金力永磁稀土行情簡(jiǎn)報(bào)201601期(總第 117期)01-01~01-09
JL MAG Rare-earth Industry Price Briefing 201601(Issue No. 117)
01-01~01-09
2016年第 1周
Week 1, 2016
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
n 本周稀土市場(chǎng)價(jià)格相對(duì)穩(wěn)定,金屬鋱價(jià)格小幅下滑。亞洲金屬網(wǎng)價(jià)格:鐠釹金屬330-335元/KG,鏑鐵合金價(jià)格1340-1370元/KG,鋱金屬價(jià)格3200-3300元/KG。
n This week the prices of rare earth are relatively stable while Tb metal has a slight decline. The prices from Asian metal at the weekend present: PrNd is 330-335RMB/KG, DyFe is 1340-1370RMB/KG and Tb is 3200-3300RMB/KG.
n 中國(guó)南方稀土集團(tuán)組建完成。據(jù)了解,組建完成后的中國(guó)南方稀土集團(tuán)擁有24家子公司,注冊(cè)資本10億元。其中,贛州稀土集團(tuán)、江銅集團(tuán)、江鎢控股集團(tuán)分別占股60%、35%和5%。
n China Southern Rare Earth Group has been completed the formation. It is reported that after finishing the formation it has owned 21 subsidiaries, registered capital of 1 billion RMB. Among which, Ganzhou Rare Earth Co., Ltd., Jiangxi Copper Co., Ltd., and Jiangxi Tungsten Holding Group respectively accounted for 60%, 35% and 5%.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
2015年稀土行業(yè)經(jīng)歷了國(guó)家政策監(jiān)管、行業(yè)整頓、市場(chǎng)調(diào)控及自我修復(fù)等多方面的整合,又逢以改革創(chuàng)新、綠色發(fā)展為理念的“十三五"時(shí)期,2016年行業(yè)發(fā)展及市場(chǎng)行情均有望走出寒冬。
Rare earth industry in 2015 has gone through the integration of state policy regulation, industry consolidation, market control and self-reparation, at the same time come across the period of the Thirteenth Five-Year Plan which regards reform & innovation and green development as concept. The industry development and market conjuncture of 2016 are expected to be out of winter.
1.由工信部牽頭,完成“5+1" 稀土大集團(tuán)整合。2016年,“5+1"稀土大集團(tuán)整合必然完成,區(qū)域整合中隱含的爭(zhēng)議,必定攤牌解決;地方和主管部門(mén)的意見(jiàn)分歧解決方案是共同持股。
Led by the MIIT, to thoroughly finish the integration of “5+1" large rare earth groups. In 2016, “5+1" large rare earth groups integration is bound to be completed and the disputes implied during regional integration must be solved. The final solution of the dissension between local and competent department is mutual shares.
2. 打擊黑稀土常態(tài)化,監(jiān)管廢料綜合回收利用域。2016年,打擊黑稀土仍是國(guó)家政策監(jiān)管,同時(shí)圍繞六大稀土集團(tuán)進(jìn)行行業(yè)整合,通過(guò)扶植正規(guī)企業(yè)、掃除私礦來(lái)扶正行業(yè)風(fēng)氣,理順產(chǎn)業(yè)流程,為行業(yè)壯大發(fā)展打好基礎(chǔ)。
Make the crackdown on illegal rare earth normalized and focus on supervising the comprehensive recycling and utilizing of waste material. Crackdown on illegal rare earth is also the key point of state policy to supervise in 2016, meanwhile, center on six large rare earth groups to make industry integration, by supporting normal enterprises and cleaning the private mines to strengthen the industry trend, straighten out the industry process, laying a good foundation for industry growth and development.
3.2016年,將圍繞“十三五規(guī)劃建議"出臺(tái)稀土新材料運(yùn)用規(guī)劃?!笆逡?guī)劃建議"指出,制造業(yè)是一個(gè)國(guó)家經(jīng)濟(jì)發(fā)展的核心動(dòng)力。業(yè)內(nèi)普遍認(rèn)為,稀土行業(yè)將面臨千載難逢的轉(zhuǎn)型機(jī)遇,中國(guó)稀土產(chǎn)業(yè)的健康可持續(xù)發(fā)展也將對(duì)實(shí)現(xiàn)中國(guó)制造2025、向制造強(qiáng)國(guó)邁進(jìn)起到推動(dòng)作用。
In 2016, it will issue rare earth new material application and programming according to Thirteenth Five-Year Plan Proposal. The Thirteenth Five-Year Plan Proposal pointed out that manufacturing industry is the core power of a nation's economy development. It is generally believed that inside the industry, rare earth will face a golden opportunity for transformation, healthy and sustainable development of China's rare earth industry will play role in promoting the achievement made in China by 2025 and stride forward to a giant country in manufacturing.
