JL MAG Rare-Earth Industry Price Briefing 11-27~12-01
Week 49,2023
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情,鐠釹、鏑鐵合金和金屬鋱價(jià)格出現(xiàn)小幅上漲,金屬釹價(jià)格出現(xiàn)小幅下跌。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格585-590元/KG;金屬釹價(jià)格595-605元/KG;鏑鐵合金價(jià)格2560-2580元/KG;金屬鋱價(jià)格9750-9950元/KG。
This week, prices of PrNd, DyFe alloy and Tb metal increased a little, and Nd metal fell slightly. Prices from Asian Metal at this weekend presented: PrNd metal 585-590 RMB/KG; Nd metal 595-605 RMB/KG; DyFe alloy 2560-2580 RMB/KG; Tb metal 9750-9950 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周(11.27-12.1,下同)稀土市場(chǎng)延續(xù)上周走勢(shì),重漲輕跌,整體市場(chǎng)表現(xiàn)不佳,需求短板在年尾即顯,受買漲不買跌的影響,出貨相對(duì)積極而采購亦有觀望,這在一定程度上加深了稀土市場(chǎng)的低迷程度。
This week (Nov.27th-Dec.1st, the same below), the rare earth market continued its trend from last week, with heavy RE rise and light RE losses. The overall market performance was poor, and the demand weakness was evident at the end of the year. Affected by the mind of buy when the prices are going up instead of going down, shipments were relatively active while procurement was also wait-and-see, which to some extent deepened the sluggish of the rare earth market.
在需求沒有改善的情況下,做空再補(bǔ)又一次成為從上到下的操作策略。就上中游企業(yè)反饋而言,鐠釹系產(chǎn)品搶占銷售額,迅速變現(xiàn)仍是首要任務(wù),故有可能在極限降低成本的情況,先銷再補(bǔ)以攤平成本。鏑鋱產(chǎn)品異于其他品種,在于大企業(yè)給的底氣,但當(dāng)前價(jià)位也是一個(gè)敏感點(diǎn)位,業(yè)內(nèi)也投入了更多的關(guān)注和風(fēng)險(xiǎn)預(yù)判。
In the absence of improvement in demand, short selling and then making up has once again become a top-down operational strategy. In terms of feedback from upstream and midstream enterprises, the primary task is for PrNd products to seize sales revenue and quickly monetize them. Therefore, it is possible to sell them first and then make up for the cost while minimizing costs. Dysprosium terbium products are different from other varieties due to the confidence given by large enterprises, but the current price is also a sensitive point, and the industry has invested more attention and risk prediction.
輕重走勢(shì)雖有分歧,但兩方互有制約亦存共生,輕稀土的弱勢(shì)及重稀土的強(qiáng)勢(shì)或可能陸續(xù)出現(xiàn)調(diào)整。(瑞道稀土資訊)
Although there are differences in the trend of light and heavy rare earths, both sides have constraints and coexist. The weakness of light rare earths and the strength of heavy rare earths may gradually undergo adjustments. (Ruidao Rare Earth infos)
北方稀土高科技股份有限公司發(fā)布2023年12月稀土產(chǎn)品掛牌價(jià)格
Listing Price of Rare Earth Products from CNRE of Dec. 2023
單位:元/噸(出廠含稅價(jià))
Unit: RMB/T (ex-work price including tax)
3.趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2023年12月01日
December 1st, 2023
提示:以上信息僅供參考!
Notes: the information above is for reference only!