Kubudirira kukuru munyika isingawanzoitiki.
Zvinoenderana nenhau dzichangoburwa, iyo China Geological Survey iri pasi peBazi reZviwanikwa zveChina yakawana mugodhi wepasi-yakakura weion-adsorption munzvimbo yeHonghe mudunhu reYunnan, ine zviwanikwa zvematani miriyoni 1.15. Uku ndiko kumwe kubudirira kukuru muChina ion-adsorption isingawanzo kutarisira pasi kubva pakatanga kuwanikwa ion-adsorption.rare pasimigodhi muJiangxi muna 1969, uye inotarisirwa kuve yakakura yeChina yepakati uye inorema isingawanzo dhipoziti yepasi.
Pakati uye inoremarare earthsakakosha kudarika mavhu akareruka nekuda kwekukosha kwawo uye matura madiki. Iwo ane hunyanzvi akakosha zvicherwa zviwanikwa zvine huwandu hwakawanda hwekushandisa. Iwo akakosha akakosha zvigadzirwa zvemotokari dzemagetsi, simba idzva, chengetedzo yenyika, nezvimwe, uye isimbi dzakakosha mukusimudzira maindasitiri epamusoro-soro.
Institutional analysis inotenda kuti kudivi rinodiwa, chikamu chinodiwa cheisingawanzo indasitiri yepasi chinotarisirwa kutora pasi pezvakawanda zvinokonzeresa zvemagetsi matsva emotokari, simba remhepo, midziyo yemumba, marobhoti eindasitiri, nezvimwewo.mitengo yepasi isingawanzo, iyo yekugovera uye yekuda maitiro inoramba ichivandudza, uye iyonyika isingawanzo iindasitiri inogona kutarisirwa kutanga gore rakakura rekukura muna 2025.
Kubudirira kukuru
Musi waNdira 17, maererano neThe Pepa, iyo China Geological Survey yeBazi reZviwanikwa zveChina yakaziva kuti dhipatimendi rakawana mugodhi wepasi mukuru-hombe weion-adsorption munzvimbo yeHonghe mudunhu reYunnan, ine zviwanikwa zvematani miriyoni 1.15.
Huwandu hwepakati pepasi zvisingawanzo zvinhu zvakaita sepraseodymium, neodymium, dysprosium,uyeterbiumakapfuma mudhipoziti inopfuura 470,000 matani.
Uku ndiko kumwe kubudirira kukuru muChina ion-adsorption isingawanzo tarisiro yepasi mushure mekuwanikwa kwekutanga kweion-adsorption zvimbambaira zvepasi muJiangxi muna 1969, uye inotarisirwa kuve yakakura yeChina yepakati uye inorema isingawanzo dhipoziti yepasi.
Vanoongorora vanotenda kuti kuwanikwa uku kwakakosha kubatanidza zviwanikwa zveChina zvisingawanzo zviwanikwa zvepasi uye kuvandudza iyo isingawanzo indasitiri yepasi, uye zvichawedzera kusimbisa mabhenefiti eChina mundima yepakati uye inorema.rare pasizviwanikwa.
Iyo ion-adsorption isingawanzo migodhi yepasi yakawanikwa panguva ino inonyanya kuve yepakati uye inorema isingawanzo mbambaira yepasi. China yakapfuma mune zviwanikwa zvisingawanzo mwenje zvepasi, zvakanyanya kugoverwa muBaiyunebo, Inner Mongolia neYaoniuping, Sichuan, nezvimwewo, asi zvepakati uye zvinorema zvisingawanzo zviwanikwa zvepasi zvinoshomeka uye zvine huwandu hwakawanda hwekushandisa. Iwo akakosha akakosha zvigadzirwa zvemotokari dzemagetsi, simba idzva, chengetedzo yenyika, nezvimwe, uye isimbi dzakakosha mukusimudzira maindasitiri epamusoro-soro.
Iyo China Geological Survey yakabatanidza ongororo dze geological netsvagiridzo yesainzi. Kuburikidza neanopfuura makore gumi ebasa, yakamisa yenyika geochemical benchmark network, yakawana yakakura geochemical data, uye yakaita zvakakosha mukutarisira dzidziso uye tekinoroji yekuongorora, ichizadza gaka mugeochemical yekuongorora tekinoroji yeion adsorption.rare pasimigodhi, uye yakamisa hurongwa hwehunyanzvi hwekuongorora huchimbidza, hwakarurama uye hwakasvibira, hunova hwakakosha zvikuru kune dzimwe nzvimbo dzeChina dzine hupfumi hwepakati nepakati uye dzinorema dzinowanikwa pasi rose kuti dziwane pundutso nekukurumidza mukutsvaga.
