1. Ho Etsahala'ng Hona Joale?
Ke beke ea pele ea Pherekhong 2026. Lefatše la ho reka litšepe le fetohile ka ho feletseng. Re ka bitsa sena "Lesira la Tšepe la Lisebelisoa."
Lilemong tse mashome a mabeli tse fetileng, re ne re ka reka litšepe tse kang Tungsten kapa Cobalt kae kapa kae. Nako eo e felile. Joale, re na le limmaraka tse peli tse arohaneng. 'Maraka o mong o Chaena, 'me o mong o Bophirimela. Ba na le litheko tse fapaneng le melao e fapaneng.
Mona ke seo lipatlisiso li se bontšang bekeng ena:
●Tungsten:Theko e ntse e phahama ka sekhahla. Chaena e laola hoo e ka bang 82% ea phepelo. Ba fokotsa feela chelete eo ba tla e rekisetsa lefats'e. Ka nako e ts'oanang, United States e qalile ho lefisa lekhetho la 25% (tefiso) ho tungsten ea Chaena ka la 1 Pherekhong.
●Cobalt:Boemo ba Congo (DRC) boa ferekanya empa boa teba. Ba behile moeli oa hore na ba tla romela bokae kantle ho naha. Ba ekelitse nako ea ho qetela hanyane ho thusa literaka ho feta moeling, empa kakaretso ea chelete e lumelletsoeng bakeng sa 2026 e ntse e le tlase haholo. Litheko lia phahama ka lebaka la sena.
●Tšepe e Potlakileng (HSS):Ena ke tšepe e sebelisetsoang ho etsa lisebelisoa tsa ho seha. Hobane metsoako (Tungsten le Cobalt) e theko e boima, litheko tsa tšepe lia nyoloha. Empa lifeme tsa Chaena li ntse li phathahana hape, kahoo li reka tšepe e eketsehileng. Sena se tšehetsa litheko tse holimo.
2. Tungsten: Pale ea Limmaraka tse peli
Bekeng ena ke shebisisitse 'maraka oa Tungsten. Ho ka etsahala hore ebe ke tšepe ea bohlokoa ka ho fetisisa bakeng sa ho etsa lisebelisoa tse thata.
Lehlakore la Sechaena
Chaena e lokollotse lethathamo la yona le letjha la dikhamphani tse dumelletsweng ho romela Tungsten kantle ho naha ka la 2 Pherekgong. Lethathamo le lekgutshwane. Ke dikhamphani tse 15 feela tse ka e rekisang kantle ho naha.1
Ke hlahlobile litheko Chaena. "Black Tungsten Concentrate" e le thane e bitsa chelete e fetang 356,000 RMB.2Ena ke palo e phahameng ka ho fetisisa. Ke hobane'ng ha e bitsa chelete e ngata hakaale? Ke fumane hore bahlahlobi ba tikoloho ba etela merafo profinseng ea Jiangxi. Ba qobella merafo ho koala bakeng sa litokiso. Kahoo, ho na le majoe a fokolang a tsoang mobung.
Lehlakore la Bophirimela
Europe le Amerika, bareki ba tšohile. Theko ea APT (mofuta oa tungsten) Rotterdam e fihlile ho $850 ho isa ho $1,000.3Sena se phahame haholo ho feta Chaena.
Hobaneng phapang e le teng? Ke ka lebaka la makhetho a macha a Amerika. Ka Letsatsi la Selemo se Secha, mmuso oa Amerika o qalile lekhetho la 25% ho tungsten ea Chaena.4Likhamphani tsa Amerika li leka ho reka linaheng tse ling tse kang Vietnam kapa Brazil. Empa ha ho na phepelo e lekaneng moo. Kahoo, li tlameha ho lefa premium e kholo.
3. Cobalt: Khaello ea Maiketsetso
Cobalt e bohlokoa bakeng sa ho etsa lisebelisoa tse sebetsang hantle (joalo ka tšepe ea M35). 'Maraka oa Cobalt o hlanya hona joale.
