Ib thaj chawkev koom ua kekev tshwm sim nthuav tawm hauv Suav tebvanadium sectorthaum Lub Xya Hli 2026, thaumFangda Tshwj Xeeb Hlau- ib majortshwj xeeb steel tsimhauv qabFangda Group- tshaj tawm rau Lub Xya Hli 21 tias nws yuav sivtswj cov ceg txheem ntseeghauvSichuan Fangda Vanadium thiab TitaniumthiabYunnan Fangda Vanadium & Titanium(Collectively hu ua"Fangda Vanadium thiab Titanium") los ntawm kev sib xyaw ua kehauv - cov khoom vaj khoom tsev zoo, kev sib pauv kev ncaj ncees, thiabtxhaj nyiaj ntsuab. Thaum ua tiav covkev koom ua ke, ua kevanadium khoom muaj peev xwm( ntsuas hauvV₂O₅ sib npaug) ntawm peb qhov chaw - ua ke nrog cov uas twb muaj lawmkev ua haujlwm ntawm vanadiumntawmDazhou Steel(lwmFangdasubsidiary) - yuav mus txog staggering30,000 tonnes ib xyoos twg, propelling covqhov chaw tshiabmus rau hauvntiaj teb thib peb -Vanadium cov khoom lag luam loj tshaj plawslos ntawmdaim ntawv muaj peev xwm, tom qab xwbPangang(54,000 t / y) thiabRussia lub Evraz(35,000 t / xyoo). Qhov tseem ceeb tshaj, covua ke pab pawgyuav command akev lag luam hauv domesticntawm kwv yees25%, up ntawmsib koom ua kentawm txog17%tuav los ntawm tus kheej lub tuam txhab ua ntej lubkev sib sau ua ke.
Muab qhov nopeev txheejrau hauvntiaj teb cov ntsiab lus, raws liVanitec covkwv yees ntawmthoob ntiaj teb vanadium tso zisntawm kwv yees219,000 tons(hauvV₂O₅ sib npaug) rau 2025,Fangda covtshiabmuaj peev xwmntawm30,000 t/ysawv cev tshaj13.7%ntawmntiaj teb tag nrho cov khoom- ib feem uas rivals uas ntawmtag nrho lub tebchawsxws liSouth Africa(uas tsim txog18,000 t/y) lubBrazil(ib ncig12,000 t/y). Qhov nokev sib sau ua kedramatically hloov covkev sib tw toj roob hauv pes, hloovFangdalos ntawm anruab nrab -loj lub regional playerhauv ateb chaws championmuaj peev xwm cuam tshuamdomestic nqithiab txawmexport cov tswv yim.
Covtswv yim rationalqab lubkev koom ua kenyob hauvkev sib koom ua kethiabkev ua haujlwm efficiency. Sichuan Fangdaua haujlwmvanadium{0}}titanium magnetitesmelting chaw nyob hauvPanzhihua-Xichang cheeb tsam- lub ntiaj teb loj tshaj plawsvanadium-cov kabmobore koog tsev kawm ntawv - qhov twg nws tau tsimproprietary blast- cubtechnology muaj peev xwm tuav tausiab -titaniafeedstocks nrogvanadium rov qab tus nqitshaj85%, tseem ceeb tshaj qhovkev lag luam nruab nrabntawm75–78%. Yunnan Fangda, ntawm qhov tod tes, muajadvanced hydrometallurgicalua kab raupob zeb theethiablow-qib vanadium residues, pabtus nqi- zooextraction ntawmcomplex ores. Los ntawm kev sib txuas covKev paub txog pyrometallurgicalntawmSichuannrog rauhydrometallurgical paub-yuav ua li casntawmYunnanthiab covdownstream alloy conversionpeev xwm ntawmDazhou Steel, covpawg tshiabtuaj yeem ua tiavtag nrho tus nqi - chain integration- los ntawmminingthiabkev pabrausmelting, tshuaj hloov dua siab tshiab, thiaballoy ntau lawm- yog li ntawdntes cov npoontawm txhua theem thiabtxo kev cia siabntawmthib peb -tolling toglos yogcov neeg lag luam nruab nrab.
Los ntawm atshuabqhov muag pom,Fangda Vanadium & Titaniummuaj dhau lawmnees nkaum xyoontawmR&Dkeeb kwm hauvKev rho tawm ntawm vanadiumlos ntawmsiab -titanium blast- cub slag, ib qho tsis yooj yim feedstock vim nwssiab viscositythiabqis vanadium muab faib coefficient. Lub tuam txhab tau ua tiav tiavhloov calcium{0}}roastingthiabpressurized acid-leachingcov txheej txheem uas txhawb nqavanadium leaching efficiencylos ntawm ib ncig70%(conventional) mus dhau88%, thaum ib txhij txoacid nojlos ntawm15%thiabgypsum khib nyiabtiam los ntawm20%. Nwshlau - meltingtxheej txheem tswj avanadium{0}}titanium magnetite blending pivntawm70%hauvmoj tej tawg- cub tawg, yieldinghlau moltennrog acov ntsiab lus ntawm vanadiumntawm0.35–0.37%- ntawm qhov siab tshaj plaws hauv kev lag luam hauv tsev. Covvanadium slag qib(V₂O₅ cov ntsiab lus hauv slag) nruab nrab saum toj no15%, piv nrog covlub teb chaws nruab nrabntawm12–13%, uas txhais uatxo cov nqi ua haujlwm qisrauV₂O₅ntau lawm. Cov notechnical zoomuabFangda a tus nqi nkhaus txoj hauj lwmuas yogkev sib twtxawm tias thaumV₂O₅ nqipoob rauRMB 70,000/tonne, ua nwskev ua haujlwm ua keresilient raucyclical downturns.
