Kordhinta qiimaha kalluunka ayaa dhaaftay filashooyinka waxaana laga yaabaa inuu ku laabto heer macquul ah

Saddexdii bilood ee labaad ee 2020, wadarta alaabada dhoofinta alaabada dhir caydhu waxay ahayd 16,800 tan oo bir ah, sanad sannad ka hooseeya 19%. Waxaa ka mid ah, wadarta dhoofinta macdanta "0.01 milyan oo tan oo bir ah," hoos udhaca boqolkiiba 92% sanadkiiba; wadarta dhoofinta alaabada dhexdhexaadka ah ee dhuxusha ka sameysan waxay ahayd 15,800 tan, hoos u dhac sanadle ah 15%; Isugeynta dhoofinta dhuxusha oo aan laga fiirsan ayaa ahayd 0.08 milyan oo tan oo bir ah, Kororka 57% sanadkii.

Isbeddelka ku yimid qiimaha badeecada Cobalt ee SMM laga bilaabo Maajo 8 ilaa Luulyo 31, 2020

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Xogta laga helo SMM

Wixii ka dambeeyay badhtamihii bishii Juun, saamiga cobalt elektrolytic tobal cobalt si tartiib tartiib ah ayuu u noqday 1, inta badan sababtuna tahay dib u soo kabashada tartiib tartiib ah ee qalabka batteriga.

Isbarbar dhigga qiimaha badeecada 'SUMt Cobalt' laga soo bilaabo Maajo 8-deeda illaa Luulyo 31-deeda, 2020

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Xogta laga helo SMM

Waxyaabaha kaliya ee taageeray sicirka kororka min Maajo ilaa Juun ee sanadkan waa xiritaanka dekedaha Koonfur Afrika bishii Abriil, iyo walxaha ceyriinka ee cowska guryaha ayaa adkeeyay laga soo bilaabo May illaa Juun. Si kastaba ha noqotee, aasaaska alaabada dhalaalaysa ee suuqa gudaha ayaa wali ah mid aad u sarreeya, isla markaana dhagaxa dufanku wuxuu bilaabay inuu quusto bishaas, aasaasiyadiina aasaasay. Baahida hoos u dhacda si weyn hoos ugama aysan dhicin, baahida loo qabo elektaroonigga ee 3C elektiroonigga ah ayaa gashay xilligii loogu talagalay iibsashada, iyo kor u kaca qiimaha ayaa aad u yaraa.

Ilaa bartamihii bishii Luulyo ee sannadkan, qodobbada taageeraya kor u kaca qiimaha ayaa kordhay:

1. Dhamaadka alaabada ceyriinka ee Cobalt:

Astaamaha cusub ee faafa ee Afrika waa mid halis ah, waxaana la xaqiijiyay kiisaska meelaha macdanta laga helay midba mid ka dib. Waxsoosaarka wax saameyn ah kuma yeelan waqtigaas. In kasta oo ka hortagga faafa iyo xakamaynta aagagga macdanta ay adag tahay oo ay suuragal tahay in faafitaan ballaaran oo faafo uu yar yahay, haddana suuqa ayaa wali walwalsan.

Waqtigan xaadirka ah, awoodda dekedaha ee Koonfur Afrika ayaa leh saameynta ugu weyn. Koonfur Afrika hadda waa dalka ay sida ba'an u saameysay qaaradda Afrika. Tirada kiisaska la xaqiijiyey ayaa kor u dhaaftay 480,000, tirada dadka cusub ee cudurka la soo qaadayna waxay kordheen 10,000 maalin kasta. Waxaa la fahamsan yahay in tan iyo markii Koonfur Afrika ay xayiraaddii saarneyd 1dii Maajo, awoodda dekeddu ay ka gaabisay dib u soo kabashada, iyo jadwalka markabkii ugu horreeyay la diray badhtamihii May; Awoodda dekeddu intii u dhaxaysay bilihii 6aad iyo 7aad ayaa aasaas ahaan ahayd 50-60% awoodda caadiga ah; marka loo eego jawaab-celinta ka timaadda alaab-qeybiyeyaasha alaabada dabiiciga ah Cobalt, Sababtoo ah marinnada gaadiidkooda gaarka ah, jadwalka maraakiibta alaab-qeybiyeyaasha guud waa la mid muddadii hore, laakiin ma jiro calaamad muujinaysa horumar. Waxaa la filayaa in xaaladdu sii waddo ugu yaraan labada ilaa saddex bilood ee soo socda; qaar ka mid ah jaangooyooyinkii alaabada dhoofinta Ogosto ayaa sii xumaatay, iyo alaabo kale iyo agabyo kale oo xawaare ah ayaa la wareegaya awoodda xaddidan ee dekedaha Koonfur Afrika.

