JL MAG Rare-Earth Industry Price Briefing 07-15~07-19
Week 29, 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,鏑鐵和鋱價(jià)格繼續(xù)走低。亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格400-405元/KG,鏑鐵合金價(jià)格1870-1890元/KG,金屬鋱價(jià)格5150-5200元/KG。
This week, prices of PrNd, DyFe and Tb kept on dropping. Price from Asian Metal at this weekend presented: PrNd metal 400-405RMB/KG, DyFe alloy 1870-1890RMB/KG, and Tb metal 5150-5200RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周市場(chǎng)延續(xù)下滑走勢(shì),上游中小企業(yè)競(jìng)相出貨,而下游訂單收縮采購(gòu)克制,主流看跌情緒。稀土產(chǎn)品低位交信息頻繁,鐠釹受其影響尤為敏感,相對(duì)冷清的交量心不斷向低位靠攏,而基于需求普遍低迷的共識(shí),庫(kù)存積壓成為上游工廠難題。
This week, the market continued to decline. Upstream middle-sized and small-sized enterprises competed to ship orders, while downstream purchasing orders were contracted and restrained. The mainstream was emotionally bearish. Low-price transactions of rare earth products were so many and frequent that price of PrNd was sensitively affected. The relatively low volume of PrNd made it move closer to low price. Based on the consensus that demand was generally low, inventory backlog had become the primary problem of upstream manufacturers.
重稀土受整體弱勢(shì)影響亦有下調(diào)。南方各大企業(yè)庫(kù)存較多,鏑鋱等主流產(chǎn)品相對(duì)集中。然而需求遇冷走貨不暢,市面散貨持有商占當(dāng)下交比例擴(kuò)大,短期內(nèi)看不到希望的情況下靈活周轉(zhuǎn),交價(jià)位出現(xiàn)小幅滑坡。
Price of heavy rare earths had also been affected by the overall decline. There were more inventories in major enterprises in the South, with concentrated mainstream products such as Dy and Tb. However, the demand for them was not so popular or smooth in the market, proportion of the transaction by bulk cargo holders had kept expanding. Flexible turnover should be done if hope was unseen in the short term. The transaction price presented a slight decline.
雖然稀土交本周不停走低,但業(yè)內(nèi)心態(tài)較為敏感微妙。因輕重稀土原礦價(jià)位相對(duì)氧化物下調(diào)緩慢,同步對(duì)應(yīng)難以達(dá)成,稀土各系產(chǎn)品理論成本相對(duì)之前正比增加,而稀土產(chǎn)品尤其鐠釹產(chǎn)品價(jià)位不斷向成本價(jià)位靠攏,部分人士對(duì)后市觀點(diǎn)出現(xiàn)變化,對(duì)于近期走勢(shì)雖仍一致看弱,卻已對(duì)未來是否有機(jī)會(huì)逆轉(zhuǎn)開始思考。
Though the turnover of rare earths had continued to decline this week, the industry's mentality was sensitive and subtle. Since the price of rare earth ore declined slower than that of oxides, the synchronous response was difficult to achieve. The theoretical cost of rare earth products kept increasing comparing to the previous costs, while the price of rare earth products, especially the price of PrNd products, was moving closer to their production cost price. Some people had changed their views on the market outlook. Although the recent trend was still regarded as consistently weak, people had already begun to think about the possibility of reversed price in the future.
不同于一般有色金屬,稀土行業(yè)受政策影響效果大,這也是稀土行業(yè)特征之一,市場(chǎng)調(diào)節(jié)和政策因素共同影響。雖然未來一段時(shí)間內(nèi)屬市場(chǎng)調(diào)節(jié)重歸低位,但政策助推并未失去其生長(zhǎng)的土壤。(瑞道金屬網(wǎng))
Unlike general non-ferrous metals, the rare earth industry is highly influenced by policies, which is also one of the characteristics of the rare earth industry, that market regulation and policy factors have a common impact on it. Although market regulation has returned to a low level for some time to come, policy assistance does not lost the soil for its growth. (Ruidow)
南方稀土發(fā)布7月15日稀土氧化物掛牌價(jià)
Listing price on July 15th from China Southern Rare Earth
單位:萬元/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7月19日
July 19, 2019
提示:以上信息僅供參考!
Notes: the information above is for reference only!