Qhov davkev lag luam ntsiab lusrau qhov nokev sib sau ua keyog covtxoj kev nce qibntawmvanadiumrau alub teb chaws tseem ceeb mineralhauv qab novMineral Resources Lawsiv rau lub Rau Hli 2026. Lubkev cai lij chojtxhawb kom meej meejkev lag luam concentration, technology innovation, thiabdomestic tus kheej -sufficiency, thaum poob siabtawg tawgthiabua phem rau ib puag ncigme -scaleminingthiabcikev ua si. Hauv teb,tsoom fwv xeev- tshwj xeeb hauvSichuanthiabYunnan- tau nrawmkev sib koom ua ke-thiab- taupom zoo thiab muajse incentivesthiabnyiam thaj av- siv txoj cairauua lag luamuas cog lus raukev koom ua ke muaj peev xwmthiabhuv huv ntau lawmqauv.Fangda covtxav yog li no tsis yog ibkev txiav txim siab ntawm tuam txhabtab sis kuj atxoj cai -alignedtswv yim maneuver rauua ntej -emptntxivkev cai nrujthiab rausib sau ua kenwsfootholdhauvvanadium nqi sawua ntejcov neeg sib tw(xws liHBIS, Jianlong, thiabLongbai Group) tuaj yeem ua tau zoo sib xwskev yuav khoom.
Covkev ua lag luam tam sim nomus rautshaj tawmua anruab nrab uptichauvvanadium-cov khoom muaj feem xyuamntawmShanghaithiabShenzhenpauv, nrogFangda Tshwj Xeeb Hlaushares nce3.2%on July 22 thiab4.1%Lub Xya Hli 23, xav txoginvestor optimismtxogsynergy realizationthiabtus nqi zog. Txawm li cas los xij,cov koom haum saib xyuas creditkuj tau chijintegration txaus ntshai, suav nrogkev sib cav sib cegnruab nrabcov neeg ua haujlwm, duplicate kev tswj hwm kev ua haujlwm, thiab covlub nra nyiaj txiagntawmnqus nuj nqislos ntawmtau txais cov koom haum. Covcov nuj nqis ua ke - rau - qhov sib npaug pivntawmua ke pab pawgyog kwv yees ntawm62%, nce los ntawmFangda Tshwj Xeeb Steel'snyob ib leeg55%, uas tej zaum yuav txwv nwsmuaj peev xwm expansioncov phiaj xwm hauvnyob ze lub sij hawmtshwj tsis yogkev ncaj ncees nyiaj txiaglos yogkev sib koom tesnrogxeev - cov nyiaj muaj nqismuaj kev ruaj ntseg.
Saib rau pem hauv ntej, lubtshiab Fangda chawyuav tsumua kom muaj kev sib twhauvdomestic V₂O₅kev ua lag luam, tshwj xeeb hauv covflakethiabhmoovntu, qhov twg nws yuav ncaj qha sib twPangang covntev - tuavkev tswj hwm. Nws kuj yuav caum tautxawv teb chaws expansion- tejzaum nws yuavvanadium cov cuab tamhauvSouth Africalos yogAustralia- rauruaj ntseg raw khoomqhov chaw sab nraudTuam Tshoj, muab nws tam sim nokhoom nojyog yuav luag tagdomestic magnetitethiabpob zeb thee. Covntiaj teb no vanadium kev lag luamyog li no nkag mus rau atheem tshiabntawmoligopolistic kev sib tw, qhov twgplaub los tsib mega{0}}cov neeg tsim khoom(Pangang, Evraz, Fangda, Largo, thiab Bushveld) yuav koom ua ke tswj hwm70%ntawmntiaj teb khoom, muaj peev xwm ua raukev qhuab ntuas ntau lawmthiabtsawg tus nqi volatilitynyob rau hauv lub sij hawm ntev - ib txoj kev loj hlob uaslub zog cia developers(leej twg tso siab rauruaj khov vanadium nqi) yuav txais tos.
Hauv kev xaus, lubFangda kev koom ua keyog agame- hloov pauvuasrov txhaistuskev sib tw hierarchyntawmthoob ntiaj teb vanadium sector. Nws underscoreskev loj hlob ntawm qhov tseem ceebntawmvanadiumas ibzog- hloov hlau, thiab signals tiasntxiv consolidationyuav muaj nyob rau hauv lub xyoo tom ntej, xws liTuam Tshojnrhiav kev tsimteb chaws championsmuaj peev xwm ntawmkev sib twnrogLavxiasthiabSouth African cov thawj cojntawm ob qho tib sinqithiabzoopem hauv ntej.