JL MAG Rare-Earth Industry Price Briefing 09-02~09-06
Week 36,2024
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹、鏑鐵合金和金屬鋱價格均上漲。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格533-536 元/KG;金屬釹價格536-541元/KG;鏑鐵合金價格1740-1760元/KG;金屬鋱價格7000-7200元/KG。
This week, the rare earth market has seen an increase on prices of PrNd, Nd, DyFe alloy and Tb Metal. Asian metal weekend price: PrNd metal 533-536 RMB/KG; Nd metal 536-541 RMB /KG; DyFe alloy 1740-1760 RMB /KG; Tb metal 7000-7200 RMB /KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周,稀土主流產(chǎn)品價格整體呈現(xiàn)積極上揚(yáng)的態(tài)勢,加持北方稀土9月份掛牌價的大幅上調(diào),充分提振了市場信心。氧化物市場,鐠釹產(chǎn)品價格連續(xù)上漲,盡管因價格漲速過快導(dǎo)致成交量有所減少,但整體成交價格仍持續(xù)上移,中重稀土氧化物價格亦跟隨上漲趨勢,但各產(chǎn)品成交活躍度不一;金屬市場現(xiàn)貨緊張,企業(yè)報價堅挺,但下游磁材企業(yè)對高價原料接受度有限,采購態(tài)度謹(jǐn)慎,觀望情緒較濃??傮w來看,當(dāng)前業(yè)內(nèi)對后市價格走勢謹(jǐn)慎看好,伴隨原料端報價十分堅挺,或?qū)鲗?dǎo)終端訂單量進(jìn)一步釋放,稀土產(chǎn)品價格有望階段性平穩(wěn)上漲。
This week, the prices of mainstream rare earth products have shown a positive upward trend overall, coupled with the significant increase in the listing price of CNRE in September, has fully boosted market confidence. In the Oxides market, the prices of PrNd products have continued to rise. Although the transaction volume has decreased due to the rapid price increase, the overall transaction price continues to rise. The prices of medium and heavy rare earth oxides have also followed the upward trend, but the activity of transactions varies among different products; the spot metal supply is tight in market, and enterprise quotations are firm. However, downstream magnetic material companies have limited acceptance to high priced raw materials, and their purchasing attitude is cautious, with a strong wait-and-see sentiment. Overall, the industry is cautiously optimistic about the future price trend. With strong raw material quotes, it may further release the volume of terminal orders, and rare earth product prices are expected to steadily rise in stages.
對于后市價格走勢的判斷,關(guān)鍵在于緊密關(guān)注行業(yè)旺季動態(tài),以及需求端的實際變化情況,特別是終端需求能否出現(xiàn)顯著的回暖跡象,這將直接對稀土價格的走勢產(chǎn)生重要影響,需企業(yè)持續(xù)觀察與分析。(包頭稀土產(chǎn)品交易所)
The key to judge the future price trend closely lies in monitoring the industry's peak season development and actual changes in demand, especially whether there are significant signs of recovery in end-use demand. This will directly have important impact on the trend of rare earth prices and requires continuous observation and analysis by enterprises. (Baotou Rare Earth Products Exchange)
北方稀土高科技股份有限公司發(fā)布2024年09月稀土產(chǎn)品掛牌價格
Listing Price of Rare Earth Products from CNRE of September 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(biāo) Product Index | 08月掛牌價 Listing price of Aug. | 09月掛牌價 Listing price of Sep. | 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% | 384800 | 403200 | +18400 |
氧化釹 Nd Oxide | TREO≥99% Nd2O3/REO≥99.5% | 393200 | 411600 | +18400 |
金屬鐠釹 PrNd Metal | TREM≥99% (Pr6O11+ Nd2O3)/REO≥99.5% | 478000 | 500000 | +22000 |
金屬釹 Nd Metal | TREM≥99% Nd/REM≥99.5% C≤0.05% | 488000 | 510000 | +22000 |
3.趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2024年09月09日
September 09th, 2024
提示:以上信息僅供參考!
Notes: the information above is for reference only!