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當前位置：JL MAG Rare-Earth Industry Price Briefing 06-10~06-14
Week 24, 2019
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹，鏑鐵和鋱價格繼續(xù)上漲。 亞洲金屬網(wǎng)價格: 鐠釹金屬價格468-473元/KG (上海有色，462-482元/KG)，鏑鐵合金價格1980-2000元/KG (上海有色，1980-2020元/KG)，金屬鋱價格5200-5250元/KG (上海有色，5100-5200元/KG)。
This week, prices of PrNd, DyFe and Tb kept increasing. Price from Asian Metal at this weekend presented: PrNd metal 468-473RMB/KG (price from SMM: 462-482RMB/KG), DyFe alloy 1980-2000RMB/KG (price from SMM: 1980-2020RMB/KG), and Tb metal 5200-5250RMB/KG (price from SMM: 5100-5200RMB/KG).
據(jù)BN Americas網(wǎng)站報道，巴西礦業(yè)公司塞拉貝爾德公司將投資1.5億美元在戈亞斯州的米納蘇市建設一座稀土選礦廠。戈亞斯州環(huán)境和可持續(xù)發(fā)展廳將向該公司正式頒發(fā)此項目的環(huán)境許可證。報道稱，塞拉貝爾德已經(jīng)在該地區(qū)投資7000萬美元進行勘探。博爾赫斯認為，米納斯可能是世界上大離子型稀土礦之一。博爾赫斯強調，目前只有中國在生產(chǎn)離子型稀土。但是，中國使用的是硫酸銨萃取方法，價格昂貴，對巴西來說需要進口。塞拉貝爾德公司將采用食用鹽來萃取，用其開發(fā)的技術能實現(xiàn)的稀土回收，而且水可以完全循環(huán)利用。根據(jù)美國地質調查局的數(shù)據(jù)，在世界1.2億噸稀土儲量中，巴西稀土儲量為2200萬噸。主要分布在戈亞斯、里約熱內盧和亞馬遜等州。
According to the BN Americas website, Brazilian mining company Serra Verde will invest $150 million to build a rare earth concentrator in Minasu, Goias. The SEMAD of Goias will officially issue an environmental permit for this project to the company. According to reports, Serra Verde has invested $70 million in exploration in the region. Borges believes that Minas is probably one of the largest ionic rare earth mines in the world. Borges stressed that only China is producing ionic rare earths currently. However, China uses ammonium sulfate extraction methods, which are expensive and need to be imported for Brazil. Serra Verde will use the edible salt to extract rare earths using technology developed by the company, and the water can be completely recycled. According to the US Geological Survey, of the world's 120 million tons of rare earths, Brazil has 22 million. They are mainly distributed in the states of Goias, Rio de Janeiro and Amazon.
2. 業(yè)內人士分析Analysis of Professional Insiders
由發(fā)改委、工信部組成的稀土調研團隊初步進駐包頭、廣東等地的各大集團及其轄下企業(yè)，依照發(fā)改委兩次稀土座談會議達成的方向，對稀土礦山、分離、冶煉及下游磁材領域做出深入調查并對相關企業(yè)做出重要指示。
The Rare Earth Research Team consisting of the National Development and Reform Commission (NDRC) and the Ministry of Industry and Information Technology has initially entered the major groups of Baotou, Guangdong and other places and their enterprises. According to the direction reached at the two rare earth symposiums of the NDRC, in-depth investigations will be made on rare earth mining, separation, smelting and downstream magnetic materials and important instructions will be given to relevant enterprises.
調研團隊提出，稀土分離企業(yè)要嚴格執(zhí)行國家政策法規(guī)，堅持科技創(chuàng)新，綠色發(fā)展，同時詳細了解了主要產(chǎn)品生產(chǎn)情況和下游應用。對礦山企業(yè)，調研人員詳細了解了礦山開采工藝、企業(yè)經(jīng)營情況及礦區(qū)環(huán)保情況，提出要重視稀土作為國家戰(zhàn)略資源的地位，加強稀土資源利用并確保礦山生態(tài)環(huán)境實現(xiàn)可持續(xù)發(fā)展。同時，對冶煉企業(yè)提出要進一步拓展下游應用，提升稀土產(chǎn)品附加值。
The research team proposed that rare earth separation enterprises should strictly implement national policies and regulations, adhere to scientific and technological innovation, and green development, and learn more about the production of major products and downstream applications. For mining enterprises, the researchers learned in detail about the mining technology, business operations and environmental protection of the mining area, and proposed to pay attention to the status of rare earth as a national strategic resource, strengthen the efficient use of rare earth resources and ensure the sustainable development of the mine ecological environment. At the same time, it is proposed for smelting enterprises to further expand downstream applications and increase the added value of rare earth products.
此次調研再次引發(fā)業(yè)內對后續(xù)利好政策的猜想，打黑、環(huán)保等常規(guī)政策預計在近期將有開展。此外，對于收儲之可能，業(yè)內的判斷比重再次增加。市場反饋，伴隨著調研進行，部分集團開始收緊銷售，受供應及政策雙重提振，氧化鐠釹與氧化鋱明顯上漲。伴隨著暴漲，氧化鋱廠家囤貨心態(tài)高漲。（瑞道金屬網(wǎng)）
The survey once again triggered speculation in the industry on follow-up favorable policies. Conventional policies such as blackout and environmental protection are expected to be launched in the near future. In addition, for the possibility of purchasing and storing, the proportion of judgment in the industry has increased again. In market feedback, some groups began to tighten sales as research was carried out. Boosted by supply and policy, PrNd oxide and Tb oxide rise significantly. With the skyrocketing, the Tb oxide manufacturers have a very high mentality to stock up. (Ruidow.com).
北方稀土高科技股份有限公司發(fā)布6月稀土產(chǎn)品掛牌價格
Listing price of June from China Northern Rare Earth
南方稀土發(fā)布6月10日稀土氧化物掛牌價
Listing price on June 10 from China Southern Rare Earth
單位：萬元/噸（出廠含稅價）
Unit: 10,000RMB/ton (EXW price incl. VAT)
3. 趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2019年6月14日
June 14, 2019
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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