JL MAG Rare-Earth Industry Price Briefing 05-29~06-02
Week 22,2023
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹和金屬釹的價格出現(xiàn)小幅上漲,鏑鐵合金與金屬鋱的價格存在小幅下降。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格595-605元/KG;金屬釹價格605-615元/KG;鏑鐵合金價格2020-2040元/KG;金屬鋱價格10300-10500元/KG。
This week, the price of PrNd, and Nd metal has a slight increase,but DyFe and Tb metal has a decline. Prices from Asian Metal at this weekend presented: PrNd metal 595-605 RMB/KG; Nd metal 605-615 RMB/KG; DyFe alloy 2,020-2,040 RMB/KG; Tb metal 10,300-10,500 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周(5.29-6.2)稀土市場起伏波動,快速拉漲但難以為繼,隨著拉漲過程中的掩護(hù)出貨,畏高情緒又充斥整個市場。整體來看,本周環(huán)比上周有較大漲幅和跌幅,但也同樣走出輕重稀土分化到統(tǒng)一的行情。鐠釹系補(bǔ)單大漲到極速下探至僵持,鏑鋱系經(jīng)過上一周企穩(wěn)鞏固后同步踏步回調(diào)。
This week (May 29 to June 2) has been a volatile week for rare earth, with a rapid but unsustainable rally and fear of high prices flooding the market with cover shipments. On the whole, this week compared to last week has a larger increase and decline, but also out of the heavy and light rare earth differentiation to the unified market. PrNd series products supplement surging to rapid decline to a stalemate, Dy and Tb series after the last week to stabilize and consolidate synchronization step back.
從專業(yè)角度來看,過快拉漲導(dǎo)致的回落已經(jīng)無可避免,但放緩趨穩(wěn)的預(yù)測依然存在。誠然,鐠釹較大可能會回調(diào)一下,但需求正緩慢好轉(zhuǎn)也確實(shí)存在,預(yù)計下滑或會逐步放緩,雖利空因素對鐠釹有一定影響,弱勢風(fēng)險猶存,但源頭及上游趨緊也的確需要時間消化。鏑鋱在缺少護(hù)航的少量成交中快速下滑,專業(yè)角度來看,其抗風(fēng)險能力要明顯優(yōu)于鐠釹。當(dāng)下,稀土需求在緩慢回升,稀土企業(yè)在成本高壓,大廠維穩(wěn)中仍需負(fù)重前行,產(chǎn)業(yè)鏈各端或在維持艱難中互找平衡。(瑞道稀土資訊)
From a professional point of view, the pullback caused by too fast growth has been inevitable, but the forecast of a slowdown and stabilization still exists. Indeed, price correction of PrNd may appear, but demand for PrNd is slowly improving, and it is expected that the decline may gradually slow down. Although negative factors have a certain impact on PrNd and the risk of weakness remains, it does take time to digest the tightening at the source and upstream. DY and Tb, which have fallen rapidly in unguarded small volumes, are more resilient than PrNd from a professional perspective. At present, rare earth demand is slowly recovering, rare earth enterprises are under high cost pressure, and large factories still have to carry heavy burdens to maintain stability. Different ends of the industrial chain may find a balance among themselves in the face of difficulties. (Ruidao Rare Earth Information)
北方稀土高科技股份有限公司發(fā)布2023年6月稀土產(chǎn)品掛牌價格
Listing Price of Rare Earth Products from CNRE of June 2023
單位:元/噸(出廠含稅價)
Unit: RMB/T (ex-work price including tax)
3.趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2023年06月02日
June 2nd, 2023
提示:以上信息僅供參考!
Notes: the information above is for reference only!