4.行業(yè)發(fā)展整體穩(wěn)定亮點(diǎn)紛呈,2016年熱門(mén)稀土氧化物價(jià)格上移。2016年,釹鐵硼磁鋼的原材料鐠釹系、鏑系等產(chǎn)品價(jià)格必將上移;也有可能出現(xiàn)在價(jià)格超跌過(guò)后持續(xù)上漲的黑馬品種。同時(shí),考慮到供需關(guān)系和改革紅利的釋放,稀土價(jià)格要實(shí)現(xiàn)企穩(wěn)回升,并正式步入長(zhǎng)線上升趨勢(shì),預(yù)計(jì)要到2016年三季度末。
The development of the industry is stable generally with some bright scene. In 2016, the focus of hot rare earth oxides prices will be moved up. NdFeB raw material such as PrNd series, Dy series, the focus of these products price will be moved up, may also appear some unknown elected nominee continue to increase after falling too far. At the same time, taking into account the relationship between supply and demand and the release of the reform dividend, rare earth prices to achieve real stabilization and recovery, and officially entered the long-term upward trend is expected to be in the end of the third quarter of 2016.
5. 2016年稀土出口保持穩(wěn)增 ,主要需求領(lǐng)域高速增長(zhǎng)。盡管美國(guó)、歐洲各國(guó)乃至全球經(jīng)濟(jì)復(fù)蘇乏力,稀土材料的國(guó)際需求依然保持著穩(wěn)定的增長(zhǎng),尤其是更具中國(guó)特色的中重稀土氧化鏑、氧化鋱等產(chǎn)品,出口增幅巨大,海外需求較大。2016年,中國(guó)稀土的出口量增幅預(yù)計(jì)在20%左右。
The export of rare earth in 2016 keeps stable increase and main demand area grows rapidly. Although with weak recovery economy of America, Europe and global countries, the international demand of rare earth still remains stable growth, especially for the export of heavy rare earth Dy oxide and Tb oxide which owns more Chinese characteristics increases a lot as well as overseas demand. The export growth of rare earth in 2016 will be around 20%.
6.國(guó)企改革和產(chǎn)業(yè)鏈擴(kuò)張要求,企業(yè)兼并重組更加活躍。隨著資本市場(chǎng)的關(guān)注和升溫,稀土企業(yè)始從傳統(tǒng)產(chǎn)業(yè)、新興產(chǎn)業(yè)、金融、互聯(lián)網(wǎng)四個(gè)領(lǐng)域聯(lián)合跨界,撬動(dòng)行業(yè)轉(zhuǎn)型升級(jí)。
Required by reform of state-owned enterprises and industrial chain expansion, corporate mergers and acquisitions become more active. With the capital market attention and heating, rare earth enterprises began from the four areas of traditional industries, emerging industries, finance and Internet to have joint cross-border, leveraging the industry transformation and upgrading
7、進(jìn)一步探尋稀土期貨交易的可行性研究。眾所周知,很多原材料產(chǎn)品都實(shí)現(xiàn)了期貨和現(xiàn)貨的電子盤(pán)定價(jià),形成了純粹市場(chǎng)化運(yùn)行機(jī)制。而中國(guó)是全球稀土大的供應(yīng)和消費(fèi)大國(guó),主導(dǎo)一個(gè)大眾參與的稀土期貨交易市場(chǎng)應(yīng)該不是什么難題。
Further explore the feasibility of rare earth futures trading. As is known to all, a lot of raw material products have realized the electronic fixed prices of futures and spot commodity, forming a purely market-oriented operation mechanism. While China is the world's largest supplier of rare earth supply and consumption, leading a rare earth futures market which public participation in should not be a problem.
2016年,也是“十三五"開(kāi)局之年,稀土行業(yè)注定要在改革創(chuàng)新中深化發(fā)展、破繭成蝶,成為稀土產(chǎn)學(xué)研+互聯(lián)網(wǎng)+資產(chǎn)金融化+產(chǎn)品證券化的綜合體。
2016 is the start of Thirteenth Five-Year Plan, rare earth industry is destined to deepen the development, swarm into butterflies in the reform and innovation, to be a complex of rare earth industry, university and research institution + Internet + Asset Finance + Product Securitization
3. 趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2016年1月09日
January 9, 2016
提示:以上信息僅供參考!
Notes: the information above is for reference only!
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