Tuam Tshoj tsim 840, 000 mt ntawm tooj liab cathode nyob rau hauv Lub Xya hli ntuj, poob 2.5% nyob rau lub hli thiab nce 1.1% nyob rau hauv lub xyoo, raws li SMM cov txheeb cais.
Tooj liab cathode
Tuam Tshoj tsim 840, 000 mt ntawm tooj liab cathode nyob rau hauv Lub Xya hli ntuj, poob 2.5% nyob rau lub hli thiab nce 1.1% nyob rau hauv lub xyoo, raws li SMM cov txheeb cais.
Zuag qhia tag nrho, domestic smelters tseem nyob hauv kev saib xyuas thaum Lub Xya Hli. Cov zis ntawm Jinchuan, Nanguo thiab Chifeng Jintong tooj liab tau cuam tshuam loj heev los ntawm kev saib xyuas. Txawm li cas los xij, qhov poob ntawm tooj liab cathode tso zis feem ntau yog tshwm sim los ntawm kev hloov kho tus kheej thiab cov khoom siv nruj ntawm blister tooj liab, anode thiab tooj liab seem. Cov khoom ntawm tooj liab mloog zoo kuj tseem txaus, thiab qhov chaw TCs tseem nyob ntawm $ 72 / mt- $ 72 / mt. Nrog kev nce ntawm cov khoom muag tooj liab ntawm qee qhov chaw nres nkoj, TCs tau pom cov cim ntawm kev tuaj tos. Vim tias qhov poob qis hauv cov nqi sulfur txawv teb chaws, cov nqi sulfuric acid hauv tsev poob ze li 50% thaum Lub Xya Hli. Txawm li cas los xij, cov txiaj ntsig ntawm smelters tseem tseem muaj txiaj ntsig. Nyob rau tib lub sijhawm, cov khoom siv nruj ntawm blister tooj liab, anode thiab tooj liab seem txwv tsis pub tsim cov smelters. Lub blister tooj liab mov hauv tsev tau nruj thiab yuav nyob twj ywm li ntawd nyob rau hauv lub sij hawm luv luv vim yog qhov poob sai ntawm cov nqi tooj liab uas ua rau qhov tsis txaus ntawm cov tooj liab. Hais txog kev ntshuam, raws li LCS tau siv ob lub hlis txij li thaum Lub Xya Hli, cov zis tau poob li ntawm 20,000 mt. Tsis tas li ntawd, cov txiaj ntsig tau raug txo qis ntxiv vim CCS tau kho dua rau 10 hnub vim qhov teeb meem xau thiab kev tsim khoom ntawm Kansanshi tsis ruaj khov.
Raws li cov txheej txheem tsim khoom nyob rau lub Yim Hli, tshwj tsis yog rau lub sijhawm luv luv ntawm cov phiaj xwm kev saib xyuas thiab kev kho dua tshiab ntawm ob peb lub smelters, feem ntau cov smelters tau rov pib tsim khoom. Nrog rau kev ua haujlwm ntawm lub hauv paus chaw ua haujlwm ntawm Fuye, cov zis yuav tsum ncav cuag 900, 000 mt. Txawm li cas los xij, cov neeg ua lag luam yuav tsum tau them sai sai rau qhov cuam tshuam ntawm nruj blister tooj liab mov ntawm tooj liab ntau lawm. SMM cia siab tias cov khoom lag luam tooj liab cathode nyob rau lub Yim Hli yuav sawv ntawm 892,100 mt, nce 6.2% ntawm lub hli thiab 8.9% ntawm lub xyoo.
Alumina
Hauv tsev metallurgical-qib alumina tso zis thaum Lub Xya Hli (31 hnub ua haujlwm) yog 6.94 lab mt nrog qhov nruab nrab txhua hnub ntawm 223,900 mt, nce 2.97% ntawm lub hli thiab 14.11% ntawm lub xyoo. Lub peev xwm ua haujlwm ntawm alumina yog 81.71 lab mt thiab cov nqi khiav lag luam hauv tsev tau sawv ntawm 87% ntawm qhov nruab nrab.
Hais txog cov cheeb tsam, tag nrho cov khoom tsim tawm alumina hauv xeev Shandong yog 2.12 lab mt, tiaj tus txij lub Rau Hli. Hauv xeev Shanxi, tag nrho cov khoom tsim tawm tau sawv ntawm 1.798 lab mt, nce me ntsis ntawm 2% piv nrog rau lub Rau Hli. Vim yog qhov nruj ntawm cov khoom siv raw thiab cov nqi siab, cov txiaj ntsig ntawm cov nroj tsuag alumina tau raug nyem, yog li cov kev khiav hauj lwm tsis tshua muaj zog. Hauv xeev Henan, tag nrho cov zis yog 738,000 mt, nce 6% txij lub Rau Hli. Cov tuam txhab lag luam hauv Henan xeev, zoo li cov neeg nyob hauv Shanxi, feem ntau yog tsim rau kev txiav txim mus sij hawm ntev, thiab tsis txaus siab rau cov khw muag khoom muag. Tag nrho cov zis hauv Guangxi xeev yog 1.07 lab mt, nce 6% nyob rau lub hli. Vim qhov kev rov pib dua ntawm aluminium hauv Yunnan xeev, qhov kev thov rau alumina nce ntxiv. Yog li ntawd, kev khiav hauj lwm tus nqi ntawm alumina refineries nyob rau hauv Guangxi tseem nyob ib ncig ntawm 95% -100%. Txawm hais tias cov tuam txhab tau txaus siab los tsim khoom, lawv tsuas yog tsom mus rau kev txiav txim mus ntev. Yog li ntawd, muaj ob peb qhov chaw muaj nyob rau hauv lub khw. Hauv lub xeev Guizhou, tag nrho cov zis tau sawv ntawm 467, 000 mt, nce 3% txij lub Rau Hli. Txawm hais tias cov khoom siv hauv zos ore tau nce me ntsis, cov lag luam nyuam qhuav khaws cia li qub. Kev cia siab ntawm cov khoom siv raw khoom txiav txim siab kev ruaj ntseg ntawm cov khoom hauv zos. Nrog kev tso tawm ntawm lub peev xwm tshiab hauv Chongqing nroog thiab Hebei xeev, cov khoom tsim tawm thoob plaws ob lub xeev tau nce ntxiv. Ntawm lawv, tag nrho cov khoom tsim tawm hauv Chongqing yog 373, 000 mt, nce 3% ntawm lub hli, thiab hauv Hebei sawv ntawm 195, 000 mt, nce 11% txij lub Rau Hli. Cov zis tawm hauv lwm lub xeev yog qhov ruaj khov, nrog rau tag nrho cov zis ntawm 136, 000 mt hauv Yunnan thiab 42, 000 mt hauv Inner Mongolia.
Nyob rau hauv tag nrho, nws yog kwv yees tias net imports ntawm alumina nyob rau hauv Lub Xya hli ntuj yuav yog -100, 000 mt. Yuav muaj cov khoom seem me ntsis ntawm 103, 000 mt hauv lub hli, thiab qhov seem ntawm 578, 000 mt thaum Lub Ib Hlis-Lub Xya Hli. Tam sim no, kev lag luam alumina tau ntsib ob qho tib si txo qis thiab tso tawm cov peev txheej tshiab. Nyob rau tib lub sijhawm, nws tau hais tias alumina cog hauv Shanxi tuaj yeem ncua kev tsim khoom (suav nrog 3 lab mt ntawm alumina peev) thaum Lub Yim Hli. Hauv qhov xwm txheej no, cov khoom lag luam yuav tsum maj mam hloov ntawm cov nyiaj seem loj mus rau qhov sib npaug nruj. Kev ua lag luam yuav maj mam rov qab qhov sib npaug ntawm cov khoom siv thiab kev xav tau los ntawm kev sib tw ntawm tus neeg muag khoom thiab cov neeg yuav khoom thiab SMM yuav txuas ntxiv ua tib zoo saib xyuas cov khoom txo qis thiab tso tawm cov peev txheej tshiab.
Aluminium
Raws li SMM cov ntaub ntawv, Tuam Tshoj tsim 3.5 lab mt ntawm txhuas nyob rau hauv Lub Xya Hli (31 hnub), nce 6.74% ntawm lub xyoo. Cov zis txhua hnub sawv ntawm 112,900 mt, nce 862 rau lub hli thiab 7,113 mt ntawm lub xyoo. Cov zis tag nrho yog 23.059 lab mt txij lub Ib Hlis mus txog Lub Xya Hli 2022, nce 1.4% ntawm lub xyoo. Nyob rau hauv Lub Xya hli ntuj, tag nrho cov kev khiav hauj lwm muaj peev xwm ntawm txhuas txuas ntxiv mus. Kev rov pib dua ntawm kev tsim khoom thiab tso tawm lub peev xwm tshiab hauv Gansu xeev thiab Yunnan tau ruaj khov, thaum lub sijhawm rov pib tsim khoom hauv Guangxi qeeb. Vim yog lub zog tsis txaus thiab lwm yam teeb meem, cov khoom sib xyaw ua ke hauv Sichuan thiab Shandong xeev poob txog 70, 000 mt. Raws li lub Yim Hli thaum ntxov, lub peev xwm ua haujlwm txhuas hauv tsev tau mus txog 41.405 lab mt, nrog lub peev xwm nruab ntawm 44.475 lab mt, yog li qhov nruab nrab kev khiav hauj lwm tus nqi sawv ntawm 93.1%. Qhov kev faib ua feem ntawm cov kua txhuas hauv cov khoom tsim tawm ntawm cov khoom siv aluminium smelters tau ruaj khov. Qee cov smelters kho qhov kev faib ua feem raws li kev lag luam dynamics. Raws li SMM, qhov kev faib ua feem ntawm cov kua txhuas tau nce tsuas yog 0.2 feem pua ntawm lub hli mus rau 66.64% hauv Lub Xya Hli.
Lub Yim Hli, Gansu Liancheng, Jili Baikuang, Guangxi Investment Group Yinhai, thiab lwm yam yuav rov pib dua cov khoom. Tsis tas li ntawd, cov haujlwm tshiab coj los ntawm Gansu Zhongrui thiab Guangyuan Zhongfu yuav ncav cuag kev tsim khoom tag nrho thiab lub peev xwm hloov qhov project hauv Yunnan kuj tseem ua haujlwm tsis tu ncua. Tab sis vim tias qhov kev txo qis hauv Sichuan thiab Shandong thaum Lub Xya Hli thiab kev kho dua ntawm lub smelter hauv Henan, SMM cia siab tias kev ua haujlwm txhuas hauv tsev yuav ncav cuag 41.59 lab mt los ntawm lub Yim Hli kawg, thiab cov khoom siv txhuas hauv lub Yim Hli yuav tsum yog. nyob ib ncig ntawm 3.52 lab mt, ib xyoos ib zaug nce ntawm 9%.
