Ua ntej, kev tsim thiab kev lag luam ntawm tooj liab smelting lag luam yog qhov ruaj khov. Thaum lub Yim Hli, kev saib xyuas ntawm kev lag luam hauv kev lag luam tooj liab tau txo qis, kev tsim tooj liab tau nce ntau, thiab tag nrho cov khoom tsim tau nce ntau xyoo-rau-xyoo thiab hli-rau-hli, teeb tsa cov ntaub ntawv siab rau xyoo thiab xyoo. Raws li cov txiaj ntsig zoo xws li cov khoom siv raw txaus, cov nqi ua haujlwm siab, thiab cov cim qhia luv luv ntawm tus nqi sulfuric acid, cov tuam txhab hloov kho cov phiaj xwm kev saib xyuas, uas yuav ua rau muaj kev tsim khoom ntau dua li qhov xav tau hauv ib nrab xyoo ntawm lub xyoo.
Thaum lub Yim Hli, qhov chaw ua cov nqi ntawm tooj liab concentrate yog siab thiab tsis hloov pauv. Raws li lub Yim Hli 27, qhov chaw TC tus nqi ntawm tooj liab mloog zoo hauv lub hli hloov pauv ntawm 93.2 ~ 93.8 US las / ton, thiab lub hli kawg yog nyob ze 93.2 US las / ton, qhia txog kev poob qis tag nrho.
Qhov thib ob, cov khoom lag luam qis thiab cov khoom lag luam davhlau ya nyob twg yog qhov sib txawv me ntsis. Thaum lub Yim Hli, qhov xwm txheej ntau lawm ntawm ntau hom kev lag luam tooj liab nyob rau hauv qis qis ntawm tooj liab tau sib txawv me ntsis, thiab qee qhov chaw txuas ntxiv mus rau lub caij ntuj sov hom, thiab tam sim no cov khoom tau xoob thiab kev thov tau qeeb; Qee qhov chaw tau zoo dua li qhov xav tau, nrog rau kev txiav txim ntau ntxiv. Los ntawm qhov kev xav ntawm ntau pawg, muaj ntau qhov kev lag luam uas suav nrog tooj liab, thiab qhov nce siab ntawm tus nqi tooj liab tau txo qis qhov xav tau, thiab kev khiav hauj lwm tus nqi tau nce qis dua hauv 7 xyoo. Copper yeeb nkab kev lag luam raug cuam tshuam los ntawm kev poob qis ntxiv hauv kev txiav txim ntawm cov tshuab cua txias, qhov kev txiav txim qhov teeb meem tseem tsis zoo, thiab cov nqi khiav lag luam tseem poob; Copper strip kev lag luam kev khiav hauj lwm tus nqi tau nce siab tshaj qhov kev cia siab, nws txoj kab nqes hauv xeev, transformers thiab xov tooj ntawm tes xaj tau nce; Nyob rau hauv cov nqe lus ntawm cov ntawv ci tooj liab, cuam tshuam los ntawm kev loj hlob tsis tu ncua ntawm lub hwj chim roj teeb thiab Circuit Court board xaj, kev khiav hauj lwm tus nqi ntawm lithium tooj liab ntawv ci thiab hluav taws xob tooj liab ntawv nyiaj tau nce ntau.
Los ntawm qhov kev xav ntawm kev lag luam davhlau ya nyob twg, tau tsav los ntawm kev nce ntawm cov peev txheej hluav taws xob mus rau qhov siab tshiab hauv xyoo 2023 thiab kev qhia ntau zaus ntawm cov cai los txhawb txoj kev loj hlob ntawm kev lag luam hluav taws xob tshiab, kev nqis peev hauv daim phiaj hluav taws xob txuas ntxiv mus rau lub Yim Hli; Raws li lub luag haujlwm ntawm txoj cai thiab kev txhawb nqa kev lag luam, lub zog tshiab tsheb yuav txuas ntxiv tso tawm cov kev xav tau ntawm kev lag luam thiab ua tau raws li ib txwm muaj "kub cuaj nyiaj kaum" lub caij muag khoom; Lub caij nyoog ntawm cov cua txias ntau lawm thiab kev muag khoom yog ze rau qhov kawg, thiab maj mam nkag mus rau lub caij off-season, ntau lawm thiab muag tau poob me ntsis.
Thib peb, tus nqi tooj liab poob me ntsis lub hli-rau-hli. Thaum lub Yim Hli, tom qab tus nqi siab ntawm tooj liab poob, muaj kev poob qis me ntsis hauv lub hli. LME tooj liab rau peb lub hlis qhib ntawm $ 8,840 / ton, qhov siab tshaj plaws yog $ 8, 860 / ton thaum Lub Yim Hli 1, qhov qis tshaj yog nqis mus rau $ 8,120 / ton rau lub Yim Hli 17, thiab kaw ntawm $ 8,437 / ton, nqis $ 399 / ton los ntawm qhov kawg ntawm lub hli tas los, poob 4.52%.
Tus nqi nruab nrab ntawm LME tooj liab rau lub hli thiab peb lub hlis yog $ 8,351 / ton thiab $ 8,391 / ton, feem, nce 4.9% thiab 5.5% xyoo-rau-xyoo, thiab qis dua 1.1% thiab 0.9% lub hli- on-hli, raws. Cov qauv ntawm sab hauv Shanghai tooj liab thiab cov phab ntsa sab nrauv yog qhov zoo ib yam, tus nqi nruab nrab ntawm SHFE tooj liab hauv lub hli thiab peb lub hlis yog 68930 yuan/ton thiab 68307 yuan/ton, Raws li, nce 10.7% thiab 12.1% xyoo-rau-xyoo, nce 0.3% thiab 0.3% hli-rau-hli, feem.
Plaub, imports ntawm refined tooj liab nce me ntsis. Nyob rau hauv Lub Xya Hli, qhov ntim ntawm cov refined tooj liab yog 303,000 tons, me me xyoo-rau-xyoo thiab hli-rau-hli, nce 0.7% nyob rau tib lub sijhawm, nce ntawm 1.5% lub hli-rau-hli, feem ntau vim hais tias lub qhov rais ntshuam ntawm refined tooj liab tseem raug kaw rau ib feem ntawm lub hlis no, ntshuam cov nyiaj tau los thiab qhov chaw raug txwv, pib nyob rau hauv 1,{13}} yuan.
Thaum Lub Xya Hli, cov khoom siv tooj liab rov ua dua yog 149, 000 tons, nqis 9.7% xyoo rau xyoo, nqis 12.1% lub hli nyob rau lub hli, feem ntau yog vim qhov nce siab ntawm cov nqi tooj liab txawv teb chaws, tus nqi thiab cov txiaj ntsig ntawm cov khoom siv tooj liab txawv teb chaws. yog qhov hnyav, thiab kev nkag mus ntawm cov khoom siv tooj liab hauv tsev tau txo qis dua, thiab cov khoom siv hluav taws xob ua kom zoo sib txawv ua rau kev hloov ntawm cov seem tooj liab rau cov tooj liab tsis muaj zog, thiab cov khoom siv tooj liab tau poob qis heev.
Zuag qhia tag nrho, nyob rau lub Yim Hli, Tuam Tshoj txoj kev lag luam tooj liab kev xav tau qis me ntsis ntawm lub hli dhau los. Nws yog thawj zaug xav tias qhov kev vam meej kev lag luam ntawm Tuam Tshoj txoj kev lag luam tooj liab tseem yuav nyob hauv qhov "ib txwm" ntau.