Mohato o Moholo oa Congo
Bongata ba Cobalt lefatšeng e tsoa Rephaboliking ea Democratic of Congo (DRC). Mmuso moo o batla chelete e eketsehileng. Kahoo, ba behile moeli. Ba itse ba tla romela lithane tse 96,600 kantle ho naha feela ka 2026.5
Bothata ke bona. Lefatše le hloka ho feta moo. Lipalo tse khutšoanyane li bontša bonyane lithane tse 100,000 tse hlokahalang.
Phomolo ea "Bohata"
U ka 'na ua bona litaba tsa hore Congo e atolositse nako ea eona ea ho qetela ho fihlela ka Hlakubele 2026. Ela hloko litaba tsena. Ba entse sena feela hobane literaka tse ngata haholo li ne li khomaretse moeling.6Ba mpa ba tlosa sephethephethe feela. Moeli oa selemo sohle sa 2026 ha oa fetoha.
Ka lebaka la moedi ona, theko ea Cobalt ho London Metal Exchange (LME) e nyolohile ka holimo ho $53,000 bekeng ena.7
4. Tšepe e Potlakileng: Ke Mang ea Lefellang Bili?
See se ama lifeme tse etsang di-drill bits le di-milling cutters jwang?
Litšenyehelo tsa Li-alloy
Ho tsoa lenaneng la litheko tsa baetsi ba tšepe ba baholo ba Europe joalo ka Erasteel, ba lefisa tefiso e eketsehileng e bitsoang "alloy surcharge." Bakeng sa Pherekhong 2026, tefiso ena e ka ba li-Euro tse 1,919 ka tonne.8E theohile hanyane ho tloha ka Tshitwe, empa e ntse e le hodimo haholo nalaneng.
Haeba o reka tšepe ea M35 (e nang le Cobalt ka hare ho eona), o tla lefa ho feta tšepe e tloaelehileng ea M2. Lekhalo pakeng tsa litheko tsena tse peli le ntse le eketseha.
Tlhoko e Khutla
Litheko li holimo, empa na batho baa reka? E.
Lintlha tsa "PMI" tsa Tshitwe ke lintlha tse re bolellang hore na lifeme li phathahane. Lintlha tsa Chaena e ne e le 50.1.10Sephetho leha e le sefe se fetang 50 se bolela kgolo. Lena ke lekhetlo la pele ka dikgwedi tse mmalwa e le ntle. Ho bolela hore difeme di a sebetsa, mme di hloka disebediswa.
5. Re Lokela ho Etsa'ng? (Keletso ea Maano)
Ho latela lipatlisiso tsena tsohle, likeletso tse ling bakeng sa likhoeli tse 'maloa tse tlang ke tsena.
1. Se ke oa emela hore litheko li theohe.
Litheko tse phahameng ha se keketseho ea nakoana. Li bakoa ke melao ea mmuso (li-quotas le litefiso). Melao ena e ke ke ea fela haufinyane. Haeba u hloka thepa bakeng sa kotara ea bobeli, e reke hona joale.
2. Shebella "Ho Hasana".
Haeba o ka reka disebediswa tse entsweng dinaheng tse sa angwang ke ditefiso tsa US, o ka nna wa boloka tjhelete. Empa ela hloko. Phepelo dinaheng tseo e tlase haholo.
3. Sebelisa Ntho e 'Ngoe le e 'Ngoe Hape.
Tšepe e senyehileng joale e tšoana le khauta. Likotoana tsa khale tsa ho phunya li na le tungsten le cobalt. Haeba u tsamaisa fektheri, u se ke ua li lahla. Li rekise kapa ua li rekisa. Theko ea tungsten e senyehileng e nyolohile ka 160% selemong se fetileng.11
Bakeng sa barekisi ba lisebelisoa ba machabeng, barekisi ba bangata le baabi ba thepa:
Phetoho ea 'maraka mathoasong a 2026 e tlisa liphephetso tse sebetsang, eseng feela litheko tse phahameng.
1. Ho tsitsa ha Litšenyehelo ho Bohlokoa ho Feta Litheko tsa Matheba
Tikolohong ea hona joale, ho lelekisa ho theoha ha theko ka nako e khuts'oane ho na le kotsi e kholo. Liphetoho tse etsahalang khafetsa tsa leano, taolo ea kantle ho naha, le litefiso tsa thepa e tala li bolela hore litheko li ka nyoloha ka tšohanyetso le ka mokhoa o sa lebelloang.
