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當前位置：金力永磁稀土行情簡報201616期（總第132期）04-24~04-30
JL MAG Rare-earth Industry Price Briefing04-24~04-30
2016年18周
Week 18, 2016
1. 重要新聞簡報Briefing of Important News
■.本周稀土市場金屬價格均有小幅上漲。亞洲金屬網(wǎng)價格:鐠釹金屬331-336元/KG，鏑鐵合金價格1250-1280元/KG，鋱金屬價格3050-3150元/KG。
This week all the prices of rare earth material have a slight increase. Prices from Asian Metal of this weekend present: PrNd 331-336 RMB/KG, DyFe 1250-1280RMB/KG, Tb metal 3050-3150RMB/KG.
■.4月28日下午，發(fā)改委組織六大稀土集團召開收儲會議。會議內(nèi)容為：落實二批商業(yè)收儲事項。商業(yè)收儲共計1600噸，氧化鐠釹、氧化鏑、氧化鋱、氧化銪分別收儲1250/250/46/54噸，要求在5月31日前收儲完畢。
The National Development and Reform Commission has organized the purchasing and storage meeting with six rare earth groups on April 28th. The meeting is mainly about carrying out the items of business purchase and storage in second phase. Total there will be 1600 tons in second phase business purchase and storage, which contains 1250 tons PrNd oxide, 250 tons Dy oxide, 46 tons Tb oxide, 54 tons europium oxide and request to finish before May 31st.
2.業(yè)內(nèi)人士分析Analysis of Professional Insiders
受商業(yè)儲備持續(xù)進行的推動，稀土價格延續(xù)反彈。26日，氧化鐠釹報價已達26.5萬元/噸；金屬鐠釹報價33.8萬元/噸。另外，氧化鏑價格上升至123萬元至125萬元/噸；氧化鋱報價235萬元/噸，4月以來累計漲幅近4%。3月底，由稀土企業(yè)集團自發(fā)開展的稀土商業(yè)儲備正式啟動，目前輕稀土中的鐠釹、中重稀土的鏑、鋱價格上漲明顯。
Driving by the continuously business purchase and storage, the rare earth material prices continuously rebound. On April 26th, the quoted price of PrNd oxide is 265000RMB/T; the quoted price of PrNd metal is 338000RMB/T. Besides, Dy oxide price has increased to 1230000RMB/T—1250000RMB/T; the quoted price of Tb oxide is 2350000RMB/T, which increased about 4% in April. At the end of March, the business purchase and storage which spontaneous conducted by rare earth groups has officially began and currently the price of PrNd in light rare earth and the price of Dy, Tb in heavy rare earth has significantly increased.
廠家新動態(tài)顯示，輕稀土調(diào)漲意愿強烈，氧化釹含稅出廠報價在25.7萬元至26萬元/噸，市場基本無現(xiàn)貨，導致采購商詢盤積極，含稅價報高至26.2萬元/噸。金屬釹銷售維持穩(wěn)定，廠家含稅報價在33.3萬元至33.5萬元/噸。目前市場看漲氛圍較濃，預計氧化釹價格將繼續(xù)上行。Latest news from manufacturer that they have strong willing to adjust the light rare earth price, the quoted price with tax inclusive of Nd oxide is 257000RMB/T—260000RMB/T with no spot products, which leads to active inquiries and quoted price with tax inclusive has reach 262000RMB/T. The quoted price with tax inclusive of Nd metal is 333000RMB/T—335000RMB/T which is relatively stable in sales now. At present the strong bullish atmosphere in the market and the price of neodymium oxide is expected to continue increase.
另外，4月5日，工信部對外公布今年稀土生產(chǎn)總控制計劃，礦產(chǎn)品和冶煉分離產(chǎn)品的全國計劃總量分別為5.25萬噸和4.5萬噸，前者與去年保持不變，后者則減少了5050噸，減幅近10%。礦產(chǎn)品指標集中度在去年的基礎(chǔ)上提升了5.2個百分點至99.9%，冶煉分離產(chǎn)品的集中度亦達99.6%。按照政策要求，今年6月底前完成全部集團組建工作，整合所有稀土礦山和冶煉分離企業(yè)。
Besides,the MIIT has announced the rare earth production control plan of the first batch on April 5th with total national production quantity respectively as 52500tons minerals and 45000tons smelting separation products. The quantity is the same for the previous one but reduce 5050tons of smelting separation products which is around 10%. Concentration of commodity index has rose 5.2% based on the data of last year and reach 99.9% while the concentration of smelting separation products also reached 99.6%. In accordance with the policy requirements, all the group establishment works including integration of all rare earth mines and smelting separation enterprises should be finished before the end of June.
隨著后續(xù)國儲推進，以及在持續(xù)打擊稀土走私、非法開采等因素推動下，稀土行業(yè)經(jīng)營有望改善。
Along with the conducting of national purchase and storage and strike on rare earth smuggling and illegal mining, the operation of rare earth industry is expected to be improved.
3.趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2016年04月30日
April 30th , 2016
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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