Saddexdii bilood ee labaad ee 2020, wadarta alaabada dhoofinta alaabada dhir caydhu waxay ahayd 16,800 tan oo bir ah, sanad sannad ka hooseeya 19%. Waxaa ka mid ah, wadarta dhoofinta macdanta "0.01 milyan oo tan oo bir ah," hoos udhaca boqolkiiba 92% sanadkiiba; wadarta dhoofinta alaabada dhexdhexaadka ah ee dhuxusha ka sameysan waxay ahayd 15,800 tan, hoos u dhac sanadle ah 15%; Isugeynta dhoofinta dhuxusha ayaa aheyd 0.08 milyan oo tan oo bir ah. Kordhinta 57% sanadkiiba.

Dhuxusha Shiinaha ee alaabta macdanta laga soo dhoofiyo laga bilaabo Janawari 2019 illaa Ogosto 2020

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Xogta laga helo SMM & Customer Chinese

Dawladda Afrika iyo warshadaha ayaa hagaajin doona boobka ay ka soo horjeedaan kuwa ka soo hor jeeda. Sida laga soo xigtay wararka suuqa, laga soo bilaabo Ogosto ee sanadkan, wuxuu si buuxda u maamuli doonaa oo u xakamayn doonaa boobka hantida. Muddada sixitaanka waxay saameyn ku yeelan kartaa soo dejinta qaar ka mid ah alaabta ceyriinka ah ee loo yaqaan 'Cobalt ashry' muddo gaaban gudaheeda, taasoo keenaysa in si adag loo soo dejiyo. Si kastaba ha noqotee, sahayda sanadlaha ah ee saliidaha gacanta laga helo, marka loo eego tirakoobyada aan dhameystirnayn, ayaa qiyaastii 6% -10% wadarta guud ee sahayda alaabta adduunka ee alaabada ceyriinka ah, oo aan wax saameyn ah ku yeelan.

Sidaa darteed, walxaha ceyriinka ee cobalt-ka ee guryaha ayaa wali sii adkeyn doona, waxayna sii socon doontaa ugu yaraan 2-3 bilood mustaqbalka. Marka loo eego sahannada iyo tixgelinnada, agabka agab ee dhuxusha ee dhuxusha ah waa 9,000-11,000 tan oo tan oo bir ah, iyo isticmaalka caydhiyada cobalt-ka guryaha ahi waa qiyaastii 1-1.5 bilood, iyo walxaha sida caadiga ah ee dhuxusha lagu keydiyo 2-Maarso. Faafida ayaa sidoo kale kordhisay qiimaha qarsoon ee shirkadaha macdanta, taasoo ka dhigaysa alaab-qeybiyeyaasha alaabada ceyriinka ah inay ka gaabsadaan inay iibiyaan, iyagoo wata amarro aad u yar, isla markaana qiimayaashu kor u kacayaan.

2. dhinaca sahayda iibka

Qaadashada saliidaha cobalt tusaale ahaan, sulfate dhuxusha Shiinaha ayaa asal ahaan gaadhay dheellitir u dhexeeya saadinta iyo baahida bisha Luulyo, iyo agabyada suuqa ee alaabada cowst ee tamarta hooseeya ayaa taageeray hagaajinta kor u kaca ee alaabada iibiyayaasha dhuxusha.

Laga soo bilaabo Luulyo 2018 illaa Luulyo 2020 E Shiinaha Isugeynta Dhimashada Isugeynta Cumulative Balance

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Xogta laga helo SMM

3. Dhinac dalabka Terminal

Terminalka dijitaalka ah ee 3C ayaa galay meeshii ugu sarreysay ee wax soo iibsiga iyo kaydintii badhkii labaad ee sanadka. Dhirta cusbada dusha sare iyo soosaarida cobalt tetroxide, baahida ayaa wali sii socota. Si kastaba ha noqotee, waxaa la fahamsan yahay in agabyada alaabada ceyriinka ah ee ka sameysan warshadaha batteriga ee dhulka hoostiisa ay ugu yaraan yihiin 1500-2000 tan oo bir ah, welina ay jiraan walxo ceyriin ah oo dufan ah oo galaya dekedda bil kasta si isdaba joog ah. Alaabada sheyga ceyriinka ee soosaarayaasha saliidaha loo yaqaan 'lithium cobalt oxide' iyo warshadaha baytariga ayaa ka sareeya tan cusbada cobalt-ka sare iyo cobalt tetroxide. Niyad jab, dabcan, waxaa sidoo kale jira walwal yar oo ku saabsan imaatinka soo socda ee alaabta ceyriinka ah ee tagi doona Hong Kong.

