JL MAG Rare-Earth Industry Price Briefing 08-15~08-19
Week 33,2022
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
(1)本周稀土市場(chǎng)行情,鐠釹、金屬釹、鏑鐵和鋱的價(jià)格小幅下降。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格870-880元/KG;金屬釹價(jià)格945-955元/KG;鏑鐵合金價(jià)格2210-2230元/KG;金屬鋱價(jià)格17050-17250元/KG。
In the rare earth market this week, the prices of PrNd, Nd meta, DyFe Alloy and Tb has decreased slightly. Prices on Asian Metal at the end of this week present: PrNd metal price 870-880 CNY/KG; Nd metal price 945-955 CNY/KG; DyFe alloy price 2210-2230 CNY/KG; Tb metal price 17050-17250 CNY/KG.
(2)工業(yè)和信息化部、自然資源部下達(dá)2022年第二批稀土開(kāi)采、冶煉分離總量控制指標(biāo)
The Ministry of Industry and Information Technology and the Ministry of Natural Resources issued the second batch of total control targets for rare earth mining, smelting and separation in 2022.
8月17日,工業(yè)和信息化部、自然資源部下達(dá)2022年第二批稀土開(kāi)采、冶煉分離總量控制指標(biāo)。
On August 17, the Ministry of Industry and Information Technology and the Ministry of Natural Resources issued the second batch of total control targets for rare earth mining, smelting and separation in 2022.
2022年第二批稀土開(kāi)采、冶煉分離總量控制指標(biāo)分別為109200噸、104800噸(不含已下達(dá)的第一批指標(biāo))。詳情見(jiàn)下圖(括號(hào)內(nèi)數(shù)字為所包含的重稀土數(shù)量)。
In 2022, the second batch of rare earth mining and smelting and separation total control targets are 109,200 tons and 104,800 tons respectively (excluding the first batch of targets issued). Details are shown in the figure below (numbers in parentheses are quantities of heavy rare earths included).
2022年前兩批合計(jì)稀土開(kāi)采、冶煉分離總量控制指標(biāo)分別為210000噸、202000噸,相較2021年分別增長(zhǎng)25%和24.7%。其中,輕稀土開(kāi)采總量指標(biāo)為190850噸,較上一年度增長(zhǎng)28.2%,中重稀土開(kāi)采總量指標(biāo)未作調(diào)整,為19150噸。
In 2022, the total volume of rare earth mining, smelting and separation in the first two batches were 210,000 tons and 202,000 tons respectively, up by 25% and 24.7% compared with 2021. Among them, the total volume of light rare earth was 190,850 tons, up 28.2% from the previous year, while the total volume of medium and heavy rare earth was 19,150 tons without adjustment.
四大集團(tuán)中,中國(guó)北方稀土(集團(tuán))高科技股份有限公司獲得的開(kāi)采、冶煉分離總量控制指標(biāo)最多、增長(zhǎng)量最大。包含開(kāi)采指標(biāo)141650噸(全部為輕稀土),分離指標(biāo)128934噸,分別增長(zhǎng)41.2%和43.8%。其次是中國(guó)稀土集團(tuán)有限公司,獲得開(kāi)采指標(biāo)62210噸(包含重稀土13010噸),分離指標(biāo)58499噸,同比增長(zhǎng)1.1%和1.2%。廈門(mén)鎢業(yè)股份有限公司、廣東省稀土產(chǎn)業(yè)集團(tuán)有限公司獲得的指標(biāo)較上年未發(fā)生變化。
Among the four major groups, China North Rare Earth (Group) High-Tech Co., Ltd. has obtained the largest total control index of mining, smelting and separation and the largest increase, which Includes the mining index of 141,650 tons (all light rare earths) and the separation index of 128,934 tons, up 41.2% and 43.8% respectively. The second is China Rare Earth Group Co., Ltd., with a mining index of 62,210 tons (including 13,010 tons of heavy rare earth) and a separation index of 58,499 tons, up 1.1% and 1.2% year-on-year. The indexes obtained by Xiamen Tungsten Industry Co., Ltd. and Guangdong Rare Earths Industry Group Co., Ltd. were unchanged from the previous year.
(3)江西省科技創(chuàng)新大會(huì)召開(kāi),金力永磁作為獲獎(jiǎng)代表上臺(tái)領(lǐng)獎(jiǎng)
Jiangxi Province science and Technology Innovation Conference held, and JL MAG Rare-Earth Co., Ltd. as the winning representative on stage to accept the award.
8月18日,江西省科技創(chuàng)新大會(huì)在南昌召開(kāi)。江西省省委書(shū)記、省人大常委會(huì)主任易煉紅出席會(huì)議并講話(huà)。
On August 18, Jiangxi Province science and Technology Innovation Conference was held in Nanchang. Yi Lianhong, Secretary of Jiangxi Provincial Party Committee and chairman of the Standing Committee of Jiangxi Provincial People's Congress attended the meeting and delivered a speech.
