JL MAG Rare-Earth Industry Price Briefing 11-01~11-05
Week 45,2021
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情,鐠釹、金屬釹、鋱和鏑鐵的價(jià)格大幅上漲。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格910-920元/KG;金屬釹價(jià)格945-955元/KG;鏑鐵合金價(jià)格2930-2950元/KG;金屬鋱價(jià)格12750-12800元/KG。
This week, prices of PrNd, Nd metal and Tb has increased sharply. Prices from Asian Metal at the end of this weekend presented: PrNd metal 910-920 RMB/KG, Nd metal 945-955 RMB/KG, DyFe alloy 2,930-2,950 RMB/KG and Tb metal 12,750-12,800 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場(chǎng)迎來年度內(nèi)最佳行情階段,各系產(chǎn)品繼續(xù)明顯上調(diào)且上漲速度加快,下游小量高價(jià)補(bǔ)采,帶動(dòng)稀土價(jià)格上漲的信心,同時(shí),現(xiàn)貨流通緊張的狀態(tài)不改,繼續(xù)看漲的心態(tài)充斥行業(yè)內(nèi)。
This week, the rare earth market has reached the best market stage of the year. Products of various series continue to increase significantly and the rate of increase has accelerated. The downstream small quantities and high prices have supplemented the confidence to increase the price of rare earths. At the same time, the tight spot circulation has not changed and the mental of continues to be bullish has floods the industry.
鐠釹鏑鋱及鈥產(chǎn)品本周上調(diào)頻繁,單個(gè)成交日往往多次刷新成交價(jià)位,惜售狀態(tài)明顯,且報(bào)價(jià)及成交往往跟進(jìn)最高位。飛快的漲速刺激下游謹(jǐn)慎備貨,同時(shí)在高企的成本壓力下,一方面磁材廠剛需小量補(bǔ)采可見,另一方面,部分小廠開始不買原料,不簽新的磁材訂單,甚至樂觀一面,磁材企業(yè)與終端客戶的議價(jià)不斷傳導(dǎo),至終端接受提價(jià)。
Praseodymium, neodymium, dysprosium, terbium and holmium products have been raised frequently this week and the transaction prices are often refreshed multiple times on one single transaction day. The status of reluctance is obvious, the quotations and transactions are always follow to the highest level. The rapid growth rate has stimulated the downstream to be cautious in stock. At the same time, under the pressure of high cost, on one hand, the magnetic material factory has purchased a small amount of rare earth materials based on the rigid demands, while one the other hand, some small factories start to not buy any materials and do not sign any new contracts. On the optimistic side, the bargaining between magnetic material companies and end customers continues to pass and the end accepts the price increases.
部分產(chǎn)品后續(xù)預(yù)測(cè):鐠釹產(chǎn)品周前期或仍可能小幅探漲,周后期穩(wěn)或微弱調(diào)整的概率也存在。鋱產(chǎn)品目前上漲較快,除需求支撐外確有一定程度的拉漲因素,但短時(shí)間內(nèi)仍將處于賣家市場(chǎng),后續(xù)上調(diào)仍會(huì)繼續(xù)。(瑞道稀土資訊)
Follow-up predictions for some products: PrNd products may still rise slightly in the early part of the week and the probability of stable or weak adjustments in the later part of the week. Terbium products are currently rising rapidly. In addition to demand support, there is indeed a certain degree of pull-up factors, but they will still be in the seller's market in a short period of time and subsequent upward adjustments will continue. (Ruidao Rare Earth Information)
南方稀土發(fā)布11月1日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on Nov. 1st from CSRE
單位:萬元/噸(出廠含稅價(jià)
3. 趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2021年11月05日
Nov 5th, 2021
提示:以上信息僅供參考!
Notes: the information above is for reference only!