JL MAG Rare-Earth Industry Price Briefing 06-27~07-01
Week 26,2022
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情,鐠釹、鋱和鏑鐵的價(jià)格小幅下降,金屬釹價(jià)格較為穩(wěn)定。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格1130-1140元/KG;金屬釹價(jià)格1180-1190元/KG;鏑鐵合金價(jià)格2460-2480元/KG;金屬鋱價(jià)格18000-18200元/KG。
This week, prices of PrNd, Tb and DyFe dropped slightly. Nd metal keeps stable relatively. Prices from Asian Metal at this weekend presented: PrNd metal 1,130-1,140 CNY/KG; Nd metal 1,180-1,190 CNY/KG; DyFe alloy 2,460-2,480 CNY/KG; and Tb metal 18,000-18,200 CNY/KG
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周市場(chǎng)延續(xù)下滑走勢(shì),上游中小企業(yè)競(jìng)相出貨,期貨成交價(jià)格不斷走低,而下游訂單收縮采購(gòu)克制,主流看跌情緒影響稀土走勢(shì)暫無止跌跡象。
The market continued its downward trend this week. Upstream small and medium-sized enterprises competed for shipments. Futures transaction prices continued to decline. Downstream orders contracted and purchase restraint. The mainstream bearish sentiment affected the trend of rare earths.
稀土主流產(chǎn)品本周伊始,有拉漲氣氛,但成交僵持下,價(jià)格走勢(shì)偏亂,低位成交信息頻繁,鐠釹受其影響尤為敏感,相對(duì)冷清的成交量其重心不斷向低位靠攏,而基于需求普遍低迷的共識(shí),貿(mào)易商首選出清庫(kù)存,部分工廠一直穩(wěn)價(jià),雖然明面報(bào)價(jià)相對(duì)滯后稍顯穩(wěn)定,但也仍在適度讓價(jià)掩護(hù)出貨。
At the beginning of this week, the mainstream rare earth products have a rising atmosphere, but under the stalemate of transactions, the price trend is erratic, and the low-level transaction information is frequent, and praseodymium and neodymium are particularly sensitive to its influence. There is a generally sluggish consensus that traders prefer to clear their inventories, and some factories have been stabilizing their prices. Although the open quotations are relatively lagging behind and slightly stable, they are still moderately making price concessions to cover shipments.
雖然稀土成交價(jià)位本周不停走低,但業(yè)內(nèi)心態(tài)較為敏感微妙。一方面,經(jīng)過四月低位備貨的磁材及貿(mào)易商,庫(kù)存基本用盡,當(dāng)下低成本社會(huì)庫(kù)存不多;另一方面,輕重稀土原礦及油泥廢料價(jià)位相比氧化物下調(diào)緩慢,稀土各系產(chǎn)品理論成本相比此前低位時(shí)降幅不大,第三,除鏑產(chǎn)品接近四月低位后,其余各系產(chǎn)品降幅仍與四月低位存有空間。(瑞道稀土資訊)
Although the rare earth transaction price kept falling this week, the mentality of the industry is more sensitive and subtle. On the one hand, the magnetic materials and traders who stocked at a low level in April had mainly run out of stock, and the current low-cost social stock is not much; The theoretical cost is not much lower than the previous low level. Third, except for dysprosium products that are close to the low level in April, there is still much room for the decline of the rest of the products to be lower than the low level in April. (Ruidao Rare Earth Information)
3. 趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2022年07月01日
提示:以上信息僅供參考!
Notes: the information above is for reference only!