JL MAG Rare-Earth Industry Price Briefing 11-23~11-27
Week 46, 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)格大幅上漲。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格537-542元/KG(上海有色網(wǎng)均價(jià)552.5元/KG),金屬釹價(jià)格598-603元/KG(上海有色網(wǎng)均價(jià)630元/KG),鏑鐵合金價(jià)格1860-1880元/KG(上海有色網(wǎng)均價(jià)1885元/KG),金屬鋱價(jià)格7770-7820元/KG(上海有色網(wǎng)均價(jià)7850元/KG)。
This week, prices of PrNd, Nd, DyFe and Tb rose substantially. Prices from Asian Metal at this weekend presented: PrNd metal 537-542 RMB/KG (average price 552.5 RMB/KG from SMM), Nd metal 598-603 RMB/KG (average price 630 RMB/KG from SMM), DyFe alloy 1,860-1,880 RMB/KG (average price 1885 RMB/KG from SMM), and Tb metal 7,770-7,820RMB/KG (average price 7850 RMB/KG from SMM).
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場(chǎng)出現(xiàn)較多轉(zhuǎn)折,鐠釹產(chǎn)品周初延續(xù)上周的漲勢(shì)且出現(xiàn)了短暫的暴漲,隨著價(jià)位快速拉漲下游不及消化,鐠釹價(jià)位趨于冷靜。隨后重稀土鏑開(kāi)始接力上漲,其余重稀土產(chǎn)品則保持持續(xù)穩(wěn)健。
This week, rare earth market appeared more turning points. Early this week, the price of PrNd products still grown up and shown a brief surge then closed to a stable level due to the price pulling up too fast to be digested. Subsequently, heavy rare earth Dy began to rise relay by relay, while other heavy rare earth products remained stable.
暴漲模式的出現(xiàn)令人始料未及,其上漲速度由日均5%上升為周二的10%,而暴漲期間業(yè)內(nèi)普遍存在的畏高心態(tài)導(dǎo)致上游部分企業(yè)望風(fēng)而動(dòng)率先出貨,虛高報(bào)價(jià)泡沫迅速破滅,鐠釹成交開(kāi)始高位回落,但支撐原有漲勢(shì)的供需基礎(chǔ)仍在,高位回落并未出現(xiàn)暴跌,調(diào)整幅度相對(duì)緩和。
The appearance of the soaring mode is unexpected, growth rate rising from ave. 5% to 10% on Tuesday. During the soaring period, the prevailing mentality of high tide in the industry has led the upstream enterprises to take the lead in shipping, and the bubble price burst rapidly. Although PrNd transactions began to fall down from a high level, the supply and demand foundation that supporting the original rise is still in place, a moderate falls instead of a slump appeared.
后續(xù)預(yù)測(cè):鐠釹本周雖然沖高回落但支撐其漲勢(shì)的基礎(chǔ)仍在。報(bào)價(jià)的虛高部分已迅速破滅,少部分廠家及貿(mào)易商畏高出貨雖然造成了鐠釹回落但并不明顯,主流大廠在本輪波動(dòng)中始終保持著謹(jǐn)慎的態(tài)度,預(yù)計(jì)此次回落不會(huì)出現(xiàn)暴跌,且將在下周內(nèi)出現(xiàn)趨穩(wěn)的跡象。(瑞道稀土資訊)
Follow-up forecast: this week, despite the going up and down of PrNd price, the foundation to supporting this rising trends still works, the bubble have been busted quickly. Although a small number of manufacturers and traders fear high shipment, the decline of PrNd is not obvious. The mainstream manufacturers have always maintained a cautious attitude in this round of fluctuations. It is expected that this fall will not fall sharply and will show signs of stabilizing in the next week. (Ruidow Rare Earth Information)
南方稀土發(fā)布11月23日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on Nov. 23rd 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)
3. 趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2020年11月27日
Nov. 27th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!