JL MAG Rare-Earth Industry Price Briefing 09-07~09-11
Week 37, 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、鏑鐵和鋱的價(jià)格小幅下調(diào)。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格435-440元/KG,金屬釹價(jià)格452-457元/KG,鏑鐵合金價(jià)格1720-1740元/KG,金屬鋱價(jià)格6220-6270元/KG。
This week, price of PrNd, Nd metal, DyFe and Tb declined a little. Price from Asian Metal at this weekend presented: PrNd metal 435-440 RMB /KG, Nd metal 452-457 RMB/KG, DyFe alloy 1720-1740RMB/KG and Tb metal 6220-6270RMB /KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場(chǎng)整體弱勢(shì),多數(shù)主流產(chǎn)品呈現(xiàn)不同幅度下調(diào),但總體下滑幅度不大。輕重代表產(chǎn)品價(jià)位均已達(dá)到業(yè)內(nèi)普遍的成本臨界,雖然成本支撐效應(yīng)越來(lái)越強(qiáng),但短期內(nèi)供需仍欠缺上漲動(dòng)力并急需利好契機(jī)。
The rare earth market was generally weak this week and most of the mainstream products showed different levels of downward adjustment, but the overall decline was not large. The price of the light and heavy products have reached the common cost threshold in the industry. Although the cost support effect is getting stronger and stronger, in the short term, supply and demand still lack momentum and they are in urgent need of favorable opportunities.
鐠釹本周雖然弱勢(shì)延緩,但業(yè)內(nèi)心態(tài)并無(wú)明顯好轉(zhuǎn),北方稀土掛牌小幅下調(diào)。然而以鏑為代表的重稀土產(chǎn)品仍有其期待,雖然短時(shí)間內(nèi)下滑難以避免,但業(yè)內(nèi)始終存在參與者等待低位補(bǔ)入。
Although the weakness of PrNd has been delayed this week, the mentality of the industry has not improved significantly, and the listing price of North Rare Earth was slightly lower. However, heavy rare earth products represented by Dy still have their expectations. Although a short-term decline is inevitable, there are always participants in the industry waiting for low-level supplements.
近期來(lái)看稀土整體供需失衡很難出現(xiàn)起色,但供給端則各個(gè)環(huán)節(jié)變化不同,長(zhǎng)期則有可能因中間環(huán)節(jié)的異常積累而出現(xiàn)變動(dòng)。訂單的周期波動(dòng),例如國(guó)慶節(jié)前的常規(guī)補(bǔ)貨則有望出現(xiàn)新的轉(zhuǎn)機(jī),不過(guò)基于產(chǎn)能與訂單周期變化的自我調(diào)整同樣很難出現(xiàn)明顯波動(dòng),新的行情則仍需利好刺激。(瑞道稀土資訊)
In the near term, the overall supply and demand imbalance of rare earths is unlikely to improve, but the changes in each link on the supply side are different, and changes may occur in the long term due to abnormal accumulation of intermediate links. The cyclical fluctuations of orders, such as regular replenishment before National Day, are expected to have a new turnaround. But self-adjustment based on changes in production capacity and order cycle is also difficult to show significant fluctuations, and new market conditions still need to be stimulated. (Ruidow Rare Earth Information)
北方稀土高科技股份有限公司發(fā)布9月稀土產(chǎn)品掛牌價(jià)格
Listed price presented by CNRE for the second time in September
南方稀土發(fā)布09月07日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on September 7th from CSRE
單位:萬(wàn)元/噸(出廠含稅價(jià))
Unit: 10 thousand RMB/ ton (EXW price incl. tax)
3. 趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2020年09月11日
Sept. 11th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!