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国家加强对稀土全产业链管理,这三大因素将不再主导稀土价格丨有色金属走势②

guoquxituchanpinjiagedezhangdie,zhuyaoyoushouchu、dahei、huanbaosandayinsusuozhudao。

图片来源:视觉中国

记者 | 徐宁

guojiajiangjiaqiangxituquanchanyelianguifanguanli,yingxiangxituchanpinjiagebianhuadeyinsufashengbianhua。

1yue15ri,gongyehexinxihuabu(xiachenggongxinbu)gongbule《xituguanlitiaoli(zhengqiuyijiangao)》(xiacheng《yijiangao》),xiangshehuigongkaizhengqiuyijian。

《yijiangao》xianshi,guojiajiangjianlixitukaicaiheyelianfenlizongliangzhibiaoguanlizhidu。

shejidetiaolibaokuo:guojiajiangnidinghegongbuxitukaicaizongliangzhibiaohexituyelianfenlizongliangzhibiao、quedingzongliangzhibiaoshiyongfangan;weilebaohuziranziyuanheshengtaihuanjing,guojiakeyicaiqubiyaocuoshixianzhihuozhetingzhixitukaicai、xituyelianfenlideng。

《yijiangao》zhichu,xituqiyeyingdanganzhaoguojiaquedingdezongliangzhibiaoshiyongfangan,shishixitukaicaihuozhexituyelianfenli。

duiyuwuzhibiaochaozhibiaokaicai、fenlideqiye,gongxinbujiangyijuzhizefengongzelingtingzhiweifaxingwei,meishouxituchanpinheweifasuode,chuweifasuode1beiyishang5beiyixiadefakuan;meiyouweifasuodede,chu10wanyuanyishang100wanyuanyixiadefakuan。

ciqian,zhongguoduixituyizhishixingchukoupeiezhi。2015nianqi,zhongguoquxiaochukoupeiezhi,bingzhengheguoneixitukuangshanheyelianfenliqiye,xingchengleliudaxitujituan。

gongxinbuheziranziyuanbufenmeinianfenlianggepiciduiliudaxitujituanfenpaixitukuangchanpinheyelianfenlichanpindeshengchanpeie。

liudaxitujituanshizhinanfangxitujituan,beifangxitu(600111.sh)、zhonglvjituan、wukuangjituan、shamenwuye(600549.sh)heguangdongxitujituan。

gongxinbushujuxianshi,2018nian-2020nian,zhongguoxitudekaicaipeiefenbiewei12wandun、13.2wandun、14wandun,xingyechanliangchangnianweichipingwenqiexiaofuzengzhangdezhuangtai。

《yijiangao》jiaqiangleduixituchanyelianzhongdekaicai、yelianfenli、jinshuyelian、zongheliyong,yijixiaoshouliutongdenggehuanjiedequanchanyelianguifanguanli。

zailiutongfangmian,《yijiangao》guidingrenhedanweihuozhegerenbudeshougou、xiaoshoufeifakaicai、yelianfenlidexituchanpin。

ciwai,《yijiangao》haigulihezhichiduihanyouxitudeerciziyuanjinxinghuishouliyong;guidingxiangguanbumenjianlixituchanpinzhuisuxinxixitong;guidingxituchanpinjinchukouqiyeyingdangzunshouduiwaimaoyi、chukouguanzhidengfalvfaguideng。

juxinhuashebaodao,zhongguoyousejinshugongyexiehuifumishuzhanghudeyongbiaoshi,xituyutong、lvdengyousejinshupinzhongxiangbi,chanyeguimoxiangduixiao,rongyiyinqishichangchaozuo。gai《yijiangao》duiguifanxingyejingyingzhixudengjuyouzhongyaocujinzuoyong。

zheshangzhengquanyanbaobiaoshi,guoquxituchanpinjiagedezhangdiezhuyaoyoushouchu、dahei、huanbaosandayinsusuozhudao。dangzhengcelailinshi,xitujiagewangwangkuaisushangzhang,danzhengcejieshuhoumianlinkuaisuxiadie。jiagedekuaisushangzhanghexiadie,duixiayouchanyechanshenglehenduofumianyingxiang。