Molekane ea tsitsitseng oa phepelo ea thepa ea boleng bo holimo ea nang le mokhoa o hlakileng oa ho beha litheko o ntse o ba oa bohlokoa ho feta khotheishene e tlase ka ho fetisisa.
2. Nako ea Pele le Tšimoloho Hona Joale ke Lintlha tsa Maano
Naha eo thepa e tswang ho yona, bokgoni ba tlhahiso, le metjha ya ho fumana thepa e ama ka ho toba botshepehi ba ho tlisa thepa.
Libaka tse ling tse seng tsa lekhetho li ka fana ka melemo ea litšenyehelo tsa nako e khuts'oane, empa bokhoni bo fokolang le phepelo e sa tsitsang li ka fokotsa melemo eo kapele.
3. Ho Rala Thepa ho Hloka Nako e Telele
Leano la setso la "reka ha litheko li theoha" ha le sebetse hantle. Bareki ba khothalletsoa ho rera theko bonyane kotara e le 'ngoe pele le ho fumana li-SKU tsa bohlokoa esale pele, haholo-holo bakeng sa lisebelisoa tsa ho seha tse thehiloeng ho cobalt le tungsten.
Boikarabello ba Rona re le Moetsi:
Jwalo ka moetsi wa disebediswa le mofani wa thepa wa nako e telele, re dumela hore karolo ya rona ha se ho eketsa letswalo la mmaraka, empa ke ho thusa balekane ba rona ho sebetsana le ho se tsitse ka tlhahisoleseding e hlakileng le moralo wa nnete.
Tsepamiso ea rona likhoeling tse tlang e tla ba:
●Ho boloka kemiso e tsitsitseng ea tlhahiso ho sa tsotellehe ho feto-fetoha ha thepa e tala
● Ho ntlafatsa tšebeliso ea thepa, ho kenyeletsoa le ho sebelisa hape lintho ka mokhoa o phahameng le taolo ea chai
●Ho buisana le bareki esale pele ka khatello ea litšenyehelo le liphetoho tsa nako ea ho lefa
●Ho qoba litheko tse sa reroang, le ho fana ka liqotso tse hlakileng, tse thehiloeng ho data
Rea utloisisa hore bareki ba rona le bona ba tlas'a khatello ea limmaraka tsa bona. Tšebelisano-'moho e tsitsitseng, tikolohong ena, e itšetlehile ka tšepo, ponaletso le temohisiso e arolelanoang ea likotsi, eseng tlholisano ea litheko ea nako e khuts'oane.
6. Kakaretso: Tloaelo e Ncha bakeng sa Indasteri ea Lisebelisoa
'Maraka o fetohile. Ha e sa le taba ea phepelo le tlhoko feela, empa e ntse e qabeletsoe ke lipolotiki le meeli. Lesira la tšepe ea mehlodi le theohile, e leng se etsang hore ntho e 'ngoe le e 'ngoe e be theko e boima haholo. Pherekhong 2026 e tla hopoloa e le motsotso oa bohlokoa 'marakeng oa liminerale oa bohlokoa. Khoeli ena e bone ho qhalana ha likhopolo tsa khoebo e lokolohileng khahlanong le linnete tse thata tsa geopolitics, e fa sebaka lefats'e le lecha le hlalosoang ke litšitiso, likaroloana le ho tsamaisa maano. Bakeng sa motho e mong le e mong ea kenang ketaneng ea indasteri, ho ikamahanya le tloaelo ena e ncha ea "litšenyehelo tse phahameng, ho feto-fetoha ho hoholo, le taolo e thata" ha ho bohlokoa feela bakeng sa ho phela empa hape ke senotlolo sa ho fumana monyetla oa tlholisano lilemong tse leshome tse tlang.
Mmaraka oa lisebelisoa tsa ho seha o kena mohatong oo lipolotiki tsa jeopolotiki, melaoana le ts'ireletso ea lisebelisoa li leng bohlokoa joalo ka bokhoni ba tlhahiso.
