JL MAG Rare-Earth Industry Price Briefing 08-23~08-27
Week 35,2021
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情,鐠釹、金屬釹、鋱和鏑鐵的價(jià)格較為穩(wěn)定。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格748-753元/KG;金屬釹價(jià)格772-777元/KG;鏑鐵合金價(jià)格2570-2590元/KG;金屬鋱價(jià)格10350-10400元/KG。
This week, prices of PrNd, Nd metal and Tb are relatively stable. Prices from Asian Metal at the end of this weekend presented: PrNd metal 748-753 RMB/KG, Nd metal 772-777 RMB/KG, DyFe alloy 2,570-2,590 RMB/KG and Tb metal 10,350-10,400/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場(chǎng)未迎來(lái)期盼的高潮,周初期市場(chǎng)樂(lè)觀情緒仍在,周中期伴隨各種傳言,需求未見(jiàn)增量,市場(chǎng)畏高而恐慌的心態(tài)悄然蔓延,主流產(chǎn)品價(jià)格再一次應(yīng)聲回調(diào),整體市場(chǎng)弱勢(shì)繼續(xù),雖然微調(diào)但本周幅度有所拉大,而市場(chǎng)伴隨小量的低價(jià)成交后,主流價(jià)格應(yīng)聲而落,在缺少量的支撐配合下,在資金愈發(fā)緊張的時(shí)期,分離廠及金屬?gòu)S都在為交期貨訂單而鉚勁生產(chǎn),采購(gòu)交易不活躍,市場(chǎng)顯示出僵持博弈的狀態(tài)。
The climax of rare earth market this week did not show as expected, optimism is still in the beginning of this week with all sorts of rumors, but when there’s no incremental demand, the fear and panic mentality quietly spread. The mainstream product price syntony once again, the overall market weakness still continue. Although fine-tuning range is widened, after clinching a deal with small amount of low price, the mainstream prices fell and without the support of quantity, as well as tight period of capital, separation plants and metal plants are riveting production for futures orders, procurement transactions are not active and the market shows a stalemate status.
整體八月,稀土價(jià)格一直在高位盤(pán)整,低價(jià)貨充斥市場(chǎng)。過(guò)高的金屬價(jià)格確實(shí)已對(duì)下游的需求有所遏制,部分中小磁材廠的剛需抵觸情緒依舊存在,并對(duì)70萬(wàn)元/噸以上的金屬鐠釹的接受程度有所降低,所以綜合來(lái)看,下游的需求是有明顯的縮量。8月截止,今年下半年的指令性開(kāi)采指標(biāo)未有下達(dá),導(dǎo)致大集團(tuán)的生產(chǎn)也顯得被動(dòng),在擠壓貿(mào)易商庫(kù)存的同時(shí),市場(chǎng)供需或陸續(xù)趨于平衡,而資金趨緊卻隨著年底的臨近緩和系數(shù)有所提升,整體來(lái)看,短期內(nèi)稀土價(jià)格小幅盤(pán)整的概率依舊存在,直到后端的采購(gòu)訂單出現(xiàn)支撐或有可能穩(wěn)固。(瑞道稀土資訊)
The overall August, prices have been consolidating at high prices, low-priced goods flooding the market. High metal prices have curbed the demands of downstream, part of the small magnets factory resistance emotion still exist, and the acceptance is lower for the metal neodymium praseodymium with price more than 700,000 CNY/Ton, overall the downstream demand is shrank obviously. As of August, the mandatory development index do not issued for the second half of this year, the large groups of production is passive, the traders inventory is squeezing at the same time, market supply and demand is gradually tend to balance, while a tighter money coefficient increased with the approaching of the end of the year. As a whole, the probability of short term price slightly consolidation is still exist, until the purchase order of downstream can support or likely to be stable.(Ruidow Rare Earth Info)
南方稀土發(fā)布8月23日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on August 23rd from China Southern Rare Earth
單位:萬(wàn)元/噸(出廠含稅價(jià))
Unit: 10 thousand RMB/ ton (EXW price incl. tax)
3. 趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2021年08月27日
August 27th, 2021
提示:以上信息僅供參考!
Notes: the information above is for reference only!