Amaxabiso e-Gallium anyuke ngasekupheleni kuka-2020, avala unyaka nge-US $ 264 / kg Ga (99.99%, imisebenzi yangaphambili), ngokwe-Asian Metal.Oko kuliphindaphinda ixabiso laphakathi enyakeni.Ukusukela nge-15 kaJanuwari 2021, ixabiso linyuke laya kutsho kwi-US$282/kg.Unikezelo lwexeshana / ukungalingani kwemfuno kubangele ukunyuka kunye noluvo lwemarike kukuba amaxabiso aya kubuyela kwimeko yesiqhelo kungekudala.Nangona kunjalo, imbono yeFitech yeyokuba "isiqhelo" esitsha siya kusekwa.
Umbono weFitech
Ubonelelo lwe-gallium yokuqala alunyanzelwa ngumthamo wemveliso kwaye, njengoko iphuma kwishishini elikhulu le-alumina e-China, ukufumaneka kwe-feedstock yemathiriyeli ekrwada akusoloko kungumba.Njengazo zonke iintsimbi ezincinci, nangona kunjalo, inobuthathaka bayo.
I-China lelona lizwe liphambili ngokuvelisa ialuminiyam kwaye ishishini layo libonelelwa ngebauxite egrunjwa ngaphakathi nangaphandle.I-bauxite ke isulungekiswa kwi-alumina kunye nesiphumo sotywala sikamama esisetyenziselwa ukutsala i-gallium ziinkampani ezihlala zidityaniswa nabavelisi be-aluminiyam.Zimbalwa kuphela iindawo zokucoca i-alumina kwihlabathi jikelele ezineesekethe zokubuyisela i-gallium kwaye phantse zonke ziseTshayina.
Embindini ka-2019, urhulumente wase-China waqala uthotho lohlolo lokusingqongileyo kwimisebenzi ye-bauxite-mining yelizwe.Ezo zibangele ukunqongophala kwe-bauxite evela kwiphondo laseShanxi, kulapho malunga nesiqingatha se-gallium yaseTshayina ephambili iveliswa.Iindawo zokuhluza i-alumina zanyanzeleka ukuba zitshintshele kwisondlo se-bauxite esiphuma kumazwe angaphandle.
Umba ophambili ngolu tshintsho kukuba i-bauxite yaseTshayina idla ngokuba nomxholo ophezulu we-gallium kunye nempahla engenisiweyo kaninzi ayinayo.Ukutsalwa kweGallium kuye kwaba neendleko ezithe kratya kunye noxinzelelo lweendleko zonyuswa njengoko ukuvalwa kweza kwafika ngexesha lonyaka apho amaqondo obushushu aphezulu ahlala ebangela ukuhla kwemveliso, kuba iiresin zotshintshiselwano nge-ion ezisetyenziselwa ukubuyisela i-gallium zingasebenzi kakuhle (kwaye kwaxelwa ukuba zinjalo. ixabiso eliphezulu ngo-2019).Ngenxa yoko, bekukho ukuvalwa okuninzi kwezityalo zaseTshayina zegallium, ezinye ixesha elide, kunye nemveliso epheleleyo elizweni, kwaye ke kwihlabathi, yehle ngaphezulu kwe-20% ngo-2020.
Ukuqala kobhubhani we-COVID-19 ngo-2020 kubangele ukwehla kwemfuno ye-gallium yokuqala, njengoko kwakunjalo ngezinto ezininzi.Isiphumo yaba kukuhla okumandla kumsebenzi wokuthenga kumazwe ngamazwe, njengoko abathengi baye babhenela ekujongeni phantsi uluhlu lwempahla.Ngenxa yoko, abavelisi abaninzi baseTshayina begallium balibazisa ukuqalisa kwakhona ukusebenza kwabo.Ingxaki engenakuthintelwa yeza kwisiqingatha sesibini sika-2020, njengoko uluhlu lwempahla luye lwaphela kwaye imfuno yathathwa ngaphambi kokuba unikezelo lwenze.Amaxabiso e-Gallium anyuka, nangona eneneni kwakukho izinto ezincinci ezifumanekayo zokuthengwa.Ekupheleni konyaka, i-stocks yomvelisi wenyanga e-China yayiyi-15t kuphela, phantsi kwe-75% yoy.Umshicileli weshishini uxele ukuba imeko bekulindeleke ukuba ibuyele esiqhelweni kungekudala.Unikezelo ngokuqinisekileyo lubuyiselwe kwaye, ekupheleni konyaka, lubuyele kwinqanaba elibonwe kwisiqingatha sokuqala se-2019. Amaxabiso aqhubekile ukunyuka, nangona kunjalo.
Ukususela phakathi kuJanuwari ka-2021, kubonakala ngathi imboni ikwixesha lokubuyisela kwakhona ngenxa yokudityaniswa kwamaxabiso aphezulu, uluhlu oluphantsi lwabavelisi kunye namazinga okusebenza kwiindawo ezininzi zaseChina ngoku zibuyele kwi-80% + yomthamo.Nje ukuba amanqanaba esitokhwe abuyele kumanqanaba aqhelekileyo, umsebenzi wokuthenga kufuneka ucothise, amaxabiso ehle.Imfuno ye-gallium iya kunyuka ngokukhawuleza ngenxa yokukhula kwiinethiwekhi ze-5G.Kwiminyaka ethile, isinyithi siphantsi kokuthengiswa kwamaxabiso angabonakali ixabiso lalo lokwenene kwaye inkolelo kaRoskill kukuba amaxabiso aya kuncipha kwi-Q1 2021, kodwa ukuba ixabiso lomgangatho we-4N gallium liya kuphakanyiswa ukuya phambili.
Ixesha lokuposa: Dec-06-2021