Bakeng sa bareki le bafepedi, potso ea bohlokoa ha e sa le eo
"Nka reka ka theko e tlase hakae?"
empa
"Nka fumana phepelo ka mokhoa o tšepahalang hakae likhoeling tse 12-24 tse tlang?"
Bao ba ikamahanyang le 'nete ena e ncha esale pele ba tla be ba le boemong bo botle ha ho feto-fetoha ha maemo ho fetoha ntho e tloaelehileng ho fapana le ho ba mokhelo.
Tlhokomeliso: Tlaleho ena e hlophisitsoe ho latela tlhahisoleseling ea 'maraka e fumanehang phatlalatsa, litaba tsa indasteri le likaroloana tsa data ho tloha ka la 4 Pherekhong 2026. Likotsi tsa 'maraka li teng; matsete a hloka tlhokomelo.
Mesebetsi e qotsitsoeng
1. Chaena e bolela mabitso a lik'hamphani tse lumelletsoeng ho romela kantle ho naha litšepe tsa bohlokoa ka 2026-2027 - Investing.com, e fihletsoe ka la 4 Pherekhong, 2026,https://www.investing.com/news/commodities-news/china-names-companies-allowed-to-export-critical-metals-in-20262027-93CH-4425149
2. Litheko tsa Tungsten li Tsoela Pele ho Phahama Ha Bahlahisi ba Baholo ba Phahamisa Litheko tsa Konteraka ea Nako e Telele, e Lekanyang Keketseho e Makatsang ea 150% Selemong Sena [Maikutlo a SMM] - Shanghai Metal Market, e fihletsoe ka la 4 Pherekhong 2026,https://www.metal.com/en/newscontent/103664822
3. Phallo ea Litheko tsa Tungsten tsa Europe e Phahameng ka Melemo ea Chaena, Sekheo sa Tlhahiso ea Pele ho Matsatsi a Phomolo se Sokela ho Eketseha ho Eketsehileng [Tlhahlobo ea SMM] - 'Maraka oa Tšepe oa Shanghai, o fihletsoeng ka la 4 Pherekhong 2026,https://www.metal.com/en/newscontent/103669348
4. United States e Qetella Keketseho ea Litefiso tsa Karolo ea 301 ho Thepa e Tsoang Chaena, e fihlelletsoeng ka la 4 Pherekhong 2026,https://www.whitecase.com/insight-alert/united-states-finalizes-section-301-tariff-increases-imports-china
5.DRC e tla nkela thibelo ea ho romela kobalt kantle ho naha sebaka ka likaroloana - Project Blue, e fihlelletsoeng ka la 27 Tšitoe 2025,https://projectblue.com/blue/news-analysis/1319/drc-to-replace-cobalt-export-ban-with-quotas
6. DRC e nkile qeto ea ho atolosa sekhetho sa kantle ho naha sa cobalt sa 2025 ho ea ho kotara ea pele ea 2026., e fihletsoeng ka la 4 Pherekhong 2026,https://www.metal.com/en/newscontent/103701184
7.Cobalt - Theko - Chate - Lintlha tsa Nalane - Litaba - Khoebo ea Khoebo, e fihletsoe ka la 4 Pherekhong, 2026,https://tradingeconomics.com/commodity/cobalt
8. Tefiso e eketsehileng ea Alloy | Legierungszuschlag.info, e fihletsoe ka la 4 Pherekhong, 2026,https://legierungszuschlag.info/en/
9.Tiangong International Co Ltd Theko ea Setoko Kajeno | HK: 0826 Live - Investing.com, e fihletsoe ka la 4 Pherekhong, 2026,https://www.investing.com/equities/tiangong-international-co-ltd
10. Ho hlahisa di-rebound ka Tshitwe, ho fihlelletswe ka la 4 Pherekgong, 2026,https://www.ecns.cn/news/economy/2026-01-02/detail-iheymvap1611554.shtml
11. Litheko tsa Tungsten Concentrate li nyoloha ka 7% ka letsatsi le le leng - la 16 Tšitoe 2025, e fihlelletsoe ka la 27 Tšitoe 2025,https://www.ctia.com.cn/en/news/46639.html
Nako ea poso: Pherekhong-05-2026