I.Spot Market: Tus nqi nruab nrab hloov qis dua, kev lag luam kev xav tau qis dua
Lub lim tiam dhau los, qhov chaw ua lag luam metallic chromium txuas ntxiv nws qhov kev ua haujlwm tsis muaj zog, nrog rau tus nqi nruab nrab mus ntxiv. Raws li lub Xya hli ntuj 6, qhov tseeb - hnyav hais tus nqi rau hlau chromium sawv ntawm RMB 66,000–76,000 / tonne, nqis los ntawm lub lim tiam dhau los. Hauv lub lim tiam dhau los (Lub Rau Hli 29), qhov tseeb - qhov hnyav nqe lus yog RMB 72,000–78,000 / tonne, poob ntawm RMB 500 / tonne lub lis piam- nyob rau -lub lim tiam; qhov kev tsocai rau Lub Rau Hli 22 tseem nyob ntawm RMB 74,000–79,500/tonne. Tus nqi sib piv qhia tau hais tias nws yog xim hlau chromium tau nyob rau hauv ib qho kev poob qis rau ob peb lub lis piam.
Hauv cheeb tsam, thaum Lub Xya Hli 13, qhov chaw hais lus rau hlau chromium (JCr99-A) hauv Liaoning yog RMB 71,000 / tonne, tsis hloov pauv lub lim tiam dhau los; Nyob rau tib hnub hauv Shanghai, qhov chaw hais lus rau tib qib yog RMB 71,500 / tonne, kuj qhia tsis muaj qhov hloov pauv tseem ceeb hauv lub lim tiam dhau los. Yangtze River Nonferrous Metals Kev Lag Luam tau tshaj tawm rau Lub Xya Hli 13 txog tus nqi ntawm RMB 72,000-75,000 / tonne, nrog rau qhov nruab nrab ntawm RMB 73,500 / tonne.
Los ntawm qhov kev xav ntev dua -, cov nqi poob qis tau tshaj tawm thaum lub Xya Hli. Thaum Lub Xya Hli 1, qhov chaw hais lus rau metallic chromium (JCr99-A) hauv Liaoning yog RMB 72,500 / tonne, nqis RMB 1,500 / tonne los ntawm hnub ua lag luam dhau los, poob ntawm 2.03%; Shanghai nqe lus yog RMB 73,000 / tonne, kuj nqis los ntawm RMB 1,500 / tonne. Hauv lub lim tiam dhau los no (txog Lub Xya Hli 3), tus nqi Liaoning tau nce qis ntawm RMB 3,750 / tonne, lossis 4.92%.
Kev soj ntsuam kev lag luam qhia tias qhov tsis muaj zog nyob rau hauv cov nqi hlau chromium feem ntau yog vim tag nrho cov khoom siv ntau dhau thiab xav tau tsis muaj zog hauv kev lag luam ferrochrome downstream. Kev ua lag luam ferrochrome tau pom tseeb tsis muaj zog nyob rau lub Xya Hli, nrog cov khoom tsim tawm hauv tsev tau nce siab tshiab rau lub xyoo, ua ke nrog tag nrho cov khoom lag luam thaum lub caij ntuj nag sab hnub poob thiab tau txais kev tuaj txog siab ntawm South African chrome ore ntawm cov chaw nres nkoj, ua rau cov khoom siv dav dav. Lub Xya Hli yog lub caij nyoog ib txwm ua tawm - lub caij, nrog lub caij nplooj ntoos hlav steel ntau lawm poob lub hli - ntawm - hli, thiab cov hlau loj loj txiav lawv lub Xya Hli ferrochrome ntev- cov nqi sib tw los ntawm RMB 100–200/50-basi-tonne.
