Mitengo yeGallium yakakwira mukupera kwa2020, ichivhara gore paUS $264/kg Ga (99.99%, ex-works), maererano neAsia Metal.Izvi zvinodaro zvakapetwa kaviri mutengo wepakati pegore.Kubva 15 Ndira 2021, mutengo wakakwira kusvika US$282/kg.Kuwanikwa kwechinguvana / kusaenzana kwekuda kwakonzera kukwira uye manzwiro emusika ndeekuti mitengo ichadzokera kune yakajairwa nguva isati yasvika.Nekudaro, maonero aFitech ndeekuti nyowani 'yakajairika' ichamiswa.
Fitech View
Kupihwa kweprimary gallium hakumanikidzwe nehukuru hwekugadzira uye, sezvo chiri chibviro cheiyo hombe alumina indasitiri muChina, kuwanikwa kwezvinhu zvakagadziridzwa feedstock haisati iri nyaya.Kufanana nesimbi dzese diki, zvisinei, ine kusagadzikana kwayo.
China ndiyo inotungamira pasi rose kugadzira aruminiyamu uye indasitiri yayo inopihwa bauxite inocherwa mukati uye kunze kwenyika.Iyo bauxite inozokwenenzverwa kuita alumina nechinwiwa chaamai chinobva chashandiswa kuburitsa gallium nemakambani anowanzo sanganiswa nevagadziri vealuminium.Vashoma chete vealumina refineries pasi rese vane gallium kudzoreredza maseketi uye vangangoita vese muChina.
Pakati pa2019, hurumende yeChina yakatanga ongororo yezvemamiriro ekunze pamashandiro emugodhi we bauxite.Izvo zvakakonzera kushomeka kwebauxite kubva mudunhu reShanxi, kunova ndiko kunogadzirwa hafu yeChinese primary gallium.Iwo maalumina ekunatsa akamanikidzwa kuchinjira kune kunze kwenyika bauxite feedstocks.
Nyaya yakakosha neshanduko iyi ndeyekuti Chinese bauxite kazhinji ine yakakwira gallium yemukati uye zvinhu zvinotengeswa kunze kwenyika kazhinji hazvina.Kubviswa kweGallium kwakawedzera kudhura uye kudzvinyirira kwemitengo kwakawedzera sezvo kuvharika kwakauya panguva yegore apo tembiricha yakakwira kazhinji inokonzeresa kudonha kwekubuda, nekuti ion-exchange resins inoshandiswa kudzoreredza gallium haina kunyatso shanda (yakanzi zvakare yakakwirira-mutengo muna 2019).Nekuda kweizvozvo, kwakave nekuvharika kwakawanda kwezvidyarwa zveChinese gallium, kumwe kwakareba, uye kugadzirwa kwakazara munyika, uye nekudaro munyika, kwakadonha nepamusoro pe20% muna 2020.
Kutanga kwedenda reCCIDID-19 muna 2020 kwakawedzera kudonha kwekuda kweprimary gallium, sezvazvaive zvakaita pazvinhu zvakawanda.Mhedzisiro yacho yakava kudzikira kwakanyanya mukutenga kwekunze kwenyika, sezvo vatengi vakatanga kudhirowa pasi.Nekuda kweizvozvo, vazhinji vagadziri veChinese gallium vakanonoka kutangazve maitirwo avo.Kupokana kusingadzivisiki kwakauya mukati mehafu yechipiri ya2020, sezvo matura akapera uye kudiwa kwakatorwa kusati kwaitwa.Mitengo yeGallium yakakwira zvikuru, kunyange zvazvo chaizvoizvo pakanga pasina zvinhu zvishoma zvaiwanika zvokutenga.Pakupera kwegore, pamwedzi mugadziri wemasheya muChina aingova 15t, pasi 75% yoy.Vezvenhau veindasitiri vakashuma kuti mamiriro ezvinhu aitarisirwa kudzoka kune zvakajairika munguva pfupi.Supply yakawana zvakare uye, pakupera kwegore, yakanga yadzokera kune yakaonekwa muhafu yekutanga ye2019. Mitengo yakaramba ichikwira, zvisinei.
Kubva pakati paNdira 2021, zvinoita sekunge ingangoita kuti indasitiri iri munguva yekumisikidza nekuda kwekusanganiswa kwemitengo yakakwira, yakaderera mugadziri hesiti uye mitengo yekushanda munzvimbo zhinji dzeChina izvo zvave kudzoka ku80% + yehuwandu.Kamwe mazinga emasheya adzoka kune mamwe mazinga, kutenga chiitiko kunofanirwa kunonoka, nemitengo ichireruka.Kudiwa kwegallium kuri kuzokwira zvakanyanya nekuda kwekukura kwe5G network.Kwemamwe makore, simbi yave ichitengeswa nemitengo isingaratidzi kukosha kwayo kwechokwadi uye iko kutenda kwaRoskill kuti mitengo ichareruka muQ1 2021, asi kuti mutengo wepasi we4N gallium uchasimudzwa kuenda kumberi.
Nguva yekutumira: Zvita-06-2021