盗墓笔记,天蚕土豆

金力永磁稀土行情簡(jiǎn)報(bào)2019期（總第330期）06-01~06-05

更新時(shí)間：2020-06-08 09:49:00　點(diǎn)擊次數(shù)：1870

JL MAG Rare-Earth Industry Price Briefing 06-01~06-05

Week 23, 2020

1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News

本周稀土市場(chǎng)行情，鏑鐵，鐠釹，金屬釹和鋱的價(jià)格持續(xù)小幅上漲。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格347-350元/KG，金屬釹價(jià)格358-363元/KG，鏑鐵合金價(jià)格1900-1920元/KG，金屬鋱價(jià)格5300-5350元/KG。

This week, prices of DyFe, PrNd, Nd metal and Tb increased slightly. Price from Asian Metal at this weekend presented: PrNd metal 347-350 RMB/KG, Nd metal 358-363 RMB/KG, DyFe alloy 1,900-1,920RMB/KG, and Tb metal 5,300-5,350RMB/KG.

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

本周稀土走勢(shì)整體向上，雖然政策利好預(yù)期暫時(shí)平靜，但需求面的恢復(fù)與集中強(qiáng)力上托，剛需采購(gòu)造成上游現(xiàn)貨暫時(shí)短缺，部分產(chǎn)品成交均有明顯幅度提升。

This week, the trend of rare earth is generally upward, although the policy positive expectations are temporarily calm, the recovery and concentration of the demand side is strongly supported, the purchase of rigid demand causes a temporary shortage of upstream spot products, and some products have significantly improved the transaction.

雖然在國(guó)儲(chǔ)預(yù)期中不被看好，但本周上漲較為明顯的反而是與國(guó)儲(chǔ)關(guān)聯(lián)度較小的產(chǎn)品：鐠釹、釓、鈥。與之相反，長(zhǎng)期以來(lái)備受?chē)?guó)儲(chǔ)青睞的鏑鋱產(chǎn)品在本周僅維持穩(wěn)定。需求面再度成為主導(dǎo)市場(chǎng)的主因，且需求構(gòu)筑的漲勢(shì)更為堅(jiān)實(shí)且易于接受。

Although the reserve is expected to be negative, but the more obvious rise this week is the reserve's less related products: PrNd, Gd, and Ho. By contrast, the products of Dy, Tb, that favored by the State Reserve for a long time, held steady only this week. The demand side is again dominating the market, and the demand built rally is firmer and more acceptable.

后市預(yù)測(cè)：鐠釹、釓鈥等產(chǎn)品目前仍處于現(xiàn)貨短缺的狀態(tài)，后續(xù)漲幅空間仍在，但與此同時(shí)供給端的恢復(fù)也在加速進(jìn)行，與上次國(guó)內(nèi)復(fù)工引發(fā)的上漲相比，本次上漲有望持續(xù)更長(zhǎng)時(shí)間，但同時(shí)要注意現(xiàn)貨庫(kù)存的變化，且隨著價(jià)位的走高，漲速較有可能放緩。 (瑞道稀土資訊)

Subsequent forecast: PrNd, Gd, Ho and other products are still in the condition of the spot shortages; subsequent rise space is still in, but at the same time the recovery on the supply side is accelerating. The rally is expected to last longer than the last one triggered by the resumption of domestic work, but at the same time we should pay attention to the change of spot inventory, and with higher price, rising speed is more likely to slow. (Ruidow Rare Earth Information)

南方稀土發(fā)布6月1日稀土氧化物掛牌價(jià)

Listing Price of Rare Earth Oxides on June 1st 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)