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當前位置：JL MAG Rare-Earth Industry Price Briefing 10-18~10-22
Week 43，2021
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹、金屬釹、鋱和鏑鐵的價格小幅上漲。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格795-800元/KG；金屬釹價格820-825元/KG；鏑鐵合金價格2720-2740元/KG；金屬鋱價格11500-11550元/KG。
This week, prices of PrNd, Nd metal, Tb and DyFe have a slightly rise. Prices from Asian Metal at the end of this weekend presented: PrNd metal 795-800 RMB/KG, Nd metal 820-825 RMB/KG, DyFe alloy 2,720-2,740 RMB/KG, and Tb metal 11,500-11,550/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周整體稀土市場熱度空前高漲，全線產(chǎn)品持續(xù)上漲，尤其鐠釹產(chǎn)品的價格已經(jīng)突破幾年來的高位，同期，伴隨價格的高企，成交也逐步放量。鏑鋱產(chǎn)品周前期的弱穩(wěn)到周后期的情緒帶動，價格重回高位。本周其他稀土產(chǎn)品也不同程度的出現(xiàn)上漲，鐠釹的翅膀煽動了整個稀土產(chǎn)品貨緊且價揚。
This week, the overall rare earth market has experienced unprecedented enthusiasm, and the entire line of products has continued to rise. In particular, the price of PrNd products has reached the highest level in the past few years. Over the same period, with the high price, the transaction volume has gradually increased. Dy and Tb products' stability in the early part of the week are influenced by market atmosphere in the later part of the week, the prices returned to high levels. Other rare earth products have also risen to varying degrees this week, and the condition of PrNd have incited the entire rare earth products to be tighten and price-increased.
氧化鐠釹報價堅挺，金屬鐠釹本周開始結(jié)束倒掛，隨著成交的放量，金屬廠庫存繼續(xù)壓縮，江西，四川等省的限電公告一出，低價位的氧化物及金屬不再有貨，秘而不出的工廠增多，在分離及金屬廠庫存一再壓縮的同時，不報價的聲音充斥業(yè)內(nèi)。重稀土在鐠釹上漲節(jié)奏的帶動下，及緬甸開關懸而未決的情況下，報價穩(wěn)中上調(diào)，雖惜售情緒未有明顯擴散，但可成交價格卻實質(zhì)性提升，同時，下游采購畏高進入也較明顯。
The quotation of PrNd oxide is firm, and PrNd metal ends revered price this week. With the increasing volume of transactions, metal factory stocks continue to compress. As soon as the power rationing announcements in Jiangxi, Sichuan and other provinces are issued, low-priced oxides and metals are no longer available. While separation and metal factory inventories have been repeatedly compressed, the industry is full of the voice of not quoting. Driven by the rising rhythm of PrNd and the pending situation of the Myanmar, the quotation of heavy rare earths has been steadily raised. Although the reluctance to sell has not spread significantly, the transaction price has increased substantially. At the same time, it is obvious that downstream purchases are afraid of placing orders on high prices.
此輪價格上漲邏輯主要有五點：1.限電確實轉(zhuǎn)移了部分訂單至其他磁材廠，導致整體表現(xiàn)需求增多。2.部分下游對年底電力的預估，迫使生產(chǎn)速度加快，有采購需求。3.磁材的下游企業(yè)認為限電會導致磁材供應減少而部分釋放了需求。4.此前業(yè)界預判的做空，使產(chǎn)業(yè)鏈均保持低庫存狀態(tài)而觸發(fā)了供需短暫的失衡。5.江西、四川等省的限電消息的出臺，加速了主產(chǎn)區(qū)捂貨的情緒。（瑞道稀土資訊）
There are five main logics for this round of price increases. Firstly, power rationing does transfer some orders to other magnetic material factories, resulting in an increase in overall performance demand. Secondly, some downstream estimates of electricity at the end of the year have forced production to accelerate and there is a demand for purchases. Thirdly, the downstream companies of magnetic materials believe that power rationing will reduce the supply of magnetic materials and partially release the demand. Fourthly, the industry's pre-judged short selling has kept the industry chain low in inventory and triggered a short-term imbalance between supply and demand. Fifthly, the announcement of power rationing news in Jiangxi, Sichuan and other provinces has accelerated the mood of holding goods in the main producing areas. (Ruidao Rare Earth Information)
南方稀土發(fā)布10月18日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on Oct. 18th from China Southern Rare Earth
單位：萬元/噸（出廠含稅價）
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10月22日
October 22nd, 2021
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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