Ntawm qhov kev thov sab, raws li kev tshawb fawb SMM, qhov kev txiav txim tshiab ntawm cov ntawv txhuas hauv tsev / phaj thiab sawb thiab txhuas extrusion, tshwj xeeb tshaj yog kev tsim kho extrusion, tsis kam rau lub Yim Hli. Yog li ntawd, cov nqi khiav hauj lwm tsis zoo li yuav nce siab, tab sis cov khoom siv txhuas tseem yuav nce ntxiv. Raws li cov khoom lag luam ntawm cov khoom siv txhuas hauv tsev thiab cov pas nrig txhuas tuaj yeem nce ntxiv rau lub Yim Hli, SMM cia siab tias cov khoom lag luam txhuas hauv tsev tuaj yeem sawv ntawm 750, 000 mt los ntawm lub Yim Hli kawg.
Thawj coj
Tuam Tshoj tsim tawm 262,200 mt ntawm refined txhuas nyob rau hauv Lub Xya Hli, nce 3.18% MoM thiab nqis 6.02% YoY. Cov khoom sib xyaw ua ke hauv lub Ib Hlis-Lub Xya Hli tau poob los ntawm 3.88% ntawm lub xyoo. Kev tsim khoom muaj peev xwm ntawm cov lag luam koom nrog hauv kev tshawb fawb tag nrho 5.711 lab mt hauv 2022.
Raws li kev tshawb fawb, cov khoom tsim tawm hauv Lub Xya Hli tau nce raws li qhov xav tau tom qab feem ntau cov smelters tiav kev kho. Chifeng Shanjin, Anhui Tongguan, Yunnan Mengzi thiab lwm yam lag luam resumed cov khoom los ntawm kev saib xyuas, thiab Yongning Gold Lead resumed tom qab technical transformation. Yog li ntawd, tag nrho cov txhuas tso zis tau nce. Txawm li cas los xij, nws tseem ceeb heev uas yuav tsum nco ntsoov tias qhov tseeb ntawm cov khoom tsim tawm hauv Lub Xya Hli yog tsawg dua qhov xav tau, feem ntau yog vim qhov nruj ntawm cov khoom siv lead ua concentrates. Tsis tas li ntawd, raws li cov nqi txhuas poob qis dua $ 1,800 / mt thaum Lub Xya Hli, TCs poob thiab qee cov miners txawm hais tias $ 5 / dmt. Lub caij no, cov khoom siv ntawm cov khoom siv hauv Yunnan tau nruj dua, vim qee lub tuam txhab txo cov khoom lag luam.
Refined txhuas cov zis yuav tsum nce me ntsis hauv lub Yim Hli. Cov hlau lead smelters, xws li Chifeng Shanjin, Anhui Tongguan, thiab Yunnan Lead Oxide tau ua tiav kev saib xyuas, uas ua rau muaj txiaj ntsig loj hauv kev tsim tawm. Tsis tas li ntawd, cov zis ntawm Henan Wanyang tseem yuav nce ntxiv tom qab nws cov kev hloov pauv. Yog li ntawd, cov zis ntawm refined txhuas nyob rau hauv lub yim hli ntuj yuav tsum nce los ntawm ntau tshaj 10, 000 mt. Tab sis Xing'an Silver Lead yuav pib ua haujlwm niaj hnub. Zuag qhia tag nrho, SMM cia siab tias cov khoom siv hluav taws xob hauv tsev yuav loj hlob mus rau 269, 000 mt hauv lub Yim Hli.
Secondary lead
Tuam Tshoj tau tsim 342,100 mt ntawm cov hlau lead thiab alloy nyob rau hauv lub Xya hli ntuj, nce 7.99% nyob rau lub hli thiab 1.78% ntawm lub xyoo. Cov khoom sib xyaw ua ke hauv lub Ib Hlis-Lub Xya Hli tau nce 4.38% ntawm lub xyoo. Anhui Tianchang tau rov pib dua cov khoom lag luam tom qab kev kho dua tshiab thaum Lub Xya Hli, ua rau muaj kev nce ntxiv hauv cov zis. Tsis tas li ntawd, ntau lub tuam txhab tau nce me ntsis ntau lawm los npaj rau lub caij nyoog nce siab. Txawm li cas los xij, cov khoom siv hauv tsev ntawm cov roj teeb seem tseem nruj. Ntau lub tuam txhab tau nce cov khoom muag ntawm cov hlau lead thiab cov khoom siv raw khoom. Yog li ntawd, cov ntaub ntawv raw khoom ntawm cov hlau lead smelters ntxiv 33,200 mt hauv Lub Xya Hli. Lub caij no, vim muaj kev faib hluav taws xob hauv qee thaj chaw ntawm Anhui thaum Lub Xya Hli, kev tsim khoom ib txwm muaj ntawm qee cov smelters tau cuam tshuam. Raws li lub sijhawm ntev ntawm kev faib hluav taws xob hauv qee thaj chaw, kev tsim cov smelters hauv cov cheeb tsam no tau poob qis li ntawm 20-40%, uas tuaj yeem dhau los ua qhov tseem ceeb cuam tshuam rau kev tsim cov smelters hauv lub Yim Hli.
Refined zinc
Tuam Tshoj cov khoom siv zinc refined sawv ntawm 475,900 mt hauv Lub Xya Hli, nqis 12,600 mt lossis 2.57% nyob rau lub hli thiab 39,300 mt lossis 7.63% ntawm lub xyoo. Txij Lub Ib Hlis Ntuj mus txog Lub Xya Hli 2022, kev sib xyaw ua kom zoo zinc tso tawm tau kwv yees li 3.447 lab mt, txo qis ntawm 2.44% xyoo rau xyoo.
SMM daim ntawv ntsuam xyuas pom tau tias cov zis ntawm domestic refined zinc txo nyob rau hauv Lub Xya hli ntuj thiab yog tsawg tshaj li qhov xav tau. Txawm li cas los xij cov zis tseem pom qee qhov nce ntxiv. Qee lub smelters hauv Henan thiab Qinghai rov pib tsim khoom thaum Lub Xya Hli. Cov zis ntawm qee cov smelters hauv Yunnan tau nce vim qhov ntxiv ntawm zinc concentrate. Kev poob qis hauv cov zis feem ntau yog tshwm sim los ntawm kev tswj hwm ntawm qee lub smelters hauv Shaanxi thiab kev saib xyuas ntawm smelters hauv Gansu. Tsis tas li ntawd, cov khoom tsim tawm hauv Inner Mongolia tau poob ntawm kev saib xyuas. Qee lub smelters hauv Hunan tau nyob hauv kev saib xyuas niaj hnub thiab qee lub smelters me me hauv Guangxi txo qis kev tsim khoom vim yog kev kho dua tshiab ntawm mines.
Tuam Tshoj cov khoom siv zinc refined yuav tsum nce 35,100 mt rau 511,000 mt nyob rau lub Yim Hli, nce 2,100 mt lossis 0.42% ntawm lub xyoo. Txij thaum Lub Ib Hlis Ntuj txog Lub Yim Hli 2022, kev sib xyaw ua ke ntawm cov zinc tso tawm tau kwv yees yog 3.958 lab mt, txo qis ntawm 2.08% xyoo rau xyoo. Cov zis yuav tsum nce ntxiv raws li qee cov smelters hauv Henan, Shaanxi, Inner Mongolia thiab Qinghai rov pib tsim khoom tom qab kev kho. Tsis tas li ntawd, cov zis hauv Sichuan yuav nce ntxiv raws li lub smelter siv zinc hypoxide los tsim. Cov zis hauv Gansu xav tias yuav nce ntxiv vim tias lub smelter maj mam ua tiav qhov kev kho dua tshiab. Kev txo qis hauv cov zis yog tshwm sim los ntawm kev saib xyuas niaj hnub ntawm lub smelter hauv Anhui. Zuag qhia tag nrho, cov refined zinc tso zis nyob rau hauv lub yim hli ntuj yuav tsum tau nce sharply vim hais tias ntawm cov ntau lawm resumption tom qab txij nkawm. Tsis tas li ntawd, nrog cov concentrated tuaj txog ntawm cov khoom siv zinc concentrated, cov teeb meem khoom siv luv luv tau txo qis.
Refined tin
Cov khoom tsim tawm hauv tsev yog 4,980 mt hauv Lub Xya Hli, nqis 51.91% ntawm lub hli thiab 56.02% ntawm lub xyoo, thiab cov khoom sib xyaw ua ke los ntawm Lub Ib Hlis mus txog Lub Xya Hli poob los ntawm 9.40% ntawm lub xyoo, raws li SMM kev tshawb fawb. Nyob rau hauv Lub Xya hli ntuj, lub domestic refined tin tso zis tau txo qis heev raws li kev cia siab.
Cov zis tau poob qis vim yog kev saib xyuas hnyav thiab raug tshem tawm ntawm smelters. Hais txog cov cheeb tsam: 1. Cov zis ntawm smelters nyob rau hauv Yunnan poob sharply rau lub hli. Qee lub smelters loj hauv Yunnan tau ncua kev tsim khoom rau ib hlis, uas ua rau cov khoom lag luam poob qis. Lub caij no, cov khoom tiav ua tiav los ntawm cov smelters uas rov pib ua ntej tau pab txhawb rau cov khoom loj. 2. Cov zis ntawm smelters nyob rau hauv Guangxi poob rau lub hli vim hais tias ib co smelters txo qhov ntau lawm vim yog nruj raw khoom mov. Nws cia siab tias kev tsim khoom yuav rov zoo dua thaum Lub Yim Hli. 3. Cov zis ntawm smelters hauv Jiangxi hloov me ntsis. Cov zis ntawm cov smelters loj loj tau ruaj khov. Txawm hais tias qee qhov me me smelters tsis muaj cov khoom tiav lawm thaum Lub Xya Hli, tab sis qhov cuam tshuam rau tag nrho cov khoom tso tawm tau txwv. 4. Tag nrho cov khoom tsim tawm ntawm smelters hauv lwm cheeb tsam tau txo qis me ntsis ntawm lub hli hauv lub Xya Hli. Feem ntau, cov smelters feem ntau tsis muaj cov khoom tsim tawm thaum Lub Xya Hli, thiab lub sijhawm rov pib dua ntawm ob peb lub smelters muaj sijhawm tsis kawg raws li lub sijhawm yuav rov pib tsim khoom.
