1. Chii chiri kuitika izvozvi?
Ivhiki yekutanga yaNdira 2026. Nyika yekutenga simbi yakachinja zvachose. Tinogona kudana izvi kuti "Resource Iron Curtain."
Kwemakore makumi maviri apfuura, taigona kutenga simbi dzakadai seTungsten kana Cobalt kubva chero kupi. Nguva iyoyo yapera. Iye zvino, tine misika miviri yakasiyana. Musika mumwe uri kuChina, uye mumwe uri kuMadokero. Vane mitengo yakasiyana nemitemo yakasiyana.
Hezvino zviri kuratidzwa neongororo iyi vhiki rino:
●Tungsten:Mutengo uri kuwedzera zvakanyanya. China ndiyo inotonga inenge 82% yezvinhu zvinotengeswa. Vakangoderedza mari yavachatengesa pasi rose. Panguva imwe chete, United States yakatanga kubhadharisa mutero we25% patungsten yekuChina musi wa1 Ndira.
●Cobalt:Mamiriro ezvinhu muCongo (DRC) anovhiringidza asi akakosha. Vakaisa muganho wekuti vachatumira marii kunze kwenyika. Vakawedzera nguva yekupedzisira zvishoma kuti vabatsire marori kuti apinde nepamuganhu, asi huwandu hwese hunobvumirwa mugore ra2026 huchiri hwakaderera zvikuru. Mitengo iri kukwira zvakanyanya nekuda kweizvi.
●Simbi Inomhanya Zvikuru (HSS):Iyi ndiyo simbi inoshandiswa kugadzira maturusi ekucheka. Nekuti zvinhu zvinoshandiswa (Tungsten neCobalt) zvinodhura, mitengo yesimbi iri kukwira. Asi mafekitori muChina ari kuramba achibatikana zvakare, saka vari kutenga simbi yakawanda. Izvi zvinotsigira mitengo yakakwira.
2.Tungsten: Ngano yeMisika Miviri
Ndakanyatsoongorora musika weTungsten vhiki rino. Zvinofungidzirwa kuti ndiyo simbi inonyanya kukosha pakugadzira maturusi akaomarara.
Rutivi rweChinese
China yakaburitsa runyorwa rwayo rutsva rwemakambani anotenderwa kutengesa Tungsten kunze kwenyika musi wa2 Ndira. Runyorwa rwacho rupfupi. Makambani gumi nemashanu chete ndiwo anogona kuitengesa kunze kwenyika.1
Ndakatarisa mitengo muChina. Tani ye "Black Tungsten Concentrate" ikozvino inodhura kupfuura 356,000 RMB.2Izvi zvakwira zvikuru. Sei zvichidhura kudaro? Ndakaona kuti vaongorori vezvakatipoteredza vari kushanyira migodhi mudunhu reJiangxi. Vari kumanikidza migodhi kuti ivharwe kuti igadziriswe. Saka, matombo mashoma ari kubuda muvhu.
Rutivi rwekumadokero
MuEurope nemuAmerica, vatengi vari kutya. Mutengo weAPT (rudzi rwetungsten) muRotterdam wasvika pamadhora mazana masere nemakumi mashanu kusvika pamadhora chiuru.3Izvi zvakakwira zvakanyanya kupfuura muChina.
Sei paine musiyano? Izvi zvinokonzerwa nemitero mitsva yemuAmerica. PaZuva reGore Idzva, hurumende yeUS yakatanga kubhadharisa tungsten yekuChina ne25%.4Makambani ekuAmerica ari kuedza kutenga zvinhu kubva kune dzimwe nyika dzakadai seVietnam kana Brazil. Asi hapana zvinhu zvakakwana ikoko. Saka, vanofanira kubhadhara mari yakawanda.
3. Cobalt: Kushomeka Kwekugadzira
Cobalt inokosha pakugadzira maturusi anoshanda zvakanyanya (senge simbi yeM35). Musika weCobalt wava kupenga pari zvino.
