Nā metala kumu: Hoʻonui ka hōʻemi RRR kūloko i ka hilinaʻi, a ke manaʻo ʻia nei e piʻi aʻe ke kumukūʻai o nā metala kumu. Wahi a Wind, mai Kepakemapa 11 a Kepakemapa 15, ua loli ke kumukūʻai o ke keleawe LME, alumini, kēpau, zinc, a me ka tin ma 2.17%, 0.69%, 1.71%, 3.07%, 1.45%. Ma waho, e like me Wind, ʻo ka US CPI no ʻAukake he 3.7%, ʻoi aku ka kiʻekiʻe ma mua o ka waiwai ma mua o 3.2%. Ma kēia ʻāina, e like me ka People's Bank of China, ma Kepakemapa 15, ua hōʻemi ka People's Bank of China i ka lakio koi mālama o nā ʻoihana kālā ma 0.25 mau helu pakeneka. Nā hopohopo i manaʻo ʻia: Luoyang Molybdenum Industry (A+H), Cloud aluminum shares, Tianshan Aluminum, Aluminum of China (A+H), etc.
Kila: Ke piʻi nei nā kumukūʻai a me nā kumukūʻai, e hoʻemi ana i nā palena. Wahi a Wind, mai Kepakemapa 11 a Kepakemapa 15, ʻo ka loli o ke kumukūʻai o ke kila, ka hao hao, ka coke, ka ʻōpala he 0.46%, 6.22%, 7.70%, paʻa, a ua hāʻule ka helu loaʻa kālā o nā hale wili kila he 2.16 PCT i 42.86%. Aia ke kumukūʻai ma lalo o ke kaomi, a pili ka pae ʻana o ke kulekele kaupalena hana ʻana i ka pae hope, a manaʻo ʻia e hoʻonui nui ke kulekele paʻa macro i nā manaʻolana a manaʻo ʻia e hoʻoponopono i ka loiloi. Manaʻo hopohopo: Valin Iron and Steel, Baosteel Shares, Jiulite special Material, Fushun Special Steel, etc.
Nā metala makamae: Ma lalo o ke kūpaʻa o ka hana ma ʻAmelika Hui Pū ʻIa a me ka paʻa o ka hoʻonui ʻana o ke kumukūʻai, ua hoʻopilikia nui ʻia ke kumukūʻai gula e nā haʻalulu pōkole, a ua paʻa mau nā manaʻolana piʻi waena a me ka lōʻihi. Wahi a Wind, ma waena o Kepakemapa 11 a me Kepakemapa 15, ua piʻi ke gula COMEX he 0.15% i $1,945.6 no ka auneke a ua piʻi ka helu kuhikuhi kālā he 0.26% i 105.34. ʻO nā koi hana ʻole mua no ka pule i pau i Kepakemapa 9 he 220,000, i hoʻohālikelike ʻia me 225,000 i manaʻo ʻia, e like me ka ʻOihana Hana.
ʻO ka US Core CPI i ʻAukake e like me nā mea i manaʻo ʻia, ʻoi aku ka nui ma mua o ka mea i manaʻo ʻia i kēlā me kēia mahina, ikaika ka paʻa o ka inflation, kūpaʻa ka mākeke hana superposition, ke hoʻomalu ʻia nei ke kumukūʻai gula pōkole e nā haʻalulu, akā ʻo nā uku paneʻe kiʻekiʻe a me nā mea hoʻopukapuka aie kiʻekiʻe e mālama i nā manaʻolana nāwaliwali o ka hoʻokele waiwai o US, manaʻo ʻia e huli mālie ke kulekele kālā o ka Federal Reserve, e mau ana ke ʻano piʻi o nā kumukūʻai gula i ka wā lōʻihi. Manaʻo ʻia e hoʻolohe i: Yintai Gold, Shandong Gold (A+H), Zhaogold Mine (H), Zhongjin Gold, Xingye Silver Tin, Shengda Resources, Chifeng Gold, etc.
Nā metala ikehu: manaʻo ʻia e neʻe mālie nā kumukūʻai o ka lithium ore a me ka paʻakai lithium i kahi pae olakino. Wahi a Wind, mai Kepakemapa 11 a Kepakemapa 15, ua hāʻule ke kumukūʻai o ka lithium carbonate papa pākahiko 6.08% i 185,500 yuan/ton, a ua hāʻule ke kumukūʻai o ka lithium hydroxide 5.49% i 172,000 yuan/ton. Ke emi mālie nei nā kumukūʻai concentrate upstream, ke koi ʻia nei ma lalo no ka hoʻopiha hou ʻana i nā mea nui, ke hoʻomau nei ke kaomi ʻana o nā kumukūʻai lithium. I ka wā e hiki mai ana, e hoʻolohe mākou i ka maopopo ʻole o ka hoʻokuʻu ʻana o ka hana hou ma luna a me ka ʻokoʻa i manaʻo ʻia ma ke koi ʻia ma lalo, a me nā manawa hoʻomaikaʻi i manaʻo ʻia no ka pā a i ʻole ke kahua. Nā manaʻo a me nā hopohopo: Shengxin Lithium ikehu, nā ʻāpana Rongjie, Yongxing Materials, Huayou Cobalt industry, etc.
Metala liʻiliʻi: ka oscillation o ke kumukūʻai molybdenum, e makaʻala i ka hoʻoponopono ʻana o ke kila ferromolybdenum ma ke kahua hope. Wahi a Wind, mai Kepakemapa 11 a Kepakemapa 15, ua hāʻule ke kumukūʻai o ka praseodymium honua laha māmā a me ka dymium oxide i 0.57% i 52,500 yuan/ton, ʻaʻole i loli ke kumukūʻai o ka tungsten concentrate i 121,000 yuan/ton, a ua hāʻule ke kumukūʻai o ka molybdenum concentrate i 0.46% i 4315.00 yuan/ton. Ke piʻi nei ke koi no nā mea magnetic honua laha, a ke manaʻo ʻia nei e paʻa ke kila ferro molybdenum, kahi e manaʻo ʻia e hoʻokele i nā kumukūʻai molybdenum.
Ka manawa hoʻouna: Sep-18-2023









