JL MAG Rare-Earth Industry Price Briefing 08-17~08-21
Week 34, 2020
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鏑鐵的價格較為穩(wěn)定,鐠釹,金屬釹和鋱的價格持續(xù)上漲。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格443-448元/KG,金屬釹價格460-465元/KG,鏑鐵合金價格1780-1800元/KG,金屬鋱價格6330-6380元/KG。
This week, price of DyFe was relatively stable while PrNd, Nd metal and Tb continued to rise. Price from Asian Metal at this weekend presented: PrNd metal 443-448 RMB /KG, Nd metal 460-465 RMB/KG, DyFe alloy 1,780-1,800 RMB/KG, and Tb metal 6,330-6,380RMB /KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場整體來看仍算表現(xiàn)良好,但高位敏感與畏高波動也隨之出現(xiàn)。鐠釹產(chǎn)品已連續(xù)上漲近一月時間,在近幾年的走勢中極為少見,隨著漲勢趨緩,業(yè)內(nèi)信心出現(xiàn)動搖。
This week, the rare earth market was still performing well as a whole, but sensitivity and fear of high price also appeared. PrNd products had been rising for nearly a month, which was extremely infrequent in the trend in recent years. With the slowdown of the rise, confidence in the industry had been shaken.
鐠釹長期現(xiàn)貨不足的狀態(tài)有所緩解但中間金屬端產(chǎn)能供給仍顯短缺,然而上游原料儲存較為充足,氧化鐠釹供給相對金屬也較多。漲價期間無論是上游惜售還是下游擴(kuò)大采購均對金屬企業(yè)造成生產(chǎn)壓力,同時也刺激了生產(chǎn)企業(yè)擴(kuò)大產(chǎn)量。然而這一現(xiàn)狀隨著下游期貨訂單逐步延長開始衰減,風(fēng)險隨著價位高走彌生滋長。
The long-term shortage of PrNd had been alleviated, but the capacity supply of intermediate metal end was still in short supply. However, the upstream raw material storage was relatively sufficient, and the supply of PrNd oxide was relatively more than that of metal. During the price rise period, that upstream reluctant to sell or downstream expansion of procurement, both caused production pressure on metal enterprises, meanwhile they also stimulated production enterprises to expand production. However, this situation began to decline with the gradual extension of downstream futures orders, and the risk increased following with the price increase.
近期預(yù)測:鐠釹高位調(diào)整較有可能在下周出現(xiàn),但生產(chǎn)方逐步積累的原料成本較高,下調(diào)幅度與速度預(yù)計不會過激。整體需求在未來有一定的收縮風(fēng)險,但重稀土調(diào)整也應(yīng)趨于緩和。(瑞道稀土資訊)
Recent forecast: the high level adjustment of PrNd would be more likely to appear in the next week, but cost of the raw material gradually accumulated by the manufacturer was relatively high, and the reduction range and speed would not expected to be excessive. Overall demand in the future had a certain risk of contraction, but adjustment of heavy rare earth should also tend to ease. (Ruidow Rare Earth Info)
南方稀土發(fā)布08月17日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on Aug 17th from CSRE
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08月21日
Aug 21st, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!