Thaum lub Yim Hli, cov khoom siv hluav taws xob hauv tsev tau maj mam rov pib ua haujlwm tom qab kev saib xyuas thiab cov khoom tiav me me tau ntws tawm. Raws li SMM kev tshawb fawb, nws cia siab tias cov zis yuav nce ntxiv nyob rau nruab nrab Lub Yim Hli tom qab smelters rov pib tsim khoom. Tsis ntev los no, vim cov khoom siv nruj nruj, TCs poob pom tseeb. Qee cov smelters npaj yuav tsim tsawg dua vim qhov kev cia siab poob ntawm cov txiaj ntsig thiab qhov cuam tshuam ntawm cov khoom siv nruj nruj. Txhawm rau ua kom tiav, SMM cia siab tias cov khoom lag luam ua kom zoo hauv tsev yuav nce ntxiv mus rau 14,250 mt hauv lub Yim Hli.
Refined npib tsib xee
Tuam Tshoj tau tsim 16, 000 mt ntawm refined npib tsib xee hauv lub Tsib Hlis, nce 2.89% MoM thiab 29.71% YoY. Qhov nce me ntsis ntawm cov khoom tsim tawm thaum Lub Xya Hli yog qhov pib ua raws li kev cia siab. Qhov laj thawj tseem ceeb yog qhov kev txiav txim muab tso los ntawm cov tub rog ua tub rog tau nce ntxiv thiab qhov kev thov rau cov npib tsib xee ntshiab tau nce ntxiv ntawm cov nqi qis SHFE npib tsib xee. Txawm li cas los xij, raws li tag nrho cov khoom xa tuaj ntawm steel mills tsis du, qhov kev thov rau cov nickel ntshiab ntxiv tau txo qis. Yog li ntawd, qee lub chaw tsim hluav taws xob tau ncua kev tsim cov nickel refined, tab sis qhov cuam tshuam tau txwv thiab cov khoom tsim tawm tseem nce ntxiv rau lub Xya Hli.
Cov zis ntawm refined npib tsib xee yuav tsum sawv ntawm 16,200 mt nyob rau lub Yim Hli 2022, nce 1.25% ntawm lub hli thiab 10.11% ntawm lub xyoo. Nws cia siab tias cov zis ntawm refined npib tsib xee tseem yuav nce ntxiv me ntsis hauv Lub Xya Hli, feem ntau vim tias cov kab nickel refined ntawm qee cov nroj tsuag ntsev tseem tab tom ua haujlwm. Yog li ntawd, nws cia siab tias cov zis yuav nce ntxiv rau yav tom ntej ..
NPI
Tuam Tshoj tsim 31,100 mt ntawm NPI hauv Ni cov ntsiab lus hauv Lub Xya Hli, poob 8.82% MoM thiab 25.75% YoY. Raws li kev lag luam stainless hlau tsis muaj zog thaum lub caij off-season, qhov kev thov rau NPI poob qis. Tsis tas li ntawd, vim muaj kev nkag mus ntawm Indonesia NPI, kev lag luam khoom lag luam tau nce ntau ntxiv. Cov zis ntawm qib siab NPI sawv ntawm 25,000 mt (Ni cov ntsiab lus), nqis 7.15% MoM thaum Lub Xya Hli. Thiab cov zis ntawm qib qis NPI yog 6,100 mt (Ni cov ntsiab lus), nqis 15.11% ntawm lub hli. Vim tias tag nrho cov khoom lag luam tshaj tawm ntawm NPI, NPI cov nqi poob qis thaum Lub Xya Hli. Yog li ntawd, NPI cov nroj tsuag hauv tsev tau xaiv los ncua lossis txo qhov kev tsim khoom kom muaj kev pheej hmoo ntawm tus nqi siab. Tsis tas li ntawd, cov zis ntawm 200-series stainless hlau nyob rau hauv kev sib xyaw steel mills poob. Yog li ntawd, cov nqi khiav hauj lwm thiab cov zis ntawm qib qis NPI ob leeg tsis kam.
Nws tau kwv yees tias NPI cov khoom tsim tawm thaum Lub Yim Hli yuav sawv ntawm ib puag ncig 30,500 mt hauv Ni cov ntsiab lus, thiab kev ua lag luam tuav tus cwj pwm ceev faj rau kev ua raws li kev lag luam stainless hlau. Tsis tas li ntawd, nrog rau kev nce hauv Indonesia NPI cov zis, cov khoom seem yuav hnyav dua. Hauv qhov xwm txheej no, NPI cov nroj tsuag hauv tsev yuav txo qis cov nqi khiav lag luam kom qeeb qhov nce hauv cov zis. Nyob rau hauv lub neej yav tom ntej, kev ua lag luam yuav tsum tau them nyiaj mloog mus rau kev rov qab los ntawm qhov chaw nres nkoj xav tau rau stainless hlau, uas yuav underpin NPI nqi. Txawm li cas los xij, qhov nce hauv Indonesia NPI tseem yuav ua rau muaj kev ntxhov siab ntau dua rau kev lag luam hauv tsev nyob rau lub sijhawm ntev.
Nickel sulfate
Tuam Tshoj cov khoom tsim tawm ntawm nickel sulphate yog 30, 000 mt hauv cov ntsiab lus hlau thaum Lub Xya Hli, lossis 136,200 mt hauv cov ntsiab lus ntawm lub cev, nce 10.8% ntawm lub hli thiab nce 23.7% ntawm lub xyoo. Thaum Lub Xya Hli, cov khoom siv roj teeb-qib nickel sulphate tau nce ntau. Raws li cov txiaj ntsig ntawm nickel sulphate tsim nrog MHP yog qhov zoo, qee lub tuam txhab nyiam MHP nyob rau sab saum toj ntawm seem thiab qee lub tuam txhab cobalt sulphate tau qhia tias lawv tuaj yeem hloov mus tsim cov nickel sulphate nrog MHP yav tom ntej. Nyob rau hauv cov nqe lus ntawm raw cov ntaub ntawv, qhov kev faib ua feem ntawm npib tsib xee sulphate ua nrog high-qib nickel matte yog hais txog 20%, qhov kev faib ua feem ntawm hydrometallurgy intermediate khoom sawv ntawm 51%, thiab cov feem pua ntawm cov nickel briquette yog hais txog 2%. Cov seem yog tsim los ntawm cov khoom seem thiab cov npib tsib xee crude. Thaum Lub Xya Hli, cov khoom lag luam ntawm cov roj teeb-qib nickel sulphate tau poob qis ntxiv, thiab cov khoom siv rau cov khw muag khoom tau nruj. Yog li ntawd, tus nqi rebounded me ntsis thiab profits nthuav. Hauv qhov xwm txheej no, cov chaw tsim khoom ntsev tau txaus siab los tsim.
Thaum lub Yim Hli, kev tsim khoom sib xyaw ua ke yuav txuas ntxiv tso tawm lub peev xwm tshiab thiab cov nqi khiav haujlwm ntawm qee lub tuam txhab uas txo lossis ncua kev tsim khoom yuav nce ntxiv. Yog li ntawd, cov khoom tsim tawm thaum Lub Yim Hli xav tias yuav nce 4.1% ntawm lub hli thiab 10.7% ntawm lub xyoo vim muaj txiaj ntsig zoo. Txawm li cas los xij, raws li MHP-raws li nickel sulphate peev xwm tam sim no tsis zoo li yuav nce ntxiv, qhov kev loj hlob ntawm lub Yim Hli tuaj yeem pab txhawb los ntawm qib siab nickel matte-based ntau lawm kab.
Roj teeb-qib manganese sulphate
Tuam Tshoj tsim 26,700 mt nyob rau hauv lub cev cov ntsiab lus los yog 8,528 mt nyob rau hauv hlau cov ntsiab lus ntawm roj teeb-qib manganese sulphate nyob rau hauv Lub Xya hli ntuj, nce 29.21% MoM thiab 50.61% YoY. Qhov kev nce no feem ntau yog coj los ntawm kev rov ua haujlwm ntawm cov lag luam loj hauv Guangxi thiab Guizhou. Kev txiav txim thiab kev nug ntawm cov nroj tsuag ua ntej tau nce hauv Lub Xya Hli thiab Lub Yim Hli piv nrog lub Tsib Hlis thiab Lub Rau Hli, tab sis cov nqi ntawm cov roj teeb-qib manganese sulphate tseem nyob rau hauv siab vim muaj cov khoom muag siab.
Nyob rau lub Yim Hli, nrog kev nce zuj zus ntawm cov khoom tsim tawm thiab kev muag khoom ntawm lub zog tshiab tsheb, qhov kev thov rau precursors yuav boom. Yog li ntawd, nws cia siab tias cov khoom tsim tawm thaum Lub Yim Hli yuav nce me ntsis los ntawm 5.25% ntawm lub hli thiab 40.66% xyoo rau 8,976 hauv cov ntsiab lus hlau.
High-carbon ferrochrome
SMM cov ntaub ntawv qhia tau hais tias Tuam Tshoj cov pa roj carbon ntau ferrochrome tso tawm poob los ntawm 19,900 mt nyob rau lub hli thiab nce 148,200 mt lossis 35.94% rau xyoo rau 560,600 mt hauv Lub Xya Hli. Cov zis hauv Inner Mongolia yog 307,600 mt, nce 20,400 mt lossis 7.1% ntawm lub hli. Cov zis hauv Sichuan yog 39,{16}} mt, nqis 7.8% ntawm lub hli. Thaum Lub Xya Hli, cov nqi yuav khoom tau tshaj tawm los ntawm cov khoom siv hlau loj tau poob los ntawm 650 yuan / mt (Cr 50%). Tsis tas li ntawd, cov khoom tsim tawm ntawm cov hlau tsis xeb ntxiv tsis kam. Yog li ntawd, qhov kev thov rau high-carbon ferrochrome tsis kam. Txawm hais tias cov khoom tsim tawm ntawm ferrochrome poob qis, cov khoom siv tseem nyob rau hauv cov khoom seem ntawm qhov kev xav tau tsis muaj zog, yog li tus nqi ferrochrome poob. Thaum kawg ntawm lub hlis, vim yog cov nqi siab, kev ua haujlwm ntawm cov nroj tsuag ferrochrome poob qis heev. Txawm li cas los xij, kev khiav hauj lwm cov nqi ntawm feem ntau nruab nrab thiab loj-loj ferrochrome nroj tsuag nyob rau sab qaum teb yog tseem siab vim hais tias ntawm high-qib txiav txim tau txais nyob rau hauv thaum ntxov theem thiab tus nqi kom zoo dua. Yog li ntawd, domestic high-carbon ferrochrome tso zis poob tsuas yog me ntsis.
