JL MAG Rare-Earth Industry Price Briefing 10-12~10-16
Week 40, 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410-415元/KG,金屬釹價(jià)格440-445元/KG,鏑鐵合金價(jià)格1610-1630元/KG,金屬鋱價(jià)格6100-6150元/KG。
This week, prices of PrNd, Nd, DyFe and Tb have slight decrease. Price from Asian Metal at this weekend presented: PrNd metal 410-415 RMB /KG, Nd metal 440-445 RMB/KG, DyFe alloy 1,610-1,630 RMB/KG, and Tb metal 6,100-6,150RMB /KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
稀土整體市場(chǎng)大致穩(wěn)定,其中輕稀土表現(xiàn)穩(wěn)健而重稀土延續(xù)弱穩(wěn)。雖然輕稀土有所企穩(wěn)但仍欠缺動(dòng)力,僅憑目前的需求狀況與上游的供給控制程度判斷,當(dāng)下穩(wěn)定較為脆弱,上游維持力度難增。
The overall rare earth market is generally stable, among which light rare earth is stable while heavy rare earth continues to be weak. Though light rare earth has stabilized, it is still lack of power. Judging from the current demand situation and the supply control degree of upstream, the current stability is relatively fragile, and it is difficult to increase the strength of upstream.
下游對(duì)鐠釹輕微反彈有所反應(yīng)但不太敏感,一者反彈幅度不高且金屬鐠釹仍處于買(mǎi)家市場(chǎng);二者下游基于自身需求并不過(guò)于看漲后市。但隨著鐠釹的連續(xù)穩(wěn)健小漲,下游詢價(jià)明顯頻繁。
The downstream has a slight reaction to the PrNd rebound but not very sensitive. The first reason is that the rebound is not high and PrNd metal is still in the buyer's market, the other is that downstream are not too bullish on the future market based on their own demand. But along with continuous steady small rise of PrNd, downstream inquiry is getting obviously frequent.
短期預(yù)測(cè):鐠釹雖然當(dāng)下反彈企穩(wěn),但過(guò)剩氧化物庫(kù)存仍在,后續(xù)較難出現(xiàn)明顯反彈幅度。另一方面,鐠釹保持當(dāng)下企穩(wěn)走勢(shì)符合上下游利益,也是部分大廠當(dāng)下的剛需目標(biāo),業(yè)內(nèi)的自我調(diào)整同時(shí)也決定了鐠釹短期走勢(shì)不會(huì)出現(xiàn)下調(diào)可能。預(yù)測(cè)短期內(nèi)鐠釹穩(wěn)健為主。(瑞道稀土資訊)
Short term forecast: although PrNd rebound stabilizes at the moment, the excess PrNd oxide inventory is still in existence, and it is difficult to see a significant rebound in the near future. On the other hand, maintaining current stable trend of PrNd is in line with the benefit of upstream and downstream, which is also the immediate demand target of some large factories. The self-adjustment of the industry also determines that the short-term trend of PrNd price will not be reduced. It is predicted that PrNd is mainly robust in the short term. (Ruidow Rare Earth Info)
北方稀土高科技股份有限公司發(fā)布10月稀土產(chǎn)品掛牌價(jià)格
Listing Price of Rare Earth Oxides in Oct from CNRE
南方稀土發(fā)布10月13日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on Oct 13th 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10月16日
Oct 16th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!