JL MAG Rare-Earth Industry Price Briefing 08-16~08-20
Week 34,2021
1. 重要新聞簡報(bào)Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹、鋱和鏑鐵的價(jià)格小幅下降。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格750-755元/KG;金屬釹價(jià)格765-770元/KG;鏑鐵合金價(jià)格2560-2580元/KG;金屬鋱價(jià)格10450-10500元/KG。
In the rare earth market this week, the prices of PrNd, Nd metal, Tb and DyFe dropped slightly. Asian Metal Weekend Price: PrNd metal price is 750-755 RMB/KG; Nd metal price is 765-770 RMB/KG; DyFe alloy price is 2560-2580 RMB/KG; Tb metal price is 10450-10500 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場整體仍稍顯弱勢,幅度微弱調(diào)整且逐步趨穩(wěn),與此同時(shí)市場隨著低價(jià)而有所放量,部分下游企業(yè)除剛需采購?fù)猓瑤齑鎯湟采杂性黾?。目前判斷,稀土各主流產(chǎn)品回調(diào),雖然當(dāng)前尚欠缺上漲動力,但業(yè)界普遍對后市抱有樂觀與期待。
This week, the rare earth market as a whole is still slightly weak, with a slight adjustment and gradually stabilizing. At the same time, the market has increased with low prices. In addition to purchasing of rigid demand, some downstream companies have also slightly increased their inventory reserves. At present, it is judged that the major rare earth products have adjusted back. Although the current upward momentum is still lacking, the industry generally has optimism and expectations for the market outlook.
短期來看:因三季度稀土價(jià)格過快上漲導(dǎo)致的需求端利潤壓縮已傳導(dǎo)至終端,市場卻已出現(xiàn)剛需抵觸情緒,當(dāng)前,稀土供應(yīng)經(jīng)過一個(gè)多月的調(diào)整,供應(yīng)緊張程度稍有緩解,另一方面,對比以往上漲勢頭來看,本周此次回調(diào)止穩(wěn)暫未看出“強(qiáng)勁”的反彈勢頭,磁材端成本壓力已陸續(xù)傳導(dǎo)至終端,有終端采購強(qiáng)硬壓價(jià),有磁材端報(bào)價(jià)讓利,甚至有小部分磁材企業(yè)選擇停產(chǎn)待市,下游來看,漲價(jià)的試探心理在謹(jǐn)慎觀望中均保持明顯克制。雖本周鐠釹止跌補(bǔ)貨是主動,也曾一度出現(xiàn)“逢低備貨”的準(zhǔn)備,下周稀土價(jià)格較大概率會震蕩上行。(瑞道稀土資訊)
In the short term: the demand-side profit compression caused by the rapid rise of rare earth prices in the third quarter has been transmitted to the terminal, but the market has already experienced rigid demand resistance. Currently, the supply of rare earths has been adjusted for more than a month, and the tightness of supply has eased slightly. On the one hand, compared with the previous upward momentum, this week correction has not yet seen a "strong" rebound momentum. The cost pressure on the magnetic material end has gradually transmitted to the terminal. For profit, even a small number of magnetic material companies choose to stop production and wait for the market. From the downstream point of view, the tentative psychology of price increases has maintained obvious restraint in the cautious wait-and-see. Although this week PrNd replenishment was active, there was also a preparation for "bargain hunting". The price of rare earths will fluctuate upward next week. (Ruidao Rare Earth Information)
南方稀土發(fā)布8月17日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on 17th August from Southern Rare Earth
單位:萬元/噸(出廠含稅價(jià))
Unit: Ten thousand RMB/ton (EXW price incl. tax)
3. 趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2021年08月20日
August 20, 2021
提示:以上信息僅供參考!
Notes: the information above is for reference only!