Cov zis ntawm high-carbon ferrochrome nyob rau hauv lub yim hli ntuj yuav tsum sawv ntawm 497, 000 mt, qis dua li lub Xya hli ntuj. Thaum kawg ntawm Lub Xya Hli, vim qhov kev xav tau tsis muaj zog thiab cov khoom siv ntxiv, Tsingshan Group yog thawj zaug uas txo cov nqi yuav khoom los ntawm 1,000 yuan / mt (Cr 50%) thaum Lub Yim Hli. Lub caij no, qee qhov steel mills txo qhov kev yuav khoom lossis txawm tias ncua kev txiav txim mus ntev. Yog li ntawd, qhov kev thov rau ferrochrome ntxiv poob. Raws li steel mills txo qhov ntim yuav khoom, nws yog qhov nyuaj dua rau cov nroj tsuag ferrochrome rau nkoj thaum muaj ntau cov khoom muag muag. Tsis tas li ntawd, cov nqi ntawm chrome ore thiab coke tau txuas ntxiv poob, yog li cov nqi ferrochrome poob ntxiv nrog cov nqi txhawb nqa tsis muaj zog. Vim yog tus nqi qis, cov nroj tsuag ferrochrome feem ntau tsom rau cov xaj tau txais thaum ntxov. Nws cia siab tias cov zis yuav poob ntxiv tom qab nruab nrab Lub Yim Hli. Txawm li cas los xij, cov nqi yuav poob mus ntxiv vim qhov kev thov tsis muaj zog thiab cov nqi qis.
Stainless hlau
Raws li SMM daim ntawv ntsuam xyuas, cov khoom tsim tawm hauv tsev stainless hlau nyob rau lub Xya Hli tag nrho txog 2.3705 lab mt, nqis 273,800 mt lossis 10.35% MoM thiab 18.76% YoY. Cov zis ntawm 200-series stainless hlau sawv ntawm 651,{10}} mt, nqis 25.68% YoY; 300-series 1.3199 lab mt, nqis 14.29% YoY; 400-series 399,600 mt, nqis 20.4% YoY.
Nyob rau hauv Lub Xya hli ntuj, cov zis ntawm series 200, 300 thiab 400-series stainless hlau tag nrho txo qis piv nrog rau lub rau hli ntuj. Cov zis ntawm 200 thiab 400-series stainless hlau poob ntau dua li steel mills tended los tsim 300-series vim cov nyiaj tsis zoo ntawm 200 thiab 400-series. Txawm hais tias steel mills tau xaiv los zom cov khoom muag thaum ntxov thaum Lub Rau Hli, tag nrho cov khoom lag luam poob qis dua qhov xav tau. Nyob rau hauv thawj ib nrab ntawm Lub Xya Hli, cov nqi hlau txuas ntxiv tau poob qis thiab qhov kev poob tau nthuav dav. Yog li ntawd, ntau steel mills yuav tsum tau txo qhov ntau lawm los tswj qhov poob. Thaum lub Yim Hli, cov khoom tsim tawm ntawm 300-series stainless hlau yuav tsum tuaj tos. Txawm li cas los xij, qhov tso zis ntawm 200 thiab 400-series tsis zoo li yuav rov pib dua vim tsis muaj zog noj. Ntxiv mus, raws li qhov poob ntawm cov khoom muag tsawg dua li qhov xav tau, steel mills yuav txo qhov kev tsim khoom ntxiv.
Nyob rau hauv cov nqe lus ntawm kev thov, txawm hais tias kev noj yuav tsum rov pib dua thaum lub Yim Hli, nws yuav tsis tuaj yeem rov qab tau zoo. Kev khiav hauj lwm tus nqi thiab restocking pace ntawm downstream tuam txhab uas muag yuav cuam tshuam los ntawm kub siab, tab sis tag nrho cov kev thov tseem yuav zoo dua nyob rau hauv Lub Xya hli ntuj. Ntawm lawv, cov zis ntawm 200-series nyob rau lub Yim Hli xav tias yuav poob los ntawm 1.84% ntawm lub hli thaum cov zis ntawm 300-series zoo li yuav nce los ntawm 7%. Cov zis ntawm 400-series tej zaum yuav poob los ntawm 11.39% ntawm lub hli. Yog li ntawd, ntawm tag nrho, tag nrho cov khoom siv thiab kev thov ntawm stainless hlau ob leeg yuav nce me ntsis. SMM cia siab tias tus nqi ntawm cov hlau tsis muaj steel yuav poob qis me ntsis thaum Lub Yim Hli thaum muaj kev txhawb nqa nqi.
SMM lub teb chaws stainless hlau tso zis cov ntaub ntawv suav nrog 35 steel mills, uas yog Dingxin Kev Lag Luam, Tsingtuo Nickel Kev Lag Luam, Qingtuo Industrial, Tsingshan Group, Guangqing, Beibu Gulf Cov Khoom Tshiab (Beihai Chengde), TISCO Stainless Hlau, Zhangjiagang Pohang, Ansteel, Jiugang thiab Taishan Steel Pab pawg, Jiangsu Delong (xws li Danan project + Xiangshui theem II), Eastern Special Steel, Xinjinhui Stainless Steel Kev Lag Luam, Baosteel Desheng, Fujian Wuhang Stainless Steel Khoom, Fuxin Tshwj Xeeb Hlau, Jiangsu Delong, Inner Mongolia Shangtai Kev Lag Luam, Yantai Walsin Lihwa, Huale Alloy , Yongxing Materials, Shandong Shengyang, Guangxi Jinhai, Liuzhou Steel Zhongjin, Guangxi Yongda Steel, Guangxi Xinfeng, Wolaidi Hlau Khoom, Shenyuan Special Steel, Friendship Special Steel, Taizhou Huadi, Ningbo Dongmeng, Jiangxi Shengda thiab Ningbo Yiyue.
EMM
Tuam Tshoj tsim 103,600 mt ntawm EMM nyob rau hauv Lub Xya Hli, nce 5.82% ntawm lub hli thiab 18.53% ntawm lub xyoo, raws li SMM cov txheeb cais. Cov khoom sib xyaw ua ke hauv Lub Ib Hlis-Lub Xya Hli tag nrho yog 463, 000 mt, nqis 29.24% ntawm lub xyoo. Raws li kev tshawb fawb SMM, qhov kev loj hlob tseem ceeb hauv lub Xya Hli yog los ntawm Hunan Xeev. Tus nqi ntawm EMM txuas ntxiv poob rau lub Xya Hli. Meanwhile, downstream stainless hlau mills txo qhov ntau lawm, yog li cov khoom xa tuaj ntawm EMM tsis du thiab kev lag luam tsawg. Yog li ntawd, feem ntau EMM cov chaw tsim khoom tau xaiv los txo qhov kev tsim khoom los tswj qhov poob. Txawm li cas los xij, cov khoom tsim tawm hauv xeev Hunan tau nce pom tseeb vim tias kev ua haujlwm ntawm lub Rau Hli tau qis dua vim muaj kev soj ntsuam ib puag ncig nruj dua thiab teeb meem kuv.
Thaum lub Yim Hli, thaum lub rooj sib tham manganese txuas ntxiv mus, qhov kev poob qis tsis tu ncua ntawm cov nqi pauv ntawm EMM thiab qhov kev thov tsis muaj zog los ntawm stainless hlau mills, kev xa khoom ntawm EMM yuav tsum nyob twj ywm tsis zoo. Yog li ntawd, cov khoom muag sib sau ua ke thiab EMM cov chaw tsim khoom tuav qhov kev xav tsis zoo. Hauv qhov xwm txheej no, EMM cov chaw tsim khoom txuas ntxiv txo qhov kev tsim khoom los tswj cov kev poob. Nws tau kwv yees tias cov zis ntawm EMM nyob rau lub Yim Hli yuav sawv ntawm 45,900 mt.
Industrial silicon
Tuam Tshoj cov khoom tsim tawm ntawm kev lag luam silicon sawv ntawm 318,900 mt hauv Lub Xya Hli, nce ntawm 3.6% ntawm lub hli thiab 17.5% ntawm lub xyoo. Cov zis tag nrho yog 1.9515 lab mt nyob rau lub Ib Hlis Ntuj txog Lub Xya Hli, ib xyoos ib zaug nce ntawm 28.4%.
Thaum Lub Xya Hli, cov khoom tsim tawm hauv Yunnan tau nce siab vim qhov kev tso tawm ntawm lub peev xwm tshiab ntawm silicon hlau factories hauv Dehongzhou, Yunnan xeev. Tsis tas li ntawd, cov txiaj ntsig ntawm cov nroj tsuag hauv Nujiang tau nce ntxiv. Yog li ntawd, cov zis hauv Yunnan tau nce li ntawm 19,000 mt. Kev tsim khoom hauv Sichuan rov pib ua ntej tshaj hauv Yunan, tab sis cov khoom tsim tawm tau poob me ntsis los ntawm 5% ntawm lub hli vim yog cov khoom siv hluav taws xob nruj thiab ib puag ncig teeb meem. Kev khiav hauj lwm tus nqi hauv Xinjiang tau siab thiab cov zis tau nce me ntsis los ntawm 3%. Cov khoom tsim tawm hauv Fujian, Inner Mongolia, Shaanxi thiab lwm qhov chaw tau poob qis vim tias cov chaw tsim khoom silicon txo cov nqi khiav lag luam thaum lub lag luam qeeb thiab niaj hnub tu.
Thaum lub Yim Hli, cov nqi khiav haujlwm hauv Yunnan tau ruaj khov. Nyob rau hauv Sichuan, silicon factories txuas ntxiv txo qhov kev tsim khoom vim tsis muaj hluav taws xob los ntawm kev kub ntxhov. Lub peev xwm tshiab ntawm cov chaw tsim khoom loj nyob rau sab qaum teb yuav raug tso tawm mus ntxiv. Yog tias cov khoom siv hluav taws xob hauv Sichuan tseem nyob ruaj khov, cov khoom tsim tawm ntawm cov khoom siv silicon nyob rau lub Yim Hli yuav tsum nce me ntsis rau lub hli.
Polysilicon
SMM cov ntaub ntawv qhia tau hais tias nyob rau hauv Lub Xya hli ntuj, lub domestic polysilicon tso zis yog 58,400 mt, down 4.58% nyob rau lub hli. Cov khoom lag luam txhua hli ntawm cov khoom siv polysilicon tsis tu ncua nyob rau lub Rau Hli thiab Lub Xya Hli. Raws li SMM kev tshawb fawb, cov tuam txhab polysilicon hauv tsev tau tswj hwm tag nrho cov khoom tsim tawm thaum ntxov vim qhov kev thov muaj zog. Thaum Lub Xya Hli, txhawm rau kom ntseeg tau cov khoom siv thiab kev nyab xeeb ntawm kev tsim khoom, ntau lub tuam txhab loj polysilicon tau ua tiav kev saib xyuas niaj hnub, suav nrog GCL thiab Daqo. Tsis tas li ntawd, ob txoj kab ntau lawm ntawm East Hope Group tau raug ncua rau tag nrho lub hlis vim muaj kev sib tsoo tsis txaus ntseeg thaum lub Rau Hli kawg. Yog li ntawd, cov khoom ntawm polysilicon poob tam sim ntawd thaum Lub Xya Hli.
