Thaum kawg ntawm 2022, tus nqi ntawm npib tsib xee yav tom ntej tau nce ntxiv mus rau 230,000 yuan ib tonne, thiab tus nqi ntawm stainless hlau yav tom ntej kuj tsis tu ncua rov qab los tom qab poob rau nruab nrab lub hli.Hauv khw muag khoom, kev thov rau ob qho tib si npib tsib xee thiab stainless hlau tsis muaj zog thiab kev lag luam poob qis.Raws li lub caij nplooj ntoos hlav Festival tuaj txog, cov tuam txhab cuam tshuam nrog lub network ntawm cov tuam txhab stainless hlau tau koom tes ua ntej hnub so raws li hauv qab no.
Ntshiab Nickel Refining Enterprises: Raws li SMM kev tshawb fawb, qee lub tuam txhab tsim cov nickel-based alloy yog npaj los tswj cov khoom qub thaum lub caij nplooj ntoos hlav Festival.Txog qhov kawg, cov tuam txhab no nyiam khaws cia thaum pib lub Ib Hlis, muab tias kev thauj khoom tuaj yeem raug kaw thaum lub sijhawm so haujlwm.Qee lub lag luam me me tseem muaj cov phiaj xwm kaw kev tsim khoom thaum hnub so.Yog li ntawd, kev loj hlob ntawm kev thov rau cov ntshiab nickel nyob rau hauv pre-hnub so alloys sector yog txwv.Tsis tas li ntawd, vim kev lag luam poob qis rau xyoo no thiab cuam tshuam los ntawm covid-19 kis thoob qhov txhia chaw, cov nroj tsuag electroplating tau mus so thaum lub Kaum Ob Hlis Ntuj tom qab qhov kev txiav txim tau xa tuaj.Lawv yuav tsis rov pib tsim khoom kom txog thaum tom qab Lub Teeb Festival.Txij li thaum tus nqi ntawm npib tsib xee hloov pauv nyob rau theem siab thoob plaws lub Kaum Ob Hlis, cov nroj tsuag electroplating feem ntau yuav cov khoom siv raw thaum tus nqi pheej yig thiab cov khoom lag luam ntawm cov khoom pheej yig pheej yig kuj tseem txaus.Tam sim no, tus nqi npib tsib xee ntawm Shanghai Futures Exchange tau mus txog yim lub hlis siab.Cov nroj tsuag electroplating feem ntau tsis muaj cov phiaj xwm tsim khoom rau Lub Ib Hlis thiab txhawj xeeb txog cov nqi nyiaj txiag thaum muaj nickel tus nqi tsis hloov, yog li tsis muaj kev npaj ua kom tiav.Raws li cov nickel hlau thiab nickel mesh sectors, Lub Ib Hlis yuav tsum muaj kev cuam tshuam tsawg dua los ntawm kev sib kis.Nyob rau tib lub sijhawm, cov tuam txhab yuav tsum tau yuav cov khoom siv raw los tswj cov khoom qub thaum lub caij nplooj ntoos hlav Festival.Nyob rau hauv no hais txog, qhov Performance index ntawm stocks ntawm raw khoom nyob rau hauv Lub ib hlis ntuj 2023 yuav nce.Kev thov rau cov nickel ntshiab hauv NiMH roj teeb kev lag luam tau qis.Kev txiav txim los ntawm cov neeg siv khoom qub tau poob qis, cov nqi npib tsib xee tau nce siab dua, kev nyuaj siab ntawm NiMH cov tuam txhab roj teeb tau nce siab, thiab tsis muaj kev npaj ua ntej hnub so.Cov lag luam feem ntau yuav xav tsis thoob txog qhov kev xav ntawm kev lag luam thiab npaj mus so thaum ntxov.
