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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 11-28~12-02
Week 48，2022
1. 重要新聞簡報(bào)Briefing of Important News
本周稀土市場行情，鐠釹、金屬釹、鏑鐵和鋱的價(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800-810元/KG；金屬釹價(jià)格900-910元/KG；鏑鐵合金價(jià)格2270-2290元/KG；金屬鋱價(jià)格16450-16650元/KG。
This week, prices of PrNd, Nd metal, DyFe and Tb are relatively stable. Prices from Asian Metal at this weekend presented: PrNd metal 800-810 RMB/KG; Nd metal 900-910 RMB/KG; DyFe alloy 2,270-2,290 RMB/KG; and Tb metal 16,450-16,650 RMB/KG.
（上證報(bào)中國證券網(wǎng)訊）12月1日，中國稀土集團(tuán)發(fā)布消息稱，11月30日，中國稀土集團(tuán)與湖南省人民政府在長沙簽署戰(zhàn)略合作協(xié)議。
(Shanghai Securities News, China Securities Network) On December 1, China Rare Earth Group announced that on November 30, China Rare Earth Group and the People's Government of Hunan Province signed a strategic cooperation agreement in Changsha.
根據(jù)協(xié)議，未來將以中國稀土集團(tuán)為主體，加快包括相關(guān)稀土分離及綜合回收利用企業(yè)在內(nèi)的湖南省內(nèi)稀土產(chǎn)業(yè)整合，推動(dòng)離子型稀土礦權(quán)配置，形成湖南離子型稀土和獨(dú)居石綜合利用并重為特色的稀土資源供應(yīng)體系，布局建設(shè)采、選、冶及應(yīng)用為一體的湖南稀土新材料產(chǎn)業(yè)園及其配套項(xiàng)目建設(shè)，加強(qiáng)湖南省內(nèi)產(chǎn)學(xué)研用產(chǎn)業(yè)鏈整合及合作，實(shí)現(xiàn)中國稀土集團(tuán)打造湖南“資源開發(fā)綠色化，冶煉分離智能化，產(chǎn)品應(yīng)用高端化”的稀土版圖，促進(jìn)湖南稀土產(chǎn)業(yè)高質(zhì)量發(fā)展。
According to the agreement, China Rare Earth Group will take China Rare Earth Group as the main body in the future, accelerate the integration of the rare earth industry in Hunan Province, including relevant rare earth separation and comprehensive recycling enterprises, promote the allocation of ionic rare earth mining rights, form a rare earth resource supply system featuring both the comprehensive utilization of ionic rare earth and monazite in Hunan, and layout and build Hunan Rare Earth New Material Industrial Park and its supporting projects integrating mining, beneficiation, metallurgy and application, We will strengthen the integration and cooperation of the industry chain of production, education, research and use in Hunan Province, and achieve the goal of China Rare Earth Group to create a rare earth territory of "green resource development, intelligent smelting and separation, and high-end product application" in Hunan, so as to promote the high-quality development of Hunan's rare earth industry.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周是月末月初的連接周，稀土市場延續(xù)上周走勢穩(wěn)健上漲，主流產(chǎn)品鐠釹鏑鋱報(bào)價(jià)及成交均有小幅提升，其余主流產(chǎn)品亦表現(xiàn)向好。
This week is the connection week at the end of the month and the beginning of the month. The rare earth market continued to rise steadily last week. The quotation and transaction of praseodymium, neodymium, dysprosium and terbium, the mainstream products, increased slightly, and other mainstream products also performed well.
本周初始，鐠釹產(chǎn)品偏穩(wěn)開局，鏑鋱有所低位收緊，伴隨廢料貿(mào)易商的68萬元/噸及以上的目標(biāo)價(jià)，分離企業(yè)出貨節(jié)奏放緩，報(bào)價(jià)開始堅(jiān)挺，貿(mào)易商活躍詢低，隨后集團(tuán)鏑鋱?jiān)儐?，提振了貿(mào)易商對氧化物的信心。周中期，氧化物少量高價(jià)成交帶動(dòng)了整體市價(jià)，氧化鐠釹報(bào)價(jià)不斷上調(diào)。在如此弱的氛圍下，整體市場缺少有效詢單，下游磁材的謹(jǐn)慎觀望和剛需小采，貿(mào)易企業(yè)的獲利了結(jié)及畏高出貨增多，氧化物走勢堪弱。
At the beginning of this week, PrNd products started stably, Dy and Tb were tightened at a low level. With the scrap traders' target price of 680,000 RMB/TON and above, the shipping rhythm of the separation enterprises slowed down, and the quotations began to firm. The traders actively inquired about the low price. Subsequently, the group's Dy and Tb inquiry sheet boosted traders' confidence in oxides. In the middle of the week, a small amount of oxides traded at a high price, driving the overall market price, and the quotation of PrNd oxide kept rising. In such a weak atmosphere, the overall market lacks effective inquiries, the downstream magnetic materials are cautiously wait-and-see and just need small mining, the profit taking of trading enterprises and the fear of high shipments increase, and the trend of oxides is weak.
綜上來看，短期內(nèi)受多地疫情和運(yùn)輸時(shí)限影響，生產(chǎn)企業(yè)的原料庫存普遍維持低位，整體原料貨源偏緊的氛圍下，對稀土基本面有一定的支撐，但需求也拖累上行驅(qū)動(dòng)，價(jià)格可能在有限的空間內(nèi)震蕩運(yùn)行的概率較大。（瑞道稀土資訊）
Looking at the above factors, in the short term, affected by the epidemic situation in many places and the transportation time limit, the raw material inventory of the production enterprises generally remains low. Under the overall atmosphere of tight raw material supply, there is a certain support for the rare earth fundamentals, but the demand is also a drag on the upward drive, and the price may fluctuate in a limited space with a high probability. (Raidao Rare Earth Information)
3. 趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2022年12月02日
02nd Dec, 2022
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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