“Svondo rino, mitengo yerare pasizvigadzirwa zvemusika zvakagadziridzwa zvisina kusimba, uye peak mwaka kurongeka kukura hakuna kusangana netarisiro.Vatengesi vane chiitiko chepamusoro, asi kudiwa kwepasi hakuna kusimba, uye kufarira kwekutenga kwebhizinesi hakuna kukwirira.Vabati vanongwarira uye vanotarisa, zvichikonzera kusamira mukutengeserana.Munguva pfupi yapfuura, State Council yakaronga kusimudzira kusimudzira kwemhando yepamusororare pasiindasitiri, uye Commerce Bureau yakapa chiziviso chekusimbisa isingawanzo kuendesa kunze kwenyika manejimendi, iyo inogona kuve nemhedzisiro yakanaka pamitengo yepasi isingawanzo.Nekudaro, kuita kwechinguva chidiki kwekuda hakuna kusimba, uye mitengo icharamba isina kusimba uye yakagadzikana. "
Mhedziso yeRare Earth Spot Market
Vhiki rino, mitengo yerare pasizvigadzirwa zvakagadziriswa zvisina simba, uye kutenderera kwezvigadzirwa zvemusanganiswa zvakakwana.Makambani ekuparadzanisa akasimba uye akatsiga mumutengo, uye parizvino mutengo weoxyde processing wakanyanya kukwirira.Makambani akarasa ane mari shoma uye haadi kutengesa zvinhu zvawo, ukuwo mamwe mafekitari anoparadzanisa ari kutsvaga mitengo yakadzikira kuti adzorere zvinhu zvawo.Kuzvipira kwese kwekutakura kune kwakadzikira, kunyanya kutarisa kudzikamisa mitengo.
Mamiriro ekunze anotonhora uye akaparara mumusika usingawanzo musika wepasi unoenderera mberi, nemitengo yechigadzirwa ichiramba ichidzikira, mitengo yepraseodymium uye neodymium inochengetedza kushanduka, uye yakaderera chiitiko chedysprosium uye terbium.Vagadziri vesimbi vane chido chakaderera chekudzikisa mitengo, uye panguva imwecheteyo, mari yekugadzira simbi inopindurwa zvakanyanya, zvichikonzera kushomeka kwezvinhu zvemavara.Iyo magineti zvinhu fekitori yakataura kuti kune mashoma mashoma maodha akagashirwa, ane mitengo yekushanda kubva pa70% kusvika 80%.Kukura kwemaodha emusika kunononoka, uye mabhizinesi akasiyana anongwarira mukuchengetedza, aine mashoma-nguva pfupi yekuzadzazve.
Pakazara, nekuda kwekushomeka kwemitengo yekugadzira uye kudzika kwemvura kudiwa, mutengo wepraseodymium neodymium oxide ucharamba usina simba uye wakagadzikana, uye mitengo ye dysprosium uye terbium zvigadzirwa zvicharambawo zvichidzika.Nekudaro, ichangoburwa isingawanzo yakanangana nepasi marongero ave achiwanzoitika, uye ramangwana remitengo maitiro anotarisirwa kuvandudza.
