金力永磁稀土行情簡(jiǎn)報(bào)201620期(總第136期)05-22~05-27
JL MAG Rare-earth Industry Price Briefing05-22~05-27
2016年第22周
Week 22, 2016
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)鏑鐵價(jià)格小幅下滑,鐠釹鋱價(jià)格相對(duì)穩(wěn)定。亞洲金屬網(wǎng)價(jià)格:鐠釹金屬343-348元/KG,鏑鐵合金價(jià)格1310-1340元/KG,鋱金屬價(jià)格3680-3780元/KG。
This week, the price of DyFe has a slight decline while PrNd and Tb is relatively stable. Prices from Asian Metal of this weekend present: PrNd is 343-348RMB/KG, DyFe is 1310-1340RMB/KG and Tb metal is 3680-3780RMB/KG.
2.業(yè)內(nèi)人士分析Analysis of Professional Insiders
稀土價(jià)格短期回調(diào) 長(zhǎng)期仍有機(jī)會(huì)。
Rare earth prices callback in short term and still have the opportunity for long term.
本周稀土價(jià)格出現(xiàn)小幅下滑,主要還是前期稀土價(jià)格漲幅過(guò)快,主流品種價(jià)格開始下調(diào),出貨量多,詢盤人少,鏑鋱市場(chǎng)基本少有,終端客戶備有庫(kù)存,近期拿貨不多,上游觀望市場(chǎng),等待政策推動(dòng)。
This week the prices of rare earth occurred a slight decline, which mainly because rare earth prices rose too fast previously and prices of mainstream varieties began to decrease, multiple shipments and less inquiries, there's little deal on Dy and Tb market. Terminal clients had inventory and did not purchase too much recently, while upstream market took a wait-and-see attitude, waiting for the policy to promotion.
以目前形勢(shì)來(lái)看,供需情況并不樂(lè)觀,沒(méi)有政策的支持,稀土價(jià)格只會(huì)出現(xiàn)大幅的下跌,商家更是恐慌出售。而托市重要的打黑情況影響力較大,必然導(dǎo)致供給收縮,價(jià)格上漲幅度會(huì)很大,以目前對(duì)國(guó)內(nèi)的形勢(shì)了解,以及稀土行業(yè)重視度,未來(lái)稀土價(jià)格反彈上揚(yáng)的可能性較大。
Currently, the supply and demand situation is not optimistic, rare earth prices will only have a substantial decline without policy support and the merchants are also panic to sell. While the influence of crackdown on the illegal rare earth which is the most important action for holding the market is quite huge, which will inevitably lead to supply contraction and big price increase. According to the understanding of current domestic situation and unprecedented attention on rare earth industry, rare earth price has larger possibility to rebound in the future.
本周稀土市場(chǎng)就是下行,主流品種回落,下降幅度還是存在,雖然各種對(duì)后市的預(yù)期存在,但市場(chǎng)上采購(gòu)減少,不斷出貨的商家讓市場(chǎng)行情擔(dān)憂。本次鏑的跌價(jià)趨勢(shì)較為明顯,主要原因還是量大。而鋱市場(chǎng)相對(duì)較好,出貨量不大,雖然詢盤不多,量少,整體市場(chǎng)上沒(méi)有動(dòng)作,基本還是處于穩(wěn)定。鐠釹市場(chǎng),價(jià)格也有小幅回調(diào),下降空間還有,市場(chǎng)還在等待機(jī)會(huì)。供給收縮所面臨的問(wèn)題,收儲(chǔ)和打黑何時(shí)執(zhí)行,政府的態(tài)度不明朗,忽冷忽熱很容易導(dǎo)致市場(chǎng)感冒。不過(guò),重申今年的政策力度依舊感覺(jué)不同往昔,供給收縮會(huì)成為必然,價(jià)格的機(jī)會(huì)并不遙遠(yuǎn)。
This week the rare earth market is in the downturn situation, the mainstream varieties fall and decline is still there. Although various expectation on market outlook exists, the purchasing on market is decrease; it makes people worry about the further market condition because of constantly shipping business. The decline trend of Dy is obvious and the main reason is the large quantity. While Tb market is relatively good, the shipping volume is not too much, although there's not much inquiries and less trading volume, the overall market is basically stable. The price of PrNd has a slightly callback and also has space for decline. The market is still waiting for the opportunity. Problems faced by supply contraction, implementation time for purchase & storage and crackdown on illegal rare earth, government's unclear attitude and blow hot and cold in turn can easily lead to market cold. However, reiterated this year's policy is still different from the past, the supply contraction will become inevitable and the opportunity of good price is not far away.
3.趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2016年05月27日
May 27th, 2016
提示:以上信息僅供參考!
Notes: the information above is for reference only!