JL MAG Rare-Earth Industry Price Briefing 03-16~03-20
Week 12, 2020
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹價格相對穩(wěn)定,鏑鐵和鋱價格持續(xù)上漲。亞洲金屬網周末價格: 鐠釹金屬價格340-345元/KG,金屬釹價格378-383元/KG,鏑鐵合金價格1830-1850元/KG,金屬鋱價格5450-5500元/KG。
This week, price of PrNd was relatively stable, while price of DyFe and Tb increased continuously. Price from Asian Metal at this weekend presented: PrNd metal 340-345 RMB/KG, Nd metal 378-383 RMB/KG, DyFe alloy 1,830-1,850 RMB/KG and Tb metal 5,450-5,550RMB/KG.
2. 業(yè)內人士分析Analysis of Professional Insiders
本周部分輕中重稀土產品價格較上周小幅上漲。輕稀土方面,受市場需求影響,本周初下游企業(yè)詢單情況有所回暖,輕稀土市場活躍度小幅提升,上游商家上調報價且出現(xiàn)持貨惜售情緒,市場低價貨源逐漸難覓。中重稀土方面,周內僅氧化鏑價格有所上調,氧化鋱價格較上周維穩(wěn)。
Prices of some light, medium and heavy rare earths rose slightly this week compared to last week. In terms of light rare earth, affected by market demand, at the beginning of this week, the inquiries of downstream enterprises were somewhat warmer; the activity of light rare earth market increased slightly, while the upstream merchants raised their prices and there was a mood of holding goods to sell, low-priced goods were becoming difficult to find in the market. For medium and heavy rare earth, only Dy oxide prices increased in this week, the price of Tb oxide stayed more stable than last week.
SMM預計,短期因疫情影響稀土市場的需求情況或存在受到限制的可能,預計輕中重稀土產品價格受到成本及需求影響或將呈現(xiàn)相對穩(wěn)定的狀態(tài)。長期來看,因今年3月4日中央政治局常委會上再提新基建。新基建主要發(fā)力于科技端,預計后續(xù)新能源汽車的產銷量年內大幅減少的可能性較少,稀土市場需求或將隨著時間推移有所回暖。(上海有色金屬網)
SMM predicts that in the short term, due to the impact of the epidemic on the demand situation of the rare earth market or the possibility of restrictions, it is expected that the prices of light, medium and heavy rare earth products will be relatively stable due to the impact of costs and demand. In the longer term, new infrastructure was proposed at the meeting of the standing committee of the political bureau of the CPC central committee on March 4th.The new infrastructure is mainly driven by science and technology. It is expected that the production and sales volume of new energy vehicles in the year will unlikely to decrease significantly, and the market demand for rare earths may pick up over time. (SMM)
南方稀土發(fā)布3月16日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on Mar. 09th from China Southern Rare Earth
單位:萬元/噸(出廠含稅價)
Unit: 10 thousand RMB /ton (EXW price incl. Tax)
3. 趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)
2020年3月20日
Mar 20th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!