Mainstream zvigadzirwa mitengo
| Tafura yeMutengo Shanduko dzeMainstream Rare Earth Zvigadzirwa | |||||||
| date chigadzirwa | Mbudzi 3rd | November 6th | November 7th | November 8th | November 9th | variable quantity | mutengo wepakati |
| Neodymium praseodymium oxide | 51.15 | 51.64 | 51.34 | 51.23 | 51.18 | 0.03 | 51.31 |
| Metal praseodymium neodymium | 62.83 | 63.26 | 63.15 | 62.90 | 62.80 | -0.03 | 62.99 |
| dysprosium oxide | 264.38 | 264.25 | 263.88 | 263.25 | 262.25 | -2.13 | 263.60 |
| terbium oxide | 805.63 | 805.63 | 803.50 | 800.38 | 796.50 | -9.13 | 802.33 |
| praseodymium oxide | 52.39 | 52.39 | 52.35 | 52.35 | 52.35 | -0.04 | 52.37 |
| Gadolinium oxide | 27.05 | 27.06 | 27.01 | 27.01 | 27.01 | -0.04 | 27.03 |
| holmium oxide | 57.63 | 57.63 | 56.56 | 56.31 | 55.14 | -2.49 | 56.65 |
| neodymia | 52.18 | 52.18 | 52.13 | 52.13 | 52.13 | -0.05 | 52.15 |
| Ongorora: Iwo ari pamusoro apa mutengo mauniti ese RMB 10,000/ton, ese anosanganisira mutero. | |||||||
Iko kuchinja kwemitengo yezvakajairwa zvisingawanzo zvigadzirwa zvepasi svondo rino kunoratidzwa mumufananidzo uri pamusoro.Kubva musi weChina, quotation ye praseodymium neodymium oxide yaiva 511800 yuan / ton, kuwedzera kwe3300 yuan / ton zvichienzaniswa nemutengo weChishanu chekupedzisira;Iko quotation yesimbi praseodymium neodymium i628000 yuan/ton, kuderera kwe0300 yuan/ton zvichienzaniswa nemutengo weChishanu chapfuura;Iko quotation yedysprosium oxide ndeye 2.6225 mamiriyoni yuan / ton, kuderera kwe 2.13 mamiriyoni yuan / ton zvichienzaniswa nemutengo weChishanu chekupedzisira;Iko quotation ye terbium oxide ndeye 7.965 mamiriyoni yuan / ton, kuderera kwe91300 yuan / ton zvichienzaniswa nemutengo weChishanu chapfuura;The quotation for praseodymium oxide is 523500 yuan/ton, kuderera kwe0400 yuan/ton zvichienzaniswa nemutengo weChishanu chapfuura;The quotation for gadolinium oxide is 270100 yuan/ton, kuderera kwe0.0400 yuan/ton zvichienzaniswa nemutengo weChishanu chapfuura;Iko quotation yeholmium oxide i551400 yuan/ton, kuderera kwe24900 yuan/ton zvichienzaniswa nemutengo weChishanu chapfuura;Iko quotation ye neodymium oxide i521300 yuan/ton, kuderera kwe50000 yuan/ton zvichienzaniswa nemutengo weChishanu chapfuura.
Rare Earth import and export data
Muna Gumiguru 2023, China yakaunza kunze kwenyika 10818.7 matani epasi risingawanzo, kudzikira kwe31.9% mwedzi pamwedzi uye 21.5% gore-pagore, ine kukosha kwekunze kwemamiriyoni zana nemakumi matatu nematanhatu emadhora ekuAmerica.Kubva muna Ndira kusvika Gumiguru 2023, China yakaunza huwandu hwe145000 matani epasi risingawanzo, gore-pa-gore kuwedzera kwe39.8%, ine huwandu hwakakwana hwekupinza hunosvika mabhiriyoni 1.83 emadhora.Mamiriro ekunze ekunze ndeaya:
Kubva muna Ndira kusvika Zvita 2022, China yakatengesa kunze kwenyika inokwana matani mazana mana nemakumi mapfumbamwe ezviuru zvepasi uye yakaunza kunze kwenyika inosvika bhiriyoni imwe chete nemazana matanhatu emadhora ekuAmerica.Muna Gumiguru 2023, China yakatumira kunze 4290.6 matani epasi risingawanzo, kuwedzera kwe9% mwedzi pamwedzi uye 19.1% gore-pagore, paine kukosha kunze kwenyika kwe37.1 miriyoni emadhora.Kubva muna Ndira kusvika Gumiguru 2023, China yakatengesa kunze kwenyika matani mazana mana nemazana mana nemazana mana epasi, kuwedzera kwe7.7% pagore-pagore, nemutengo wakazara kunze kwenyika we660 mamirioni emadhora ekuAmerica.Iyo chaiyo yekutumira data ndeyekutevera:
Kukurumidza kukura kwemarobhoti ehunoid ane isingawanzo pasi magineti echigarire kana anogona kukura mapoinzi
Nekuenderera mberi nekufambira mberi uye kuvandudza tekinoroji, marobhoti ehunoid ave nzira yakakosha yekusimudzira mumunda wehungwaru hwekugadzira.Musi waMbudzi 2, Bazi reIndasitiri neRuzivo rweTekinoroji rakaburitsa "Maonero eKutungamira paKuvandudzwa kweHumanoid Robots", iyo yakaratidza zvakajeka zvinangwa zvekusimudzira uye nguva yeindasitiri yemarobhoti uye yakaronga kuzadzikisa kugadzirwa kwakawanda panosvika 2025.
