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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 09-06~09-10
Week 37，2021
1. 重要新聞簡報(bào)Briefing of Important News
本周稀土市場行情，鐠釹和金屬釹的價(jià)格較為穩(wěn)定，鋱和鏑鐵的價(jià)格小幅上漲。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格735-740元/KG；金屬釹價(jià)格760-765元/KG；鏑鐵合金價(jià)格2570-2590元/KG；金屬鋱價(jià)格9900-9950元/KG。
This week, prices of PrNd, Nd metal were relatively stable, prices of Tb and DyFe rose slightly. Prices from Asian Metal at this weekend presented: PrNd metal 735-740 RMB/KG; Nd metal 760-765 RMB/KG; DyFe alloy 2,570-2,590 RMB/KG; and Tb metal 9,900-9,950 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周整體稀土價(jià)格趨勢向上運(yùn)行，各系產(chǎn)品或穩(wěn)健或上漲，鐠釹產(chǎn)品略穩(wěn)，成交開始放量，鏑鋱產(chǎn)品上漲迅速，價(jià)格與成交量雙飛，其余重稀土則表現(xiàn)出不出貨不報(bào)價(jià)的“一片向好”勢頭。就差異來看，鐠釹穩(wěn)健漲勢趨緩，鋱產(chǎn)品異常突起強(qiáng)勢上漲拉動(dòng)替代品鏑，由于兩者庫存基數(shù)不同，鋱產(chǎn)品現(xiàn)貨趨緊的漲勢未見明顯抑制，價(jià)格或仍有上行的空間。
The overall rare earth price trend is moving upward this week. Products of various series are stable or rising. PrNd products are slightly stable, and transactions begin to increase. Dy and Tb products rise rapidly, and the price and trading volume fly together. The remaining heavy rare earths show a "good" momentum of no shipment and no quotation. In terms of the difference, the steady growth of PrNd has slowed down, and the abnormal rise of Tb products has driven the substitute Dy. Due to the different inventory bases of the two, the tighter spot of Tb products has not been significantly suppressed, and the price may still have room for upward.
本周一方面有需求支撐、一方面緬甸內(nèi)亂使得此前期盼的通關(guān)消息破滅，加之市場流傳的稀土企業(yè)整合及管理?xiàng)l例的即將出臺(tái)，均刺激業(yè)界對(duì)價(jià)格上漲的預(yù)期攀升，鐠釹產(chǎn)品當(dāng)下步入穩(wěn)健走勢，下游采購詢單在本周有所回暖，與此同時(shí)，上游仍未放棄拉漲試探的機(jī)會(huì)，龍頭企業(yè)適時(shí)的出手，使得本周重稀土價(jià)格率先走出“低谷”。
This week, on the one hand, there is demand support, on the other hand, the civil unrest in Myanmar has shattered the previously expected customs clearance news, coupled with the upcoming introduction of the rare earth enterprise integration and management regulations circulating in the market, all stimulated the industry’s expectations of price increases to rise, PrNd products are now entering a steady trend, and the downstream purchase orders have warmed up this week. At the same time, the upstream has still not given up the opportunity to push up the test. The timely shots of leading companies have made the price of heavy rare earth the first to get out of the "trough" this week.
價(jià)格的博弈仍會(huì)繼續(xù)，需求的平衡點(diǎn)也仍在試探，鐠釹產(chǎn)品雖處于需求的瓶頸期，但在經(jīng)濟(jì)持續(xù)發(fā)展下磁材的增量仍有較大可能突破；鏑鋱產(chǎn)品后續(xù)漲幅無論合理與否，短期內(nèi)上行的概率依舊存在。（瑞道稀土資訊）
The price game will continue, and the balance of demand is still being explored. Although PrNd products are in the bottleneck period of demand, the increase in magnetic materials is still likely to break through under the continuous economic development; whether the subsequent increase of Dy and Tb products is reasonable or not, the probability of upward in the short term still exists. (Redo Rare Earth Information)
北方稀土高科技股份有限公司發(fā)布9月稀土產(chǎn)品掛牌價(jià)格
Listing price in September from China North Rare Earth
南方稀土發(fā)布8月31日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on August 31st from China Southern Rare Earth
單位：萬元/噸（出廠含稅價(jià)）
Unit: 10 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09月10日
September 10th, 2021
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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