JL MAG Rare-Earth Industry Price Briefing 05-27~05-31
Week 22,2024
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情,鐠釹、金屬釹、鏑鐵合金以及金屬鋱價(jià)格均出現(xiàn)小幅下跌。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格458-463元/KG;金屬釹價(jià)格458-468元/KG;鏑鐵合金價(jià)格1880-1900元/KG;金屬鋱價(jià)格7500-7700元/KG。
This week, the rare earth market saw a slight decline in the prices of PrNd, metal Nd, DyFe alloy, and metal Tb. Asian Metal Weekend Price: PrNd price 458-463 Yuan/KG; The price of Nd metal is 458-468 Yuan/KG; The price of DyFe alloy is 1880-1900 Yuan/KG; The price of metal Tb is 7500-7700 Yuan/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周(5.24-31日)稀土市場(chǎng)的成交量稀少,伴隨價(jià)格繼續(xù)回落。基于下游采購(gòu)的冷淡,金屬端自下而上引發(fā)讓價(jià)行為----下滑總先于成交提前到來(lái)。環(huán)保檢查仍在繼續(xù),部分中小型工廠也受有波及,但依舊未有引發(fā)供應(yīng)縮量,故本周除了部分大企有正常補(bǔ)貨外,大部分中下游企業(yè)仍是以觀望及壓價(jià)詢單處之。
The trading volume in the rare earth market was thin this week (May 24th-31st), accompanied by a continued decline in prices. Based on the coldness of downstream procurement, the metal end triggers price concessions from bottom to top - the decline always comes before the transaction. Environmental inspections are still ongoing, and some small and medium-sized factories have also been affected, but there has been no reduction in supply. Therefore, this week, except for some large enterprises that have normal restocking, most of the middle and downstream enterprises are still waiting and asking for orders through price reduction.
近期市面上沒(méi)有出現(xiàn)任何可靠確信的利好信息,盡管價(jià)格下行,但上游產(chǎn)量未見(jiàn)收縮,同時(shí)下游工廠在新單未有增量的情況下,多以推遲采購(gòu)為多,造成訂單競(jìng)價(jià)更顯激烈,毛坯成本不斷刷新低價(jià),供需杠桿進(jìn)一步偏向買(mǎi)方市場(chǎng)。下游施壓環(huán)環(huán)上傳,把市場(chǎng)價(jià)格整體拉低;另一方面原礦與廢料價(jià)格同步讓步,生產(chǎn)成本因素迫使上游挺價(jià)不再。瑞道分析,隨著價(jià)格快速下調(diào),采購(gòu)進(jìn)場(chǎng)的時(shí)間在縮短,陰跌幅度或有可能放緩,行情在弱穩(wěn)中僵持的概率較大。(瑞道稀土資訊)
There has been no reliable and positive news on the market recently. Despite the price decline, upstream production has not shrunk. At the same time, downstream factories often delay procurement without increasing new orders, resulting in more intense order bidding. The blocks cost continue to refreshing low prices, and the supply and demand leverage further leans towards the buyer's market. Downstream pressure is being applied in a circular manner, driving down overall market prices; On the other hand, the prices of raw ore and waste materials have been simultaneously compromised, and production cost factors have forced upstream price hikes to stop. According to Ruidao analysis, as prices rapidly decrease, the time for procurement to enter the market is shortening, and the magnitude of the bearish decline may slow down. The probability of the market becoming stagnant in weak stability is high. (Ruidao Rare Earth Information)
北方稀土高科技股份有限公司發(fā)布2024年06月稀土產(chǎn)品掛牌價(jià)格
Listing Price of Rare Earth Products from CNRE of June 2024
單位:元/噸(出廠含稅價(jià))
Unit: RMB/T (ex-work price including tax)
產(chǎn)品目錄 Product List | 產(chǎn)品指標(biāo) Product Index | 05月掛牌價(jià) Listing price of May | 06月掛牌價(jià) Listing price of June. | 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% | 7600 | 7600 | 0 |
氧化鐠釹 PrNd Oxide | TREO≥99% (Pr6O11+ Nd2O3)/REO≥99.5% | 393200 | 384800 | -8400 |
氧化釹 Nd Oxide | TREO≥99% Nd2O3/REO≥99.5% | 401500 | 393200 | -8300 |
金屬鐠釹 PrNd Metal | TREM≥99% (Pr6O11+ Nd2O3)/REO≥99.5% | 488000 | 478000 | -10000 |
金屬釹 Nd Metal | TREM≥99% Nd/REM≥99.5% C≤0.05% | 498000 | 488000 | -10000 |
3.趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2024年06月04日
June 04th, 2024
提示:以上信息僅供參考!
Notes: the information above is for reference only!