Kufamba Kukuru kweCongo
Chizhinji cheCobalt yepasi rose chinobva kuDemocratic Republic of Congo (DRC). Hurumende yeko inoda mari yakawanda. Saka, vakaisa muganho. Vakati vachangotumira kunze matani 96,600 chete muna 2026.5
Heino dambudziko. Nyika inoda zvinopfuura izvozvo. Kuverenga kupfupi kunoratidza kuti matani angangoita zviuru zana anodiwa.
Rubatsiro "Rwenhema"
Ungangoona nhau dzekuti Congo yakawedzera nguva yayo yekupedzisira kusvika munaKurume 2026. Chenjerera nhau idzi. Vakangoita izvi nekuti marori akawanda akanga akamira pamuganhu.6Vari kungobvisa dambudziko remumigwagwa. Muganho wegore rose ra2026 hauna kuchinja.
Nekuda kwemuganho uyu, mutengo weCobalt paLondon Metal Exchange (LME) wakakwira pamusoro pemadhora zviuru makumi mashanu nezvitatu ($53,000) vhiki rino.7
4. Simbi Inomhanya Zvikuru: Ndiani Anobhadhara Bhiri?
Izvi zvinokanganisa sei mafekitori anogadzira ma drill bits ne milling cutters?
Mutengo weAlloys
Kubva pane runyorwa rwemitengo yevagadziri vesimbi vakuru vekuEurope vakaita saErasteel, vanobhadharisa imwe mari inonzi "alloy surcharge." Muna Ndira 2026, muripo uyu ungangoita 1,919 Euros patani.8Yakaderera zvishoma kubva muna Zvita, asi ichiri yakakwira zvakanyanya munhoroondo.
Kana ukatenga simbi yeM35 (ine Cobalt), unobhadhara mari yakawanda kupfuura yesimbi yeM2 yakajairwa. Musiyano uripo pakati pemitengo miviri iyi uri kuramba uchikura.
Kudiwa Kuri Kudzoka
Mitengo yakakwira, asi vanhu vanotenga here? Ehe.
Ruzivo rwe "PMI" rwaZvita rwunotiratidza kana mafekitori ari kubatikana. Chibodzwa cheChina chaive 50.1.10Chero mamakisi anopfuura makumi mashanu zvinoreva kukura. Iyi ndiyo nguva yekutanga mumwedzi yakati wandei yave yakanaka. Zvinoreva kuti mafekitori ari kushanda, uye anoda maturusi.
5. Tinofanira Kuitei? (Mazano Ekugadzira)
Zvichibva pane zvese izvi zvitsvakurudzo, heano mamwe mazano emwedzi mishoma inotevera.
1. Usamirira kuti mitengo iderere.
Mitengo yakakwira haisi yekukwira kwenguva pfupi. Inokonzerwa nemitemo yehurumende (quotas netariro). Mitemo iyi haisi kuzopera munguva pfupi. Kana uchida zvinhu zveQ2, zvitenge izvozvi.
2. Tarisa "Kupararira".
Kana ukakwanisa kutenga maturusi akagadzirwa munyika dzisina kukanganiswa nemitero yeUS, ungangochengetedza mari. Asi chenjera. Kuwanikwa kwezvinhu munyika idzodzo kwakaderera zvikuru.
3. Gadzirisa Zvese.
Simbi dzakasara dzava segoridhe. Zvidimbu zvekare zvine tungsten necobalt. Kana uchitarisira fekitori, usazvirasire. Zvitengese kana kuzvitengesa. Mutengo wetungsten dzakasara wakakwira ne160% mugore rapfuura.11
Kune vanopinza zvishandiso kunze kwenyika, vatengesi vezvinhu zvakawanda, uye vanogovera:
Kuchinja kwemusika kutanga kwegore ra2026 kunounza matambudziko anoshanda, kwete kungova nemitengo yakakwira chete. Zvaunofanira Kuteerera:
1. Kugadzikana Kwemutengo Kunokosha Kupfuura Mitengo Yenzvimbo
Mumamiriro ezvinhu aripo iye zvino, kudzikira kwemitengo kwenguva pfupi kune njodzi huru. Kuchinja-chinja kwemitemo nguva nenguva, kudzora kutengesa kunze kwenyika, uye huwandu hwezvinhu zvakabikwa zvinoreva kuti mitengo inogona kukwira kamwe kamwe uye zvisingatarisirwi.
