Raws li cov ntaub ntawv, los ntawm qhov kawg ntawm 2021, kev siv tus nqi ntawm cov tuam txhab tooj liab zoo tau txo los ntawm 4.38 feem pua cov ntsiab lus rau 62.7%. Nyob ze lub Caij Nplooj Ntoos Hlav, qhov kev xav tau qis qis qis, nplua tooj liab pas nrig kev lag luam txhua lub lim tiam tus nqi khiav lag luam poob plaub zaug sib law liag. Copper' s downstream PMI poob me ntsis hauv lub Kaum Ob Hlis thiab xav tias yuav nthuav dav rau lub Ib Hlis. Nyob rau hauv cov nqe lus ntawm qhov kev thov davhlau ya nyob twg, tsis muaj kev txhim kho tshiab hauv daim phiaj siv hluav taws xob rau lub sijhawm, thiab kev siv tooj liab, uas suav nrog qhov loj tshaj plaws, tseem nyob ruaj khov. Cov cua txias ntau lawm yog nyob rau hauv lub caij so, nrog cov cua txias ua lag luam tseem ceeb' Cov phiaj xwm tsim khoom tau nce 8.7 feem pua ntawm lub hli mus rau 13.77 lab units hauv Lub Ib Hlis, nrog rau kev xa tawm ua tau zoo. Photovoltaic thiab cua zog propulsion ceev me ntsis qeeb. Nyob rau hauv cov nqe lus ntawm lub zog tshiab tsheb, cov nyiaj pab rau lub zog tshiab yuav poob los ntawm 30% nyob rau hauv 2022, thiab cov nyiaj pab them nqi yuav raug tshem tawm tag nrho los ntawm lub sab sauv txwv ntawm 2 lab units. Raws li kev pom ntawm kev loj hlob sai sai thiab nce kev lees paub ntawm cov neeg nyob hauv, nws xav tias qhov kev loj hlob ntawm kev tsim khoom thiab kev muag khoom tuaj yeem tswj tau.
Copper concentrate mov yog maj mam easing
Tsis ntev los no, pab pawg CSPT tau ua tiav daim ntawv qhia kev yuav khoom rau cov khoom siv tooj liab hauv thawj peb lub hlis twg ntawm 2022 ntawm peb $ 70 / ton, nce los ntawm lub quarter thib plaub ntawm 2021. Yav dhau los, Tuam Tshoj Nonferrous Metals Group thiab Jiangxi Copper tau pom zoo rau ntshuam tooj liab RC. CIF 2022 ntawm $ 155 / ton, uas yog ntxiv los ntawm $ 145 / ton hauv 2021. Tsis ntev los no, kev sib tham tau tshwm sim ntawm cov nqi ua haujlwm hauv 2022 tag nrho thiab hauv thawj peb lub hlis twg tau thim rov qab los ntawm theem dhau los, qhia txog kev cia siab ntawm cov khoom siv xoob ntawm kuv kawg. Thaum Lub Kaum Ib Hlis 2021, Tuam Tshoj tau xa tawm 2.1876 lab tons ntawm tooj liab ore thiab ore concentrate, nce 22% lub hli-rau-hli thiab 19% xyoo-rau-xyoo.
Kev loj hlob ntawm tooj liab zoo txhawj xeeb txog kev hloov cov khoom muag
Nyob rau lub Kaum Ib Hlis 2021, Tuam Tshoj' cov zis ntawm electrolytic tooj liab yog 877,000 tons, nce 0.2% xyoo rau xyoo. Smelters muaj kev xav tau rau xyoo kawg ntawm lub Kaum Ob Hlis, cov khoom siv hluav taws xob electrolytic tau nce.
Los ntawm qhov kev xav ntawm cov ntaub ntawv khaws cia, los ntawm qhov kawg ntawm 2021, tooj liab cov khoom lag luam nyob rau lub sijhawm dhau los tau nce los ntawm 11011 tons rau 38,182 tons, thaum yav tom ntej cov khoom lag luam tau nce los ntawm 324 tons rau 6980 tons. LME cov khoom muag tooj liab tau nce 325 tonnes mus rau 88,950 tonnes, thaum cov nqi them rau 3 lub hlis tooj liab tseem nyob ib ncig ntawm 30 yuan, qhia tias cov khoom muag qis tag nrho. Txawm hais tias cov ntaub ntawv khaws cia muab qee qhov kev txhawb nqa, cov txiaj ntsig ntawm qhov xwm txheej no tau ntev lawm, thiab thawj peb lub hlis twg yog lub sijhawm ib txwm muaj ntawm cov khoom muag depletion, yog li peb yuav tsum tau xyuam xim rau cov khoom muag yav tom ntej.
Los ntawm ib puag ncig macro, ntawm ib sab, cov kab mob omicron tau nthuav dav mus txawv teb chaws, thiab cov neeg mob tshiab hauv Tebchaws Meskas tau nce ntau dua 1 lab ib hnub. Nws tuaj yeem pom tias qhov cuam tshuam ntawm kev sib kis yuav txuas ntxiv mus rau qee lub sijhawm. Nyob rau tib lub sijhawm, tus kab mob tus nqi tsis siab, yog li tsis muaj cov ntaub ntawv txuas ntxiv rau lub sijhawm, thiab qhov cuam tshuam kuj tseem txwv. Ntawm qhov tod tes, qhov kawg ntawm txoj cai yooj yim los ntawm Tsoom Fwv Teb Chaws Reserve yuav maj mam muab coj los siv, kev ua kom nrawm nrawm yuav raug pom, thiab qhov cuam tshuam tsis tau ploj mus, uas yuav dhau los ua lub zog los cuam tshuam kev lag luam kev xav txhua lub sijhawm. Lub Ib Hlis Ntuj lub rooj sib tham tus paj laum yuav muaj nyob rau thaum xaus ntawm lub hli. Hauv lub sijhawm luv luv, yuav tsis muaj qhov sib txawv tshiab, qhov kev ua haujlwm tsis zoo tsis yog qhov tseem ceeb, thiab lub zog ntev thiab luv luv yuav sib npaug. Hais txog cov ntaub ntawv kev lag luam hauv tsev, ob qho tib si kev tsim PMI thiab Caixin manufacturing PMI khaws nyob rau lub Kaum Ob Hlis xyoo tas los. Qhov zoo ntawm qhov tseem ceeb yog qhov tseem ceeb hauv qhov kev txiav txim siab tshiab txuas ntxiv tuaj tos thiab cov khoom khaws cia ntawm cov lag luam pib nce tom qab txo cov khoom siv raw khoom. Ntau yam kev ntsuas kom ruaj khov kev loj hlob yuav pab txhawb kev lag luam kev ntseeg siab.
Zuag qhia tag nrho, cov qib macro tsis ntev los no ntawm qhov ntev thiab luv luv yuav zoo sib npaug, tooj liab thiab refined tooj liab yog nyob rau hauv tus txheej txheem ntawm kev rov qab los, ua ntej lub caij nplooj ntoos hlav Festival xav tau tsis muaj zog, txawm tias cov khoom muag tseem tsawg tab sis tsis yog qhov hloov pauv tshiab, tus nqi tooj liab tsis muaj. lub hauv paus rau kev nce siab.
