I. Lit Cacbonat: Spot Manh, 170k Da Tra Lai
Ngay 21 thang 5, gia thi truong spot lit cacbonat tang dang ke. Lit cacbonat cap bac pin gia 177.500-181.300 nhan dan te/tan, gia trung binh +4.500 nhan dan te/ton so voi ky truoc; cap bac pin premium (>=99.6% co the giao hang) 179.500-181.300 nhan dan te/tan, cung tang 4.500 nhan dan te/ton. Cac cap do cong nghiep theo chi thi deu tang 400-4.500 nhan dan te/ton. Chi so co so spot Fu Bao bao cao -2.950 nhan dan te/ton, khong doi.
Tong Hop Gia Lit Cacbonat Spot
| Cap do | Khong gian Gia (nhan dan te/tan) | Thay doi hang ngay |
|---|---|---|
| Cap bac pin 99.5% | 177.500-181.300 | +4.500 |
| Premium cap bac pin >=99.6% | 179.500-181.300 | +4.500 |
| Cong nghiep - quang than | 176.100-178.700 | +4.500 |
| Cong nghiep - nuoc mat | 174.800-178.700 | +4.500 |
Phan Tich Cau Truc Cung - Cau
- Ton kho giam nhanh: Ngay 21 thang 5, tong ton kho xa hoi lit cacbonat Fu Bao la 99.900 tan, giam 0.65% tuan truoc; phieu nhan kho GFEX giam 746t con 52.337 tan. Su giam lien tuc cua ton kho tao ho tro tich cuc cho gia.
- Nhiem vu khoi tao ben nganh: Cong ty Core thong bao rang moi Finniss da bat dau day du cac hoat dong khai thac, not; ke hoach quay tro lai thi truong spodumene lit vao Q4. Tin tuc nay nhiet len ky vong phuc hoi cung cap xa va tang cuong cam xuc dau co.
- Cau truc co so on dinh: Chi so co so spot duy tri -2.950 nhan dan te/ton, cau truc contango hop dong san cong khong doi, cho thay su that trong cua thi truong ve cai thien cau truc cung - cau ngan han.
II. Du Lieu Cau Nhu Cau Xe Nang Luong Moi: Thang 5 Cai Thien Theo Thang, Nhung Nam Van Chiu Ap Luc
Du lieu Hiep Hoi O To Cho Nguoi cho thay tu ngay 1 den 17 thang 5, ban le xe nang luong moi 400.000 chiec, -12% nam nhung +18% theo thang. Tong ban le tu dau nam den nay 3.158 trieu chiec, -17% nam.
Tu dien giai du lieu, tang 18% theo thang phan anh su hoi phuc theo mua, nhung giam 12% theo nam co nghia khong co su bat ngo ve cau. Su tang nhanh hien tai cua gia lit cacbonat hon la do phia cung cap (giam ton kho + su kien khoi tao) chu khong phai do cau.
III. Trien Vong Thi Truong
Ngan han, cung cap muoi lit van co suc manh, cac su kien khoi tao ben nganh lam nghieng ky vong thi truong, va tang truong theo thang cua cau nhu cau thang 5 cung cap ho tro day. Du kien gia se nhap vao giai doan cong cu bien dong. Theo khao sat thi truong (60% trung lap, 20% tang gia, 20% giam gia), gia co the dao dong trong pham vi 175.000-182.000 nhan dan te/tan.
Neu tinh yeu cau ben duoi vao thang 6 khong nhu kỳ vong, luong nhap khau quang tu Zimbabwe tang len, va dang ky phieu nhan kho tang nhanh, gia co the lai giam ve 160.000-175.000 nhan dan te/tan. Bien so theo doi: toc do den cua quang tu Zimbabwe, toc do tang truong phieu nhan kho GFEX, du lieu san xuat va ban le xe nang luong moi thang 6.
