Nov 11, 2024 15:21 Umthombo:SMM
Ngokocwaningo lwe-SMM lwabakhiqizi abakhulu be-sodium antimonate e-China, ukukhiqizwa kwe-sodium antimonate yebanga lokuqala ngo-Okthoba 2024 kukhuphuke ngo-11.78% we-MoM kusukela ngoSepthemba.
Ngokocwaningo lwe-SMM lwabakhiqizi abakhulu be-sodium antimonate e-China, ukukhiqizwa kwe-sodium antimonate yebanga lokuqala ngo-Okthoba 2024 kukhuphuke ngo-11.78% we-MoM kusukela ngoSepthemba. Ngemva kokwehla ngo-September, kwaba khona rebound. Ukwehla kokukhiqizwa kukaSepthemba kwaba ngenxa yokuthi umkhiqizi oyedwa wayemise ukukhiqiza izinyanga ezimbili zilandelana futhi abanye abambalwa bahlangabezana nokwehla kokukhiqiza. Ngo-Okthoba, lo mkhiqizi waqala kabusha inani elithile lokukhiqiza, kodwa ngokusho kweSMM, isiphinde yamisa ukukhiqiza kusukela ngoNovemba.
Uma sibheka imininingwane enemininingwane, phakathi kwabakhiqizi abayi-11 abahlolwa yi-SMM, ababili bamiswa noma basesigabeni sokuhlola. Okunye okuningii-sodium antimonateabakhiqizi bagcine ukukhiqiza okuzinzile, abambalwa bebona ukwanda, okuholela ekukhuphukeni okuphelele kokukhiqiza. Abangaphakathi emakethe babonise ukuthi, ngokuyisisekelo, ukuthunyelwa kwamanye amazwe akunakwenzeka ukuba ngcono esikhathini esifushane, futhi azikho izimpawu eziphawulekayo zokuthuthuka ekufuneni kokusetshenziswa kokugcina. Ukwengeza, abakhiqizi abaningi bahlose ukunciphisa i-inventory yokugeleza kwemali ekupheleni konyaka, okuyingxenye ye-bearish. Abanye abakhiqizi nabo bahlela ukusika noma ukumisa ukukhiqiza, okusho ukuthi bazoyeka ukuthenga insimbi nezinto zokusetshenziswa, okuholela ekwenyukeni kokuthengiswa okunesaphulelo kwalezi zinto zokwenziwa. Ingxabano yempahla eluhlaza ebonwe ku-H1 ayisekho. Ngakho-ke, ukudonsana phakathi kwama-longs nama-shorts emakethe kungase kuqhubeke. I-SMM ilindele ukuthi ukukhiqizwa kwe-antimonate ye-sodium yezinga lokuqala e-China kuhlale kuzinzile ngoNovemba, nakuba abanye abahlanganyeli bemakethe bakholelwa ukuthi ukwehla okuqhubekayo ekukhiqizeni kungenzeka.
Qaphela: Kusukela ngoJulayi 2023, i-SMM ibishicilela idatha kazwelonke yokukhiqizwa kwe-sodium antimonate. Ngenxa yezinga eliphezulu le-SMM elitholakala embonini ye-antimony, ucwaningo lubandakanya abakhiqizi abayi-11 be-antimonate ye-sodium ezifundazweni ezinhlanu, nesamba sesampula somthamo ongaphezu kuka-75,000 mt kanye nenani eliphelele lokumboza umthamo wama-99%.