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當前位置：JL MAG Rare-Earth Industry Price Briefing 01-06~01-10
Week 2, 2020
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹和鏑鐵價格相對穩(wěn)定，鋱價格小幅上漲。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格355-360元/KG，鏑鐵合金價格1670-1690元/KG，金屬鋱價格4480-4530元/KG。
This week, price of PrNd, DyFe and Tb is relatively stable. Price from Asian Metal at the weekend presented: PrNd metal 355-360 RMB/KG, DyFe 1,670-1,690 RMB/KG and Tb metal 4,480-4,530 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土整體成交轉(zhuǎn)暖，鐠釹成交價位低位趨穩(wěn)。鏑鋱價位處于中高位置，節(jié)前因緬甸暫時封鎖稀土，業(yè)內(nèi)企業(yè)拉漲，元旦后鏑鋱成交開始向大型企業(yè)調(diào)控價位趨近，且緬甸后續(xù)開關(guān)的可能性導致業(yè)內(nèi)出貨較多，成交進一步微弱下調(diào)。
This week rare earth overall deal warms up, PrNd low price turns stable. Prices of Dy and Tb stays in high and medium position due to Myanmar's temporary blockade of rare earths, and industry companies rose. After the New Year's Day, Dy-Tb began to close to the price control of large enterprises, and the possibility of Myanmar's follow-up switch led to more industry shipments and a further slight decline in trade.
節(jié)后企業(yè)資金壓力有所緩解，鐠釹大廠加入競價，買方市場明顯，多數(shù)下游企業(yè)在物流最后期限才開始采購。此外，少部分磁材企業(yè)已著手準備年后需求，鐠釹期貨成交比重有所增加。
After the holiday, the financial pressure of enterprises has been alleviated, large PrNd plants joined in the bidding. And the buyer's market is obvious. Most downstream companies only started purchasing within the logistics deadline. In addition, a small number of magnetic materials enterprises have started to prepare for the demand after the New Year, PrNd futures transactions have increased.
緬甸稀土出現(xiàn)新的可能，近期緬甸開采有一定限制，國內(nèi)企業(yè)穩(wěn)價鏑鋱始終保持在調(diào)控價位以上。本周五緬甸政府邀請高層訪問，部分人士推測此次可能就部分經(jīng)貿(mào)問題進行協(xié)商，不排除解決稀土進口的可能性。受該推測影響，加上鏑鋱目前存在一定風險，貿(mào)易商出貨心態(tài)上升。
New possibilities have emerged for rare earths in Myanmar. There are recent restrictions on mining in Myanmar, and the domestic enterprises have kept prices for Dy and Tb above regulated levels. On Friday, the Myanmar government invited a high-level visit, which some speculated might involve negotiations on some economic and trade issues, not ruling out the possibility of resolving rare-earth imports. This speculation, coupled with the fact that Dy and Tb is now in a risk, has led to a rise in traders' shipping sentiment.
后市預(yù)測：下周成交將逐漸趨于靜止，同時上游生產(chǎn)企業(yè)也將逐步休整調(diào)試，報價及成交預(yù)計不會出現(xiàn)較大變化，從細節(jié)上看，不排除少量生產(chǎn)企業(yè)年底回款促銷，個別成交信息恐有拉低現(xiàn)象，但大概率不會對整體走勢造成影響。（瑞道稀土資訊）
Market forecast: next week's transactions will gradually become static, and upstream production companies will also gradually adjust and debug. Quotations and transactions are not expected to change significantly. In terms of details, a small number of production companies will not be excluded from the year-end payment promotion. The information may be pulled down, but the high probability will not affect the overall trend.( Ruidow Rare Earth Information)
南方稀土發(fā)布1月6日稀土氧化物掛牌價
Listing price on Jan. 6th from China South 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)
2020年1月10日
Jan 10th 2020
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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