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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 04-20~04-24
Week 17, 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、金屬釹和鏑鐵的價(jià)格相對(duì)穩(wěn)定，鋱的價(jià)格略有下降。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格330-335元/KG，金屬釹價(jià)格353-358元/KG，鏑鐵合金價(jià)格1770-1790元/KG，金屬鋱價(jià)格5000-5050元/KG。
This week, prices of PrNd, Nd Metal and DyFe were relatively stable，price of Tb fell slightly. Price from Asian Metal at this weekend presented: PrNd metal 330-335 RMB/KG, Nd metal 353-358 RMB/KG, DyFe alloy 1,770-1,790 RMB/KG, and Tb metal 5,000-5,050 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土下游仍面臨著國(guó)外疫情造成的訂單萎靡，國(guó)內(nèi)稀土成交量持續(xù)低迷。稀土主流價(jià)位處于較低位置，上游企業(yè)基于成本高壓力挺報(bào)價(jià)，整體價(jià)位在當(dāng)下低位艱難徘徊。
This week the downstream of rare earth industry is still facing sagging orders caused by the epidemic oversea, and domestic trading volume of rare earth continued to be low. The mainstream price of rare earth is in a low position, upstream enterprises support quotation due to high cost pressure, and the overall price is hovering at the current low level.
與此同時(shí)，鐠釹價(jià)位已經(jīng)跌到大多數(shù)分離廠的盈虧線，尤其廢料回收企業(yè)，缺乏相對(duì)低價(jià)原料成本壓力更高，難以繼續(xù)下調(diào)鐠釹與少數(shù)優(yōu)勢(shì)企業(yè)競(jìng)爭(zhēng)。重稀土鏑鋱價(jià)位雖然保持中高位穩(wěn)定，但背后缺乏成交支撐，下游少量剛需對(duì)散貨緩慢消耗，而主要庫(kù)存則集中在大廠，在需求長(zhǎng)期低迷的環(huán)境下，大廠保持較高報(bào)價(jià)，同時(shí)年度內(nèi)國(guó)儲(chǔ)作為支撐預(yù)期，重稀土鏑鋱堪堪維穩(wěn)。
At the same time, price of PrNd has fallen to the profit and loss line of most separation plants, especially the waste recycling enterprises which are difficult to compete with several advantageous enterprises by continuing to reduce price of PrNd due to lack of relatively low raw material cost and have higher pressure. Although prices of heavy rare earth Dy and Tb remain stable at a medium high level, a small amount of downstream rigid demand consumed bulk goods slowly with deficient transaction support behind. While the main inventory is concentrated in large factories, large factories maintain a high price under the environment of long-term downturn in demand. Meanwhile, the annual domestic reserve as a support expectation, heavy rare earth Dy and Tb can maintain stability.
短期預(yù)測(cè)：國(guó)內(nèi)稀土走勢(shì)短期內(nèi)受國(guó)外疫情直接影響，未來(lái)海外終端企業(yè)復(fù)工率成為重點(diǎn)，疫情正值衰減期，歐美國(guó)家對(duì)于經(jīng)濟(jì)復(fù)蘇的需求日益迫切，下月局部性的復(fù)工將會(huì)出現(xiàn)。（瑞道稀土資訊）
Short term forecast: in the short time, the trend of domestic rare earth is directly affected by the epidemic oversea. In the future, the re-cover rate of overseas end enterprises will become the key point. The demand for economic recovery in Europe and the United States is increasingly urgently as the epidemic is in a declining period, and local work resumption will appear next month. (Ruidow Rare Earth Information)
目前,中國(guó)氧化鐠釹主流價(jià)格為257,000-262,000元/噸出廠現(xiàn)金,較一周前相同。主要供應(yīng)商的報(bào)價(jià)較上周四上漲2,000元/噸至當(dāng)前的260,000元/噸，并且無(wú)意以低于259,000元/噸的價(jià)格出貨。由于當(dāng)前價(jià)格較低以及有關(guān)國(guó)儲(chǔ)的傳言,過去一周部分貿(mào)易商和消費(fèi)商積極采購(gòu)。然而，主要消費(fèi)商目前僅按已收到的訂單進(jìn)行采購(gòu)，并且對(duì)后市持悲觀態(tài)度。鑒于現(xiàn)貨市場(chǎng)僵持，業(yè)內(nèi)人士預(yù)計(jì)未來(lái)一周中國(guó)氧化鐠釹價(jià)格將呈現(xiàn)平穩(wěn)走勢(shì)。北京(亞洲金屬) 2020-4-21
At present, the mainstream EXW cash price of PrNd oxide in China is 257,000-262,000 RMB/ton which is the same as a week ago. Major suppliers’ quotation rose 2000 RMB/ton from last Thursday to the current 260,000 RMB/ton, and they’re not intended to ship at a price lower than 259,000 RMB/ton. Due to the current low price and rumors about the State Reserve, some traders and consumers have been actively purchasing in the past week. However, at present, the major consumers only purchase according to the orders received, and they are pessimistic about the future market. In view of the stalemate in the spot market, industry insiders expect that the price of PrNd in China will show a stable trend in the next week. Beijing (Asian Metal) 2020-04-21
南方稀土發(fā)布4月20日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on Apr. 20th 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4月24日
Apr 24th, 2020
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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