Nickel ore refiners: Cov nickel ore deal tau teeb nyob rau lub Kaum Ob Hlis.Raws li qhov kawg ntawm lub xyoo, CIF tus nqi pauv thiab cov lus hais rau nickel ore nrog qib nickel ntawm 1.3% yog kwv yees li US $ 50-53 ib tonne.Kev thov rau nickel ore los ntawm nickel hlau smelters feem ntau tsis hloov thaum lub caij nplooj ntoos hlav Festival vim tias cov nickel hlau smelters feem ntau pib sau hnyav ua ntej lub caij los nag.Qhov no feem ntau yog vim muaj kev xa khoom tsawg ntawm nickel ore nyob rau sab qab teb Philippines thaum lub caij los nag.Txij li NPS cov nqi tseem nyob hauv ntau yam, NPS cov chaw tsim khoom tsis kam ua kom ntau lawm.Yog li lawv tsis tu ncua depleting nickel ore.Kev txiav txim siab los ntawm cov ntaub ntawv khaws cia ntawm cov nroj tsuag thiab tom qab nickel ore ntawm qhov chaw nres nkoj, muaj cov khoom siv txaus txaus rau nickel npua hlau.
Cov tuam txhab muaj feem cuam tshuam hauv cov saw hlau nickel sulfate ntau lawm: Raws li cov nickel sulfate, cov khoom siv raw tam sim no hauv cov nickel ntsev cog yog txaus, thiab cov khoom lag luam ib txwm khaws cia rau lub sijhawm ntev ua ntej kev ua koob tsheej.Tab sis qee cov neeg tsim khoom siv nickel sulphate txiav ntau lawm thaum Lub Kaum Ob Hlis vim kev saib xyuas thiab tsis muaj zog thov rau kev kho kom zoo.Yog li ntawd, kev siv cov khoom siv raw yog qhov qeeb, thiab kev loj hlob ntawm cov khoom lag luam ntawm cov khoom siv raw khoom nce nqi nyiaj txiag.Nyob rau hauv cov nqe lus ntawm downstream kev thov, uas tau cuam tshuam los ntawm kev tshem tawm cov nyiaj pab rau lub zog tshiab tsheb, zus tau tej cov triple precursors poob qis heev lub hlis no, ua rau ib tug ntse poob rau hauv kev thov rau nickel sulphate.Txij li qee cov neeg tsim khoom ua ntej triple twb muaj cov khoom lag luam txaus ntawm npib tsib xee sulphate los txhawb kev tsim khoom kom txog rau thaum lub xyoo tshiab, lawv tsis txaus siab rau kev khaws cia.
Stainlesshlaucov nroj tsuag siv NPI: Raws li lub Xyoo Tshiab los txog, yuav luag txhua cov nroj tsuag stainless hlau tau sau cov ntaub ntawv nyoos txaus los tsim lub Ib Hlis.Qee lub tuam txhab cov khoom lag luam ntawm cov khoom siv raw tuaj yeem txhawb nqa lawv thaum Lub Xya Hli Xyoo Tshiab hauv Lub Ob Hlis.Yeej, thaum feem ntau stainless hlau mills npaj nyob rau hauv nruab nrab Lub Kaum Ob Hlis, lawv twb tau txais raw cov ntaub ntawv npaj rau lub ib hlis ntuj.Kuj tseem muaj cov nroj tsuag me me uas khaws cia rau thaum lub Kaum Ob Hlis kawg.Qee lub tuam txhab tuaj yeem yuav cov khoom siv raw ntau dua tom qab Xyoo Tshiab kom ntseeg tau tias kev tsim khoom thaum lub caij nplooj ntoos hlav Festival.Feem ntau, feem ntau stainless hlau mills twb tau yuav cov khoom lag luam.Nyob rau hauv cov ntaub ntawv no, cov khoom ntawm NFCs ntawm lub khw muag khoom yog txwv, thiab cov khoom muag ntawm NFC factories tau txo qis.Hais txog npib tsib xee npua hlau hauv Indonesia, muab lub sijhawm xa khoom ntev, feem ntau ntawm cov khoom xa tuaj yog kev txiav txim mus sij hawm ntev thiab qhov chaw ua lag luam raug txwv.Txawm li cas los xij, qee cov tub lag luam uas zoo siab txog kev lag luam kev lag luam tseem muaj qee cov nickel hlau hauv tsev thiab Indonesian nickel hlau hauv Tshuag.Nws cia siab tias ib feem ntawm cov khoom thauj yuav tuaj txog ntawm qhov chaw ua lag luam tom qab hnub so Xyoo Tshiab.
