Makampani Okhazikika a Magnet aku China: Kusanthula Kwamsika Kwazambiri, Zolosera, ndi Kuzindikira Kwambiri
China Ikulemba Kuwonjezeka Kochepa Kwambiri Pakutumiza Kwa Magnet Kwamuyaya, Kufikira $373M mu June 2023
China Permanent Magnet Exports Mu June 2023, kuchuluka kwa maginito okhazikika omwe adatumizidwa kuchokera ku China adakwera mpaka matani 25K, kukulira ndi 4.8% pachiwerengero cha mwezi watha. Ponseponse, zogulitsa kunja, komabe, zidalemba mawonekedwe osasintha. Kukula kwakukulu kunalembedwa mu Marichi 2023 pomwe zotumiza kunja zidakwera ndi 64% mwezi ndi mwezi. M'mawu amtengo wapatali, malonda okhazikika a maginito adayima pa $ 373M (mawerengedwe a IndexBox) mu June 2023. Kawirikawiri, kutumiza kunja, komabe, kunawona kutsika kwakukulu. Kuthamanga kwa kukula kudadziwika kwambiri mu Marichi 2023 pomwe zotumiza kunja zidakwera ndi 42% mwezi ndi mwezi.
Kutumiza kunja ndi Dziko
India (3.5K matani), United States (2.3K matani) ndi Vietnam (2.2K matani) anali kopita waukulu maginito okhazikika kunja kuchokera China, pamodzi mlandu 33% ya okwana katundu kunja. Maikowa adatsatiridwa ndi Germany, Mexico, South Korea ndi Italy, zomwe pamodzi zidawonjezera 21%. Kuyambira Juni 2022 mpaka Juni 2023, chiwonjezeko chachikulu chinali ku Mexico (ndi CAGR ya + 1.1%), pomwe zotumizira za atsogoleri ena zidakumana ndi mitundu yosiyanasiyana. M'mawu amtengo wapatali, misika yayikulu kwambiri yamaginito okhazikika yotumizidwa kuchokera ku China inali Germany ($61M), United States ($53M) ndi South Korea ($49M), palimodzi kuphatikiza 43% yazogulitsa zonse. Pankhani ya mayiko akuluakulu omwe akupita, Germany, yomwe ili ndi CAGR ya -0.8%, inalemba kukula kwakukulu kwa mtengo wamtengo wapatali wa katundu wogulitsa kunja, panthawi yomwe ikuwunikiridwa, pamene kutumiza kwa atsogoleri ena kudatsika.
Kutumiza kunja ndi Mtundu
Maginito osakhazikika achitsulo (matani 14K) ndi maginito okhazikika achitsulo (matani 11K) anali zinthu zazikulu zomwe zidatumizidwa ku China kuchokera ku China. Kuyambira June 2022 mpaka June 2023, kuwonjezeka kwakukulu kunali maginito okhazikika achitsulo (ndi CAGR ya + 0.3%). Mwa mtengo wake, maginito okhazikika achitsulo ($ 331M) akadali mtundu waukulu kwambiri wa maginito osatha omwe amatumizidwa kuchokera ku China, kuphatikiza 89% yazogulitsa zonse. Malo achiwiri pamndandandawo anali ndi maginito osakhazikika achitsulo ($ 42M), ndi gawo la 11% lazogulitsa kunja. Kuyambira June 2022 mpaka June 2023, avareji pamwezi mlingo wa kukula mawu a katundu voliyumu wa zitsulo maginito okhazikika anakwana -2.2%.
Mitengo ya Kugulitsa Kutengera ndi Dziko
Mu June 2023, mtengo wokhazikika wa maginito unayima pa $15,097 pa tani (FOB, China), kutsika ndi -2.7% poyerekeza ndi mwezi watha. Panthawi yomwe tikuwunikidwa, mtengo wotumizira kunja udatsika pang'ono. Kuthamanga kwa kukula kudadziwika kwambiri mu February 2023 pomwe mtengo wapakati wotumizira kunja udakwera ndi 28% mwezi ndi mwezi. Mtengo wotumizira kunja udafika $21,351 pa tani mu Ogasiti 2022; komabe, kuyambira Seputembala 2022 mpaka Juni 2023, mitengo yogulitsa kunja idatsika pang'ono. Mitengo idasiyana modabwitsa ndi dziko lomwe likupita: dziko lomwe linali ndi mtengo wokwera kwambiri linali South Korea ($36,037 pa tani), pomwe mtengo wapakati wotumizira ku India ($4,217 pa tani) unali pakati pa otsika kwambiri. Kuyambira Juni 2022 mpaka Juni 2023, kuchuluka kodziwika bwino kwamitengo kunachitika ku Italy (+ 0.6%), pomwe mitengo yamalo ena akuluakulu idakumana ndi mitundu yosiyanasiyana.