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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 09-20~09-26
Week 40，2021
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)格小幅下降，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737-742元/KG；金屬釹價(jià)格763-768元/KG；鏑鐵合金價(jià)格2640-2660元/KG；金屬鋱價(jià)格10750-10775元/KG。
This week, prices of PrNd, Nd metal dropped slightly, prices of Tb and DyFe rose slightly. Prices from Asian Metal at this weekend presented: PrNd metal 737-742 RMB/KG; Nd metal 763-768 RMB/KG; DyFe alloy 2,640-2,660 RMB/KG; and Tb metal 10,750-10,775 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
市場現(xiàn)狀：國慶前雖有一定節(jié)間采購備貨，但鐠釹價(jià)格仍處于下行，磁材廠反饋在后端訂單及資金、成本考慮下，會控制采購量且對鐠釹后市抱有謹(jǐn)慎態(tài)度，節(jié)前備貨對走勢支撐力度有所削弱。目前各大分離廠仍有一定程度的產(chǎn)量控制，指令計(jì)劃遲遲未有下發(fā)，廢料價(jià)格偏高，短期內(nèi)生產(chǎn)及各廠家?guī)齑婀?yīng)仍難緩解，供應(yīng)上不利于下行走勢。騰沖難有開關(guān)可能，短期緬甸礦及南方離子礦的趨緊程度依舊會繼續(xù)，加上集團(tuán)重組消息充斥市場，鏑鋱鈥產(chǎn)品信心強(qiáng)勁，后續(xù)價(jià)格穩(wěn)上行的概率較大。
Current situation of market: Although there are certain inter-junction purchases and stocks before National Day, the price of PrNd is still falling. The magnetic material factory reported that it will control the purchase volume and be cautious about the future market of PrNd under the consideration of back-end orders, capital and cost. Pre-holiday stocking has weakened the support for the trend. At present, major separation plants still have a certain degree of output control, instruction plans have not been issued for a long time, prices of scrap material are high, production and inventory supplies of various manufacturers are still difficult to ease in the short term, and the supply is not conducive to the downward trend. Tengchong is unlikely to open the strategic pass; and the short-term tightening of Myanmar mines and southern ion mines will continue. In addition, the news of the group restructuring floods the market, confidence in products of Dy, Tb and Ho is strong, and there is a greater probability that subsequent prices will rise steadily.
后市預(yù)測：不考慮突發(fā)因素條件，鐠釹穩(wěn)弱的走勢仍將持續(xù)，并有可能在節(jié)后延續(xù)較長時(shí)間，且因?yàn)樵镜V產(chǎn)供給的緊張及普遍原料庫存成本的堅(jiān)挺，鐠釹價(jià)格回調(diào)幅度或不會太大；鏑鋱?jiān)诠?jié)前穩(wěn)走的可能性較大，在消息面利好釋放后，鏑鋱市場有望在當(dāng)前成本線上出現(xiàn)維穩(wěn)。（瑞道稀土資訊）
Forecast in future market: Regardless of unexpected factors, the steady and weak trend of PrNd will continue, and it may continue for a long time after the holiday, and because of the tight supply of minerals and the strong cost of general raw material inventory, the price of PrNd will callback. The magnitude may not be too great; Dy and Tb are more likely to move steadily before the holiday. The Dy and Tb market are expected to maintain stability at the current cost line after the release of positive news. (Ruidao Rare Earth Information)
南方稀土發(fā)布9月22日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on Septembe
r 22nd from China Southern Rare Earth
單位：萬元/噸（出廠含稅價(jià)）
Unit: 10 thousand/ton (incl tax price)
3. 趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2021年09月26日
September 26th, 2021
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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