關注我們
股票代碼 
Language
當前位置：金力永磁稀土行情簡報201624期（總第140期）06-18~06-24
JL MAG Rare-earth Industry Price Briefing06-18~06-24
2016年第26周
Week 26, 2016
1. 重要新聞簡報Briefing of Important News
本周稀土市場稀土價格均有小幅下滑。亞洲金屬網價格:鐠釹金屬336-341元/KG，鏑鐵合金價格1250-1280元/KG，鋱金屬價格3600-3700元/KG。
This week the market price of Rare Earth has a slight decline. Prices from Asian Metal of this weekend present: PrNd 336-341RMB/KG, DyFe1250-1280RMB/KG,Tb metal 3600-3700RMB/KG.
2.業(yè)內人士分析Analysis of Professional Insiders
繼6月7日招標會流標后，稀土國儲再次被提上日程。22日，國家發(fā)改委召集六大稀土集團，進行為期2天的稀土國儲商討會議。會議主要包括兩項議程，一是確定參加本年國儲集團名單，二是對即將國儲的稀土氧化物產品進行議價。
After the first bidding meeting failed on Jun.7, the Rare Earth State Reserve was placed on the agenda again. And on Jun.22, NDRC called Six Rare Earth Group together to hold a two-day meeting on discussing the Rare Earth State Reserve. The meeting mainly included two agendas: the first one is to determine the attendant list of the State Reserve Group and the second one is to bargain the rare earth oxide products which are to be state reserved.
業(yè)內人士認為，稀土國儲能否順利成行，關鍵在于收儲價格的確定。
In insider's opinion, whether the Rare Earth state Reserve can be succeeded, the key point is to determine its purchase price.
22日召開的稀土國儲商討會議也被認為是國儲招標動員大會。值得關注的是，本次會議召集方由國儲局升級為國家發(fā)改委，與會方也升級為六大集團高層，顯示中央及稀土集團對此次收儲的重視度明顯提高。
The meeting on June. 22 was also considered as the bidding mobilization meeting of the Rare Earth State Reserve. It was noteworthy that the meeting was called by NDRC instead of SRB, and the attendants were upgraded to Rare Earth Six Group executives, which showed that central authorities and the Rare Earth Group's emphasis on the Reserve was significantly improved.
不過，截至目前，官方尚無此次國儲會議消息發(fā)布。據(jù)知情人士透露，本次會議主要包括兩項議程，一是確定參加本年國儲集團名單，二是對即將國儲的稀土氧化物產品進行議價。
So far, however, there is still not any official news about this meeting. According to an informed source that the agenda mainly includes two points, the first one is to determine the attendant list of the State Reserve Group and the second one is to bargain the rare earth oxide products which are to be state reserved.
“在本次會議中，產品價格仍然是各方博弈。"卓創(chuàng)資訊稀土分析師張偉表示。有業(yè)內人士認為，應該正視“黑色"產品對市場的影響，調整招標價格的算法，應該將守法成本、商儲資金成本、包裝運輸成本統(tǒng)統(tǒng)考慮進去，再商定的收儲價格。
"During the meeting, the product price is still the focus of the game for all parties." Said by Zhangwei who is the Rare Earth analyst from ZhuoChuang Information. Also from the insider's opinion that the influence of illegal products for the market should be envisaged and adjust the algorithm of the bidding price. The cost of Law-abiding, storage fund and package & transport should all be taken into account, and then the purchase price is finally determined.
事實上，進入6月份以來，稀土價格疲軟持續(xù)下行，國儲政策動向牽動市場神經。張偉介紹，一般7月到8月為稀土行業(yè)淡季，稀土下游的應用量不足以支撐市場價格，如果沒有收儲政策刺激，價格仍將下行。
Actually, since the beginning of this June, weak prices continued downward, the state store policy still affects the market price. “Generally the two months from July to August were regarded as the off-season in rare earth industry and the price is not sufficiently supported by its downstream demands. So if the price is not stimulated by the purchase policy, it will still continue downward." Zhang Wei said.
在張偉看來，除了利用收儲政策穩(wěn)定市場外，還應疏堵結合，打黑與收儲同時進行，打擊中間貿易商，使用專票進行追蹤，逐步考慮將稀土貿易商納入監(jiān)控體系。
Furthermore, in Zhangwei's view, besides using the purchase policy to stabilize the market, also based on the principal that keep the illegal crackdown as the purchasing storage at the same pace, the traders are emphatically suppressed and traced by officers, and that putting the traders into monitoring system should be taken into account step by step.
商務部研究院國際市場部副主任白明表示，打擊稀土盜采，在政策體系上，不僅需要經濟手段的調控，更要逐步完善相應的法律，采取必要的行政干預，在保護生態(tài)環(huán)境和稀土開發(fā)方面取得均衡的發(fā)展。
“From the policy system, crackdown against illegal mining is not only by using the economic regulation and control, but also by the gradually improved laws. Moreover, the necessary administrative intervention should be taken to make a balanced improvement on the Environmental protection and Rare earth development." Expressed by Bai Ming who is the Deputy Director of the international marketing dept. of CAITEC.
3.趨勢圖（參考亞洲金屬網）Tendency Chart (refer to Asian Metal)
2016年06月24日
Jun.24, 2016
提示：以上信息僅供參考！
Notes: the information above is for reference only!
86-797-8068888
贛公網安備 36070002000228號