JL MAG Rare-Earth Industry Price Briefing 02-28~03-04
Week 10,2022
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹、鋱和鏑鐵價格較為穩(wěn)定。亞洲金屬網周末價格: 鐠釹金屬價格1345-1355元/KG;金屬釹價格1440-1450元/KG;鏑鐵合金價格3070-3090元/KG;金屬鋱價格18900-19100元/KG。
This week, the prices of PrNd, Nd metal, Tb and DyFe were relatively stable. Prices from Asian Metal at the end of this weekend presented: PrNd metal 1,345-1,355 RMB/KG; Nd metal 1,440-1,450 RMB/KG; DyFe alloy 3,070-3,090 RMB/KG; Tb metal 18,900-19,100 RMB/KG.
“找磁材”周末價格:鐠釹金屬價格1350-1360元/KG;金屬釹價格1470-1480元/KG;鏑鐵合金價格3100-3120元/KG;金屬鋱價格19000-19200元/KG。
"Looking for magnetic materials" price presented: PrNd metal 1,350-1,360 RMB/KG; Nd metal 1,470-1,480 RMB/KG; DyFe alloy 3,100-3,120 RMB/KG; Tb metal 19,000-19,200 RMB/KG.
2. 業(yè)內人士分析Analysis of Professional Insiders
稀土市場整體走勢趨向理性,本周各系產品報價試探上漲,但下游接受度減弱后,價格回調至上周末水平;成交方面,本周隨著價格持穩(wěn),下游及金屬廠剛需采購可見,但總體成交水平處于低位。
The overall trend of rare earth market tends to be rational. The quotation of various products rose tentatively this week, but after the downstream acceptance weakened, the price callback to the level of last weekend; In terms of transaction, with the stable price this week, it can be seen that the downstream and metal factories just need to purchase, but the overall transaction level is low.
低價貨源受青睞:當前處于高位平臺期,市場整體畏高情緒有所收斂,分離廠及貿易商對氧化物的堅挺及惜售使得價格分外穩(wěn)固,加之主流大廠氧化物報價堅挺,使得金屬產品成交區(qū)間有所拉寬,下游受資金及訂單價格影響,低價詢貨比較普遍,小范圍拉低了金屬的成交價。
Low price sources are favored: Currently in a high plateau period, the overall fear of heights in the market has subsided. Separation plants and traders are firm and reluctant to sell oxides, which makes the price particularly stable. In addition, the firm quotation of oxides from major mainstream manufacturers widens the transaction range of metal products. Due to the influence of funds and order prices in the downstream, low-priced inquiries are more common, and the transaction price of metals has been lowered in a small range.
The trend of light and heavy rare earths varies: this week, the trend of light rare earth PrNd is relatively stable, and it is difficult to match orders if the price is too low. However, the shipment of heavy rare earth Dy and Tb, especially Dy products, has increased slightly. Although both light and heavy rare earths are sold at a profit, the price concession range of PrNd and Tb is small and solid as a whole, but the shipping price of Dy oxide is constantly close to the inquiry unit price, the trend of overt stability and covert decline is relatively obvious.
當然在高位水平下,整體市場對“調整”更為敏感,上下游保持僵持謹慎狀態(tài),全產業(yè)鏈更傾向于訂單背靠背及對鎖,冒險的行為不斷被衡量評估,誰都不敢做中長期判斷。(瑞道稀土資訊)
Of course, at a high level, the overall market is more sensitive to "adjustment", the upstream and downstream remain deadlocked and cautious, the whole industrial chain is more inclined to order back-to-back and lock, and the risk-taking behavior is constantly measured and evaluated, and no one dares to make medium and long-term judgment. (Raidao Rare Earth Information)
南方稀土發(fā)布2月28日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on Feb. 28th from CSRE
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)Tendency Chart (refer to Asian Metal)
2022年03月04日
March 4th, 2022
提示:以上信息僅供參考!
Notes: the information above is for reference only!