金力永磁稀土行情簡報201609期(總第 125期)03-06~03-12
JL MAG Rare-Earth Industry Price Briefing 03-06~03-12
2016年11周
Week 11, 2016
1.重要新聞簡報Briefing of Important News
n 本周稀土市場稀土價格稍微下跌。亞洲金屬網(wǎng)價格:鐠釹金屬330.5-335.5元/KG,鏑鐵合金價格1240-1270元/KG,鋱金屬價格3050-3150元/KG。
This week price of rare earth decreases slightly. Prices from Asian Metal present: PrNd 330.5-335.5 RMB/KG, DyFe 1240-1270 RMB/KG, Tb 3050-3150 RMB/KG.
n 海關(guān)總署3月8日公布,2016年2月我國出口稀土3,240噸,出口金額達18666萬元。2016年1-2月我國稀土出口總量為7,253噸,上年同期累計為3,509噸,同比增加106.7%。
General Administration of Customs announced on Mar 08th, in February 2016 China's export of rare earth was 3,240 tons, amounted to 186.66 million RMB. And the export of rare earth from January to February in 2016 was 7,253 tons, compared 3,509 tons during the corresponding period of last year, it was an increase of 106.7%.
n 據(jù)外媒報道,7條稀土元素生產(chǎn)線(包括氧化鐠、氧化釹、氧化鈰、氧化釔、混合稀土、鐵鈦合金及氧化鑭)近日在伊朗厄爾布爾士省的國家礦物研究中心揭幕。
According to foreign media, seven rare earth production lines (including praseodymium oxide, neodymium oxide, cerium oxide, yttrium oxide, mixed rare earth, titanium alloy and lanthanum oxide) recently unveiled in National Mineral Research Center of Alborz Province, Iran.
2.業(yè)內(nèi)人士分析Analysis of Professional Insiders
日前,格力電器公告,擬發(fā)行股份收購珠海銀隆新能源有限公司。
A few days ago, GREE Electric made an announcement that they will propose to acquire Zhuhai Yinlong New Energy Co., Ltd by issuing shares.
業(yè)內(nèi)人士認為,新能源汽車僅僅是發(fā)展的初期階段而已,離普及的時期還很遠,況且還要有二代、三代產(chǎn)品革新。而潛在的血腥是:黒電企業(yè)已經(jīng)充分進入白電領(lǐng)域分食,家電已經(jīng)幾乎沒有黒電企業(yè)和白電企業(yè)之分了,企業(yè)都是白電+黑電的多產(chǎn)品集團。
The industry insiders believe that the new energy automotive is only in the initial development stage, is still far to the first round popularity period, and there has to be product innovation of second and third generations. The potential cruel situation is: black household appliance enterprises have fully accessed to the white household field to take a share, there is almost no difference between black and white enterprises in household appliance industry. Leading enterprises are all with multiple products group of white + black household appliance.
在智能家居系統(tǒng)被消費能力長期限制的當前,正面競爭和搶新藍海就是家電行業(yè)主動洗牌和發(fā)展壯大的好的方式。競爭將倒逼創(chuàng)新,加速家電產(chǎn)品及消費升級換代。
Currently, the smart home system is restricted by consumer capability for long-term, positive competition and grab new Blue Ocean is the best way to shuffle and develop the household appliance industry. Competition will force people to make innovation, accelerate the upgrading and consuming of household appliances.
整體而言,不管家電企業(yè)怎么變,總是離不開環(huán)保和互聯(lián)的主題,電機和傳感器是實現(xiàn)環(huán)保和互聯(lián)的主要零部件。這里面,稀土永磁的應用很關(guān)鍵。因此,家電企業(yè)的競爭,家電行業(yè)的主動洗牌,給稀土應用提供了很好的機會。
Overall, no matter how the household appliance enterprises change, they can always not be separated from the theme of environmental protection and interconnection. Motors and sensors are the main components to achieve environmental protection and interconnection, where the application of rare earth permanent magnets is very important. Therefore, the home appliance enterprises competition and the initiative shuffle in home appliance industry provide a good opportunity for application of rare earth.
3. 趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2016年03月12日
Mar 12th, 2016
提示:以上信息僅供參考!
Notes: the information above is for reference only!