Mazuva ano, marobhoti ehunoid akaita budiriro yakakosha uye hunyanzvi mukuzivikanwa kwekuona, kuenzanisira mutauro, electric drive servo, uye software uye hardware dhizaini.Marobhoti eHumanoid anobatanidza matekinoroji epamberi akadai sehungwaru hwekugadzira, kugadzirwa kwepamusoro-soro, uye zvigadzirwa zvitsva, uye zvinotarisirwa kuve zvigadzirwa zvinokanganisa mushure memakomputa, mafoni, uye mota nyowani dzesimba.Ivo vane yakakura budiriro mukana uye yakafara tarisiro yekushandisa, ichivaita track nyowani yemaindasitiri emangwana.
Pakutanga, Tesla yakazivisa kuti ichatanga zviri pamutemo kugadzira marobhoti ehunoid muna 2023, ikava simba guru rekutyaira mukufambisa kudiwa kwepasirese kwepamusoro-kuita neodymium iron boron magineti zvinhu, ichichinja zvakanyanya kudiwa kwayo.Tichifunga kuti kudiwa kwepamusoro-kushanda neodymium iron boron yerobhoti imwe chete yehunoid i3.5kg, zvinotarisirwa kuti marobhoti ega ega miriyoni yehunoid inopindirana nezvinodiwa zvematani mazana matatu nemazana mashanu epamusoro-kushanda neodymium iron boron.Conservatively inofungidzirwa, kudiwa kwepamusoro-kuita neodymium iron boron yemarobhoti eTesla kuchasvika 6150 matani ne2025.
Parizvino, marobhoti ehunoid akamboshandiswa mumaindasitiri akadai sedzidzo, hutano, uye indasitiri, uye anotarisirwa kuvhara anenge ese ari pasi pemvura anosanganisira mashandiro evanhu mune ramangwana, achitsiva vanhu mumabasa akanyanya uye ane njodzi.Parizvino, "Robhoti +" yakafukidza 206 zvikamu zve65 maindasitiri.Kuti uvandudze uye uvandudze simba redhijitari uye kusimudzira chitsauko chitsva cheChinese nzira yekuvandudza, kudzika kwakadzika kudiwa kweiyo isingawanzo indasitiri yemagineti yepasi inotarisirwa kuunza kukura kutsva.
Recent Industry Information
1,Musi wa3 Mbudzi, Li Qiang akatungamira musangano mukuru weState Council wekudzidza nekusimudzira budiriro yemhando yepamusoro yeindasitiri isingawanikwe.Musangano uyu wakataura kuti rare earth is strategic mineral resources.Isu tinofanirwa kurongedza kuongorora, kusimudzira, mashandisirwo, uye yakamisikidzwa manejimendi ezvisingawanzo zviwanikwa zvepasi, pamwe nemasimba akasiyana senge indasitiri, academia, tsvagiridzo, uye kushandisa.Tichashingairira kusimudzira kutsvagisa nekushandiswa kwechizvarwa chitsva chakasvibira uye chinoshanda chemigodhi, kusarudzwa, uye kunyungudutsa tekinoroji, kuwedzera kutsvagisa uye maindasitiri maitiro emhando yepamusoro-yekupedzisira isingawanzo zvinhu zvitsva zvepasi, kukanganisa migodhi isiri pamutemo, kuparadzwa kwezvisikwa, uye mamwe maitiro, uye tarisa pakusimudzira kusimudzira kwepamusoro-soro, kungwara, uye kusvibira kweiyo isingawanzo indasitiri yepasi.
2, Musi wa7 Mbudzi, Ministry of Commerce yePeople's Republic of China yakapa "Statistical Investigation System yeKupinza uye Kutumira kunze Mishumo yeBulk Products".Chiziviso ichi chinopa kusimbaradza manejimendi ezvisingawanzo kutengeswa kunze kwenyika uye zvinosanganisira zvisingawanzo pasi pasi pasi pekutonga rezinesi rekunze mumakatalog akakodzera.
Nguva yekutumira: Nov-13-2023