金力永磁稀土行情簡報1602期(總第 118期)01-10~01-16
JL MAG Rare-earth Industry Price Briefing01-10~01-16
2016年第2周
Week 2, 2016
1. 重要新聞簡報Briefing of Important News
n 本周稀土市場價格相對穩(wěn)定,鏑鐵價格小幅下滑。亞洲金屬網(wǎng)價格:鐠釹金屬330-335元/KG,鏑鐵合金價格1330-1360元/KG,鋱金屬價格3200-3300元/KG。
This week the market price of rare earth is relatively stable while DyFe fell slightly. Prices from Asian metal at the weekend present: PrNd 330-335RMB/KG, DyFe 1330-1360RMB/KG and Tb 3200-3300RMB/KG.
n 2015年新疆地勘成果豐碩,新發(fā)現(xiàn)稀土礦體估算資源總量達30萬噸。
In 2015, the geological prospecting in Xinjiang is fruitful, according to new discovery of rare earth ore, the total amount is estimated to be 300,000 tons.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
近日,美國稀土礦商莫利礦業(yè)也開始企業(yè)破產(chǎn)出售事宜。而中國繼續(xù)承擔(dān)著全球90%以上的稀土供應(yīng).
Recently, the rare earth miner of the US Molycorp has begun its bankruptcy and sale. China continues to undertake more than 90% of the world's rare earth supply.
值得注意的是,在出口政策放寬和薄利多銷的思路共同作用下,我國稀土出口呈現(xiàn)出量增價跌的不利局面,上市稀土開采冶煉公司業(yè)績表現(xiàn)差強人意。業(yè)內(nèi)人士指出,“中國已經(jīng)在超限度的履行國際稀土的供應(yīng)義務(wù)。中國在賣出稀土的同時,也犧牲自己的環(huán)境,‘黑稀土'及薄利多銷造成稀土出口大幅增加,但產(chǎn)品價格卻出現(xiàn)大幅下跌,坦白的說中國企業(yè)是變相的補貼了西方國家。"
Worthy of note is that under the interaction of relaxed export policy and the idea of small profits but quick turnover, China's rare earth export showing an unfavorable situation with volume increase but price decrease. Performance of listed rare earth mining and smelting companies turns out to be unsatisfactory. Insiders pointed out that China has been in the ultra limit to fulfill the international rare earth supply. China sells rare earth at the expense of its environment, “black rare earth" and the idea of small profits but quick turnover has caused a substantial increase in rare earth export, but sharp drop of price. Frankly speaking Chinese enterprises are subsidizing western countries in disguised form. "
業(yè)內(nèi)人士表示,包括大型集團、中小企業(yè)在內(nèi)的所有稀土企業(yè)的發(fā)展,離不開良好的市場環(huán)境。雖然,目前打擊黑色(或地下)稀土產(chǎn)業(yè)鏈已取得一定成效,但非法采運、無證選冶、無票買賣等違規(guī)違法經(jīng)營活動依然存在,如不打擊,就必然會產(chǎn)生“劣幣驅(qū)逐良幣"效應(yīng),就必然是“散兵游勇打敗正規(guī)軍"。
Insiders said that the development of all the rare earth enterprises, including large groups, small and medium enterprises cannot be fulfilled without a good market environment. Although the attack against black (or underground) rare earth industry chain has achieved some results at present, illegal mining operation, unlicensed smelting, sale without rare earth special invoice and other illegal business activities still exist. Without thorough attack on illegal acts, the inevitable result will be "bad money drives out good money" and "lone warriors beat the regular army".
3. 趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2016年1月16日
Jan 16th, 2016
提示:以上信息僅供參考!