Silicon-manganese alloy
Tuam Tshoj tsim 681,100 mt ntawm silicon-manganese alloy nyob rau hauv Lub Xya hli ntuj, nqis 17.49% MoM thiab 20.05% YoY, raws li SMM cov txheeb cais. Cov khoom sib xyaw ua ke nyob rau lub Ib Hlis-Lub Xya Hli tag nrho yog 6.215 lab mt, nqis 8.05% ntawm lub xyoo. Raws li kev tshawb fawb SMM, ntawm ib sab, txawm hais tias tus nqi ntawm cov khoom siv raw tau poob qis, feem ntau cov chaw tsim khoom siv cov khoom siv raw khoom uas muaj nqi siab thaum ntxov, yog li cov chaw tsim khoom tsis kam xa khoom. Ntawm qhov tod tes, vim qhov kub thiab txias, kev nce qib ntawm vaj tse, infrastructure thiab lwm yam dej num tau qeeb, yog li cov tub lag luam thiab steel mills tsis txaus siab yuav khoom thaum lub sij hawm tsis muaj zog txaus xav tau. Yog li ntawd, cov khoom muag ntawm silicon-manganese alloy yog siab thiab cov khoom tau tshaj qhov xav tau. Hauv qhov xwm txheej no, cov chaw tsim khoom tau txo lossis ncua kev tsim khoom los tiv thaiv kev poob ntxiv, yog li cov khoom siv ntawm silicon-manganese alloy poob rau Lub Xya Hli.
Thaum lub Yim Hli, raws li tus nqi ntawm cov khoom siv raw yog qis thiab tsis zoo li yuav nce ntxiv rau yav tom ntej, cov txiaj ntsig ntawm cov chaw tsim khoom yuav rov qab los ntawm cov nqi qis. Tsis tas li ntawd, thaum lub sij hawm rov qab los ntawm qhov kev thov, steel mills npaj yuav rov pib dua cov khoom. Hauv qhov xwm txheej no, cov zis ntawm silicon-manganese alloy nyob rau lub Yim Hli yuav tsum nce mus rau 720,100 mt ntawm cov txiaj ntsig tau zoo dua.
Magnesium Ingot
Raws li kev tshawb fawb SMM, cov khoom siv magnesium hauv tsev tau nqis mus rau 69, 000 mt thaum Lub Xya Hli 2022, poob 15% ntawm lub hli dhau los. Cov zis tag nrho yog 570,000 mt txij lub Ib Hlis mus txog Lub Xya Hli, nce 24.16% xyoo-rau-xyoo.
Cov nroj tsuag magnesium hauv tsev tau pib kho lawv lub caij ntuj sov, thiab cov khoom tsim tawm hauv Suav teb poob qis me ntsis. Qee lub tsev lag luam tseem npaj yuav kho dua lub Yim Hli, thiab tag nrho cov txiaj ntsig ntawm magnesium ingots xav tias yuav poob ntxiv rau yav tom ntej. Cov neeg ua haujlwm muag khoom ntawm lub tuam txhab magnesium loj tau hais tias vim qhov kev xav tau tsis muaj zog hauv kev lag luam magnesium ingot, cov nqi tseem qis, ua rau cov nqi hnyav rau cov chaw tsim khoom. Lub caij no, cov huab cua kub txias ua rau muaj kev txaus siab rau kev tsim khoom, thiab cov khoom siv tau tos kom rov kho sai sai, yog li kev txiav thiab kho dua tshiab tau pib thaum Lub Xya Hli. Kev rov pib dua ntawm kev tsim khoom ib txwm nyob ntawm kev lag luam yav tom ntej.
Txawm hais tias tus nqi ntawm magnesium nyob rau hauv ib qho kev poob qis, qhov kev poob qis yuav raug txwv me ntsis los ntawm kev poob qis ntxiv hauv cov zis. Thaum lub Yim Hli, cov khoom tsim tawm hauv tsev magnesium ingot yuav tsum tswj hwm qhov kev poob qis, uas yog kwv yees li 65, 000 mt, ntawm qhov kev thov tsis muaj zog.
Magnesium alloy
Tuam Tshoj cov khoom siv magnesium alloy sawv ntawm 27,900 mt hauv Lub Xya Hli, nce 12.94% MoM thiab qis dua 8.91% YoY, raws li SMM cov txheeb cais. Cov zis tag nrho yog 179,400 mt txij lub Ib Hlis mus txog Lub Xya Hli, ib xyoos ib zaug poob ntawm 21.08%.
Qhov nruab nrab kev ua haujlwm ntawm magnesium alloy kev lag luam sawv ntawm 49.20% hauv Lub Xya Hli, nce 12.94% MoM thiab nqis 13.19% YoY. Raws li tus nqi ntawm magnesium ingots trended qis nyob rau hauv Lub Xya Hli, kev lag luam hais txog magnesium alloys tau qis dua raws li. Yog li ntawd, tus nqi lees txais ntawm cov neeg siv khoom kawg tau nce ntxiv, thiab qee qhov kev lag luam qis ntawm magnesium alloys tau xaiv los tsim cov Tshuag. Kev lag luam ntim ntawm magnesium alloys nce, thiab kev khiav hauj lwm tus nqi ntawm magnesium alloy nroj tsuag kuj nce. Ib tug neeg muag khoom los ntawm cov cog magnesium loj loj tau qhia tias tsis ntev los no cov kev txiav txim hauv tsev thiab txawv teb chaws rau magnesium alloys txaus nyob rau hauv uas tus nqi qis ntawm magnesium tau khau khiab qis qis. Yog li cov khoom siv magnesium alloy nyob rau lub yim hli ntuj yuav tsum nyob ncaj nraim los ntawm Lub Xya Hli ntawm 28, 000 mt ntawm qhov kev thov muaj zog.
Magnesium hmoov
Tuam Tshoj tus titanium dioxide tso zis sawv ntawm 6,500 mt nyob rau hauv Lub Xya hli ntuj, nqis 5.13% MoM, thiab cov zis tag nrho 49,000 mt txij lub Ib Hlis mus txog Lub Xya Hli.
Kev tsim cov magnesium hmoov hauv tsev tau tswj hwm qhov kev poob qis hauv Lub Xya Hli, thiab qhov kev xav tau qeeb ntawm cov khoom siv hlau hauv tsev thiab txawv teb chaws tau ua rau muaj kev poob qis hauv kev txiav txim qee lub tuam txhab magnesium hmoov tau txais. Tus neeg saib xyuas ntawm lub tuam txhab magnesium hmoov tau tawm tswv yim hais tias qhov poob qis ntawm qhov nruab nrab ntawm kev ua haujlwm ntawm magnesium hmoov cov chaw tsim khoom tau raug tsim los ntawm cov tsoos off-season thiab kev poob ntawm cov hlau mills, uas txo qis kev khiav hauj lwm ntawm cov lag luam downstream thiab hnyav ntawm qhov kev thov tag nrho. rau magnesium hmoov ntxiv. Xav txog tias cov khoom lag luam tsis tshua muaj peev xwm rov qab los nyob rau lub sijhawm luv luv, nws xav tias kev lag luam magnesium hmoov yuav nyob twj ywm hauv lub Yim Hli nrog kev kwv yees ntawm 6,300 mt.
Pr-Nd oxide
Kev tsim tawm hauv tsev ntawm PrNd oxide nyob rau lub Xya Hli muaj txog 5,750 mt, nqis 3% lub hli-rau-hli. Kev poob qis feem ntau yog los ntawm kev txo qis hauv Jiangxi, Jiangsu, Fujian, Shandong thiab lwm lub xeev.
Cov khoom siv hauv tsev thaum Lub Xya Hli yog me me, thaum qhov kev thov tsis muaj zog. Cov khoom siv ion ore tseem tseem tsis txaus. Nyob rau hauv Lub Xya hli ntuj, cov zis ntawm raw ore nyob rau hauv Myanmar maj mam nce, thaum lub domestic tso zis yog me me cia siab rau cov zis nyob rau hauv Hunan. Yog li ntawd, Suav tuam txhab lag luam tseem muaj kev vam khom rau cov ion ores tuaj ntawm Myanmar. Kev tsim cov Pr-Nd oxide hauv Jiangsu poob 6% lub hli-rau-hli. Qee lub tuam txhab sib cais ntawm cov ore raw tau ncua kev tsim cov Pr-Nd oxide thaum Lub Xya Hli vim tias cov khoom siv tsis txaus ntawm cov ore, thiab kev tsim khoom yuav tsum rov pib dua lub Yim Hli.
Hauv Jiangxi, cov zis ntawm Pr-Nd oxide poob 6% ntawm lub hli. Qee lub tuam txhab sib cais cov khoom lag luam tau khaws cia ruaj khov, thiab qee qhov kev sib cais cov lag luam me me txiav cov khoom.
Cov txiaj ntsig ntawm Pr-Nd oxide hauv Shandong thiab Fujian poob 5% thiab 9% raws li. Vim qhov kev xav tau tsis muaj zog thiab tsis txaus cov khoom seem nrog rau kev poob qis, cov nroj tsuag hlau tsis txaus siab yuav, thiab qee qhov txawm tias txo cov khoom me me. Pr-Nd oxide tso tawm thaum Lub Yim Hli yog kwv yees tias yuav nce me ntsis.
Pr-Nd alloy
Cov khoom tsim tawm hauv tsev ntawm Pr-Nd hlau nyob rau lub Xya Hli sawv ntawm 4,895 mt, nqis 5% nyob rau ib hlis. Kev txo cov zis feem ntau yog vim qhov poob qis hauv Inner Mongolia, Jiangxi thiab Guangxi.
Thaum Lub Xya Hli, cov tuam txhab khoom siv hlau nplaum tsis tshua kam yuav Pr-Nd hlau vim lawv tau txais kev txiav txim tshiab tsawg dua thiab lub ntiaj teb tsis tshua muaj kev lag luam poob qis. Cov tuam txhab hlau tau txais kev txiav txim me me, thiab qhov kub thiab txias nyob rau lub caij ntuj sov nce nqi hluav taws xob. Kev tsim cov hlau Pr-Nd hauv Inner Mongolia poob qis los ntawm 8% nyob rau lub hli, qee lub tuam txhab hlau hauv Baotou txo qis kev tsim khoom, thiab cov khoom lag luam tsis tshua muaj hauv ntiaj teb ua lag luam nyob rau sab qaum teb Tuam Tshoj tau ruaj khov.
Cov chaw tsim khoom hlau hauv Jiangxi, Guangxi thiab Chengdu txhua tus tau txais kev txiav txim ncaj nraim, thiab cov khoom tsim tawm ntawm Pr-Nd hlau nyob rau hauv peb lub xeev saum toj no tau poob 10%, 8%, thiab 43% raws li lub Rau Hli. Pr-Nd hlau tso zis nyob rau hauv lub yim hli ntuj yuav tsum nti qis.