II. Kev Hloov Kho Tshiab Hauv Tsev: Ntau lub tuam txhab tau tsim cov khoom siv hlau chromium
Lub lim tiam dhau los no, ntau lub tuam txhab loj hauv tsev tau tshaj tawm cov ntawv ceeb toom kev yuav khoom rau cov hlau chromium, uas qhia txog qhov kev thov nruj los ntawm cov khoom siv tshwj xeeb hauv qab thiab cov superalloys tseem nyob.
Tuam Tshoj Thawj Hnyav Kev Lag Luam (CFHI): Thaum Lub Xya Hli 13, CFHI tau pib qhov tshiab ntawm kev yuav khoom rau nitrided metallic chromium.
Shougang Group: Thaum Lub Xya Hli 6, qhov kev yuav khoom rau hlau chromium rau Lub Xya Hli 2026 los ntawm Shougang Jitai'an tshaj tawm nws cov neeg sib tw yeej raws li Hubei Jingye Technology Co., Ltd. Pangang Group: Lub Xya Hli 13, Pangang Group Research Institute Co., Ltd. PGGTYJHGZHD260709302855), nrog rau tus kheej- tau txais nyiaj txiag thiab qhib txoj kev sib tw.
Erzhong (Deyang) Heavy Equipment Co., Ltd.: Lub Xya Hli 2, lub tuam txhab tau tshaj tawm tsab ntawv tshaj tawm kev sib tw (offline kev sib tw No. EZZB-2026-0458) rau 33 tonnes ntawm cov hlau chromium, nrog rau kev xa khoom los ntawm Lub Xya Hli 31, 2026.
III.Kev Lag Luam Thoob Ntiaj Teb: AMG pib tsim khoom thiab Temas cov ntaub ntawv patent
AMG Cov Khoom Siv Tseem Ceeb: Thaum Lub Xya Hli 13, AMG tau tshaj tawm txoj haujlwm ntawm nws cov chromium hlau raug cog hauv Newcastle, Pennsylvania, ua rau nws tsuas yog loj - nplai chromium hlau tsim nyob hauv Tebchaws Meskas. Cov nroj tsuag sawv cev rau kev nqis peev ntawm USD 15 lab thiab muaj peev xwm txhua xyoo ntawm 6,500 tonnes. Yav dhau los, US chromium hlau mov yog 100% nyob ntawm kev xa khoom; qhov pib ntawm AMG cov nroj tsuag yog ib kauj ruam tseem ceeb hauv kev ruaj ntseg hauv Teb Chaws Asmeskas cov khoom siv pob zeb tseem ceeb. AMG tus CEO tau hais nyob rau hauv lub commissioning ceremony hais tias lub zeem muag yav tom ntej yog los tsim ib tug multi-hlau center ntawm sib piv.
Temas Resources Corp.: Thaum Lub Xya Hli 10, lub tuam txhab tau thov daim ntawv thov tseem ceeb patent tshiab hu ua "Chloride-based process for Chromium extraction". Cov patent yog raws li lub tuam txhab tus tswv Regenerative Chloride Leach (RCL) metallurgical technology platform, tsom rau kev rho tawm chromium los ntawm cov orebodies nyuaj. Temas 'Thawj Tswj Hwm thiab CEO tau sau tseg tias daim ntawv thov patent no yog ib kauj ruam tseem ceeb hauv lub tuam txhab kev hloov pauv los ntawm tus tsim cov pob zeb tseem ceeb rau lub tuam txhab kev lag luam hlau huv thoob ntiaj teb. Chromium tau teev tseg raws li cov ntxhia tseem ceeb hauv Tebchaws Meskas, Canada, thiab lwm lub tebchaws sab hnub poob, thiab tau siv dav hauv aerospace, kev tiv thaiv, kev tsim hluav taws xob, thiab kev tsim khoom siab heev. Raws li Grand View Research, lub ntiaj teb chromium kev ua lag luam muaj nuj nqis ntawm $ 23.9 nphom hauv 2024 thiab xav tias yuav ncav cuag li $ 34.5 billion los ntawm 2030.
