JL MAG Rare-Earth Industry Price Briefing 08-09~08-13
Week 33,2021
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹、鋱和鏑鐵的價格較為穩(wěn)定。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格775-780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10750-10800元/KG。
This week, prices of PrNd, Nd metal, Tb and DyFe were relatively stable. Prices from Asian Metal at this weekend presented: PrNd metal 775-780 RMB/KG; Nd metal 780-785 RMB/KG; DyFe alloy 2,680-2,700 RMB/KG; and Tb metal 10,750-10,800 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場整體成交不佳,走勢相對乏力,上下波動有所收窄。鐠釹產(chǎn)品表現(xiàn)偏弱,前半周微幅波動,后期低價成交陸續(xù)可見;鏑鋱產(chǎn)品本周同樣讓價出貨增多,尤其氧化鏑讓價幅度拉大;鈥產(chǎn)品本周出現(xiàn)回調(diào)現(xiàn)象;整體稀土產(chǎn)品在缺乏強有力的需求支撐下,價格且回調(diào),且弱。
The overall rare earth market transactions this week were poor, the trend was relatively weak, and the ups and downs had narrowed. The performance of PrNd products was weak, with slight fluctuations in the first half of the week, and low-price transactions in later periods were visible; Dy and Tb products also increased at concessions this week, especially Dy oxide concessions increased; Ho products experienced a correction this week; In the absence of strong demand support, the prices of rare earth products have been declining and weak.
短期來看,下游方面,部分磁材企業(yè)采取最低比例長協(xié)采購,庫存率普遍維持在剛需線附近;部分企業(yè)等待下游鎖單采購;小部分磁材企業(yè)停產(chǎn)待價;目前來看,稀土各主流產(chǎn)品下滑空間不大,但短期內(nèi)尚缺采購動力。因氧化物成本壓力凸顯,即使貿(mào)易商與廢料企業(yè)也難出現(xiàn)大幅下調(diào)的可能,故鐠釹未來一周出現(xiàn)扭轉(zhuǎn)的可能性不大;重稀土鏑鋱產(chǎn)品較大概率或仍有微弱下調(diào)的可能,畢竟貿(mào)易商在各種消息面的判斷下容易套現(xiàn)了結(jié),從大企的動機來看,目前仍傾向于維持穩(wěn)定,市場各參與方期待與謹慎并存。(瑞道稀土資訊)
In the short term, for downstream, some magnetic material companies adopt the lowest proportion of long-term cooperative procurement, and the inventory rate is generally maintained near the rigid demand line; some companies wait for downstream lock-up purchases; a small number of magnetic material companies stop production and wait for prices; There is not much room for mainstream products to decline, but there is still a lack of purchasing power in the short term. Due to the prominent pressure on the cost of oxides, even traders and scrap companies are unlikely to have a significant downward adjustment. Therefore, it is unlikely that the PrNd will reverse in the next week; the heavy rare earth Dy and Tb products are more likely or still have a slight downward adjustment. After all, traders are easy to cash out under the judgment of various news. Judging from the motives of large companies, they still tend to maintain stability, and market participants expect and be cautious. (Redo Rare Earth Information)
北方稀土高科技股份有限公司發(fā)布8月稀土產(chǎn)品掛牌價格
Listing price in August from China North Rare Earth
南方稀土發(fā)布8月9日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on August 9th 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13日
August 13th, 2021
提示:以上信息僅供參考!
Notes: the information above is for reference only!