A+H), Imayini yaseZhaogold (H), Igolide laseZhongjin, Isiliva laseXingye, Izinsizakusebenza zaseShengda, Igolide laseChifeng, njll.
Izinsimbi zamandla: amanani e-lithium ore kanye nosawoti we-lithium kulindeleke ukuthi ahambe kancane kancane abe sebangeni elinempilo. Ngokusho kwe-Wind, kusukela ngoSepthemba 11 kuya kuSepthemba 15, intengo ye-lithium carbonate yezinga lebhethri yehle ngo-6.08% yaya ku-185,500 yuan/ton, kanti intengo ye-lithium hydroxide yehle ngo-5.49% yaya ku-172,000 yuan/ton. Amanani okugxila okuphezulu ancipha kancane kancane, isidingo esibonakalayo sokugcwalisa kabusha okunengqondo kwentengo eyinhloko, amanani e-lithium ayaqhubeka nokucindezela. Esikhathini esizayo, sizonaka ukungaqiniseki kokukhishwa komkhiqizo omusha endaweni ephezulu kanye nomehluko olindelekile esidingweni esibonakalayo esingezansi, kanye namathuba okuthuthukiswa alindelekile epuleti noma esigabeni. Iziphakamiso nokukhathazeka: Amandla e-Shengxin Lithium, amasheya e-Rongjie, Izinto Zokwakha i-Yongxing, imboni ye-Huayou Cobalt, njll.
Insimbi encane: ukushukuma kwentengo ye-molybdenum, naka ukulungiswa kwensimbi ye-ferromolybdenum esigabeni sakamuva. Ngokusho kwe-Wind, kusukela ngoSepthemba 11 kuya kuSepthemba 15, intengo ye-praseodymium yomhlaba ongavamile kanye ne-dymium oxide yehle ngo-0.57% yaya ku-52,500 yuan/ton, intengo ye-tungsten concentrate ayizange ishintshe ibe yi-121,000 yuan/ton, kanti intengo ye-molybdenum concentrate yehle ngo-0.46% yaya ku-4315.00 yuan/ton. Isidingo sezinto ezi-magnetic zomhlaba ongavamile siyanda, futhi insimbi ye-ferro molybdenum kulindeleke ukuthi izinze, okulindeleke ukuthi inyuse amanani e-molybdenum.
Isikhathi sokuthunyelwe: Septhemba 18-2023