Baahida ternary ilmo-galeenka ayaa bilawday inuu kaco, iyo filashooyinka ayaa soo hagaagaya qeybtii labaad ee sanadka. Iyada oo la tixgelinayo in iibsashada agabka tamarta ee dhirta batteriga ay asal ahaan tahay muddo dheer, dhirta hadda jirta ee batteriga iyo dhirta qalabka ternary-ka ayaa wali ku jira, welina ma jiraan koror weyn oo ku yimid dalabka iibka ee agabyada ceyriin ah. Amarada qulqulatada ayaa si tartiib tartiib ah u soo kabanaya, oo heerka kobaca ee baahida ayaa ka hooseeya kan sicirka alaabta ceeriin ee kor u kaca, sidaa darteed qiimayaashu wali way adagtahay in la gudbiyo.

4. Soosaarida makroolka, iibsashada iyo keydinta baarista

Dhawaan, aragtida dhaqaalaha gudaha ayaa sii waday inay horumar sameyso, inbadan oo suuqyada soo galaana waxay dhalisay koror aad u weyn baahida suuqa ee ku saabsan dhuxusha elektrolytic. Si kastaba ha noqotee, isticmaalka dhamaadka dhabta ah ee aalado heerkul sarreeya, walxaha magnetic, kiimikooyinka iyo warshadaha kale ayaan lahayn wax calaamado ah oo horumar ah. Intaa waxaa sii dheer, wararka suuqa laga helayo ee ah in iibsashada iyo kaydinta cobalt elektaroonig ah ay sidoo kale xallisay kororka qiimaha cobalt wareega, laakiin wararka iibsiga iyo kaydinta ayaan wali soo degin, kaas oo la filayo inuu saameyn yar ku yeesho suuqa.

Marka la soo koobo, saamaynta cudurka faafa ee taajka cusub ee 2020, bixinta iyo baahida ayaa daciif noqon doonta. Aasaaska aasaasiga ah ee dhuxusha ayaa si weyn is beddaleysa, laakiin sahayda iyo xaaladda baahida ayaa laga yaabaa inay si weyn u fiicnaato. Bixinta iyo baahida caalamiga ah ee alaabta ceyriinka ah ee dhuxusha ayaa la filayaa inay isku dheellitirto 17,000 tan oo bir ah.

Dhanka sahayda, miinada Glencore ee Mutanda-Dhuxul ayaa la xiray. Qaar ka mid ah mashruucyada budada cayriin ee cusub ee markii hore loo qorsheeyay in la hawlgeliyo ayaa laga yaabaa in dib loo dhigo sanadka dambe. Kaydinta macdanta gacanta ku jirta ayaa waliba yareyn doonta muddada gaaban. Sidaa darteed, SMM waxay sii waddaa inay hoos u dhigto saadaasha sahayda ceyriin ee dhuxusha ee sanadkan. 155,000 tan oo bir ah, sanad-sanad-dhimistu waa 6%. Dhinaca baahida, SMM waxay hoos u dhigtay saadashadeeda soo saarista gawaarida cusub ee tamarta, keydka dijitaalka iyo tamarta, iyo wadarta guud ee baahida dhuxusha adduunka ayaa hoos loogu dhigay 138,000 tan oo bir ah.

2018-2020 keenista dhuxusha adduunka iyo isu-dheellitirka baahida

 

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Xogta laga helo SMM

In kasta oo baahida 5G, xafiiska qadka tooska ah, alaabada elektiroonigga ah ee xiran, iwm, ay korodhay, dalabka loo yaqaan 'lithium cobalt oxide' iyo walxaha ceeriin ah ee kor u kacay, ayaa kor u kacay, laakiin soosaarka iyo iibinta taleefannada mobilada mobilada leh ee leh saamiga ugu sareeya suuqa ee saamaynta cudurku ku faafayaan Waxaa la rajaynayaa inay sii socdaan, qayb ka mid ah saamaynta saamaynta kuleylka loo yaqaan 'lithium cobalt oxide' iyo kor u kaca baahida loo qabo walxaha ceyriinka ee cobalt. Sidaa darteed, lama go’aamin karo in sicirka alaabta ceeriin ah ee kor ku xusan ay sare u kici doonaan, taas oo sababi karta dib u dhac ku yimaada qorshooyinka kaydinta ee dhulka hoostiisa. Sidaa darteed, marka loo eego sahayda iyo saamilayda, waxa kor u kaca sicirka cobalb nuska labaad ee sanadka waa mid xaddidan, iyo qiimaha dhuxusha elektaroonigga ah ayaa laga yaabaa inuu isbeddelo 23-32 milyan yuan / ton.


Waqtiga boostada: Aug-04-2020