JL MAG Rare-Earth Industry Price Briefing 02-26~03-01
Week 9,2024
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹、鏑鐵合金以及金屬鋱價格均出現(xiàn)小幅下跌。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格443-448元/KG;金屬釹價格445-455元/KG;鏑鐵合金價格1760-1780元/KG;金屬鋱價格6400-6600元/KG。
This week, prices of PrNd, Nd metal dropped slightly, Tb metal and DyFe alloy has went through a slight decrease. Prices from Asian Metal at this weekend presented: PrNd metal 443-448 RMB/KG; Nd metal 445-455 RMB/KG; DyFe alloy 1760-1780 RMB/KG; Tb metal 6400-6600 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周(2.26-03.01,下同)金屬市場銷售受阻的常態(tài)依舊存在,價格戰(zhàn)愈演愈烈,雖倒掛未有緩解,但當前倒掛在不斷加深。然而,下游仍無較多新單的備貨需求,金屬廠的銷售仍以實單銷售為主要目的,導致金屬議價范圍不斷擴大,從本周走勢上來看,難掩趨穩(wěn)跡象。
This week (02.26- 03.01, the same below), the situation of hindered sales in the metal market still exists, and the price war is intensifying. Although the inversion has not been alleviated, the current inversion is deepening. However, there is still no need for more new orders in the downstream, and the sales of metal factories are still based on actual sales. As a result, the scope of metal bargaining continues to expand. Judging from the trend this week, it is difficult to conceal the signs of stabilization.
下游采購克制,但下周也將是逼近采購的臨近時間節(jié)點,整體價格下行至此已是近三年低點,低價底線不斷突破,風險也隨之降低,部分業(yè)內(nèi)抄底的心態(tài)在不斷擴大,同時衡量上下游交易的成本差異,排除個別工廠拋售搶跑的情況,下周稀土價格有望降幅趨穩(wěn)。(瑞道稀土資訊)
Downstream procurement is restrained, but next week will also be the approaching time for procurement. The overall price has dropped to a low in the past three years. The bottom line of low prices continues to break through, and risks are also reduced. The mentality of some in the industry to buy the bottom is expanding. At the same time, measuring the cost difference between upstream and downstream transactions and excluding the situation of individual factories selling off and rushing away, the price of rare earths is expected to decline and stabilize next week. (Ruidao Rare Earth Information)
北方稀土高科技股份有限公司發(fā)布2024年03月稀土產(chǎn)品掛牌價格
Listing Price of Rare Earth Products from CNRE of Mar. 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 | 02月掛牌價 Listing price Of Feb. | 03月掛牌價 Listing price of Mar. | 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 | 7600 | 0 |
氧化鐠釹 PrNd Oxide | TREO≥99% (Pr6O11+ Nd2O3)/REO≥99.5% | 404900 | 365700 | -39200 |
氧化釹 Nd Oxide | TREO≥99% Nd2O3/REO≥99.5% | 413200 | 374000 | -39200 |
金屬鐠釹 PrNd Metal | TREM≥99% (Pr6O11+ Nd2O3)/REO≥99.5% | 502000 | 455000 | -47000 |
金屬釹 Nd Metal | TREM≥99% Nd/REM≥99.5% C≤0.05% | 512000 | 465000 | -47000 |
3.趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2024年03月01日
March 01st, 2024
提示:以上信息僅供參考!
Notes: the information above is for reference only!