Mubatsiri wekutengesa zvinhu akasimba ane pfungwa dzemitengo dzinojeka ari kuwedzera kukosha kupfuura mutengo wakaderera.
2. Nguva Yekutungamira Nemavambo Iye Zvino Zvinhu Zvinokonzera Hurongwa
Nyika yakabva, kugona kwayo kugadzira, uye nzira dzekutsvagira zvinhu zvinokanganisa zvakananga kuvimbika kwekutumira.
Dzimwe nzvimbo dzisiri dzemitero dzinogona kupa zvakanakira zvemutengo wenguva pfupi, asi kugona kushoma uye kuwanikwa kusina kugadzikana zvinogona kukurumidza kuderedza zvakanakira izvozvo.
3. Kuronga Zvinhu Zvinodiwa Kunoda Nguva Yakareba
Nzira yechinyakare yekuti "tenga kana mitengo yadzikira" haishande zvakanaka. Vatengi vanokurudzirwa kuronga kutenga zvinhu kanenge kota imwe chete pamberi uye kuchengetedza maSKU akakosha nekukurumidza, kunyanya maturusi ekucheka akagadzirwa necobalt netungsten.
Basa Redu Semugadziri:
Semugadziri wezvishandiso uye mutengesi wenguva refu, tinotenda kuti basa redu harisi rekuwedzera kutya kwemusika, asi rekubatsira vatinodyidzana navo kuti vagone kutsungirira kusava nechokwadi neruzivo rwakajeka uye kuronga kwakajeka.
Mumwedzi inotevera tichatarisa zvinotevera:
●Kuchengetedza hurongwa hwekugadzira hwakagadzikana pasinei nekusagadzikana kwezvinhu zvakagadzirwa
●Kugadzirisa mashandisirwo ezvinhu, kusanganisira kudzokorodza zvinhu zvakanyanya uye kudzora goho
●Kukurukurirana nevatengi nekukurumidza nezvemitengo inokwira uye kuchinja kwenguva yekutenga
●Kudzivisa mitengo yekufungidzira, asi panzvimbo pezvo kupa mashoko anotsanangurwa, akavakirwa padata
Tinonzwisisa kuti vatengi vedu vari kumanikidzwawo nemisika yavo. Kushandira pamwe kwakasimba, mumamiriro ezvinhu aya, kunoenderana nekuvimbana, kujeka, uye kuziva njodzi pamwe chete, kwete kukwikwidzana kwemitengo kwenguva pfupi.
6. Pfupiso: Chinhu Chitsva Chinoshandiswa muIndasitiri yeZvishandiso
Musika wachinja. Hausisiri wezvekuwanikwa nekudiwa chete, asi uri kuramba uchibatanidzwa nezvematongerwo enyika nemiganhu. Kuchinja kwesimbi kwadzikira, zvichiita kuti zvese zvidhure. Ndira 2026 icharangarirwa senguva yekuchinja kukuru mumusika wezvicherwa zvakakosha. Mwedzi uno wakaona kuparara kwezvinangwa zvekutengeserana zvakasununguka zvichipesana nechokwadi chakaoma chezvematongerwo enyika, zvichipa nzira kune nyika itsva inotsanangurwa nezvipingamupinyi, zvipimo, uye manejimendi ehurongwa. Kune wese anopinda muchikamu chemaindasitiri, kujairana netsika itsva iyi ye "mitengo yakakwira, kusagadzikana kwakanyanya, uye mitemo yakaoma" hazvingokoshi chete kuti munhu ararame asiwo kiyi yekuwana mukana wekukwikwidza mumakore gumi anotevera.