Gulf Mining Materials Company (Oman): Nws txoj haujlwm chrome ore ua cov cog cog kev nthuav dav tuaj rau ntawm cov kwj dej thaum ntxov Lub Xya Hli, txhawm rau txhim kho tus nqi ntxiv ntawm cov peev txheej ntxhia thiab ntxiv dag zog rau kev koom tes ntawm mining sector rau kev lag luam hauv lub tebchaws.
IV. Kev lag luam sablaj thiab Institutional Views
Thaum Lub Xya Hli 9-10, "FerroAlloyNet 2026 International Mining Conference & Ferroalloy Supply-Demand Matchmaking Meeting" tau muaj nyob rau hauv Qingdao, Shandong. Ntau lub tuam txhab suav thiab txawv teb chaws chrome ore thiab ferrochrome tuam txhab, suav nrog Mavu Cov Khoom Muag Pty Ltd thiab Polyplast Novomoskovsk Ltd, tau lees paub lawv tuaj koom.
Thaum Lub Xya Hli 5, CITIC Securities tau tshaj tawm tsab ntawv tshawb fawb qhia tias, tau tsav los ntawm kev loj hlob siab hauv kev xav tau qis, nws cov xim chromium smelting tau maj mam dhau los ua qhov tseem ceeb ntawm chromium ntsev thov. Nyob rau tib lub sijhawm, tau txais txiaj ntsig los ntawm kev txhim kho kev lag luam thoob ntiaj teb cov saw hlau, Tuam Tshoj txoj kev loj hlob ntau dhau ntawm cov hlau chromium xav tau coj cov kev xav tau ntxiv ntxiv rau cov ntsev chromium hauv tsev. Raws li kev lag luam cov ntaub ntawv tshawb fawb, lub ntiaj teb hlau metallic chromium kev ua lag luam raug nqi kwv yees li ntawm $ 828 lab hauv 2025, thiab tau kwv yees tias yuav loj hlob mus txog $ 881 lab hauv 2026, nce mus txog $ 1.33 nphom los ntawm 2032, nrog rau kev loj hlob txhua xyoo (CAGR) ntawm 7.1% los ntawm 2026 txog 2032.
V. Market Outlook
Hauv cov ntsiab lus, kev lag luam metallic chromium tseem nyob rau hauv lub siab lub lim tiam dhau los, nrog cov nqi muag khoom poob rau ob peb lub lis piam sib law liag thiab kev lag luam kev xav tau poob qis. Qhov kev xav tau ntau dhau thiab tsis muaj zog hauv kev lag luam ferrochrome thiab stainless hlau tsis zoo yuav thim rov qab rau lub sijhawm luv luv; kev them nyiaj yug muaj tab sis muaj tsawg. Txawm li cas los xij, cov kev xav tau los ntawm cov tuam txhab loj xws li CFHI, Shougang, Pangang, thiab Erzhong xav tias kev xav tau nruj los ntawm cov khoom tshwj xeeb alloy thiab superalloy tseem nyob tsis tu ncua. Nyob rau hauv lub thoob ntiaj teb pem hauv ntej, commissioning ntawm AMG lub chromium hlau cog nyob rau hauv Teb Chaws Asmeskas qhia ib tug structural hloov nyob rau hauv lub ntiaj teb no chromium hlau mov qauv, thaum Temas 'patent daim ntawv thov rau ib tug tshiab chromium extraction technology muab chav tshiab rau kev kawm txuj ci nyob rau hauv kev lag luam. Nyob rau hauv lub sij hawm ze, tus nqi hlau chromium yuav tsum txuas ntxiv hloov pauv tsis muaj zog. Ua tib zoo mloog yuav tsum tau them rau qhov kev rov qab los ntawm cov txheej txheem steel zeb ntau lawm thiab kev hloov pauv hauv cov khoom siv thoob ntiaj teb thiab kev xav tau zoo.
