JL MAG Rare-Earth Industry Price Briefing 03-18~03-22
Week 12, 2019
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情,鐠釹價(jià)格繼續(xù)小幅下跌,鏑鐵和鋱價(jià)格繼續(xù)保持上漲趨勢(shì)。 亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格363-368元/KG (上海有色,370-375元/KG),鏑鐵合金價(jià)格1390-1410元/KG (上海有色,1400-1430元/KG),金屬鋱價(jià)格3980-4030元/KG (上海有色,3980-4030元/KG)。
This week, price of PrNd fell slightly while DyFe and Tb price continued their rising trend. Price from Asian Metal at this weekend presented: PrNd metal 363-368RMB/KG (price from SMM: 370-375 RMB/KG), DyFe alloy 1390-1410RMB/KG (price from SMM: 1400-1430RMB/KG), and Tb metal 3980-4030RMB/KG (price from SMM: 3980-4030RMB/KG).
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
數(shù)據(jù)顯示,重稀土氧化鏑價(jià)格3月以來(lái)累計(jì)漲近8%,據(jù)業(yè)內(nèi)人士表示,緬甸進(jìn)口突然收縮,國(guó)內(nèi)重稀土開(kāi)采技術(shù)問(wèn)題短期仍難以突破,同時(shí)環(huán)保政策趨嚴(yán)抑制重稀土產(chǎn)量增長(zhǎng)的背景下,重稀土供應(yīng)缺口將難以彌補(bǔ),漲價(jià)將是確定性事件。
Data shows that heavy rare earth Dy oxide prices have risen nearly 8% since March, according to insiders, Myanmar's imports suddenly contracted, while the domestic heavy rare earth mining technical problems is still difficult to break in short-term. At the same time, under the background of environmental protection policy restraining production growth of heavy rare earth, supply gap of heavy rare earth will be difficult to make up, price increases will be a certainty event.
近期氧化鏑價(jià)格出現(xiàn)大前進(jìn),今年以來(lái)累計(jì)漲幅為13.22%。生意社稀土分析師陳玲表示近期,重稀土價(jià)格上漲主要是受市場(chǎng)供需格局影響。一方面,緬甸進(jìn)口突發(fā)收縮,將導(dǎo)致市場(chǎng)供應(yīng)減少;另一方面,春節(jié)過(guò)后,在供應(yīng)端減少預(yù)期利好支撐下,市場(chǎng)詢盤(pán)行為增加,需求端出現(xiàn)顯著增長(zhǎng)。
Dy oxide prices have recently shown a swagger, rising 13.22% so far this year. Chen ling, rare earth analyst at Business News, said the recent rise in heavy rare earth prices is mainly affected by the supply and demand pattern in the market. On the one hand, Myanmar's sudden import contraction will lead to a reduction in market supply; On the other hand, after the Spring Festival, the market inquiry behavior increased and the demand side showed a significant growth under the support of the reduced expectation on the supply side.
我國(guó)曾是全球大的稀土供應(yīng)國(guó),且“黑稀土"泛濫導(dǎo)致我國(guó)稀土行業(yè)長(zhǎng)期處于供大于求狀態(tài)。不過(guò),隨著政府在政策端的發(fā)力,稀土“打黑"和整合六大稀土集團(tuán)等重磅政策頻繁出臺(tái),行業(yè)整治帶來(lái)我國(guó)稀土礦供應(yīng)持續(xù)收縮。同時(shí),也推動(dòng)我國(guó)稀土礦開(kāi)采行業(yè)人才流向東南亞、美國(guó)等地,推動(dòng)當(dāng)?shù)叵⊥敛蛇x技術(shù)大幅提升,進(jìn)而成為我國(guó)的主要稀土礦來(lái)源國(guó)。緬甸就是我國(guó)重要的進(jìn)口稀土礦供應(yīng)源,若緬甸礦確定關(guān)閉,則以后每年減少的鏑供應(yīng)量或超過(guò)30%。
China used to be the world's largest supplier of rare earth, and the proliferation of "black rare earth" has led to a long-term oversupply of China's rare earth industry. However, with the government force in the policy, heavy policies such as "cracking down on the black rare earth" and integrating six major rare earth groups have been issued frequently, and the industry renovation has resulted in the continuous contraction of the supply of rare earth minerals in China. At the same time, China has also promoted the talents flow of rare earth mining industry to Southeast Asia, the United States and other places, and significantly promoted the local rare earth mining technology, thus make them becoming the main source countries of rare earth mines in China. Myanmar is an important source of supply for China's imported rare earth mines. If the mines in Myanmar are determined to close, the dysprosium supply may be reduced by more than 30% every year.
對(duì)于后市,華泰研究所有色金屬分析師表示,不同以往收儲(chǔ)行情,此次稀土漲價(jià)是由于緬甸進(jìn)口減少導(dǎo)致中重稀土供需趨緊,看好中重稀土行情。
For the future market, Huatai institute of non-ferrous metals analysts said, unlike the previous stock prices, the raise of rare earth price is due to the reduction of Myanmar imports which led to tight supply and demand of rare earth, heavy rare earth market will bullish.
南方稀土發(fā)布3月18日稀土氧化物掛牌價(jià)
Listing price on March 18th from China Southern Rare Earth
單位:萬(wàn)元/噸(出廠含稅價(jià))
Unit: 10,000RMB/ton (EXW price incl. VAT)
3. 趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2019年3月22日
March 22nd, 2019
提示:以上信息僅供參考!
Notes: the information above is for reference only!