Izintengo ze-nickel zikhuphuke kusukela cishe kuma-yuan angu-150,000 ngethani ukuya cishe kumayuan angu-180,000 ngethani ngo-January nango-February 2022 ngamandla ezisekelo zazo.Kusukela lapho, ngenxa ye-geopolitics kanye nokuthutheleka kwezimali ezinde, intengo ikhuphuke kakhulu.Izintengo ze-nickel ze-LME zaphesheya zikhuphuke kakhulu.Kwakukhona ngisho nenani eliphakeme elingokomlando lika-$100,000 ngethani.Ukungqubuzana phakathi kweRussia ne-Ukraine kwabangela unswinyo oluhlanganyelwe olwabekwa yi-Europe ne-United States ekuhwebeni kwe-Russia nokuthumela ngaphandle, okubangele ukwehla kokunikezwa kwe-nickel ezweni lami naseYurophu.Ngokuthatha leli thuba, izinkunzi zangena emakethe ngamandla zakhuphula intengo ye-nickel.Ngokusho kwamahemuhemu ezimakethe, ukukhuphuka kwentengo ye-nickel kungenxa yokuqolwa kwezwe lami.insimbi engagqwaliUmkhiqizi we-Tsingshan Group ka-Glencore, umhwebi wensimbi omkhulu kunawo wonke emhlabeni, kanye nenhloko-dolobha yamazwe ngamazwe.Kuze kube manje, i-LME isibuyekeze imithetho yayo yokuhweba izikhathi eziningi, okuhlanganisa nokubeka imingcele yamanani ezinsimbi ezingenayo ayoni, ukumisa ukuhweba nge-nickel, kanye nokukhansela ukuhweba nge-nickel ngogesi.Lokhu kukhombisa isiphithiphithi semakethe ye-nickel ngoMashi.
Umkhuba weinsimbi engagqwaliengxenyeni yokuqala yayifana neye-nickel, njengoba ukunyuka kwentengo yayo kwakuqhutshwa ikakhulukazi uhlangothi lwezindleko.Ngokombono wayo oyisisekelo, ukukhishwa kochungechunge lwe-300insimbi engagqwalingokuyisisekelo ihlale ku-avareji yamathani ayizigidi ezingu-1.3 ngenyanga.Ukusebenza kwangemuva komjikelezo we-demand-side real estate kuyisilinganiso, futhi indawo yokwakha kanye nendawo eqediwe kokubili kwehle unyaka nonyaka.
Uma sibheke ngabomvu ikota yesibili ka-2022, amanani e-nickel angase aphume emakethe emise okwe-V, ancipha kancane kancane ekushiseni kwe-geopolitics kanye nezimali ezinde, bese eqhubeka nokukhuphuka ngamandla ezisekelo zawo.Kusukela kuthrendi yamanani e-nickel kwikota yokuqala, kungabonakala ukuthi i-geopolitics iholele ekuvinjweni kokuhlinzekwa komhlaba wonke kwe-nickel e-Russia, okubangele ukuthi amanani e-nickel enyuke esuka ku-180,000 yuan ngethani ukuya cishe kumayuan angu-195,000 ngethani.Kusukela lapho, ukuthutheleka kwezimali ezinde kuye kwabangela ukuba amanani entengo ye-nickel enyuke futhi ehle..Ngakho-ke, engxenyeni yesibili, amanani e-nickel angase aqale ehle kancane kancane.Uma kuhlanganiswe nesivumelwano esithulile esifinyelelwe yi-Qingshan kanye ne-syndicate, amanani e-nickel angase abuyele cishe kumayuan angu-205,000 ngethani.Uma i-Europe ne-United States beqhubeka nokubeka unswinyo lwezomnotho eRussia, intengo ye-nickel izothola ukusekelwa okuqinile ku-200,000 yuan ngethani.Ukwengeza, ngokombono oyisisekelo, ikota yesibili iyinkathi yesizini ephakeme kakhuluukukhiqizwa kwensimbi engagqwali.Ukukhishwa kwanyanga zonke kwe300 uchungechunge lwensimbi engagqwaliingase ifinyelele amathani ayizigidi ezingu-1.5, futhi inkambu entsha yamandla kulindeleke ukuthi iqhubeke nokwenza imizamo engxenyeni yesibili.Ukufingqa, intengo ye-nickel ingase iphinde ikhuphuke ngemva kokubuyela cishe kumayuan angu-205,000 ngethani, okuhloswe ngakho okungu-230,000 yuan ngethani.Mayelanainsimbi engagqwali, intengo yayo ngokuyinhloko isekelwe ekukhuphukeni nasekuweni kwezintengo ze-nickel ne-ferronickel ohlangothini lwezindleko, futhi umjikelezo oshisayo wokuqedwa kwezindlu ezithengiswayo ngasohlangothini lwesidingo awunawo umthelela omncane kuwo.
Ngekota yesibili ka-2022, uhla lwe-nickel lwase-Shanghai lungama-yuan angama-200,000-250,000 ngethani ngalinye, kantiinsimbi engagqwaliIbanga lokusebenza liyi-17,000-23,000 yuan ngethani.
Isikhathi sokuthumela: May-05-2022