Molybdenum concentrate
SMM cov ntaub ntawv qhia tau hais tias cov khoom siv molybdenum hauv tsev yog kwv yees li 19,900 mt hauv Lub Xya Hli, nce 200 mt lossis 1% ntawm lub hli dhau los.
Thaum Lub Xya Hli, cov nqi molybdenum hauv tsev tau poob tsis tu ncua, tab sis qhov kev sib tw ntim los ntawm steel mills tau nce tsis tu ncua, uas, raws li kev txheeb cais tsis tiav, tau tshaj 10,000 mt. Nrog me ntsis rov qab los ntawm kev thov, kev khiav hauj lwm tus nqi ntawm cov molybdenum mines rebounded me ntsis. Tag nrho cov khoom siv kuj tau nce me ntsis, tab sis tseem tsis tau rov qab mus rau qib siab tsis tau.
Ferromolybdenum
SMM cov ntaub ntawv qhia tau hais tias kev tso tawm ferromolybdenum hauv tsev muaj txog li 17,100 mt hauv Lub Xya Hli, nce 1,000 mt lossis 6% ntawm lub hli.
Qhov laj thawj tseem ceeb ntawm qhov nce yog vim qhov kev sib tw hauv tsev los ntawm steel mills nyob rau lub Xya Hli yog tshaj 10, 000 mt, nce li ntawm 2, 000 mt piv nrog rau lub Rau Hli. Kev mob siab los ntawm kev xav tau ntawm cov hlau mills tsis tu ncua, cov smelters tau txaus siab los tsim thiab cov khoom tsim tau ntawm ferromolybdenum khaws me ntsis.
Nyiaj
Raws li SMM daim ntawv ntsuam xyuas, cov nyiaj tau los hauv tsev tau sawv ntawm 1,379.6 mt (xws li 1,179.6 mt ntawm cov ntxhia nyiaj) thaum Lub Xya Hli, nce 11.51% ntawm lub hli dhau los. Cov zis sib txawv ntawm cov nroj tsuag sib txawv, tab sis cov khoom ntawm cov nroj tsuag feem ntau tau sawv, uas ua rau muaj kev nce ntxiv ntawm tag nrho cov zis. Ntawm macro pem hauv ntej, thaum Lub Xya hli ntuj 27, US Federal Reserve tshaj tawm 75 lub hauv paus ntsiab lus paj laum nce siab, nce lub hom phiaj ntawm tsoomfwv cov nyiaj tau los ntawm 2.25% thiab 2.5%. Qhov no yog zaum thib plaub uas Fed tau nce cov paj laum rau xyoo no thiab qhov nce ntawm 75 lub hauv paus ntsiab lus kuj yog zaum ob ua ke. Tsoomfwv Meskas Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam tau tshaj tawm tsab ntawv tshaj tawm rau Lub Xya Hli 27 tom qab xaus ntawm nws lub rooj sib tham ob hnub nyiaj txiag hais tias qhov kev nce nyiaj nce siab tau tshwm sim los ntawm kev xa khoom thiab kev thov tsis txaus, nce nqi hluav taws xob thiab cov nqi dav dua los ntawm Covid{{ 18}} sib kis. Tsis tas li ntawd, kev tsis sib haum xeeb ntawm Russia thiab Ukraine thiab cov xwm txheej cuam tshuam kuj hnyav rau kev nce nqi. Pawg neeg tau hais tias nws yuav "ua tib zoo saib xyuas cov kev pheej hmoo ntawm kev nce nqi" thiab txuas ntxiv txo qhov loj ntawm nws daim ntawv tshuav nyiaj li cas. Fed Thawj Tswj Hwm Powell tau hais hauv lub rooj sib tham xov xwm tom qab lub rooj sib tham txog nyiaj txiag txoj cai hais tias Fed tau npaj los nrhiav "tsim" pov thawj ntawm kev txo nqi nyiaj txiag nyob rau ob peb lub hlis tom ntej no thiab nce cov paj laum ntxiv. Nws kuj tau hais tias nws yuav tsim nyog los tawm tswv yim "kev nce qib siab tshaj plaws" hauv lub Cuaj Hlis lub rooj sib tham. Nyob rau hauv cov nqe lus ntawm cov nyiaj ntau lawm, cov tuam txhab uas muag txiav radically nyob rau hauv lub Xya hli ntuj raug txwv, uas suav nrog Yunnan Copper, Jinlong tooj liab, Hongqian Nonferrous tshuaj, Baiyin Nonferrous, thiab Zijin Mining. Nyob rau tib lub sijhawm, cov tuam txhab uas nce cov khoom lag luam tau pom tseeb zuj zus, xws li Henan Jinli Gold Lead, Hunan Yuteng, Hunan Shuikoushan, Yanggu Xiangguang Copper, Zhejiang Hongda, Jiangxi Longtianyong, Guiyang Yinxing, thiab Huludao Nonferrous Hlau. Tsis tas li ntawd, qhov nce hauv cov zis kuj tseem ntau dua qhov kev txo qis, yog li Tuam Tshoj tag nrho cov nyiaj tau los hauv Lub Xya Hli tseem nce siab heev. Nws cia siab tias cov nyiaj hauv tsev yuav loj hlob ntxiv rau lub Yim Hli.
Lus Cim: SMM tau tso tawm Suav nyiaj tawm txij lub Ob Hlis 2021. Cov nyiaj feem ntau yog tsim nrog tooj liab, txhuas thiab zinc. Ua tsaug rau nws cov kev pabcuam siab ntawm kev lag luam hlau hauv paus, SMM tau ua tiav kev tshawb xyuas tag nrho ntawm 45 lub tuam txhab nyiaj ntau lawm, uas nyob hauv 17 lub xeev thoob plaws tebchaws, nrog rau tag nrho cov peev txheej ntawm 24,000 mt thiab tag nrho cov peev txheej. kev pab them nqi tshaj 95%.
Nyiaj nitrate
Txawm hais tias tsis muaj caij nyoog, cov txiaj ntsig ntawm cov nyiaj nitrate nce 12% nyob rau lub hli vim kev tsim cov hmoov nyiaj hauv tsev. Raws li SMM, cov txiaj ntsig ntawm cov nyiaj nitrate thaum Lub Xya Hli yog 542 mt, nce 12% ntawm lub hli.
Cov zis nyob rau hauv nruab nrab Tuam Tshoj tau nce 16% ntawm lub hli feem ntau yog vim qhov nce ntawm qhov kev thov ntawm cov hmoov nyiaj. Tsis tas li ntawd, raws li tus nqi ntawm cov nyiaj nitrate poob thiab ruaj khov nyob rau hauv nruab nrab Lub Xya Hli, cov lag luam hauv qab tau yuav ntawm dips. Cov zis nyob rau sab hnub tuaj Tuam Tshoj thiab sab qab teb Tuam Tshoj tseem nyob ruaj khov vim tias cov lag luam tseem muaj ntau lawm. Cov khoom tsim tawm hauv thaj av qaum teb-sab hnub poob tau nce 11% ntawm lub hli, feem ntau vim tias qee cov tuam txhab tau nce cov kab ntau lawm.
Cov lag luam qis qis tau nce kev siv cov hmoov nyiaj hauv tsev los tswj cov nqi. Yog li ntawd, qhov kev thov rau cov hmoov hmoov thiab nyiaj nitrate tau nce ntxiv, thiab SMM cia siab tias cov khoom siv nyiaj nitrate yuav nce me ntsis thaum Lub Yim Hli.
Titanium dioxide
Raws li SMM, Tuam Tshoj tus titanium dioxide tso zis sawv ntawm 324,800 mt nyob rau hauv Lub Xya hli ntuj, 2022, down 4.41% MoM thiab nce 9.17% YoY. Cov zis tag nrho yog 2.3263 lab mt txij lub Ib Hlis mus txog Lub Xya Hli, ib xyoos ib zaug nce ntawm 5.57%.
SMM daim ntawv ntsuam xyuas qhia tau hais tias kev lag luam titanium dioxide tseem qeeb thaum Lub Xya Hli, thiab feem ntau cov xaj tau muab tso tawm ntawm qhov kev thov nruj. Raws li qhov tshwm sim, titanium dioxide factories tau ntsib lub siab ntau dua thaum muaj cov khoom muag siab, thiab cov lus hais ntawm cov chaw tsim khoom me thiab nruab nrab tau poob. Qhov nruab nrab kev khiav hauj lwm tus nqi kuj txo. Tus neeg saib xyuas cov nroj tsuag loj titanium dioxide nyob rau sab qab teb sab hnub poob ntawm Tuam Tshoj tau qhia tias vim tias kev lag luam tsis zoo, cov nroj tsuag tau txo qis nws cov txiaj ntsig los ntawm 15% thaum Lub Xya Hli. Raws li rau thaum twg qhov kev tsim khoom yuav rov qab mus rau qib qub, nws nyob ntawm kev ua raws li kev lag luam kev taw qhia. Kev cuam tshuam los ntawm cov tsoos off-season, tus nqi ntawm titanium dioxide kuj poob qis heev. Qhov kev thov qis qis qis qis, thiab cov tub lag luam tau ceev faj ntau dua hauv kev xaj khoom. Cov neeg siv khoom siv davhlau ya nyob twg nyiam tos thiab pom, thiab yog li feem ntau tso cov xaj xaj xaj xaj. Nws cia siab tias kev lag luam titanium dioxide yuav tsis muaj zog nyob rau lub Yim Hli nrog kev kwv yees cov khoom tsim tawm hauv tsev li ntawm 320,000 mt.
APT
SMM cov ntaub ntawv qhia tau hais tias Tuam Tshoj cov zis ntawm APT thaum Lub Xya Hli poob 12% txij lub Rau Hli mus txog 110,000 mt.
Nws tau kawm los ntawm qee qhov APT smelters tias qhov txwv tsis pub dhau qhov kev thov rau cov hlau alloys nrog rau kev poob qis ntawm cov tuam txhab hmoov thiab qhov nyuaj ntawm kev yuav khoom raw ntawm dips muab smelters nyob rau hauv dual siab. Ntawm ib sab, tus nqi APT tau hovering nyob ib ncig ntawm tus nqi kab; Ntawm qhov tod tes, qhov kev thov ntawm European kev ua lag luam yog qhov tsis muaj zog thaum lub caij ntuj sov so, ua rau muaj kev txiav txim qis dua. Nyob nruab nrab ntawm kev lag luam sluggish, feem ntau cov tuam txhab ntiag tug txo cov nqi khiav lag luam txhawm rau kom muaj kev poob thiab tsuas yog khaws cia cov khoom xa tuaj ntev; ib tug me me ntawm smelters tau xaiv ncua kev tsim khoom rau kev txij nkawm nrog lub hom phiaj ntawm kev txo nqi thiab nce efficiency.
