推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 必和必拓8月18日公布大宗商品展望，該公司稱(chēng)，我們認(rèn)為,新冠疫情對(duì)主需求市場(chǎng)帶來(lái)的沖擊震蕩已經(jīng)平息，盡管如此，我們預(yù)計(jì)在未來(lái)一年，必和必拓的各項(xiàng)大宗商品仍將面對(duì)一系列影響價(jià)格波動(dòng)的風(fēng)險(xiǎn)因素。關(guān)鍵市場(chǎng)或供應(yīng)地疫情可能再度爆發(fā)，是對(duì)未來(lái)一年展望影響最大的不確定系數(shù)。
銅
在經(jīng)歷了新冠疫情爆發(fā)初期的急劇下滑之后，銅價(jià)上行反彈，首先是由于市場(chǎng)對(duì)增長(zhǎng)型資產(chǎn)的情緒提升，近期則是因?yàn)楣┙o側(cè)在疫情之下面臨挑戰(zhàn)的有關(guān)新聞。中期而言，我們相信疫情的影響將使之前預(yù)測(cè)的結(jié)構(gòu)性供應(yīng)缺口推遲一到兩年，至2020年代中后期。更長(zhǎng)期而言，我們認(rèn)為，終端使用市場(chǎng)需求穩(wěn)健，而銅在電氣化大時(shí)代中的廣泛應(yīng)用也將帶來(lái)一定的上行空間。我們認(rèn)為，十年后起到定價(jià)作用的“邊際噸”，將來(lái)自風(fēng)險(xiǎn)較低轄區(qū)內(nèi)的、品位較低的棕地?cái)U(kuò)建項(xiàng)目，或風(fēng)險(xiǎn)較高轄區(qū)內(nèi)的、品位較高的綠地項(xiàng)目。受品位下降、資源消耗、投入成本上升、水源制約等因素影響，再加上全行業(yè)十年來(lái)勘探成果欠佳，缺乏高質(zhì)量未來(lái)開(kāi)發(fā)機(jī)會(huì)，銅價(jià)將進(jìn)一步上行。
鎳
和其它基礎(chǔ)金屬一樣，鎳價(jià)受到宏觀(guān)經(jīng)濟(jì)情緒起伏的影響。更長(zhǎng)期而言，我們認(rèn)為，鎳將是全球電氣化大趨勢(shì)的受益者。其中，硫化鎳將尤其受到歡迎，因?yàn)橛闷渖a(chǎn)電池用一級(jí)鎳的成本低于紅土鎳，而這一點(diǎn)將決定長(zhǎng)期鎳價(jià)。這一觀(guān)點(diǎn)的依據(jù)還源自我們對(duì)電動(dòng)汽車(chē)增長(zhǎng)率以及最有前景的電池化學(xué)技術(shù)的判斷。
