JL MAG Rare-Earth Industry Price Briefing 07-06~07-10
Week 28, 2020
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情,鐠釹和金屬釹價(jià)格較為穩(wěn)定,鏑鐵和鋱價(jià)格小幅下降。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格368-373元/KG,金屬釹價(jià)格378-383元/KG,鏑鐵合金價(jià)格1830-1850元/KG,金屬鋱價(jià)格5850-5900元/KG。
This week, price of PrNd and Nd Metal is relatively stable, while DyFe and Tb declines slightly. Price from Asian Metal at this weekend presented: PrNd metal 368-373RMB/KG, Nd metal 378-383RMB/KG, DyFe alloy 1,830-1,850RMB/KG, and Tb metal 5,850-5,900 RMB/KG.
2、 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場(chǎng)整體表現(xiàn)良好,輕稀土鐠釹價(jià)位聯(lián)續(xù)保持穩(wěn)步上調(diào),重稀土雖稍有弱勢(shì)但也保持大致穩(wěn)定。此次鐠釹上漲行情主要源于供給的收縮與利好預(yù)期,但后續(xù)來看仍有一定的變化可能。
The rare earth market overall has performed well this week. Price of light rare earth PrNd continues to rise steadily, heavy rare earth remains roughly stable although slightly weak. The rise of PrNd mainly stems from the supply of contraction and positive expectations, but there is still some possibility of changes in the future.
鐠釹此次上漲幅度速度均表現(xiàn)健康,上游試探幅度微弱,下游接受能力尚可,對(duì)于生產(chǎn)鏈而言無疑是良好的狀態(tài),上下游出貨采購均減少了風(fēng)險(xiǎn),成交過程較為溫和順利。重稀土本周成交有所下滑,但集團(tuán)大廠采取穩(wěn)價(jià)不出,價(jià)格下滑幅度不明顯,且因國儲(chǔ)實(shí)施始終對(duì)市場(chǎng)存在期望支撐,散貨流通也并無較多讓價(jià)意愿。
The rising speed of PrNd was healthy this time, the upstream trial amplitude was weak, and the downstream acceptance ability was fair . It is undoubtedly in a good state for the production chain. Both upstream and downstream shipments and purchases have reduced risks, and the transaction process is relatively smooth. Heavy rare earth transactions have declined this week, but the major manufacturers of the group have not adopted stable prices, the price decline has not been obvious. And because the implementation of the State Reserve has always been expected to support the market, bulk cargo circulation is no more willing to let the price.
后續(xù)預(yù)測(cè):本周鐠釹緩慢上漲并無需求面的支撐,且供給端收縮并不明顯,核查過后存在一定風(fēng)險(xiǎn),雖然有傳言國儲(chǔ)對(duì)鐠釹有所利好但目前尚無確切消息佐證,后續(xù)判斷供給將有可能恢復(fù)常態(tài),而目前鐠釹價(jià)位雖處于中等,但上游企業(yè)顧慮一直存在,一旦核查帶來的支撐消退,價(jià)位則有進(jìn)一步弱化的空間。當(dāng)然,若國儲(chǔ)對(duì)于鐠釹確有利好,則鐠釹會(huì)有進(jìn)一步上調(diào)的可能。(瑞道稀土資訊)
Subsequent forecast: PrNd rise slowly this week, while there is no support from the demand side; supply side contraction is not obvious, and there is a certain risk after verification. Although rumors of the state reserve is good for PrNd, there is no precise information. Subsequent judgment supply is likely to be returned to normal, and PrNd prices are now in the middle, but the upstream enterprise concern persist, once the support fades after verification, price will have further weakening space. Of course, if the state Reserve really positive for PrNd, then price of PrNd may move further upward.(Ruidao Rare Earth Information)
北方稀土高科技股份有限公司發(fā)布7月稀土產(chǎn)品掛牌價(jià)格
Listing price of July from China Northern Rare Earth
南方稀土發(fā)布07月06日稀土氧化物掛牌價(jià)
Listing price on July 06th from China South Rare Earth
單位:萬元/噸(出廠含稅價(jià))
Unit: 10,000RMB/Ton (EXW price excl. VAT)
3、趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2020年07月10日
提示:以上信息僅供參考!
Notes: the information above is for reference only!