shouchu,shizhiguojiaduiguojiminsheng、jingjianquanheguofangjianshejuyouguanjianzuoyongdezhongyaowuzi,jinxingchubeiguanli。daheishizhiguojiaduixitutoucai、chaocaidengweifaweiguixingweijinxingzhuanxiangzhengzhi。

shangshuyanbaobiaoshi,suizhe2017nianhouxitudaheidechangtaihuayijiguoquduonianduixingyeguifanhuadezhili,xituxingyezaizuijinliangsannianyuelaiyueguifan,chaozuofenweijianxingjianyuan。xituxingyehuayuquanzhubuhuiguichanye,xingyeguaidianlailin。

xitubeiyuwei“gongyedeweishengsu”,juyouyouyideci、guang、dianxingneng,beiguangfanyingyongdaoleyejin、junshi、shiyouhuagong、bolitaoci、nongyehexincailiaodenglingyu。youqizaijungong、dianzi、qichedenglingyu,juyoubuketidaidezuoyong。

jumeiguodizhidiaochajushujuxianshi,2019nianzhongguoxituchanliangwei13.2wandun,yuezhanquanqiude62.86%,weijushijiediyi。

tongshi,zhongguoxituchanyezaiquanqiujingzhengyoushimingxian,haiwaixituyelianfenlichannengyouxian,zibenkaizhiheyunyingchengbenjungaoyuguonei。

juyousejinshuchanyexinxishangantaikeshujuxianshi,2019nianquanqiuxituyelianfenlichanpinchanlianghejiyue17.6wandun,tongbizengzhang21%。qizhong,zhongguochanliangyue15.5wandun,zhanbijinjiucheng。

2020nianshangbannianshouxinguanyiqingyingxiang,xituxingyexuqiuxiajiang,chanpinjiagexiadie。xiabannianqi,suizheyiqingfangkonghexiayouxuqiukuaisuzengzhang,xituchanpinjiagekaiqishangzhangxingqing。

shengyisheshujuxianshi,jiezhi1yue15ri,xitujiagezhishuwei452dian,jiaozuorishangshengle1dian,jiao2020nian6yuedide346dian,yishangzhangyuesancheng。

未经正式授权严禁转载本文,侵权必究。

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国家加强对稀土全产业链管理,这三大因素将不再主导稀土价格丨有色金属走势②

guoquxituchanpinjiagedezhangdie,zhuyaoyoushouchu、dahei、huanbaosandayinsusuozhudao。

图片来源:视觉中国

记者 | 徐宁

guojiajiangjiaqiangxituquanchanyelianguifanguanli,yingxiangxituchanpinjiagebianhuadeyinsufashengbianhua。

1yue15ri,gongyehexinxihuabu(xiachenggongxinbu)gongbule《xituguanlitiaoli(zhengqiuyijiangao)》(xiacheng《yijiangao》),xiangshehuigongkaizhengqiuyijian。

《yijiangao》xianshi,guojiajiangjianlixitukaicaiheyelianfenlizongliangzhibiaoguanlizhidu。

shejidetiaolibaokuo:guojiajiangnidinghegongbuxitukaicaizongliangzhibiaohexituyelianfenlizongliangzhibiao、quedingzongliangzhibiaoshiyongfangan;weilebaohuziranziyuanheshengtaihuanjing,guojiakeyicaiqubiyaocuoshixianzhihuozhetingzhixitukaicai、xituyelianfenlideng。

《yijiangao》zhichu,xituqiyeyingdanganzhaoguojiaquedingdezongliangzhibiaoshiyongfangan,shishixitukaicaihuozhexituyelianfenli。

duiyuwuzhibiaochaozhibiaokaicai、fenlideqiye,gongxinbujiangyijuzhizefengongzelingtingzhiweifaxingwei,meishouxituchanpinheweifasuode,chuweifasuode1beiyishang5beiyixiadefakuan;meiyouweifasuodede,chu10wanyuanyishang100wanyuanyixiadefakuan。

ciqian,zhongguoduixituyizhishixingchukoupeiezhi。2015nianqi,zhongguoquxiaochukoupeiezhi,bingzhengheguoneixitukuangshanheyelianfenliqiye,xingchengleliudaxitujituan。

gongxinbuheziranziyuanbufenmeinianfenlianggepiciduiliudaxitujituanfenpaixitukuangchanpinheyelianfenlichanpindeshengchanpeie。

liudaxitujituanshizhinanfangxitujituan,beifangxitu(600111.sh)、zhonglvjituan、wukuangjituan、shamenwuye(600549.sh)heguangdongxitujituan。

gongxinbushujuxianshi,2018nian-2020nian,zhongguoxitudekaicaipeiefenbiewei12wandun、13.2wandun、14wandun,xingyechanliangchangnianweichipingwenqiexiaofuzengzhangdezhuangtai。