Strategic kukosha kwepakati uye inorema zvisingawanzo pasi
Rare earths zvinoreva izwi rinowanzoreva zvinhu zvakaita selanthanum, cerium, praseodymium, neodymium, promethium,samarium, europium, gadolinium, terbium, dysprosium, holmium, erbium, thulium, ytterbium, lutetium, scandium,uyeyttrium.
Zvinoenderana neatomic electron layer dhizaini uye yemuviri nemakemikari zvimiro zvezvisingawanzo pasi zvinhu, pamwe nesymbiosis yavo mumaminerari uye hunhu hwezvakasiyana zvivakwa zvinogadzirwa neiyo ion radii, gumi nemanomwe zvisingawanzo zvinhu zvepasi zvinogona kukamurwa kuita mapoka maviri: chiedza chisingawanzo pasi uye chepakati uyeheavy rare earths. Nyika dzepakati nepakati uye dzinorema zvisingawanzo kosha kupfuura mavhu akareruka nekuda kwekukosha kwawo uye matura madiki.
Pakati pazvo, ivhu rinorema risingawanzo zviwanikwa zvicherwa zvakakosha zvakakosha, asi iyo mineralization yemhando inorema isingawanzo imwechete, kunyanya ion adsorption mhando, uye matambudziko ezvakatipoteredza mukuchera kwayo migodhi (in situ leaching) akatanhamara, saka kutsvaga mhando nyowani dzeanorema.rare pasideposits chinhu chinokosha chesayenzi kuongorora.
nyika yangu inyika ine yakakwirira isingawanzo chengetedzo pasi pasi uye nyika ine yakanyanya isingawanzo migodhi yevhu pasi rose. Maererano neUnited States Geological Survey (USGS) mushumo, China'srare pasikugadzirwa muna 2023 kuchasvika 240,000 matani, inoverengera zvingangoita zviviri muzvitatu zvepasi rose, uye matura ayo achasvika 44 miriyoni matani, achiverengera makumi mana muzana epasi rose. Gwaro iri rinoratidzawo kuti China inoburitsa chikamu che98% chegallium yepasi rose ne60% yegermanium yepasi rose; kubva 2019 kusvika 2022, 63% yeantimony ore nemaokisi ayo akaunzwa kunze kwenyika neUnited States akabva kuChina.
Pakati pazvo, zvechigarire magineti zvinhu ndizvo zvakanyanya kukosha uye zvakanyanya kuvimbisa pasi pemvura yekushandisa yepasi isingawanzo. Iyo inonyanya kushandiswa isingawanzo gineti yepasi inogara magineti zvinhu ndeye neodymium iron boron inogara magineti zvinhu, ine zvinhu zvakanakisa senge huremu huremu, diki saizi, yakakwira magineti simba chigadzirwa, yakanaka michina zvivakwa, zviri nyore kugadzirisa, goho rakawanda, uye inogona kukwizwa mushure mekusangana. Yepamusoro-inoshanda neodymium iron boron inogara magineti zvinhu zvinonyanya kushandiswa mumhepo turbines, inochengetedza simba inosiyana frequency air conditioners, ekuchengetedza simba elevator, nyowani simba mota, marobhoti emaindasitiri, nezvimwe.
Zvinoenderana nekuongorora, padivi rekuda, iyo inodiwa divi rerare pasiindasitiri cheni inotarisirwa kutora pasi peakawanda catalysis senge mota nyowani dzesimba, simba remhepo, midziyo yemumba, uye marobhoti emaindasitiri.
Kunyanya, nekukura nekukurumidza mukutengesa kwemotokari nyowani dzesimba uye nekuenderera mberi kwekuvandudzwa kwekupinda, kudiwa kwemadhiraivha anomiririrwa neanogara magineti mota, chimwe chezvinhu zvakakosha zvemotokari dzemagetsi matsva, zvichawedzerwa, nekudaro zvichifambisa kukura kwekudiwa kwezvinhu zvisingawanzo pasi zvemagineti. Marobhoti eHumanoid ave nzira nyowani yekuvandudza, inotarisirwa kuenderera mberi nekuvhura nzvimbo yekukura kwenguva refu yezvinhu zvisingawanzo pasi zvemagineti. Uye zvakare, pamusoro pekuenderera mberi kwekukura kwekudiwa kwemotokari nyowani dzesimba uye marobhoti eindasitiri, zvinotarisirwa kuti kudiwa muindasitiri yemagetsi emhepo kuchaona kuvandudzwa kwemahombekombe muna 2025.
