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金力永磁稀土行情簡報1924期(總第286期)06-24~06-28

JL MAG Rare-Earth Industry Price Briefing 06-24~06-28

Week 26, 2019

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情,鐠釹,鏑鐵和鋱價格有所回落。 亞洲金屬網(wǎng)價格: 鐠釹金屬價格460-465元/KG,鏑鐵合金價格1950-1970元/KG,金屬鋱價格5320-5370元/KG。

This week, prices of PrNd, DyFe and Tb have a little drop . Price from Asian Metal at this weekend presented: PrNd metal 460-465RMB/KG, DyFe alloy 1,950-1,970RMB/KG, and Tb metal 5,320-5,370RMB/KG.

海關(guān)出口數(shù)據(jù)顯示,2019年5月碳酸稀土進口3620噸,同比增加40.4%環(huán)比突增81.4%。其中從緬甸進口3284噸,同比上升29%,環(huán)比激增73%。2019年5月未列名稀土氧化物進口1362.680噸,同比陡增106%,環(huán)比銳減50%。其中從緬甸進口107.5噸,同比大增144.2%,環(huán)比下降50.4%。

Customs export data showed that in May 2019, 3,620 tons of carbonate rare earth were imported, up 40.4% year-on-year and 81.4% month-on-month. Among them, 3,284 tons were imported from Myanmar, up 29% year-on-year and 73% month-on-month. In May 2019, the import of unlisted rare earth oxides was 1,362.680 tons, up 106% year-on-year and down 50% month-on-month. Among them, imports of 107.5 tons from Myanmar which increased 144.2% year-on-year and decreased 50.4% month-on-month.

2019年1-5月份,騰沖暫時稀土通關(guān)的緩沖期內(nèi),緬甸稀土進口總量折合氧化物同比增加10%。緬甸通關(guān)緩沖期已過,后續(xù)在緬稀土生產(chǎn)持續(xù)受限且部分庫存已近出清,預(yù)計未來進口量將逐步收縮且尚存在產(chǎn)礦區(qū)成本較高,隨著國內(nèi)庫存的消耗,重稀土中遠(yuǎn)期走勢仍有看點。

From January to May of 2019, during the temporary rare earth clearance buffer period in Tengchong, Myanmar's total imports of rare earth increased by 10% year-on-year. The buffer period for Myanmar's customs clearance has passed, and the production of rare earth in Myanmar has been restricted and some stocks have been cleared. It is expected that the import volume will gradually shrink in the future and there are still high production and mining costs. With the consumption of domestic stocks, there are still some interesting trends of heavy rare earth in the medium and long term

2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders

本周稀土整體表現(xiàn)不佳。中美貿(mào)易戰(zhàn)協(xié)商釋放緩和信號,相關(guān)稀土政策推動也暫無消息,稀土整體價格適應(yīng)市場規(guī)律自我調(diào)整。

Rare earth has fared poorly overall this week. The trade talks between China and the United States have shown signs of easing, and there is no news on the relevant rare earth policy. The overall price of rare earth products adjusts itself in line with market rules.

市場畏高情緒引發(fā)下的讓價出貨愈演愈烈,從小廠及貿(mào)易商影響到大廠報價。大廠雖有下調(diào)但價位明顯高于市場成,出貨不暢也并未影響大廠報價策略,經(jīng)營長遠(yuǎn)定位,大廠多認(rèn)為此次回調(diào)與前兩次相似,后續(xù)仍有挽回空間。

The shipment with discount caused by fear of high price in the market is more and more intense, from small factories and traders finally affect the big factory quotation. Although the big factory has cut down but the price is obviously higher than the market transaction, the poor shipment did not affect the big factory quotation strategy, the operation long-term positioning, the big factory thinks that this callback is similar to the previous two times; the follow-up still has redemption space.

二輪環(huán)保督察即將展開,對于稀土礦山及稀土分離企業(yè)而言無疑是另一大挑戰(zhàn)。雖然中國南部地區(qū)在產(chǎn)稀土礦山,但配合緬甸供給收縮源頭產(chǎn)能將有所控制。分離企業(yè)無論從大氣、污水監(jiān)管都存在一定隱患,此次開頭重戲同樣會促進分離企業(yè)綠色發(fā)展,不僅產(chǎn)能有收縮可能,環(huán)保成本的上升同樣對稀土氧化物有所支撐。(瑞道金屬網(wǎng))

A second round of environmental inspection is about to begin, which is a challenge for rare earth mines and separation companies. Although there are only a handful of rare earth mines in southern China, the source of the supply contraction in Myanmar will be controlled. There are certain hidden dangers from the atmosphere and sewage supervision of the separation enterprises, the beginning of the heavy play will also be the promotion on the separation of enterprises green development, not only the production capacity is likely to shrink, the increase of environmental protection costs also support the rare earth oxide. (Ruidow)

近期市場對宏觀環(huán)境的不確定性決定交易的不活躍,鐠釹市場情緒分化,供需關(guān)系主導(dǎo),廠家隨市調(diào)價,謹(jǐn)慎看待市場,下游和貿(mào)易商觀望情緒較濃,起底建倉預(yù)期略顯不足。中重稀土方面隨需求調(diào)整市場走向,起底建倉情緒較鐠釹偏好,成本和供應(yīng)變化依然對后市提供較強支撐。(我的有色網(wǎng))

Recently, the uncertainty of macro environment in the market determines the inactivity of trading, and the sentiment of PrNd market is divided, dominated by supply and demand, manufacturers adjust prices with the market, cautious view of the market, the downstream and traders' wait-and-see sentiment is strong, starting from the base position is expected to be slightly insufficient. Heavy rare earth with demand to adjust the direction of the market, starting from the bottom of the sentiment of preference over PrNd, cost and supply changes still provide strong support for the future. (My Nonferrous Metals Net)

南方稀土發(fā)布6月24日稀土氧化物掛牌價

Listing price on June 24 from China Southern Rare Earth

單位:萬元/噸(出廠含稅價)

Unit: 10,000RMB/ton (EXW price incl. VAT)

1577785075119156.png

3. 趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)

2019年6月28日

June 28, 2019

提示:以上信息僅供參考!

Notes: the information above is for reference only!


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