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金力永磁稀土行情簡報(bào)2346期（總第490期）12-11~12-15

更新時(shí)間：2023-12-18 08:31:00　點(diǎn)擊次數(shù)：1626

JL MAG Rare-Earth Industry Price Briefing 12-11~12-15

Week 51，2023

1. 重要新聞簡報(bào)Briefing of Important News

本周稀土市場行情，鐠釹和金屬釹價(jià)格出現(xiàn)小幅下跌；鏑鐵合金和金屬鋱價(jià)格維持不變。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格550-555元/KG；金屬釹價(jià)格555-565元/KG；鏑鐵合金價(jià)格2580-2600元/KG；金屬鋱價(jià)格9750-9950元/KG。

Rare earth market this week, prices of PrNd and Nd metal fell slightly; The prices of DyFe alloy and Tb remain unchanged. Asian metal weekend price: PrNd metal price 550-555 yuan /KG; Nd metal price 555-565 yuan /KG; DyFe alloy price 2580-2600 yuan /KG; Tb metal price 9750-9950 yuan /KG.

2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders

本周（12.11-15，下同）稀土市場冷清是主旋律，短暫的詢價(jià)與采購筑穩(wěn)了價(jià)格，低價(jià)位之下的成交有所遇冷，略微理性回溫使得本周價(jià)格在趨穩(wěn)徘徊，從目前的讓步幅度來看，暫時(shí)的走穩(wěn)平臺(tái)似已出現(xiàn)，而在業(yè)內(nèi)預(yù)判的平穩(wěn)之后無論是反彈還是繼續(xù)下行的幅度都不會(huì)太大。

This week （12.11-15, the same below）The coldness of the rare earth market is the main theme. The brief inquiry and procurement have stabilized prices, and transactions at low prices have cooled down. A slight rational rebound has caused prices to stabilize and hover this week. From the current concession range, it seems that a temporary stable platform has emerged. After the industry's expected stability, the rebound or continued decline will not be too large.

金屬市場銷售受阻常態(tài)，價(jià)格戰(zhàn)也達(dá)到成本線甚至偏下，金屬廠下調(diào)的幅度已然不大。然而雖至觸底，下游仍無較多采購備貨訂單需求，走勢(shì)雖穩(wěn)但維持艱難。

Sales in the metal market have been hindered as usual, and price wars have reached or even fallen below the cost line. The reduction in prices by metal factories is no longer significant. However, despite reaching the bottom, there is still not much demand for procurement and stocking orders downstream, and the trend is stable but difficult to maintain

后續(xù)判斷，由需求下拉的走勢(shì)再次達(dá)到暫時(shí)的成本支撐平衡點(diǎn)，年底臨近，各企業(yè)采賣力度恐怕僅僅穩(wěn)固現(xiàn)有狀態(tài)。上下游企業(yè)情緒均觀望，部分業(yè)內(nèi)人士對(duì)“抄底”抱有謹(jǐn)慎期待，預(yù)計(jì)在未有明顯利好的情況下，僅維系走勢(shì)或有艱難，震蕩向下的概率依舊存在。（瑞道稀土資訊）

Subsequent judgment shows that the downward trend from demand has once again reached a temporary cost support equilibrium point. As the end of the year approaches, the purchasing and selling efforts of various enterprises may only stabilize their current state. The sentiment of upstream and downstream enterprises is wait-and-see, and some industry insiders have cautious expectations for "bottoming out". It is expected that in the absence of obvious positive conditions, maintaining the trend may be difficult, and the probability of downward volatility still exists. (Ruidao Rare Earth Information)

2023年12月15日，近日，工業(yè)和信息化部自然資源部發(fā)布關(guān)于下達(dá)2023年第三批稀土開采、冶煉分離總量控制指標(biāo)的通知，如附件：

圖片1.png On December 15, 2023, the Ministry of Industry and Information Technology and the Ministry of Natural Resources recently issued a notice on the issuance of the third batch of total control indicators for rare earth mining, smelting and separation in 2023, as attached:

匯總2023年全年指標(biāo)對(duì)比如下：

The comparison of indicators for the whole year of 2023 is summarized as follows：

2023年礦產(chǎn)品同比增加21.4%，其中巖礦型稀土礦產(chǎn)品同比增加23.6%，離子型稀土礦產(chǎn)品不變。巖礦型稀土礦產(chǎn)品增量來自北方稀土、中國稀土集團(tuán)。

In 2023, mineral products increased by 21.4% year-on-year, with rock type rare earth ore products increasing by 23.6% year-on-year, and ion type rare earth ore products remaining unchanged. The increment of rock type rare earth ore products comes from Northern Rare Earth and China Rare Earth Group.

2023年冶煉分離產(chǎn)品同比增加20.7%，增量來自北方稀土、中國稀土集團(tuán)。（稀土在線）

In 2023, the smelting and separation products increased by 20.7% year-on-year, with the increase coming from Northern Rare Earth and China Rare Earth Group. (Rare Earth Online)

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