Cov smelters hauv tsev tseem tab tom teem sijhawm lawv cov phiaj xwm tu, thiab APT kev tsim khoom yuav tsum nyob ruaj khov rau lub Yim Hli.
Antimony ingot
Raws li SMM daim ntawv ntsuam xyuas, Tuam Tshoj tus antimony ingot (xws li antimony ingot, converted crude antimony, cathode antimony, thiab lwm yam) tso zis nyob rau hauv Lub Xya hli ntuj 2022 poob 6.55% ib hlis-rau-hli mus rau 7,377 mt. Ntawm qhov tod tes, qhov kev ruaj khov ruaj khov ntawm cov khoom siv raw antimony tseem cuam tshuam qhov kev loj hlob ntawm cov khoom siv hauv tsev refined antimony. Hauv lub hlis tsis ntev los no, qhov kev thov hauv tsev rau cov khoom lag luam antimony, tshwj xeeb tshaj yog antimony oxide, tau poob qis. Kev siv tau poob qis heev nyob rau lub Xya Hli, thiab cov xaj xa tawm kuj poob qis heev. Ntau tus neeg xa khoom ntawm antimony oxide txawm tshaj tawm tias kev xa tawm xaj tau halved txij thaum pib lub caij ntuj sov. Kev muag khoom tsis zoo ntawm antimony oxide kuj cuam tshuam rau kev yuav khoom lossis kev tsim cov khoom lag luam antimony los ntawm cov tuam txhab antimony oxide, uas ua rau muaj kev txaus siab ntawm antimony ingot manufacturers los tsim. Kev txiav txim siab los ntawm qhov xwm txheej tsim khoom thaum Lub Xya Hli, txhua qhov chaw tsim khoom lag luam uas SMM tau tshawb xyuas tau txiav lawv cov khoom, thiab ntau tus neeg tsim khoom tau ncua kev tsim khoom. Ntawm 32 cov neeg teb cov lus nug, cov tuam txhab uas tau ncua kev tsim khoom thaum Lub Xya Hli tau ntxiv ib qho rau 14 piv rau Lub Rau Hli; 13 txo lawv cov kev tsim khoom, tiaj tus los ntawm tus lej nyob rau lub Rau Hli, thiab 6 khaws cia li qub. Piv txwv li, Flash Star Antimony, ib qho ntawm cov neeg tsim khoom lag luam antimony loj tshaj plaws hauv Suav teb, tau tso tseg nws cov khoom lag luam antimony dua thaum Lub Xya Hli 25, 2022, nrog rau tag nrho nws lub tshuab hluav taws xob thiab cov hluav taws xob antimony dawb kaw. Nws cia siab tias lub tuam txhab cov khoom tsim tawm hauv lub Yim Hli kuj tseem yuav cuam tshuam los ntawm kev ncua. Lub sijhawm rov pib dua tseem tsis tau txiav txim siab. SMM kwv yees tias cov khoom siv thiab kev xav tau ntawm cov khoom lag luam antimony hauv lub yim hli ntuj yuav nyob twj ywm tsis hloov pauv raws li qhov kev lag luam tam sim no, tshwj xeeb tshaj yog nrog kev thov tsis muaj zog. Nws cia siab tias cov khoom siv tshuaj tua kab mob hauv tsev hauv lub Yim Hli tuaj yeem ua ncaj nraim los ntawm Lub Xya Hli.
Lus Cim: SMM pib nthuav tawm cov zis ntawm antimony ingots (xws li antimony ingots, converted crude antimony, cathode antimony, thiab lwm yam.) txij thaum lub Tsib Hlis 2022. Ua tsaug rau cov kev pabcuam siab ntawm kev lag luam antimony, SMM tau ua tiav tshawb xyuas tag nrho ntawm 33 antimony ingot manufacturers. , uas nyob hauv 8 lub xeev thoob plaws lub tebchaws, nrog rau tag nrho cov peev txheej ntawm ze li ntawm 20,000 mt thiab tag nrho cov peev txheej muaj peev xwm tshaj li 99%.
Lithium carbonate
Tuam Tshoj cov lithium carbonate tso zis sawv ntawm 30,319 mt nyob rau hauv Lub Xya Hli, nqis 4% MoM thiab nce 53% YoY. Raws li qee tus neeg tsim khoom tau pib kho dua thaum Lub Xya Hli, kev khiav hauj lwm ntawm cov kab ntau lawm tau qis dua. Tsis tas li ntawd, qee cov tuam txhab tsim khoom txo qis vim qhov tsis txaus ntawm cov khoom siv ore, thiab tag nrho cov khoom tau nruj dua. Txawm hais tias cov peev txheej tshiab tshiab hauv qee lub smelters ramped li kev tsim khoom, thiab cov zis ntawm lub pas dej ntsev yog nyob rau ntawm nws lub ncov, tag nrho cov khoom tseem poob me ntsis. Nrog qee lub tuam txhab ua tiav kev saib xyuas thaum Lub Yim Hli, cov khoom tsim tawm yuav tsum maj mam rov qab los. Qhov no, ua ke nrog kev nce qib hauv lub peev xwm tshiab, yuav txhawb nqa tag nrho cov khoom lag luam kom nce lub hli-rau-hli. Tuam Tshoj lithium carbonate tso zis nyob rau lub Yim Hli yog kwv yees ntawm 32,691 mt, nce 8% MoM thiab nce 57% YoY. Vim muaj kev hloov pauv sai hauv kev lag luam kev lag luam, thiab txhawm rau kom ntseeg tau qhov tseeb thiab kev cia siab ntawm SMM cov ntaub ntawv, SMM tau ntxiv 1 lithium hydroxide qauv tuam txhab txij li Lub Xya Hli 2022.
Lithium hydroxide
Tuam Tshoj cov lithium hydroxide tso zis sawv ntawm 19,847 mt nyob rau hauv Lub Xya Hli, MoM nce 7% thiab YoY kev loj hlob ntawm 43%. Raws li qee lub tuam txhab pib txij nkawm ib zaug thaum Lub Xya Hli, thiab cov khoom lag luam nruj ntawm qee lub tuam txhab hnyav ntawm kev tsim khoom thiab kev ua haujlwm, cov lithium hydroxide tso tawm tau poob qis heev. Qee cov neeg tsim khoom lag luam tseem khaws cov khoom txaus kom tau txais cov txiaj ntsig, tab sis tag nrho cov khoom siv tau qis dua. Nws cia siab tias qee lub smelters loj yuav ua tiav kev saib xyuas thaum lub Yim Hli lig, uas, ua ke nrog cov khoom tsim tawm ntawm cov nroj tsuag causticising stabilizing nyob rau theem siab, yuav txhawb nqa tag nrho cov khoom ntawm lithium hydroxide kom muaj kev nce siab dua. Tuam Tshoj cov lithium hydroxide tso zis yog kwv yees ntawm 21,990 mt nyob rau hauv lub yim hli ntuj, nce 11% MoM thiab 40% YoY.
Cobalt sulfate
Tuam Tshoj tus cobalt sulphate tso zis yog 6,292 mt nyob rau hauv Lub Xya hli ntuj, ib lub hlis-rau-hli poob ntawm 2% thiab ib xyoo-rau-xyoo nce ntawm 14%. Ntawm cov khoom lag luam, cov nqi ntawm cobalt sulphate poob qis thaum Lub Xya Hli, ua rau muaj kev poob qis, yog li feem ntau nruab nrab ntawm cobalt ntsev nroj tsuag khaws cia lossis txiav cov khoom. Nyob rau hauv Lub Xya Hli, vim muaj kev nce qib ntawm lithium recycling, smelters uas siv cov khoom siv rov ua dua tau khaws ntau cov ntaub ntawv raw los nthuav qhia kev lag luam, ua rau muaj kev nce ntxiv ntawm cov khoom siv cobalt ntsev. Feem ntau cov tuam txhab loj ua ntej tau nce ntau lawm, thiab qee qhov nrog cobalt ntsev smelting muaj peev xwm txuas ntxiv tso siab ntxiv rau lawv cov khoom siv hauv tsev, tsav tsheb cov ntsev cobalt kom dhau qhov kev thov. Qhov kev thov rau cobalt ntsev me ntsis txhim kho nyob rau hauv Lub Xya Hli, thiab cov tuam ntxhab feem ntau tau siv cov ntsev cobalt hauv tsev, xav tias qhov kev thov yuav zoo dua me ntsis piv nrog lub hli dhau los. Cov me me thiab nruab nrab-qhov loj me precursor manufacturers feem ntau yuav los ntawm kev thov nruj. Nws cia siab tias cov lithium recycling sector yuav nce ntxiv nyob rau lub Yim Hli, thiab cov thawj coj ntawm cov nroj tsuag zoo li yuav ua rau cov khoom tsim tawm ntawm tus kheej. Cov khoom siv cobalt sulphate tau kwv yees tias yuav yog 6,547 mt hauv cov ntsiab lus hlau nyob rau lub Yim Hli, ib hlis ib hlis nce ntawm 4% thiab kev loj hlob ib xyoos ib zaug ntawm 15%.
Tricobalt tetraoxide (Co3O4)
Kev tsim tawm ntawm Co3O4 hauv tsev tau sawv ntawm 4,219 mt hauv Lub Xya Hli, nqis 29% MoM thiab 39% YoY. Lub Xya Hli yog qhov pib ntawm lub quarter thib peb. Ntawm cov khoom lag luam, vim muaj qhov rov qab loj ntawm cov khoom lag luam tiav hauv cov tuam txhab tricobalt tetraoxide, ntau lawm hauv Lub Xya Hli tsis rov qab mus rau qib qub. Lub tuam txhab tricobalt tetraoxide tseem khaws cia qis qis lossis ncua kev tsim khoom, uas ua rau muaj kev tsis txaus siab ntawm cov khoom siv hluav taws xob txuas ntxiv hauv kev lag luam digital. Ntawm qhov kev thov, thaum pib ntawm lub quarter thib peb, qhov kev thov tsis muaj zog ntawm cov khoom siv hluav taws xob digital tsis pom muaj kev txhim kho. Lub tuam txhab tricobalt tetraoxide uas tau txais kev txiav txim siab me me yuav yuav ib zaug hauv ib lub lis piam, thiab cov neeg siv khoom qis tseem yuav tau raws li kev txiav txim ntawm tes. Nyob rau hauv lub sij hawm luv luv, lub lag luam tsis muaj zog Co3O4 yuav tsis txhim kho, thiab cov khoom lag luam qis ntawm tricobalt tetraoxide yuav tsum txuas ntxiv mus rau Lub Yim Hli. Cov zis ntawm Co3O4 yog kwv yees ntawm 4,301 mt hauv lub Yim Hli, qis dua 2% MoM thiab 41% YoY.