《yijiangao》jiaqiangleduixituchanyelianzhongdekaicai、yelianfenli、jinshuyelian、zongheliyong,yijixiaoshouliutongdenggehuanjiedequanchanyelianguifanguanli。

zailiutongfangmian,《yijiangao》guidingrenhedanweihuozhegerenbudeshougou、xiaoshoufeifakaicai、yelianfenlidexituchanpin。

ciwai,《yijiangao》haigulihezhichiduihanyouxitudeerciziyuanjinxinghuishouliyong;guidingxiangguanbumenjianlixituchanpinzhuisuxinxixitong;guidingxituchanpinjinchukouqiyeyingdangzunshouduiwaimaoyi、chukouguanzhidengfalvfaguideng。

juxinhuashebaodao,zhongguoyousejinshugongyexiehuifumishuzhanghudeyongbiaoshi,xituyutong、lvdengyousejinshupinzhongxiangbi,chanyeguimoxiangduixiao,rongyiyinqishichangchaozuo。gai《yijiangao》duiguifanxingyejingyingzhixudengjuyouzhongyaocujinzuoyong。

zheshangzhengquanyanbaobiaoshi,guoquxituchanpinjiagedezhangdiezhuyaoyoushouchu、dahei、huanbaosandayinsusuozhudao。dangzhengcelailinshi,xitujiagewangwangkuaisushangzhang,danzhengcejieshuhoumianlinkuaisuxiadie。jiagedekuaisushangzhanghexiadie,duixiayouchanyechanshenglehenduofumianyingxiang。

shouchu,shizhiguojiaduiguojiminsheng、jingjianquanheguofangjianshejuyouguanjianzuoyongdezhongyaowuzi,jinxingchubeiguanli。daheishizhiguojiaduixitutoucai、chaocaidengweifaweiguixingweijinxingzhuanxiangzhengzhi。

shangshuyanbaobiaoshi,suizhe2017nianhouxitudaheidechangtaihuayijiguoquduonianduixingyeguifanhuadezhili,xituxingyezaizuijinliangsannianyuelaiyueguifan,chaozuofenweijianxingjianyuan。xituxingyehuayuquanzhubuhuiguichanye,xingyeguaidianlailin。

xitubeiyuwei“gongyedeweishengsu”,juyouyouyideci、guang、dianxingneng,beiguangfanyingyongdaoleyejin、junshi、shiyouhuagong、bolitaoci、nongyehexincailiaodenglingyu。youqizaijungong、dianzi、qichedenglingyu,juyoubuketidaidezuoyong。

jumeiguodizhidiaochajushujuxianshi,2019nianzhongguoxituchanliangwei13.2wandun,yuezhanquanqiude62.86%,weijushijiediyi。

tongshi,zhongguoxituchanyezaiquanqiujingzhengyoushimingxian,haiwaixituyelianfenlichannengyouxian,zibenkaizhiheyunyingchengbenjungaoyuguonei。

juyousejinshuchanyexinxishangantaikeshujuxianshi,2019nianquanqiuxituyelianfenlichanpinchanlianghejiyue17.6wandun,tongbizengzhang21%。qizhong,zhongguochanliangyue15.5wandun,zhanbijinjiucheng。

2020nianshangbannianshouxinguanyiqingyingxiang,xituxingyexuqiuxiajiang,chanpinjiagexiadie。xiabannianqi,suizheyiqingfangkonghexiayouxuqiukuaisuzengzhang,xituchanpinjiagekaiqishangzhangxingqing。

shengyisheshujuxianshi,jiezhi1yue15ri,xitujiagezhishuwei452dian,jiaozuorishangshengle1dian,jiao2020nian6yuedide346dian,yishangzhangyuesancheng。

未经正式授权严禁转载本文,侵权必究。