Inkomba Yezinzwa Zemboni Yezinki Ehamba Phambili YaseShayina Iqhubeke Nokukhuphuka NgoJuni 2026

Ngokusho kwemodeli yokuqapha yenkomba yenyanga ye-lead-zinc embonini yaseShayina, inkomba yayimi ku-60.0 ngoJuni 2026, ikhuphuke ngamaphuzu angu-3.1 kusukela enyangeni edlule, isebenza emaphethelweni aphezulu ebanga "elijwayelekile". Inkomba ehamba phambili yayingu-70.6, yehle ngamaphuzu angu-2.0 ngenyanga ngenyanga.

I. Inkomba Yemizwa Ikhuphuke Kancane, Isebenza Emaphethelweni Aphezulu E-"Normal" Range, Isondela "Ekushiseni Kancane"

NgoJuni, inkomba yemizwa yemboni ye-lead-zinc yayingama-60.0, ikhuphuke ngamaphuzu angu-3.1 kusukela ngoMeyi, yahlala phezulu kobubanzi obujwayelekile. Ukusebenza kwemboni sekukonke kwakuzinzile, kunezinkomba ezinhlanu ezikhuphukayo kanye nezine ezinciphayo, okubonisa isimo semakethe esithuthukayo sonke ngenkathi kusabhekene nezingcindezi zokulungisa. Ukuthambekela kwenkomba yemizwa yanyanga zonke kuboniswe kuMfanekiso 1.

II. Inkomba Ehamba phambili Yehle Kancane

Inkomba ehamba phambili ngoJuni yayingu-70.6, yehle ngamaphuzu angu-2.0 kusukela ngenyanga edlule. Le nkomba yakhiwe yizinkomba eziyisithupha ezihamba phambili, okuhlanganisa inkomba yentengo ye-lead ye-LME kanye ne-zinc, i-M2, kanye nokukhiqizwa kwebhethri le-lead-acid. Ukwehla okuncane kwakubangelwa kakhulu ukuguquguquka kwamanani entengo ye-lead yomhlaba wonke kanye ne-zinc, ukubuyiselwa kwesidingo okubuthakathaka kunokulindelekile kumabhethri eshidi elihlanganisiwe kanye ne-lead-acid, kanye nokutshalwa kwezimali okuqaphile kwempahla ehleliwe embonini kanye nokuguquguquka kwenkomba yokungenisa i-lead-zinc ore.

III. Ukuhlaziywa Kwezinkomba Ezingaphansi

1. Amanani e-lead kanye ne-zinc aqhubekile nokwenyuka
   Inkomba yentengo ye-lead ye-LME kanye ne-zinc yayingu-57.6, ikhuphuke ngamaphuzu angu-6.3 kusukela ngenyanga edlule, ihlale kububanzi obujwayelekile. Ukwanda okuqhubekayo kwentengo ye-lead kanye ne-zinc kwabangelwa kakhulu yizingxabano eziqhubekayo ze-geopolitical eMpumalanga Ephakathi, ukuguquguquka kwentengo yamandla, ukuntuleka kwezimayini kwamanye amazwe, kanye nedola laseMelika elibuthakathaka, okwenze amanani ensimbi ancipha, yize inkomba iyonke yahlala ngaphakathi kobubanzi obujwayelekile.
2. Ukutholakala kwemali kuye kwehla kancane kancane
   Inkomba ye-M2 (ukunikezwa kwemali) yayingu-46.1, yehle ngamaphuzu angu-0.4 inyanga nenyanga, isesesigabeni esijwayelekile. Inqubomgomo yezimali yahlala ihlakaniphile, inemali eyanele futhi efanelekile, ihlinzeka ngendawo enhle yezomnotho ukuze kusebenze kahle imboni ye-lead-zinc.
3. Ukukhiqizwa kwebhethri le-lead acid kwehle kakhulu
   Inkomba yebhethri le-lead-acid yayingu--15.2, ukwehla okukhulu kwamaphuzu angu-35.5 kusukela enyangeni edlule, kusuka ebangeni elijwayelekile kuya ebangeni "elibandayo kancane". Ukuncishiswa kwesidingo esiphansi ekugcinweni kwamandla kanye nezimakethe zokufaka esikhundleni sezimoto kunciphise umsebenzi emkhakheni wamabhethri e-lead-acid, futhi ijubane lokukhiqiza lehla.
4. Ukukhiqizwa kweshidi elifakwe i-galvanized kwehle kancane
   Inkomba yeshidi elifakwe i-galvanized yayingu-17.1, yehle ngamaphuzu angu-5.0 kusukela ngenyanga edlule, isuka kwejwayelekile yaya “ekubandeni kancane”. Ukwehla kokukhiqizwa kweshidi elifakwe i-galvanized kwabonisa ukuncipha okuncane kwesidingo esivela emikhakheni yengqalasizinda kanye nezimoto, okwaholela ekunciphiseni okuthile ekukhiqizweni.
5. Inkomba yokungenisa i-lead-zinc ore iqhubekile nokwehla
   Inkomba yokungenisa i-lead-zinc ore yayingu-26.8, yehle ngamaphuzu angu-24.0 kusukela ngenyanga edlule, isesebangeni elijwayelekile. Ukwehla okuqhubekayo, yize kusesesendaweni evamile, kubonise ukuthi abancibilikisi base beqedile kakhulu ukuqoqa kabusha izimpahla futhi ijubane lokungenisa lehlile, kanti isilinganiso sokungenisa sisonke asiphambuki emazingeni afanele.
6. Ukutshalwa kwezimali kwempahla engaguquki kukhuphuke kakhulu
   Inkomba yokutshalwa kwezimali kwempahla engaguquki ibingu-19.5, ikhuphuke ngamaphuzu angu-17.2 kusukela ngenyanga edlule, ibuyela ezingeni elijwayelekile. Ukuzethemba kokutshalwa kwezimali embonini kubuye kwaqina, kanti amanye amaphrojekthi okumba kanye nokuncibilikisa asheshisa amashejuli awo okutshalwa kwezimali, okwenza ukuthi inkomba yokutshalwa kwezimali ikhuphuke kakhulu inyanga nenyanga.
7. Inkomba yokukhiqiza inyuke kancane
   Inkomba yokukhiqiza yayingu-31.0, ikhuphuke ngamaphuzu angu-5.5 kusukela enyangeni edlule, ihlale isezingeni elijwayelekile. Iningi labancibilikisi bezinto zokukhiqiza ligcine amazinga aphezulu okusebenza, ukuhlinzekwa kokugxila kwe-lead-zinc bekuzinzile, futhi umsebenzi wokukhiqiza embonini uthuthukile, kanti umkhiqizo ukhula ngokulinganisela.
8. Imali engenayo eyinhloko yebhizinisi inyukile
   Inkomba enkulu yemali engenayo yebhizinisi yayingu-190.5, ukwanda okukhulu kwamaphuzu angu-62.4 kusukela enyangeni edlule, kusuka kokujwayelekile kuya ebangeni "elishisa kakhulu". Ukunyuka kwamanani e-lead kanye ne-zinc kukhuphule amanani omkhiqizo weyunithi, kuhlanganiswe nokubuyiselwa kwesidingo esiphansi kanye namanani aphezulu e-oda, okuthuthukisa kakhulu imali engenayo yezinkampani.