Maphakathi no-Agasti, imakethe yasekhaya ye-titanium dioxide (TiO₂) ekugcineni ibonise izimpawu zokuzinza. Ngemva cishe konyaka wobuthakathaka obude, imizwa yemboni iye yathuthuka kancane kancane. Izinkampani eziningana zihole ekukhuphuleni amanani, zakhulisa umsebenzi wemakethe iyonke. Njengomhlinzeki embonini, sihlaziya idatha yemakethe kanye nentuthuko yakamuva ukusiza amakhasimende aqonde umqondo ongemuva kwalokhu kunyakaza kwentengo.
1. Intengo Ehambayo: Kusukela Ekuwohlokeni Kuya Ekubuyeni, Izimpawu Zokwanda
Ngo-Agasti 18, umholi wemboni uLomon Billions wamemezela ukwenyuka kwentengo yasekhaya okungu-RMB 500/ton kanye nokulungiswa kokuthunyelwa kwamanye amazwe okungu-USD 70/ton. Ngaphambilini, iTaihai Technology yaphakamisa amanani ayo ngo-RMB 800/ton ngaphakathi kanye no-USD 80/ton emhlabeni jikelele, okuphawula ukuguquka embonini. Phakathi naleso sikhathi, abanye abakhiqizi basekhaya bamisa ukuthathwa kwama-oda noma bamisa izinkontileka ezintsha. Ngemva kwezinyanga zokwehla okuqhubekayo, imakethe ekugcineni ingene esigabeni esikhulayo.
Lokhu kubonisa ukuthi imakethe ye-titanium dioxide iyazinza, ngezimpawu zokubuyela emuva kusuka phansi.
2. Izici Ezisekelayo: Ukuncipha Kokunikezwa kanye Nokucindezeleka Kwezindleko
Lokhu kuzinza kuqhutshwa yizici eziningi:
Ukuncipha kohlangothi lokuphakelwa: Abakhiqizi abaningi basebenza ngomthamo ophansi, okuholela ekunciphiseni okukhulu kokuphakelwa okusebenzayo. Ngisho nangaphambi kokwenyuka kwentengo, izintambo zokuphakelwa zase ziqinile kakade, futhi ezinye izimboni ezincane kuya kweziphakathi zabhekana nokuvalwa kwesikhashana.
Ingcindezi eseceleni kwezindleko: Amanani e-Titanium concentrate abone ukwehla okulinganiselwe kuphela, kuyilapho i-sulfuric acid kanye ne-sulfur feedstocks ziqhubeka nokukhombisa ukuthambekela okuphezulu, okugcina izindleko zokukhiqiza ziphezulu.
Ukulindela kwesidingo kuyathuthuka: Njengoba isizini ephezulu ye-“Golden September, Silver October” isondela, izimboni ezingezansi ezifana nokugqoka kanye nepulasitiki zingena emijikelezweni yokubuyisela impahla.
Izinguquko zokuthumela ngaphandle: Ngemva kokufika esicongweni ku-Q1 2025, ukuthunyelwa ngaphandle kwehle ku-Q2. Njengoba impahla incishisiwe, isidingo sesizini, kanye namanani ehlayo, isizini yokuthenga ephezulu yafika ekuqaleni kuka-Agasti.
3. Umbono Wemakethe: Ukuzinza Kwesikhathi Esifushane, Okuqhutshwa Yisidingo Sesikhathi Esimaphakathi
Isikhathi esifushane (Agasti-ekuqaleni kukaSepthemba): Isekelwa yizindleko kanye nezenzo zamanani ezihlanganisiwe phakathi kwabakhiqizi, amanani kulindeleke ukuthi ahlale eqinile aze akhuphuke, kanti isidingo sokubuyisela izinto kabusha siya ngokuya sivela.
Isikhathi Esimaphakathi (ekupheleni kukaSepthemba kuya ku-Okthoba): Uma isidingo esingezansi sibuya njengoba bekulindelekile, ukukhula komkhuba kunganda futhi kuqine; uma isidingo singaphumeleli, kungase kube nokulungiswa okuyingxenye.
Isikhathi Eside (Q4): Ukuqapha okuqhubekayo kokubuyiswa kwezinto ezithunyelwa kwamanye amazwe, izitayela zezinto zokusetshenziswa, kanye namazinga okusebenza kwezitshalo kuzoba yinto ebalulekile ekunqumeni ukuthi umjikelezo omusha wenkunzi uyavela yini.
4. Izincomo Zethu
Kumakhasimende angaphansi komfula, imakethe manje isisesigabeni esibalulekile sokululama kusukela phansi. Sincoma:
Ukuqapha ngokucophelela ukulungiswa kwentengo ngabakhiqizi abaphambili nokulinganisela ukuthengwa kwama-oda akhona.
Ukuqinisekisa ingxenye yokunikezwa kusengaphambili ukuze kuncishiswe izingozi ezivela ekushintsheni kwezindleko, ngenkathi kulungiswa ijubane lokubuyisela impahla kabusha ngokusekelwe emijikelezweni yokufunwa.
Isiphetho
Sekukonke, ukwenyuka kwentengo ka-Agasti kusebenza kakhulu njengophawu lokululama kwemakethe kusukela phansi. Kubonisa kokubili ukunikezwa kanye nokucindezeleka kwezindleko, kanye nokulindela kwesidingo sesizini ephezulu. Sizoqhubeka nokuhlinzeka amakhasimende ngokunikezwa okuzinzile kanye nokusekelwa okuthembekile kochungechunge lokuhlinzekwa, kusiza imboni ukuthi iqhubekele phambili kancane kancane iye emjikelezweni omusha wemakethe.
Isikhathi sokuthunyelwe: Agasti-19-2025
