金力永磁稀土行情簡報(bào)1705期(總第171期)02-13~02-17
JL MAG Rare-earth Industry Price Briefing02-13~02-17
2017年第7周
Week 7, 2017
1. 重要新聞簡報(bào)Briefing of Important News
本周稀土市場價格鐠釹鋱均有小幅上漲,鏑鐵價格相對穩(wěn)定。亞洲金屬網(wǎng)價格:鐠釹金屬352-355元/KG,鏑鐵合金價格1230-1250元/KG,鋱金屬價格3930-3980元/KG。
This week the market price of PrNd and Tb had increased slightly and the price of DyFe was relatively stable. Prices from Asian Metal of this weekend presented: PrNd 352-355RMB/KG, DyFe 1230-1250RMB/KG, Tb metal 3930-3980RMB/KG.
今日稀土市場大體持穩(wěn)運(yùn)行,鐠釹報(bào)價仍高企。部分市場人士表示,基本面自年底收儲以來逐步好轉(zhuǎn),下月開始稀土打黑進(jìn)入八部委地方檢察階段,短期內(nèi)對黑稀土供應(yīng)的抑制作用可以預(yù)期,而近期環(huán)保檢查之風(fēng)有進(jìn)一步收緊跡象,多方政策利好持續(xù)發(fā)力下,市場對后市行情看好在意料之中。
Currently the rare earth market was running steadily but the price of PrNd was still high. Part of the market participants indicate that the fundamentals have gradually improved since national purchasing and storage at the end of the year, and next month, the crackdown on illegal rare earth will go into the local government procuratorial stage which is appointed by eight ministries. The supply of rare earth will be inhibited in short-term which can be expected, and along with the tightened environmental inspection, and the continuous force of multi-stakeholder policy; it is no doubt that the further rare earth market is quite promising.
2.業(yè)內(nèi)人士分析Analysis of Professional Insiders
2017年春節(jié)過后,稀土金屬價格持續(xù)上行,金屬鐠釹節(jié)后至今價格已經(jīng)上漲6%。市場人士也看好稀土2017年行情。一位稀土行業(yè)分析人士告訴記者,價格上漲反映是近期以來稀土行業(yè)在打黑、收儲與下游需求三方面都陸續(xù)發(fā)力。尤其是去年的八部門聯(lián)手在全國開展打擊稀土違法違規(guī)行為專項(xiàng)行動,已經(jīng)在各地陸續(xù)取得不錯成效,在供給側(cè)形成了有效制約,給稀土價格上漲提供了有力支撐.
After the spring festival in 2017, the price of rare earth metals continued upward and the price of metal PrNd have risen 6% till now. The market participants are also quite optimistic on the market in 2017. One of the rare earth analysts said that the price increase is the outcome of crackdown on illegal rare earth mine, national purchasing & storage as well as downstream demand. Especially last year, the eight ministries jointly launched a national campaign to combat the rare earth violations, and achieved good effects in many regions, which has formed an effective supply-side constraints and provide strong support on the price increase.
海關(guān)統(tǒng)計(jì)數(shù)據(jù)顯示,此前稀土賤賣問題比較嚴(yán)重。針對這一問題,2016年12月,工信部、公安部等八部門聯(lián)手,在全國開展打擊稀土違法違規(guī)行為專項(xiàng)行動。行動要求,在2016年12月到2017年4月,嚴(yán)厲打擊稀土非法開采、整治以“綜合利用為名"變相加工非法礦產(chǎn)品、嚴(yán)格規(guī)范稀土產(chǎn)品交易、追查低價出口稀土產(chǎn)品來源、檢查地方監(jiān)管職責(zé)落實(shí)情況。此后,江西、廣東、福建、上海、甘肅、山東、廣西、內(nèi)蒙古等多省開展了不同程度的打擊稀土違法違規(guī)行為專項(xiàng)行動。
Customs statistics shows that the sell at a sacrifice on rare earth is quite serious. Aim at this problem, the MIIT, the MPS and other eight departments jointly launched a national special action to combat illegal acts campaign of rare earth in December 2016. The action requirements that from December 2016 to April 2017, strictly combat the illegal exploitation of rare earth, punish the disguise of illegal minerals, strictly regulate the trading of rare earth products, trace the root of export rare earth products with low price, check the implementation of local regulatory responsibility. Since then, Jiangxi, Guangdong, Fujian, Shanghai, Gansu, Shandong, Guangxi, Inner Mongolia and other provinces have carried out different levels of special action against rare earth violations.
廣發(fā)證券分析稱,隨著全國各地陸續(xù)推進(jìn)打擊稀土違法違規(guī)行為專項(xiàng)行動,年后稀土價格出現(xiàn)小幅上漲,而隨著打黑的深入開展,黑稀土的供給有望持續(xù)下降,稀土價格有望逐步上漲。同時,黑稀土導(dǎo)致地方環(huán)境污染問題嚴(yán)重,環(huán)保督查的從嚴(yán)也將迫使部分高污染產(chǎn)能的出清,有效整頓行業(yè)秩序,實(shí)現(xiàn)供給收縮和整個行業(yè)的結(jié)構(gòu)調(diào)整。
GF securities analysts said that with the national efforts to combat the rare earth violations, the price of rare earth rose after the year and with the development of crackdown on the illegal rare earth, the illegal supply is expected to continue to decline and rare earth prices are expected to rise. At the same time, the illegal rare earth causes serious environmental pollution problem, the strict supervision of environmental protection will force the clearing of some high pollution capacity, to effectively rectify the industry order and achieve supply shrinkage as well as the restructuring of the whole industry.
廣發(fā)證券還表示,去年底各生產(chǎn)廠商均經(jīng)歷去庫存的過程,庫存水平較低,而春節(jié)后稀土下游廠家陸續(xù)開工,市場下游需求逐步恢復(fù),廠家逐步增加生產(chǎn)采購量、補(bǔ)充原材料庫存,而國儲收儲后現(xiàn)貨庫存量下降。因此,供需結(jié)構(gòu)有所改觀,直接推動稀土價格上漲。稀土國儲招標(biāo)總量2000余噸,招標(biāo)價格比上次總體上浮2%-8%,交率98%以上。其中氧化鐠釹招標(biāo)價格26萬元/噸左右,接近市場主流價格,招標(biāo)數(shù)量1300噸。此次國儲收儲的完成,可能將在短期內(nèi)拉動市場的需求,改善目前的供需失衡狀態(tài),提振稀土市場信心。
GF securities also said that at the end of last year manufacturers experienced the process of consuming inventory, so the current inventory level is low. And after the spring festival, the rare earth manufacturers start operation, the demand in the downstream market gradually recovery. Manufacturers will increase in production purchased quantity and supplementary raw materials inventory, while after national storage, the spot stocks decline. Therefore, the structure of supply and demand has improved, which directly drive the increase of rare earth price. The bidding price of rare earth national grain storage is more than 2000 tons and it is 2 % -8 % higher than the previous one but the turnover ratio is more than 98 %. Among them, the bidding price of oxidation PrNd is around 260,000 RMB/T, which is close to the mainstream market price with bidding quantity of 1300 tons. The completion of the national purchasing and storage may stimulate demand in the market in the short term, improve the current imbalance between supply and demand and boost confidence in the rare earth market.
3.趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2017年02月17日
Feb.17th, 2017
提示:以上信息僅供參考!
Notes: the information above is for reference only!