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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 11-22~11-26
Week 48，2021
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹、金屬釹和鋱的價格小幅上漲，鏑鐵的價格較為穩(wěn)定。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格1040-1050元/KG；金屬釹價格1075-1085元/KG；鏑鐵合金價格2890-2910元/KG；金屬鋱價格13750-13800元/KG。
This week, prices of PrNd, Nd metal and Tb rose slightly, price of DyFe was relatively stable. Prices from Asian Metal at this weekend presented: PrNd metal 1,040-1,050 RMB/KG; Nd metal 1,075-1,085 RMB/KG; DyFe alloy 2,890-2,910 RMB/KG; and Tb metal 13,750-13,800 RMB/KG.
工信部、市場監(jiān)管總局印發(fā)《電機(jī)能效提升計劃(2021-2023年)》提出，到2023年，高效節(jié)能電機(jī)年產(chǎn)量達(dá)到1.7億千瓦，在役高效節(jié)能電機(jī)占比達(dá)到20%以上，實現(xiàn)年節(jié)電量490億千瓦時，相當(dāng)于年節(jié)約標(biāo)準(zhǔn)煤1500萬噸，減排二氧化碳2800萬噸。推廣應(yīng)用一批關(guān)鍵核心材料、部件和工藝技術(shù)裝備，形成一批骨干優(yōu)勢制造企業(yè)，促進(jìn)電機(jī)產(chǎn)業(yè)高質(zhì)量發(fā)展。引導(dǎo)企業(yè)實施電機(jī)等重點用能設(shè)備更新升級，優(yōu)先選用高效節(jié)能電機(jī)，加快淘汰不符合現(xiàn)行國家能效標(biāo)準(zhǔn)要求的落后低效電機(jī)。（財聯(lián)社）
The Ministry of Industry and Information Technology and The State Administration of Market Supervision issued the "Motor Energy Efficiency Improvement Plan (2021-2023)" and proposed that by 2023, the annual output of high-efficiency and energy-saving motors will reach 170 million KW, accounting for more than 20% of the in-service high-efficiency and energy-saving motors, realizing an annual power saving of 49 billion kwh, equivalent to an annual saving of about 15 million tons of standard coal and a reduction of 28 million tons of carbon dioxide. Promote the application of a batch of key core materials, components and process technology equipment, form a batch of backbone manufacturing enterprises, and promote the high-quality development of the motor industry. Guide enterprises to implement updates and upgrades of key energy-consuming equipment such as motors, give priority to high-efficiency and energy-saving motors, and accelerate the elimination of backward and low-efficiency motors that do not meet the requirements of current national energy efficiency standards. (Associated Finance Press)
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場上行走勢愈發(fā)明顯，輕重稀土的走勢整體一致，但細(xì)微處略有不同，鐠釹產(chǎn)品周初延續(xù)上周的漲勢出現(xiàn)平穩(wěn)至暴漲，隨著價位快速拉升及下游短暫恐慌造成高位成交后，鐠釹價格趨于冷靜。重稀土鏑鋱在弱穩(wěn)中不斷回調(diào)、試探，伴隨鐠釹漲價也穩(wěn)固提升。
The upward trend of the rare earth market has become more and more obvious this week. The overall trend of light and heavy rare earths is the same, but the subtleties are slightly different. At the beginning of the week, PrNd products continued the upward trend of last week and stabilized to skyrocketing. With the rapid rise of price and the high transaction caused by the short panic in the downstream, the price of PrNd tended to calm down. The heavy rare earth Dy and Tb continued to callback and test in the weak stability, and the price of PrNd also increased steadily.
本周鐠釹產(chǎn)品暴漲的模式，出現(xiàn)的令人始料不及，在周二稀交所暫停掛牌的信息出來后，周三鐠釹市場熱度點爆，日漲幅7%，上游試探拉漲隨著哄抬價格。同樣，伴隨鐠釹的暴漲，鏑鋱也開始試探高報價頻出，整體市場一度詢單暴增。周末期，整體市場趨于冷靜，持穩(wěn)觀望居多，多數(shù)貿(mào)易商及分離廠以不報價居多，出貨意愿不強(qiáng)，金屬廠的訂單并未有預(yù)期的火爆，雖有詢盤，但活躍度降低。整體來看，上游企業(yè)的看漲情緒仍在，但對上漲幅度有所保留，但面對如此高價位下的稀土價格，突破瓶頸或許有些難度。
PrNd products soared this week, which was unexpected. After the news of the suspension of listing on the rare exchange stock market on Tuesday, the PrNd market became hotter on Wednesday, with a daily increase of 7%. Similarly, with the skyrocketing price of PrNd, Dy and Tb also began to test the frequent occurrence of high quotations, and the overall market once soared inquiries. During the weekend period, the overall market tended to be calm, and mostly remained stable. Most traders and separation plants did not offer quotations and were not willing to ship. Metal factories’ orders were not as hot as expected. Although there are inquiries, their activities are reduced. On the whole, the bullish sentiment of upstream companies is still, but they have reservations about the rate of increase. However, in the face of rare earth prices at such a high price, it may be difficult to break through the bottleneck.
后續(xù)預(yù)測：鐠釹本周的暴漲，報價的追漲，導(dǎo)致部分廠家捂貨行為異常明顯，主流大廠在本輪波動中始終保持謹(jǐn)慎的穩(wěn)價態(tài)度，目前輕重稀土均處于歷史高位，且上下游的僵持與對峙仍很激烈。緬甸關(guān)口在本周僅開通木姐口岸，離子礦何時能進(jìn)來各種傳言較多。整體來看，需求支撐仍存在，這也決定了年末價格趨勢向上的動因，但在如此高價下，集團(tuán)的態(tài)度、下游對價格的接受或者高價向下傳導(dǎo)的力度才會是價格落地的基礎(chǔ)。（瑞道稀土資訊）
Follow-up prediction: The rapid increase of PrNd this week and the chasing increase in quotations have caused some manufacturers to cover their goods. The mainstream manufacturers have always maintained a cautious and stable price attitude during this round of fluctuations. The current light and heavy rare earths are at historical highs and are rising, the stalemate and confrontation downstream are still fierce. The Burmese border only opened the Muse port this week. There are many rumors about when the ion mine will be able to enter. On the whole, demand support still exists, which also determines the motivation for the upward price trend at the end of the year. However, at such high prices, the group's attitude, downstream acceptance of prices, or the strength of the downward transmission of high prices will be the basis for price landing. (Redo Rare Earth Information)
南方稀土發(fā)布11月22日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on November 22nd 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11月26日
November 26th, 2021
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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