: + 86-18621535697 
:export81@huaxia-intl.com
Ukubuyekezwa kwesitayela sensimbi engagqwali nenani le-nickel ngo-2022
Ngo-2022, ukuguquguquka kwentengo yensimbi engagqwali ne-nickel kuzoba kukhulu kakhulu kunokwensimbi ye-carbon.
I-LME nickel extrusion ithinte kakhulu izimakethe ze-nickel nezensimbi engagqwali.
Eqinisweni, intengo ye-nickel ye-LME inyuke cishe ngamadola angu-25000/metric ton ngoMashi.
Ngokushesha ngemva kwalokho, umhlangano waphinde waphola futhi wagcina usuphelile ngoJulayi.
NgoNovemba, intengo iphinde yakhuphuka, okwenza lokho okulindelwe yimakethe ngo-2023 kungaqiniseki.
01 Inani le-nickel liyakhuphuka
Ekuqaleni kwalo nyaka, amanani entengo yensimbi engagqwali kanye ne-nickel akhuphuke kancane ngo-1.8%. Njengoba amanani enyuka, abathengi baqala ukukhuphula izinga lokusungula. IRussia nayo izungeza i-Ukraine ilungiselela lokho okubonakala kuwukuhlasela okuphelele. Ukwazi ukuthi lo mcimbi uzoba nomthelela omkhulu emakethe ye-nickel, abathengi nabathengisi baqala ukulalelisisa lesi simo.
Maphakathi noJanuwari, ukusungulwa kwe-LME kwaqala ukwehla. Lokhu kuholele ekutheni inkomba yentengo ye-nickel inyuke ifinyelele eminyakeni eyi-11 phezulu. I-inventory enganele iholela ekwenyukeni kwamanani entengo nezindleko ezengeziwe.
NgoMashi, i-LME yakumisa ngokuphelele ukuhweba kwe-nickel izinsuku ezimbalwa. Emahoreni ambalwa nje, inani elimaphakathi le-nickel lenyuke laya cishe kumadola angu-50000 ngethani ngalinye. Abathengi yonke indawo babethukile futhi bathenga i-nickel eningi ngangokunokwenzeka ukuze balondoloze i-inventory yabo.
02 Phola phansi
Ngemuva kokuthi izinkomba zentengo yensimbi engagqwali ne-nickel zikhuphuke ngo-25.1% ngendlela emangalisayo, isimo saqala ukuphola kusukela ngoMashi kuya ku-Ephreli.
Ngemuva komlando omfushane wokuminyanisa, ukuhweba kwe-nickel ye-LME ekugcineni kuqale kabusha, futhi intengo ye-nickel yenyuka ngaphezu kuka-90% emahoreni ambalwa nje.
NgoMeyi, amanani aseqale ukwehla kancane.
Kodwa-ke, inkontileka ye-nickel ye-LME iqhubekile nokushoda kwemali ngoJuni.
Lokhu kubukela phansi ukutholwa kwentengo futhi kwenza kube nzima ukulandelela izintengo.
Ngokulandelayo, abathengi abaningi baye bahlangabezana nenkinga yokunciphisa ingcuphe yentengo. Noma kunjalo, amanani ekugcineni aqala ukukhuphuka.
03 Ubuthakathaka bentengo kungazelelwe
Inkomba yensimbi engagqwali nenani le-nickel ngoJulayi ibishaqisa kancane.
Intengo ngokuzumayo iba buthaka futhi akukho ukulindela okusobala kwe-bullish.
Sekukonke, intengo yehle ngo-9.55%.
Inkomba yentengo ye-nickel ngokwayo izohlupheka ezinyangeni ezimbalwa.
Eqinisweni, iqhubekile nokwehla ngo-Agasti, yehle ngo-8.86%.
Nokho, ukuthambekela okuhlala isikhathi eside kwaqala ukuvela futhi.
Esinye sezici eziyinhloko kwaba isimemezelo sase-Indonesia sokuthi izokhokhisa intela ekuthengisweni kwe-nickel pig iron kanye ne-nickel iron.
Eqinisweni, ngoSepthemba, amanani aqala ukwehla.
Kodwa-ke, inkinga entsha iye yavela: i-inventory ngokweqile.
Ngo-2022, umthamo wokungenisa wensimbi engenasici uzoqhubeka nokukhula, ufinyelele umvuthwandaba kusukela ngo-Ephreli kuya kuJuni.
Ngemuva kweLondon Metal Exchange (LME) extrusion ye-nickel ngoMashi, abathengi bathenge ngobuningi.
04 Inani le-Nickel Liphinde lakhuphuka
Ngo-Okthoba, izinkomba zentengo yensimbi engagqwali ne-nickel zikhuphuke ngo-3.35%.
Lokhu kwenza intengo ye-nickel ye-nickel LME ezinyangeni ezintathu zokuqala ifinyelele cishe ku-21000 dollars/metric ton.
NgoNovemba, i-nickel nensimbi engagqwali kwaqala ukuphindaphinda. Nokho, i-inventory yomthengisi isanele.
NgoDisemba, amanani aphinde akhuphuka, futhi inkomba ikhuphuke ngo-7.3%.
Lokhu kwenza ukubukeka kwentengo kwikota yokuqala ka-2023 kubukeke kunethemba kakhulu kunokuphelelwa ithemba.
Nakuba umthamo wamanje wokuhweba uzinzile, inkontileka ye-nickel ayizinzile emlandweni.
Lokhu sikubonile unyaka wonke ka-2022. Ngakho-ke, abathengi abangaba abathengi kufanele banake kakhulu isibikezelo samanani ukuze banciphise ingcuphe yentengo.
Isikhathi Sokuthumela: 2023-01-06
Buyela emuva Izindaba