JL MAG Rare-Earth Industry Price Briefing 04-15~04-19
Week 16, 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,鏑鐵繼續(xù)小幅上漲,鋱價(jià)格保持平穩(wěn)。 亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格332-337元/KG (上海有色,330-335元/KG),鏑鐵合金價(jià)格1460-1480元/KG (上海有色,1480-1490元/KG),金屬鋱價(jià)格4050-4100元/KG (上海有色,4020-4050元/KG)。
This week, price of PrNd fell slightly while DyFe price continued to rise. Tb price kept stable. Price from Asian Metal at this weekend presented: PrNd metal 332-337RMB/KG (price from SMM: 330-335 RMB/KG), DyFe alloy 1,460-1,480RMB/KG (price from SMM: 1,480-1,490RMB/KG), and Tb metal 4,050-4,100RMB/KG (price from SMM:4,020-4,050RMB/KG).
根據(jù)海關(guān)統(tǒng)計(jì),2019年3月份我國(guó)稀土出口數(shù)量4658.5噸,1-3月份累計(jì)11297.4噸,相對(duì)于2018年一季度累計(jì)12449.0噸下降9.3%。2019年3月份稀土出口金額36.2百萬(wàn)美元,1-3月份累計(jì)出口金額109.6百萬(wàn)美元,累計(jì)與2018年同期相比減少7.9%。
According to customs statistics, the exports of rare earth in China in March 2019 was 4,658.5 tons, and the total volume of rare earth in January-March was 1,1297.4 tons, a decrease of 9.3% compared with the total volume of 1,2449.0 tons in the first quarter of 2018. In March 2019, the amount of rare earth exports was USD36.2 million, and the cumulative export value in January-March was USD109.6 million, a decrease of 7.9% compared with the same period in 2018.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
4月19日,鐠釹系產(chǎn)品雖仍處弱勢(shì),但上中游成本壓力已近限,企業(yè)降價(jià)抵觸情緒明顯,部分生產(chǎn)廠家鐠釹產(chǎn)量?jī)H維持長(zhǎng)期客戶需求,且減產(chǎn)范圍尚在擴(kuò)大。
On April 19th, although the PrNd series products were still weak, the cost pressure of the upper and middle stream was near the limit, and the resistance of the enterprises to price reduction was obvious. Some manufacturers only maintained long-term customer demand, and the scope of production reduction was still expanding.
自新稅率實(shí)施以來(lái),鐠釹系產(chǎn)品一直向成本線逼近,但下調(diào)速度由初的急劇變?yōu)榻诘臏p緩,廠家報(bào)價(jià)極為謹(jǐn)慎,微薄讓利已經(jīng)形同忍痛割肉難以進(jìn)行。
Since the implementation of the new tax rate, the PrNd series products have been approaching the cost line, but the rate of downward adjustment has changed from the initial sharp to the recent slowdown. The manufacturers offer extremely cautious, and the meager profit had become difficult to carry out.
國(guó)外企業(yè)的境況亦不甚樂(lè)觀,Lynas一季度產(chǎn)量雖然同比增加33%,但同時(shí)對(duì)外披露將暫停鐠釹產(chǎn)品銷(xiāo)售?;谥袊?guó)企業(yè)強(qiáng)大的競(jìng)價(jià)能力,Lynas決定暫停鐠釹產(chǎn)品銷(xiāo)售,同時(shí)后期銷(xiāo)售目標(biāo)主要為其日本客戶群體,言下之意中國(guó)市場(chǎng)投入將有所削弱。此外,其層表示,近期鐠釹產(chǎn)品雖處弱勢(shì)但囤貨明智可行,表露出其對(duì)鐠釹觸底反彈的信心。
The situation of foreign enterprises was also not very optimistic. Lynas output in the first quarter increased by 33% year on year, but it also disclosed that it would suspend the sales of PrNd. Due to the strong bidding ability of Chinese enterprises, Lynas decided to suspend the sales of PrNd products. At the same time, the sales target of Lynas was mainly its Japanese customers, which means that the Chinese market investment will be weakened. In addition, its leadership said it was wise and feasible to stock up on PrNd despite its weak position in the near future, demonstrating its confidence in the bottom out of PrNd.
市場(chǎng)自我調(diào)節(jié)下鐠釹走勢(shì)趨緩,但被動(dòng)調(diào)節(jié)其效應(yīng)并非迅速即刻,雖有好轉(zhuǎn)征兆但距離觸底反彈仍有一段艱難時(shí)期。(瑞道稀土資訊)
Under the market self-regulation, the trend of PrNd has slowed down. However, the effect of passive regulation is not rapid and immediate. Although there are signs of improvement, there is still a difficult period for the rebound from bottom. (Ruidow rare earth information)
南方稀土發(fā)布4月15日稀土氧化物掛牌價(jià)
Listing price on April 15 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4月19日
April 19, 2019
提示:以上信息僅供參考!
Notes: the information above is for reference only!