JL MAG Rare-Earth Industry Price Briefing 04-27~04-30
Week 18, 2020
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹,鏑鐵和鋱的價格相對穩(wěn)定。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格332-337元/KG,金屬釹價格355-360元/KG,鏑鐵合金價格1760-1780元/KG,金屬鋱價格5000-5050元/KG。
This week, prices of PrNd, Nd Metal, DyFe & Tb were relatively stable. Price from Asian Metal at this weekend presented: PrNd metal 332-337 RMB/KG, Nd metal 355-360 RMB/KG, DyFe alloy 1,760-1,780 RMB/KG, and Tb metal 5,000-5,050 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場整體波動較小,成本高壓及需求收緊雙向作用將各系產(chǎn)品成交范圍繼續(xù)壓縮。與上周相比,國內(nèi)稀土供給自我收縮范圍增加,但也是基于需求被動調(diào)整。
The overall fluctuation of rare earth market is relatively small this week, and the bidirectionals effect of high cost and tight demand will continue to compress the transaction scope of various products. Compared with last week, domestic rare earth supply has increased its self-shrinking range, but it is also based on passive adjustment of demand.
重稀土受國儲的遠(yuǎn)期預(yù)期有所衰減,大廠雖仍維持高位報價但穩(wěn)價壓力遞增。鏑鋱中高價位帶來的利益促使緬甸稀土開采加快,本就嚴(yán)重失衡的供需環(huán)境更為嚴(yán)峻,本周鏑鋱產(chǎn)品表現(xiàn)小幅下調(diào),但整體仍維持大致穩(wěn)定。其余重稀土產(chǎn)品與鐠釹處境相同,雖然同處于需求偏冷的狀態(tài),但鐠釹保持穩(wěn)定,未見下滑。(瑞道稀土資訊)
The long-term expectation of heavy rare earth affected by the State Reserve has declined. Though large factories still maintain high quotations, the pressure of price stabilization is increasing. The benefits brought by the high price of dysprosium and terbium have accelerated the rare earth mining in Myanmar. The supply and demand environment, which is seriously unbalanced, is even more severe. This week, the prices of dysprosium and terbium products slightly decreases, but the overall situation remains roughly stable. The rest of the heavy rare earth products are in the same situation with praseodymium and neodymium. Although they are in the same state of cold demand, but praseodymium and neodymium remain stable without price decline. (Ruidow Rare Earth Info)
繼Lynas有限公司(ASX:LYC, OTC:LYSDY)(“Lynas”)于2020年3月23日和2020年4月15日發(fā)布的公告之后,馬來西亞政府已將移動控制命令(“MCO”)延長至2020年5月12日,根據(jù)MCO, Lynas馬來西亞工廠仍在維護(hù)和保養(yǎng)中。馬來西亞萊納斯公司已經(jīng)實施了嚴(yán)格的健康和衛(wèi)生規(guī)程,達(dá)到并超過了衛(wèi)生部的要求,正在等待政府對我們重新啟動業(yè)務(wù)的批準(zhǔn)申請的決定。萊納斯馬來西亞工廠生產(chǎn)的產(chǎn)品對關(guān)鍵行業(yè)的制造供應(yīng)鏈至關(guān)重要,包括汽車、醫(yī)療設(shè)備(包括呼吸器)、煉油和機(jī)械設(shè)備。(產(chǎn)業(yè)前沿)
Following the announcements of Lynas Limited (ASX: LYC, OTC: lysdy) ("Lynas") claimed on March 23rd, 2020 and April 15th, 2020, the Malaysian government has extended the mobile control order ("MCO") to May 12th, 2020, according to which the Lynas Malaysian plant is still under maintenance. Lynas Malaysia has implemented strict health and hygiene regulations that meet and exceed the requirements of the Ministry of Health, and are waiting for the decision of the government to approve the application for business restart. The products produced at the Lynas Malaysia plant are critical to the supply chain of key manufacturing industries, including automobiles, medical equipment (including respirators), refining and mechanical equipment. (Industry Frontier)
南方稀土發(fā)布4月27日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on Apr. 27th 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(wǎng))Tendency Chart (refer to Asian Metal)
2020年4月30日
Apr 30th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!