Maitiro ekutarisa pamusika maonero
Institutional ongororo inotenda izvozvo nekudzika kunze kwemitengo yepasi isingawanzouye nekuenderera mberi kwekuvandudzwa kweiyo yekugovera uye yekuda maitiro, isingawanzo indasitiri yepasi inogona kutarisirwa kutanga gore rakakura rekukura muna 2025.
Guotai Junan Securities yakaratidza kuti sezviratidziro zvepasi zvisingawanzo shanduka kubva kune yakasimba kuburitsa kutenderera kutenderera kuenda kune yekumanikidza yekugovera maitiro, pamwe nekuwedzera kukuru kwezvirongwa zvekumhiri kwemakungwa asi kunonoka kukura chaiko, kushanda kwezvipingamupinyi zveparutivi kwatanga kuratidza. Iko kudiwa kwemotokari dzemagetsi matsva uye simba remhepo kuri kuramba kuchikura, uye kudiwa kwekuvandudzwa kwemidziyo yemaindasitiri emotor kwakanyatso kusimudza iyo yekuda curve kubva 2025 kusvika 2026, iyo inogona kutora pamusoro pesimba idzva uye ive yakakosha sosi yekuda kukura kwepasi isingawanzo; pamwe nekuwedzera kwemamiriro ekushandisa emarobhoti, 2025 inogona zvakare kuunza gore guru rekukura kweasingawanzo pasi magineti zvinhu.
Guojin Securities akati kubvira 2024, mitengo isingawanzo pasi yakasangana nekuderera. Pasi pemamiriro ekunyanya kusimbiswa kwekutarisira kwekupa uye kudiwa kwekuvandudzwa uye catalysis ye "quasi-supply reform" mutemo, mitengo yezvinhu yakakwira neinenge 20% kubva pasi, uye mutengo wepakati wegiravhiti wakakwira zvishoma nezvishoma; iyo isingawanzo mirairo yekutarisira pasi yakashandiswa kubva muna Gumiguru 1, 2024 kudzvanya kugovera, uye maodha emwaka wepamusoro muchikamu chechina ari kuzadzikiswa zvishoma nezvishoma. Yakasanganiswa neyekukwira kweiyo indasitiri inodhura curve uye kunowanzo kuvhiringidzwa kwekupa,mitengo yepasi isingawanzokuenderera mberi nekukwira, uye masheya epfungwa anoenderana achaunza mikana yekukosha kwekubuda kunze uye kukosha kwekuongorora pasi pemutemo we "quasi-supply reform".
Nguva pfupi yadarika, Baosteel Co., Ltd., hofori yepasi isingawanzo, yakapa chiziviso ichiti maererano nekuverenga formula uye mutengo wemusika we.zvisingawanzo pasi oxidesmuchikamu chechina cha2024, kambani inoronga kugadzirisa mutengo wekutengesa kwakabatana kwepasi risingawanzo kutarisisa muchikamu chekutanga che2025 kusvika 18,618 yuan/ton (yakaoma huremu, REO = 50%) isingabatanidzi mutero, uye mutengo usingabatanidzi mutero uchawedzera kana kuderera ne372.36 yuan / tani imwe neimwe yekuwedzera 1O% kana tani imwe neimwe. Zvichienzaniswa neiyo isingawanzo pasi concentrate transaction mutengo we17,782 yuan/ton muchikamu chechina cha2024, yakawedzera ne836 yuan/ton, mwedzi-pa-mwedzi wekuwedzera we4.7%.
Mushure mekunge Northern Rare Earth Plan yadzima mutengo werondedzero, kugadziridzwa kwemutengo wayo wepakati-usingawanzo kuenderana neBaosteel wakava mamiriro ekunze eindasitiri. Ding Shitao weGuolian Securities anofanotaura kuti kupa uye kudiwa maitiro anotarisirwa kuramba achivandudza kubva 2025 kusvika 2026, uye ane tarisiro pamusoro pekusimbiswa kwepasi peiyo isingawanzo kuputika kwepasi muna 2024, uye pasi isingawanzo inotarisirwa kugadziridza kutenderera kutsva muna 2025.
CITIC Securities inotendawo kuti nyika isingawanzo kutarisirwa kuunza imwezve kudzokororwa muhafu yechipiri ya2025, uye minda iri kusimukira yakaita seAI nemarobhoti anotarisirwa kuramba achishanda.
Nguva yekutumira: Jan-22-2025