Musika wezvishandiso zvekucheka uri kupinda muchikamu apo zvematongerwo enyika, mitemo, uye kuchengetedzeka kwezviwanikwa zvinokosha sekugadzira zvinhu.
Kune vese vatengi nevatengesi, mubvunzo mukuru hausisiripo
"Ndingatenga zvakachipa sei?"
asi
"Ndingawana sei zvekudya zvinotengeswa mumwedzi gumi nemiviri kusvika makumi maviri nemana inotevera?"
Avo vanojairana nekukurumidza neizvi zvitsva vachave panzvimbo iri nani kana kusagadzikana kukava tsika pane kungosiyana.
Chiziviso: Mushumo uyu wakanyorwa zvichibva paruzivo rwemusika rwuripo pachena, nhau dzeindasitiri, uye zvidimbu zvedata kubva musi wa4 Ndira, 2026. Njodzi dzemusika dziripo; kudyara mari kunoda kungwarira.
Mabasa ataurwa
1. China inodoma makambani anotenderwa kutengesa simbi dzakakosha kunze kwenyika muna 2026-2027 - Investing.com, yakasvikwa musi wa4 Ndira, 2026,https://www.investing.com/news/commodities-news/china-names-companies-allowed-to-export-critical-metals-in-20262027-93CH-4425149
2. Mitengo yeTungsten Inoramba Ichikwira Sezvo Vagadziri Vakuru Vachikwidza Mitengo Yechibvumirano Chenguva Refu, Zvichiratidza Kuwedzera Kunoshamisa kwe150% Gore Rino [SMM Comment] - Shanghai Metal Market, yakasvikwa Ndira 4, 2026,https://www.metal.com/en/newscontent/103664822
3. Kukwikwidzana kwemitengo yeTungsten yekuEurope kwakakwira pakubudirira kweChina, Kusagadzirwa kweTungsten kunokonzera Kukwira Kukuru [SMM Analysis] - Shanghai Metal Market, yakasvikwa Ndira 4, 2026,https://www.metal.com/en/newscontent/103669348
4. United States Inopedzisa Chikamu 301 Chekuwedzera Kwemitero Pazvinhu Zvinotengeswa Kubva kuChina, chakasvikwa musi wa4 Ndira, 2026,https://www.whitecase.com/insight-alert/united-states-finalizes-section-301-tariff-increases-imports-china
5.DRC ichatsiva kurambidzwa kwekutengeswa kwecobalt nemitengo yekodha - Project Blue, yakasvikwa musi wa27 Zvita 2025,https://projectblue.com/blue/news-analysis/1319/drc-to-replace-cobalt-export-ban-with-quotas
6. DRC yakasarudza kuwedzera mutengo wekutengesa cobalt kubva kunze kwenyika muna 2025 kusvika kukota yekutanga 2026., yakasvikwa musi wa4 Ndira, 2026,https://www.metal.com/en/newscontent/103701184
7.Cobalt - Mutengo - Chati - Ruzivo Rwenhoroondo - Nhau - Trading Economics, yakasvikwa musi wa4 Ndira, 2026,https://tradingeconomics.com/commodity/cobalt
8.Mutero wekuwedzera weAlloy | Legierungszuschlag.info, yakasvikwa musi wa4 Ndira, 2026,https://legierungszuschlag.info/en/
Mutengo weStock we9.Tiangong International Co Ltd Nhasi | HK: 0826 Live - Investing.com, yakasvikwa musi wa4 Ndira, 2026,https://www.investing.com/equities/tiangong-international-co-ltd
10. Kugadzirwa kwe rebounds muna Zvita, kwakawanikwa musi wa4 Ndira, 2026,https://www.ecns.cn/news/economy/2026-01-02/detail-iheymvap1611554.shtml
11. Mitengo yeTungsten Concentrate Yakakwira ne7% muZuva Rimwe Chete - Zvita 16, 2025, yakawanikwa Zvita 27, 2025,https://www.ctia.com.cn/en/news/46639.html
Nguva yekutumira: Ndira-05-2026