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金力永磁稀土行情簡(jiǎn)報(bào)2023期(總第334期)06-29~07-03

JL MAG Rare-Earth Industry Price Briefing 06-29~07-03

Week 27, 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,金屬釹和鋱的價(jià)格小幅上漲,鏑鐵價(jià)格較為穩(wěn)定。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格370-375元/KG,金屬釹價(jià)格378-383元/KG,鏑鐵合金價(jià)格1860-1880元/KG,金屬鋱價(jià)格5900-5950元/KG。

This week, price of PrNd, Nd Metal, Tb has a slight increase while DyFe is relatively stable. Price from Asian Metal at this weekend presented: PrNd metal 370-375RMB/KG, Nd metal 378-383RMB/KG, DyFe alloy 1,860-1,880RMB/KG, and Tb metal 5,900-5,950 RMB/KG.

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

本周國(guó)內(nèi)輕中重稀土產(chǎn)品走勢(shì)開(kāi)始變緩,價(jià)格不再激進(jìn),下游按需采購(gòu)。

This week, the tendency of domestic light, medium and heavy rare earth products started to slow down, prices are no longer aggressive, and downstream purchases are made on demand.

輕稀土方面,氧化鐠釹價(jià)格先是延續(xù)前期上漲勢(shì)頭,平穩(wěn)后小幅回落。本周氧化鐠釹市場(chǎng)總體交投清淡,前期價(jià)格一路拉漲至29萬(wàn)元/噸的價(jià)位時(shí),下游觀望氛圍濃厚,對(duì)這一價(jià)格的接受度有限,市場(chǎng)進(jìn)入博弈。從市場(chǎng)庫(kù)存方面來(lái)看,包括分離廠在內(nèi)的持貨商總體庫(kù)存量并不高,因此在該價(jià)位行情開(kāi)始盤整。截至本周五,氧化鐠釹價(jià)格為28.8-29.2萬(wàn)元/噸,較上周五持平。

In terms of light rare earth, the price of PrNd oxide continued to increase as it did in the previous period, and then fell slightly after being stable after a while. This week, the PrNd oxide market was generally trading lightly. When the previous price rose all the way to the price of 290,000 rmb/ton, the downstream kept strongly wait-and-see atmosphere, and the acceptance of this price was limited. The market entered the game. From the perspective of market inventory, the overall inventory of the holders including the separation plant is not so much, so the market began to adjust at this price. As of this Friday, the price of PrNd oxide was 288,000-292,000 rmb/ton, which was the same as last Friday.

中重稀土方面,氧化鋱、氧化鈥等產(chǎn)品近期表現(xiàn)搶眼。尤其是氧化鋱,價(jià)格已持續(xù)上漲至近八年來(lái)的最高點(diǎn),市場(chǎng)情緒已被充分調(diào)動(dòng)起來(lái),持貨商信心較足。目前氧化鋱的市場(chǎng)供應(yīng)相對(duì)緊張,加上中重稀土的收儲(chǔ)預(yù)期疊加影響,因此此輪上漲有一定的堅(jiān)實(shí)基礎(chǔ)。當(dāng)然在觸達(dá)目前價(jià)位時(shí),部分持貨商的報(bào)價(jià)和出貨積極性有所提高,適當(dāng)出貨;也有部分商家依舊看好后市,出貨猶豫。(上海有色網(wǎng))

In terms of medium and heavy rare earths, Tb oxide, Ho oxide and other products had performed well recently especially Tb oxide, which price has continued to rise to the highest point within past eight years. The market sentiment has been fully mobilized, and the confidence of the holders is sufficient. At present, the market supply of Tb oxide is relatively tight. The influence of storage of medium and heavy rare earth gave this round of rise a certain solid foundation. Of course, the quotation and shipment enthusiasm of some holders has increased when reaching the current price with making appropriate shipments; while some merchants were still optimistic about the market outlook and hesitate to sell. (Shanghai Nonferrous)

南方稀土發(fā)布6月29日稀土氧化物掛牌價(jià)

Listing Price of Rare Earth Oxides on Jun 29th 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)

1594019624767831.png

江西金力永磁科技股份有限公司稀土行情簡(jiǎn)報(bào)

1594019774292378.png

3.    趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)

1594020614329922.png

江西金力永磁科技股份有限公司稀土行情簡(jiǎn)報(bào)

1594020622989079.png

江西金力永磁科技股份有限公司稀土行情簡(jiǎn)報(bào)

1594020807306905.png

2020年07月03日

July 3rd, 2020

提示:以上信息僅供參考!

Notes: the information above is for reference only!




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