金力永磁稀土行情簡報201614期(總第130期)04-10~04-16
JL MAG Rare-Earth Industry Price Briefing 04-10~04-16
2016年16周
Week 16, 2016
1.重要新聞簡報Briefing of Important News
本周稀土市場金屬鋱的價格有小幅下跌,鐠釹鏑鐵價格相對穩(wěn)定。亞洲金屬網(wǎng)價格:鐠釹金屬328-333元/KG,鏑鐵合金價格1220-1250元/KG,鋱金屬價格3000-3100元/KG。
This week the price of Tb Metal has slightly declined while the price of PrNd was relatively stable. Prices from Asian Metal present: PrNd: 328-333 RMB/KG, DyFe : 1220-1250RMB/KG and Tb metal: 3000-3100RMB/KG.
4月13日,海關總署發(fā)布數(shù)據(jù)顯示:中國3月份出口稀土4343噸,出口金額20516萬元,出口數(shù)量環(huán)比增長34.04%,較去年同期相比增長114.04%,3月份出口金額環(huán)比增長9.91%,較去年同期相比增長58.63%。2016年一季度稀土累計出口數(shù)量為11596噸,與去年同期相比增長109.4%,累計出口金額達56736萬元,同期增長38.3%。
On April 13th, statistics from the General Administration of Customs showed that China's rare earth export in March was 4,343 tons and the export value was 205.16 million RMB, the export volume rose 34.04% than last month and 114.04% compared to the same period of last year; the export amount rose 9.91% in March than last month and 58.63% over the same period of last year. In the first quarter of 2016, rare earth cumulative export volume was 11,596 tons, which had a growth of 109.4% compared to the same period of last year and the cumulative export amount was 567.36 million RMB, which increased 38.3% over the same period of last year.
2.業(yè)內(nèi)人士分析Analysis of Professional Insiders
稀土一季度出口同比翻番,出口量大增的主要原因在于,中國商務部于去年初取消了實行長達17年的稀土出口配額許可證制度。這意味著,中國稀土出口不再受總額限制,只需憑出口合同即可出口。海關總署數(shù)據(jù)顯示,去年中國累計出口稀土3.48萬噸,同比增長25.4%,創(chuàng)歷史新高。
Rare earth export in the first quarter doubled compared to the same period of last year, the main reason is that early of last year, China's Ministry of Commerce cancelled the rare earth export quota license system which was in implementation for 17 years long. This means that China's rare earth export is no longer restricted by the total quota; companies can export rare earth only with an export contract. According to the general administration of customs, last year China's total rare earth export was 34,800 tons, which is a year-on-year growth of 25.4% and a new historical record.
這一政策的改變是為了執(zhí)行世界貿(mào)易組織(WTO)于2013年8月作出的裁定。該裁定支持美、歐、日等國申訴,認為中國對稀土的出口限制,違反WTO規(guī)則。
The change of this policy is in order to perform the final decision made by World Trade Organization (WTO) in August 2013. The decision supports the appeal from America, Europe and Japan, holds that China's export restrictions on rare earths is against the WTO rules.
中國是全球稀土儲量和產(chǎn)量大的國家,儲量約占全球總量的23%,卻供應了全球超過90%的消費量。作為重要的性戰(zhàn)略資源,稀土以持續(xù)低迷的售價大量流向海外,已久遭詬病。
China is the country with the largest rare earth reserves and output, its reserves accounts for about 23% of the global total, but supplies more than 90% of global consumption. As an important strategic scarce resource, it has been criticized long time that lots of rare earth was sold to overseas at low cost.
“中國政府并非放棄管控,而是將管控從出口限制轉(zhuǎn)移到了開采源頭的限制",貴金屬分析師張偉告訴新聞記者,和鋼鐵、煤炭等產(chǎn)能過剩行業(yè)一樣,中國稀土行業(yè)也在進行“供給側(cè)改革",除企業(yè)限產(chǎn)、商業(yè)收儲和國家收儲外,還在生產(chǎn)配額上進行調(diào)控。"
“The Chinese government does not give up control, the control shifts from the export restrictions to mining source limit", precious metal analyst Zhang Wei told reporters, same as steel, coal and other industries with excess capacity, China's rare earth industry is also in the reform of "supply side", in addition to enterprises production limit, business purchasing & storage and state purchasing & storage, there's also adjustment and control on the production quota.
4月5日,工信部對外公布今年稀土生產(chǎn)總控制計劃,礦產(chǎn)品和冶煉分離產(chǎn)品的全國計劃總量分別為5.25萬噸和4.5萬噸,前者與去年保持不變,后者則減少了5050噸,減幅近10%。這一力度在業(yè)內(nèi)看來并不算小?!叭绻麥p量再多,就會引起市場瘋炒了。"分析師稱,這固然可以抬升價格,但也會引起市場不必要的動蕩。
On April 5th, the MIIT announced the first batch of rare earth production control plan of this year, the national total ore smelting and separation products plan are 52,500 tons and 45,000 tons respectively, the former remain the same with last year, the latter fell by 5050 tones, this is a nearly 10% decrease, which is considered in the industry as not small decrease. Analysts said" if the reduction were more, it may cause market hype. It can lift the price, but also can cause unnecessary market turbulence."
此次公布的稀土開采指標亦正在向六大集團集聚。礦產(chǎn)品的指標集中度在去年的基礎上提升5.2個百分點至99.9%,冶煉分離產(chǎn)品的集中度亦達99.6%。北方稀土集團則以雙雙過半的占比處于優(yōu)勢,進一步穩(wěn)固了“南五北一"的格局。
The released rare earth mining quota is also gathering to six big groups. The concentration of mineral quota has increased by 5.2% to 99.9% compared to last year; concentration of smelting separation products is 99.6%. The China North RE Group is in the absolute superiority with more than half of both quotas; further stabilize the pattern of "five in south, one in north".
3.趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2016年04月17
Apr 17th, 2016
提示:以上信息僅供參考!
Notes: the information above is for reference only!