PCAM
Tuam Tshoj tus PCAM (precursor ntawm cathode active khoom) tso zis yog 69,194 mt nyob rau hauv Lub Xya hli ntuj, nce 3% nyob rau lub hli thiab 36% nyob rau hauv lub xyoo. Ntawm qhov chaw muab khoom, cov khoom tsim tawm ntawm cov tuam txhab precursor loj tau rov qab los rau lub Xya Hli, nrog rau qhov nce tsis tu ncua hauv kev xav tau qis. Nws tau kawm tias ib lub tuam txhab ua ntej tshaj plaws tau rov qab tau nws qhov kev xav tau tom qab nce qib ntawm kev tsim khoom, thiab nws cov khoom muag tau poob me ntsis thaum Lub Xya Hli. Tsis tas li ntawd, kev tsim rov qab ntawm cov lag luam me thiab nruab nrab yog qhov qeeb, yog li tag nrho cov khoom lag luam loj hlob me ntsis. Ntawm qhov kev thov sab, qhov kev thov ntawm lub zog hluav taws xob hauv tsev lag luam txuas ntxiv mus, ntawm qee lub tuam txhab roj teeb tau nce ntau, uas ntawm European lub zog lub zog ua lag luam me ntsis tsis muaj zog, thiab cov lag luam digital electronics tseem tsis zoo. Feem ntau, qhov kev thov tag nrho txuas ntxiv qhov nce. Nws cia siab tias cov tuam txhab ua ntej yuav tso tawm lub peev xwm tshiab nyob rau lub Yim Hli, thiab qhov kev xav tau ntawm cov khoom siv hluav taws xob yuav txhawb nqa kev loj hlob. PCAM cov zis tau kwv yees ntxiv 4% nyob rau ib hlis twg rau 72,107 mt.
NMC cathode cov ntaub ntawv
Tuam Tshoj tus NMC cathode cov ntaub ntawv tso tawm yog 54,825 mt nyob rau hauv Lub Xya hli ntuj, ib lub hlis ntawm lub hli nce ntawm 4% thiab ib xyoo-rau-xyoo nce ntawm 45%, Nrog rau ib tug ntxiv kev loj hlob ntawm downstream tsheb muag khoom nyob rau hauv lub domestic kev ua lag luam, kev txiav txim rau cathode. Cov khoom siv tseem ceeb tau raug tshem tawm, feem ntau yog pab los ntawm LFP xaj. Kev txiav txim rau NMC cov khoom siv cathode kuj tsis zoo. Nyob rau hauv cov nqe lus ntawm kev lag luam txawv teb chaws, lub davhlau ya nyob twg xav tau ntawm cov teb chaws Europe ua lag luam tsis muaj zog, thaum qhov kev thov ntawm lub US ua lag luam loj hlob me ntsis. Yog li ntawd, tag nrho NMC lub hwj chim roj teeb tau khaws me ntsis. Nyob rau tib lub sijhawm, qhov kev thov ntawm cov khoom siv hluav taws xob digital lag luam tsis muaj zog, yog li tag nrho qhov nce ntawm NMC cathode cov ntaub ntawv thov raug txwv. Hais txog cov khoom, cov zis ntawm 5 series poob me ntsis, thaum cov zis ntawm 6 thiab 8 series siab me ntsis. Qhov kev hloov pauv hauv 5- thiab 6-series tso zis yog vim tias cov chaw tsim hluav taws xob qis qis tau hloov cov roj teeb tshwj xeeb. Lub 8 series pom qhov nce me ntsis hauv cov zis ua tsaug rau kev rov qab los ntawm qee qhov kev txiav txim txawv teb chaws, tab sis qhov tsis paub tseeb tseem nyob rau hauv cov nqe lus ntawm kev ruaj ntseg. Tsis tas li ntawd, qee lub tuam txhab tso tawm cov peev txheej tsim tawm tshiab thaum Lub Xya Hli, thiab lub peev xwm yuav txuas ntxiv mus rau lub Yim Hli. Xav txog qhov kev rov qab tsis tu ncua ntawm cov kev xav tau qis qis, tag nrho cov khoom yuav tsum tau nce ntxiv. NMC cathode cov ntaub ntawv tso tawm tau kwv yees kwv yees li 59,454 mt hauv lub Yim Hli, nce 8% MoM, uas yuav tsum siab dua qhov kev loj hlob txhua hli ntawm Lub Xya Hli.
Hlau phosphate
Cov khoom siv hlau phosphate hauv tsev tau sawv ntawm 69,122 mt hauv Lub Xya Hli, nce 27% MoM. Ntawm cov khoom siv, cov kab ntau lawm ntawm qee lub tuam txhab crossover tau tshaj tawm kev ua tau zoo hauv kev sim shakedown, thiab kev nce qib ntawm lub peev xwm tau zoo. Nws tau kawm tias lub peev xwm tsim khoom ntawm kev pib ua haujlwm tau raug tso tawm tag nrho thiab cov khoom xa tuaj tau xa hauv cov khoom siv rau cov neeg siv khoom qis. Lwm qhov kev pib ua lag luam kuj tau tso tawm me me ntawm cov peev txheej tsim tawm rau cov dej doping downstream. Nyob rau tib lub sijhawm, cov kab tshiab ntawm cov tuam txhab ua lag luam tau muab tso rau hauv kev ua haujlwm tam sim ntawd, uas txhawb nqa tag nrho cov khoom siv hlau phosphate. Ntawm qhov kev thov sab, qhov kev thov davhlau ya nyob twg txuas ntxiv txhim kho nyob rau lub hlis tsis ntev los no, thiab qhov kev thov rau LFP thiab hlau phosphate tau pom qhov pom tseeb nce siab. Lub peev xwm thiab kev tsim khoom ntawm cov tuam txhab qis qis LFP kuj tau nthuav dav sai. Qee lub tuam txhab LFP uas tau siv los tso siab rau tus kheej tsim cov khoom siv tau pib los ntawm cov hlau phosphate raws li qhov sib txawv ntawm cov hlau phosphoric loj vim qhov sib txawv ntawm kev nthuav dav ntawm LFP thiab hlau phosphate. Yog li ntawd, qhov kev thov rau hlau phosphate nce, boosting ntau lawm. Cov khoom siv hlau phosphate hauv tsev tau kwv yees nce 17% MoM rau 80,602 mt hauv lub Yim Hli.
LFP
Thaum Lub Xya Hli, 94,694 mt ntawm LFP tau tsim nyob rau hauv Suav teb, nce 211% YoY thiab 28% MoM. Ntawm cov khoom siv, lub peev xwm LFP tshiab txuas ntxiv tso tawm thaum Lub Xya Hli raws li ntau lub tuam txhab ua lag luam, xws li Hunan Yuneng, Shenzhen Dynanonic, Jintang Times, thiab qee qhov kev lag luam crossover tau muaj kev sib tw sib tw ntawm cov kab ntau lawm thiab ramp-up ntawm lub peev xwm tshiab. Tsav los ntawm qhov kev thov siab dav dav, cov khoom tau dhia tam sim ntawd. Yog li ntawd, cov khoom siv tau nce ntxiv thiab qhov kev loj hlob yuav tsum nyob twj ywm siab nyob rau lub sijhawm luv. Ntawm qhov kev thov sab, qhov kev thov rau lub zog thiab lub zog cia txhim kho ntxiv nyob rau lub Xya Hli nrog kev loj hlob sai thiab kev muag khoom. Kev txiav txim qis qis rau LFP tau nce tsis tu ncua, tsav kev tsim khoom kom nce ntxiv. Nws cia siab tias 113,571 mt ntawm LFP yuav tsim nyob rau lub Yim Hli, nce 216% YoY thiab nce 20% MoM.
LCO
Cov khoom siv LCO hauv tsev yog 5,582 mt hauv Lub Xya Hli, nce 2% ntawm lub hli dhau los thiab qis dua 20% ntawm xyoo dhau los. Ntawm tus nqi, tus nqi ntawm tricobalt tetraoxide poob, thaum tus nqi ntawm lithium carbonate stabilized nyob rau theem siab. Tus nqi ntawm LCO poob qis ntxiv, uas ua rau cov nqi ntawm LCO poob. Ntawm cov khoom lag luam, kev teem sijhawm ntawm cov tuam txhab LCO tau qis qis hauv Lub Xya Hli, thiab cov tuam txhab feem ntau txuas ntxiv muaj cov khoom lag luam siab, yog li qhov nruab nrab kev khiav hauj lwm qis. Ntawm qhov kev xav tau, qhov kev thov rau digital 3C thaum Lub Xya Hli tsis pom qhov nce ntxiv, thiab LCO cov chaw tsim khoom roj teeb tseem yuav LCO cov ntaub ntawv raws li xav tau. Cov kev txiav txim ntawm cov neeg siv khoom siv davhlau ya nyob twg hauv Lub Xya Hli sharnk loj heev piv nrog rau tib lub sijhawm hauv xyoo dhau los. Feem ntau hais lus, tus nqi nkag siab ntawm lub xov tooj ntawm tes nqaim chav rau nws txoj kev loj hlob ntawm kev lag luam, thiab kev tsav tsheb ntawm kev siv tau maj mam poob qis vim tsis muaj kev hloov pauv tshiab, ua rau poob kev xav tau. Yog li ntawd, kev lag luam uas cuam tshuam nrog LCO kev lag luam saw tau nyob ntsiag to dua li cov xyoo dhau los. Txawm li cas los xij, qhov kev thov xav tias yuav loj hlob nyob rau lub Cuaj Hli thaum yuav muaj kev tshaj tawm xov tooj tshiab. Yog li ntawd, cov khoom tsim tawm thaum lub Yim Hli, thaum cov tuam txhab feem ntau yuav rov ua dua tshiab rau kev tsim khoom, xav tias yuav nce siab dua lub Xya Hli. Cov zis ntawm LCO cov khoom nyob rau lub yim hli ntuj yuav tsum nce 7% nyob rau lub hli thiab poob 14% nyob rau hauv lub xyoo mus rau 5,949 mt.
LMO
Tuam Tshoj cov LMO tso zis sawv ntawm 5,459 mt nyob rau hauv Lub Xya Hli, poob 35% YoY, tab sis nce 37% MoM. Qhov kev thov davhlau ya nyob twg rau LMO tau khaws tsis ntev los no, thiab qhov kev thov rau cov khoom siv hluav taws xob txawb, cov khoom siv ntse thiab cov cuab yeej hluav taws xob kuj nce ntxiv. Tsis tas li ntawd, raws li cov nqi LMO siab tseem nyob ruaj khov, cov chaw lag luam hauv qab tau nce lawv cov kev yuav khoom ntawm kev poob qis, ua rau kev nce hauv LMO cov zis. Cov zis ntawm LMO xav tias yuav poob 19% YoY thiab 20% MoM rau 6,572 mt hauv lub Yim Hli.