Nroj tsuag rau kev tsim cov hlau stainless ferrochromium.Thaum kawg ntawm lub xyoo, cov khoom siv ntawm ferrochromium tseem txwv.Txawm tias ib co stainlesshlaumills npaj rau kev yuav khoom thaum lub Kaum Ob Hlis, cov khoom ntawm ferrochromium ntawm qhov chaw ua lag luam yog txwv.Ntawm ib sab, nrog rau qhov pib ntawm lub caij qhuav, ntau cov nroj tsuag tau kaw, thiab cov khoom tsim tau ntawm cov nroj tsuag ferrochromium nyob rau sab qab teb Tuam Tshoj tseem nyob rau theem qis.Ntawm qhov tod tes, feem ntau cov nroj tsuag ferrochromium hauv North Tuam Tshoj tsuas yog txhawb kev tsim khoom rau kev txiav txim mus ntev.Tsis tas li ntawd, tsis ntev los no kev nce nqi ntawm chromium ore thiab coke tau nce nqi rau ferrochromium smelters.Stainless hlau mills ntxiv boosted high-carbon ferrochromium nqi nyob rau hauv Lub ib hlis ntuj kom tau raws li qhov kev thov rau pre-festival lub caij ntuj no stocks.
Stainless hlau restocking: Thaum kawg ntawm lub xyoo, tag nrho cov lag luam nyob rau hauv stainless hlau lag luam yog sluggish.Kev sib kis ntawm tus kabmob kis tau cuam tshuam rau kev lag luam thiab kev ua haujlwm ntawm cov hlau tsis muaj steel, uas ua rau txo qis hauv kev tsim cov nroj tsuag ua haujlwm hauv ntau qhov chaw.Qee lub tsev kho mob tau npaj cov hnub so ntxov.Lub stocking ntawm txawv series ntawm stainless hlau yog txawv.No. 200 series stainless hlau ub cov chaw tseem tsis tau pib ua cov khoom hnyav.Cov tub luam twb muaj qee qhov # 300 series stainlesshlauhauv Tshuag, tab sis cov tuam txhab rov ua dua tshiab tsis kam khaws cia.Kev ua lag luam tseem nyob rau hauv txoj haujlwm tos-thiab-saib, thiab tus nqi thiab qhov kev xav ntawm lub davhlau ya nyob twg yuav qhia pom tseeb tiam sis los ntawm Xyoo Tshiab mus rau Lub Caij Nplooj Ntoos Hlav.Yog tias qhov cuam tshuam ntawm kev sib kis zuj zus los ntawm lub sijhawm ntawd thiab kev siv zaum kawg yuav nce ntxiv, cov txheej txheem yuav xav txog kev khaws cia.#400 series stainless hlau tau ua haujlwm ntau dua lately.Qhov laj thawj tseem ceeb yog tias qee qhov chaw ua haujlwm tau maj mam rov qhib dua kom ua tiav cov kev txiav txim dhau sijhawm.Nyob rau tib lub sijhawm, tus nqi yav tom ntej ntawm # 400 series stainless hlau tau nce ntxiv nrog rau cov nqi khoom muag, thiab cov neeg ua haujlwm txaus siab rau cov khoom lag luam nce ntxiv.Tau qhov twg los: SMM Information Technology.