會(huì)議為2021年度江西省科學(xué)技術(shù)獎(jiǎng)獲獎(jiǎng)代表頒獎(jiǎng)。金力永磁副董事長(zhǎng)呂鋒作為獲獎(jiǎng)代表上臺(tái)領(lǐng)獎(jiǎng)。金力永磁領(lǐng)銜與南昌航空大學(xué)、鋼鐵研究總院合作的“高性能、低重稀土磁體關(guān)鍵技術(shù)開(kāi)發(fā)及稀土永磁電機(jī)產(chǎn)業(yè)化應(yīng)用”項(xiàng)目榮獲2021年度江西省科學(xué)技術(shù)進(jìn)步獎(jiǎng)一等獎(jiǎng)。
The conference presented awards to the 2021 Jiangxi Provincial Science and Technology Award winners. Lv Feng, vice chairman of JL MAG Rare-Earth Co., Ltd., accepted the award on stage as the winning representative. The project of "Key Technology Development of High Performance and low heavy rare Earth Magnet and Industrial Application of rare Earth Permanent Magnet Motor", which was led by JL MAG Rare-Earth Co., Ltd. and cooperated with Nanchang Hangkong University and Iron and Steel Research Institute, won the first prize of Jiangxi Provincial Science and Technology Progress Award in 2021.
(4)一等獎(jiǎng)!金力永磁在首屆蘇浙皖贛滬質(zhì)量知識(shí)競(jìng)賽江西選拔賽中獲佳績(jī)
The first prize! JL MAG Rare-Earth Co., Ltd. won the first Quality Knowledge Competition of Jiangsu, Zhejiang, Anhui, Jiangxi and Shanghai in Jiangxi Selection Contest.
8月15日,首屆蘇浙皖贛滬質(zhì)量知識(shí)競(jìng)賽江西選拔賽在南昌圓滿(mǎn)落下帷幕,江西金力永磁科技股份有限公司代表贛州市組隊(duì)參賽,最終獲得團(tuán)體一等獎(jiǎng)的好成績(jī),將在8月底代表江西省參加首屆蘇浙皖贛滬質(zhì)量知識(shí)競(jìng)賽現(xiàn)場(chǎng)決賽。
On August 15, the first Jiangxi Selection Competition of Jiangsu, Zhejiang, Anhui, Jiangxi and Shanghai Quality Knowledge Competition ended successfully in Nanchang, JL MAG Rare-Earth Co., Ltd. organized a team on behalf of Ganzhou city and won the first prize of the group. At the end of August, JLMAG will represent Jiangxi Province to participate in the final of the first Quality Knowledge Competition of Jiangsu, Zhejiang, Anhui, Jiangxi and Shanghai.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場(chǎng)一分為二來(lái)看,周中期前,鐠釹產(chǎn)品價(jià)格緩慢震蕩,鏑鋱產(chǎn)品有企穩(wěn)跡象;周后期,受開(kāi)采指標(biāo)公布影響,鐠釹大踏步回調(diào),情緒影響鏑鋱產(chǎn)品跟跌回落。
This week, the rare earth market was divided into two parts. Before mid-week, prices of PrNd products were slowly shaking, while Dy and Tb products showed signs of stabilization. Later in the week, by the impact of mining indicators released, PrNd strides back, and sentiment impact Dy and Tb products fell back.
鐠釹市場(chǎng)主動(dòng)出貨與詢(xún)單問(wèn)價(jià)之間依舊存在不對(duì)等,在對(duì)后市的悲觀(guān)預(yù)期中,急于出價(jià)主動(dòng)讓利促銷(xiāo)的心態(tài),拉跨了價(jià)格回調(diào)的速度與幅度;而問(wèn)詢(xún)多以詢(xún)和觀(guān)望徘徊,拿與不拿均表現(xiàn)較冷靜。鏑鋱市場(chǎng)整體持穩(wěn),主流成交與報(bào)價(jià)較為接近,但也由于鐠釹跌弱影響而出現(xiàn)低幅成交靠下,且貿(mào)易企業(yè)有讓價(jià)力度,且交易方式相對(duì)仍較為強(qiáng)勢(shì)。(瑞道稀土資訊)
In the market of PrNd, there is still a mismatch between the active delivery and the inquiry price. In the pessimistic expectation of the future market, the mentality of eager to bid actively, make profits and promotion, which pull down the speed and range of price correction. Moreover, in the face of a large number of inquiries, most are wait-and-see wandering, take and do not take are more calm performance. The market of Dy and Tb was overall stable, with the mainstream volume close to the quoted price. Also due to the impact of weak decline in PrNd, transactions were low, trading enterprises have concessions, and the way of trading is still relatively strong. (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08月19日
19th Aug, 2022
提示:以上信息僅供參考!
Notes: the information above is for reference only!