JL MAG Rare-Earth Industry Price Briefing 05-05~05-10
Week 19, 2019
1.重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹價格保持平穩(wěn),鏑鐵和鋱保持持續(xù)上漲。 亞洲金屬網(wǎng)價格: 鐠釹金屬價格334-339元/KG (上海有色,335-340元/KG),鏑鐵合金價格1470-1490元/KG (上海有色,1510-1540元/KG),金屬鋱價格4080-4130元/KG (上海有色,4100-4150元/KG)。
This week, prices of PrNd, kept stable while DyFe and Tb kept increasing. Price from Asian Metal at this weekend presented: PrNd metal 334-339 RMB/KG (price from SMM: 335-340 RMB/KG), DyFe alloy 1470-1490 RMB/KG (price from SMM: 1510-1540 RMB/KG), and Tb metal 4080-4130 RMB/KG (price from SMM: 4100-4150 RMB/KG).
在澳洲稀土礦商Lynas廢料處理的問題上,西澳大利亞資源及工業(yè)部長明確表示:依據(jù)澳大利亞的法律,不會接受任何海外運(yùn)來的廢料。這表示自今年2月26日以來馬澳雙方相關(guān)部門關(guān)于Lynas的協(xié)商完全決裂。談判破裂迫使馬來西亞政府將怒火與矛頭轉(zhuǎn)向Lynas,再度聲明限其9月前將水濾廢料運(yùn)回澳大利亞。
On the issue of waste disposal by Australian rare earth miner Lynas, the Minister of Resources and Industry of Western Australia made it clear that under Australian law, no waste transported abroad would be accepted. This means that the negotiations since February 26 this year between the relevant departments of Malaysia and Australia on Lynas priorities have completely broken down. The breakdown of the negotiations forced the Malaysian government to turn its anger and spearhead to Lynas and reiterate its restriction on the return of filtered wastes to Australia by September.
截至目前,Lynas工廠已累計產(chǎn)生了水濾廢料45萬噸、中和性廢料113萬噸,問題棘手且尾大不掉,加上兩國政界對抗的殃魚城火,Lynas處境進(jìn)退兩難。目前Lynas的出路就只剩在當(dāng)?shù)匦⌒闹?jǐn)慎地處理這龐大的廢料,雖然前路堪憂,但Lynas仍未放棄努力,總裁阿曼達(dá)日前聲明,正在與當(dāng)?shù)卣逃懤^續(xù)經(jīng)營的可能性并推進(jìn)廢料處理設(shè)施的建設(shè)。
Up to now, Lynas has produced 450,000 tons of water filter waste and 1,130,000 tons of neutral waste. The problem is difficult and cumbersome. In addition, Lynas is in a dilemma because of the confrontation between the political conflicts of the two countries. At present, the only way out for Lynas is to deal with the huge waste carefully and carefully. Although the road ahead is worrying, Lynas has not abandoned its efforts. President Amanda recently declared that she is discussing with the local government the possibility of continuing operation and promoting the construction of waste treatment facilities.
2.業(yè)內(nèi)人士分析Analysis of Professional Insiders
近日重稀土產(chǎn)品漲勢再度開啟暴走模式,以氧化鏑為例,每日成價格上浮近2萬元/噸,且天內(nèi)廠家報價甚至出現(xiàn)2次上調(diào),其他重稀土氧化物亦表現(xiàn)良好。
In recent days, the price upsurge of heavy rare earth products has reopened the pattern of storm. Taking Dy oxide as an example, the daily turnover price has risen by nearly 20,000 yuan/ton, and the quotation of manufacturers has even risen twice in a day. Other heavy rare earth oxides have also performed well.
5月中旬中緬全境稀土封關(guān)實錘已定,且業(yè)內(nèi)預(yù)計此次封關(guān)至少持續(xù)一個季度,甚至有可能持續(xù)至相關(guān)監(jiān)管部門步入工作狀態(tài),屆時來自緬甸的稀土資源進(jìn)口將更為規(guī)范,從而確保重稀土市場乃至重稀土產(chǎn)業(yè)鏈更為穩(wěn)定健康地發(fā)展。
In mid-May, the blockade hammer of rare earth at China-Myanmar boarder has been set, and the industry expects that the blockade will last for at least one quarter, even possibly until the relevant regulatory authorities enter the working state. At that time, the import of rare earth resources from Myanmar will be more standardized, so as to ensure a more stable and healthy development of the heavy rare earth market and even the heavy rare earth industry chain.
雖然目前國內(nèi)重稀土庫存仍可滿足中期需求,但貨源較為集中散貨較少,加上普遍的囤貨意識導(dǎo)致流通縮水,價格上漲已是大勢所趨,即使鏑鋱所對應(yīng)金屬端利潤仍舊微薄仍無法阻擋。(瑞道稀土資訊)
Although the domestic heavy rare earth stocks can still meet the medium-term demand, the supply of bulk goods is relatively small, coupled with the general sense of hoarding led to shrinkage in circulation, price rise is the trend of the times, even if profit of Dy- and Tb-corresponding metal end is still small, it is still unable to block. (Ruidow Info)
2019年4月中國稀土出口量為4328.9噸,同比增長11.7%。從金額方面來看,2019年4月中國稀土出口金額為40.9百萬美元,同比下降8.7%。(中商產(chǎn)業(yè)研究院)
In April 2019, China's rare earth export volume was 4328.9 tons, which was an increase of 11.7% over the same period last year. In terms of amount, China's rare earth exports in April 2019 amounted to $40.9 million, which is a decrease of 8.7% at the same period last year. (China Business Industry Research Institute)
南方稀土發(fā)布5月5日稀土氧化物掛牌價
Listing price on May 5th from China Southern Rare Earth
單位:萬元/噸(出廠含稅價)
Unit: 10,000RMB/ton (EXW price incl. VAT)
3.趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2019年5月10日
May 10, 2019
提示:以上信息僅供參考!
Notes: the information above is for reference only!