JL MAG Rare-Earth Industry Price Briefing 08-02~08-06
Week 32,2021
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹和鋱的價格小幅上漲,鏑鐵價格較為穩(wěn)定。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格773-778元/KG;金屬釹價格780-785元/KG;鏑鐵合金價格2680-2700元/KG;金屬鋱價格10800-10850元/KG。
This week, prices of PrNd, Nd metal and Tb have a slightly rise, while the price of DyFe was relatively stable. Prices from Asian Metal at the end of this weekend presented: PrNd metal 773-778 RMB/KG, Nd metal 780-785 RMB/KG, DyFe alloy 2,680-2,700 RMB/KG and Tb metal 10,800-10,850/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場波動有所收窄,甚至一度在周初出現(xiàn)畏高出貨看弱走勢的局面,當(dāng)然無論輕稀土鐠釹還是重稀土鏑鋱,其走勢均開始出現(xiàn)緩和,市場成交熱度降溫,且金屬相對氧化物依舊存在一定程度的倒掛,整體來看,稀土價格臨近五年新高后,市場可能面臨的挑戰(zhàn)與壓力并存。
Rare earth market fluctuations has narrowed this week, in the beginning of this week, it even shows a fear of heights and weak in trend. And of course, no matter it is light rare earth such as PrNd or heavy rare earth Dy and Tb, the trend is start to moderate and the market transaction heat start to cooling. Compare to the oxide, metal is still exist a certain kind of upside down. Overall, the rare earth prices have reached the peak within five years, the market has faced the challenge and pressure at the same time.
短期來看,鐠釹漲勢的速度或?qū)p緩,成本壓力下,會維持鐠釹走勢相對穩(wěn)健,然而當(dāng)前鐠釹接近歷史峰值后,伴隨風(fēng)險也隨之加大。鏑鋱及釓鈥在受到離子礦趨緊的態(tài)勢下,現(xiàn)階段漲價動力依舊存在,但業(yè)內(nèi)普遍對后市預(yù)期保持相對理性,走勢短期來看或不會過快或趨于平緩,然而當(dāng)前價位畏高情緒也會隨時間推移越來越濃,稀土價格或會出現(xiàn)左右試探的可能。(瑞道稀土資訊)
In the short term, the speed of the rise of PrNd might be slowed down, and under the cost pressure, it will maintain the trend to be relatively stable, as the current PrNd price is closed to the historical peak, the risk will also increase. Under the tightening of mine, the motivation for price increases of Dysprosium&terbium and gadolinium&holmium is still exist, but generally the industry is relatively rational about the future expectations. The trend in the short term will not be too fast or flatten out, however, the current price and emotions may be growing over time, and the rare earth prices may be tempted to go either ways. (Ruidow Rare Earth Info)
南方稀土發(fā)布8月2日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on August 2nd from China Southern Rare Earth
單位:萬元/噸(出廠含稅價)
Unit: 10 thousand RMB/ ton (EXW price incl. tax)
3. 趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2021年08月06日
August 6th, 2021
提示:以上信息僅供參考!
Notes: the information above is for reference only!