JL MAG Rare-Earth Industry Price Briefing 01-29~02-04
Week 5,2024
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹和鏑鐵合金價格維持不變,金屬鋱價格出現(xiàn)小幅下跌。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格495-500元/KG;金屬釹價格495-505元/KG;鏑鐵合金價格1900-1920元/KG;金屬鋱價格7000-7200元/KG。
This week's rare earth market sentiment, PrNd, Nd metal and DyFe alloy prices remain unchanged, the price of Tb metal appeared to fall slightly. Weekend prices on Asia Metals.com: PrNd metal prices 495-500 RMB/KG; Nd metal prices 495-505 RMB/KG; DyFe alloy prices 1900-1920 RMB/KG; Tb metal prices 7000-7200 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周(1.29-2.2,下同)年底成交備貨收尾,稀土市場保持趨穩(wěn)態(tài)勢,主流現(xiàn)貨產(chǎn)品有小幅度持穩(wěn)震蕩。稀土上下游企業(yè)交易陸續(xù)步入歇業(yè)狀態(tài),下游磁材除大廠仍在生產(chǎn),中小企業(yè)亦開始年前的休整。
后續(xù)預測:需求誠然低迷,但價格同時也走向了底點,兩者在年前達到平衡。過節(jié)期間,上下游企業(yè)仍在繼續(xù)生產(chǎn),加之當前交易多以期貨備貨為主,隨著節(jié)后開工之初,屆時成交或會有一定幅度的改善,平衡點繼續(xù)會向買方傾斜。預計,節(jié)后鐠釹市場或會出現(xiàn)企穩(wěn)微回調(diào),鏑鋱系產(chǎn)品有同步的可能。(瑞道稀土資訊)
This week (1.29-2.2, the same below) the end of the year deal for the end of the stock, the rare earth market to maintain a stabilizing trend, the mainstream spot products have a small degree of stabilization oscillation. Rare earths upstream and downstream enterprises trading one after another into a state of closure, downstream magnet materials in addition to large factories are still in production, small and medium-sized enterprises also began to rest before the year.
Follow-up prediction: demand is admittedly low, but the price is also towards the bottom, the two reached a balance before the year. During the holiday period, upstream and downstream enterprises are still continuing production, coupled with the current trading more futures-based stocking, with the beginning of the post-holiday start, when the transaction or there will be a certain degree of improvement, the balance continues to be tilted to the buyer. It is expected that the post-holiday PrNd market may appear stabilized slightly retracement, Dy-Tb products have the possibility of synchronization. (Ruidao rare earth information)
北方稀土高科技股份有限公司發(fā)布2024年02月稀土產(chǎn)品掛牌價格
Listing Price of Rare Earth Products from CNRE of Feb. 2024
單位:元/噸(出廠含稅價)
Unit: RMB/T (ex-work price including tax)
產(chǎn)品目錄 Product List | 產(chǎn)品指標 Product Index | 01月掛牌價 Listing price Of Jan. | 02月掛牌價 Listing price of Feb. | 漲跌 Rise/Fall |
氧化鑭 La Oxide | TREO≥97.5% La2O3/REO≥99.99% | 4100 | 4100 | 0 |
氧化鈰 Ce Oxide | TREO≥99% CeO2/REO≥99.95% | 6500 | 6500 | 0 |
氧化鐠釹 PrNd Oxide | TREO≥99% (Pr6O11+ Nd2O3)/REO≥99.5% | 453300 | 404900 | -48400 |
氧化釹 Nd Oxide | TREO≥99% Nd2O3/REO≥99.5% | 461600 | 413200 | -48400 |
金屬鐠釹 PrNd Metal | TREM≥99% (Pr6O11+ Nd2O3)/REO≥99.5% | 560000 | 502000 | -58000 |
金屬釹 Nd Metal | TREM≥99% Nd/REM≥99.5% C≤0.05% | 570000 | 512000 | -58000 |
3.趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2024年02月02日
February 02nd, 2024
提示:以上信息僅供參考!
Notes: the information above is for reference only!