JL MAG Rare-Earth Industry Price Briefing 03-02~03-06
Week 10, 2020
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)格相對(duì)穩(wěn)定,鏑鐵和金屬釹價(jià)格小幅上漲,鋱的價(jià)格大幅上漲。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格350-355元/KG,金屬釹價(jià)格380-385元/KG,鏑鐵合金價(jià)格1810-1830元/KG,金屬鋱價(jià)格5300-5350元/KG。
This week, price of PrNd was relatively stable while DyFe and Nd increased slightly and Tb has a big increase. Price from Asian Metal at this weekend presented: PrNd metal 350-355 RMB/KG, Nd metal 380-385 RMB/KG, DyFe alloy 1,810-1,830 RMB/KG and Tb metal 5,300-5,350RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場(chǎng)波動(dòng)環(huán)比收窄,無(wú)論輕稀土鐠釹還是重稀土其分化走勢(shì)均開始緩和,且金屬相對(duì)氧化物倒掛仍然存在。因重稀土原礦供給仍未恢復(fù),其余重稀土產(chǎn)品表現(xiàn)穩(wěn)健。南方掛牌上調(diào)再次帶動(dòng)鏑鋱成交上移,但相比上周上漲幅度趨于理性。
This week, the rare earth market fluctuations narrowed, the differentiation trend of light rare earth PrNd and heavy rare earth began to ease, and the metal relative oxide price inversion still exists. As the supply of heavy rare earth raw ore has not yet recovered, the rest of the heavy rare earth products performed steadily. The China Southern Rare Earth listing prices increased again which led to an uptick in Dy and Tb sales, but the increase were more rational than last week.
隨著稀土行業(yè)復(fù)工率加大,上游整體產(chǎn)能在逐步恢復(fù)正常,且隨著指標(biāo)的放開,輕稀土廠家產(chǎn)量比去年同期預(yù)期有所增加,國(guó)外輕稀土進(jìn)口仍預(yù)計(jì)大幅增長(zhǎng),輕稀土供給失衡將對(duì)長(zhǎng)期鐠釹走勢(shì)造成較大壓力。業(yè)內(nèi)輕稀土廠家對(duì)此觀點(diǎn)多保持一致,提升產(chǎn)量降低能耗提升收得率成為當(dāng)下新的競(jìng)爭(zhēng)方向。
With the increase of rare earth industry resumption rate, the overall upstream production capacity is gradually returning to normal, and with the opening of quota, the output of light rare earth manufacturers has increased compared with the same period last year. Foreign light rare earth imports are still expected to increase substantially, and the imbalance of light rare earth supply will cause big pressure on the long-term trend of PrNd price. Light rare earth manufacturers in the industry are mostly consistent with this view, increasing production, reducing energy consumption and increasing yield become a new competitive direction at present.
據(jù)相關(guān)人士透露,緬甸礦山已有小范圍復(fù)產(chǎn),但受疫情管控和輔料限制,產(chǎn)能壓縮嚴(yán)重,南方企業(yè)原礦供給仍遠(yuǎn)遠(yuǎn)未及正常水平,廢料回收雖也能提供部分重稀土供給但仍不能緩解原礦短缺來(lái)帶的缺口,重稀土鏑鋱及鈥仍能保持穩(wěn)健態(tài)勢(shì)。(瑞道稀土資訊)
According to relevant sources, Myanmar's mines have resumed production in a small scale, but restricted by epidemic control and restriction of auxiliary materials, the production capacity is severely compressed. Southern ore supply is still far lower than normal. Although waste recycling can also provide part of heavy rare earth supply, it still cannot alleviate the shortage of raw ore, heavy rare earth Dy, Tb and Ho can still maintain a stable situation. (Ruidow Rare Earth Info)
南方稀土發(fā)布3月2日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on Mar. 02nd from China Southern Rare Earth
單位:萬(wàn)元/噸(出廠含稅價(jià))
Unit: 10 thousand rmb/ton (EXW price incl. Tax)
3. 趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2020年3月6日
Mar 06th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!