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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 11-29~12-03
Week 49，2021
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情，鐠釹、金屬釹、鏑鐵和鋱的價(jià)格小幅上漲。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格1050-1060元/KG；金屬釹價(jià)格1090-1100元/KG；鏑鐵合金價(jià)格2910-2930元/KG；金屬鋱價(jià)格14150-14200元/KG。
This week, prices of PrNd, Nd metal, DyFe and Tb rose slightly. Prices from Asian Metal at this weekend presented: PrNd metal 1,050-1,060 RMB/KG; Nd metal 1,090-1,100 RMB/KG; DyFe alloy 2,910-2,930 RMB/KG; and Tb metal 14150-14200 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場(chǎng)整體走勢(shì)從強(qiáng)變?nèi)?，雖供應(yīng)面仍是偏緊，但低價(jià)散貨的偶有報(bào)出，氧化物強(qiáng)勁勢(shì)頭難有延續(xù)，金屬及磁材的畏高謹(jǐn)慎及對(duì)后市的捉摸不透，均保持穩(wěn)健觀望的態(tài)度，整體走勢(shì)偏弱穩(wěn)。
The overall trend of the rare earth market has changed from strong to weak this week. Although the supply side was still tight, low-price of bulk cargo occasionally reported. The strong momentum of oxides was difficult to continue. Metal and magnetic fear high caution and unpredictable to the future market, all maintained a steady wait-and-see attitude, and the overall trend was weak and stable.
經(jīng)歷上周的暴漲，價(jià)格回歸于市場(chǎng)，雖然需求的支撐面仍可見(jiàn)，但在過(guò)高價(jià)位后的冷靜與理性逐漸占據(jù)主導(dǎo)，當(dāng)金屬?gòu)S訂單欠弱，鐠釹對(duì)鎖小量補(bǔ)單的高成交后，市場(chǎng)又歸于平靜。其中鐠釹主動(dòng)讓利表現(xiàn)為高位被動(dòng)下壓；鏑鋱產(chǎn)品走勢(shì)不明表現(xiàn)為高報(bào)價(jià)少成交；釓鈥產(chǎn)品本周穩(wěn)步上揚(yáng)表現(xiàn)為少量成交帶動(dòng)高價(jià)持穩(wěn)。
After last week’s surge, prices returned to the market. Although the supporting surface of demand was still visible, calmness and rationality gradually dominate after excessively high prices. When purchase orders from metal factories are weak, for PrNd locking a small amount of orders have a high turnover, the market returned to calm. Among them PrNd actively yield the high passive pressure; Dy and Tb products unknown performance for high price less transaction; Ga and Ho products have been steadily rising this week as high prices held steady on light volume.
短期預(yù)測(cè)：從本周走勢(shì)來(lái)看，由漲趨穩(wěn)，下游的需求支撐仍存在，但目前大集團(tuán)，平抑及穩(wěn)價(jià)的意味已經(jīng)很明顯，短期內(nèi)鐠釹產(chǎn)品主流價(jià)位或?qū)⒕S系在當(dāng)下，區(qū)間或會(huì)收窄，同樣，進(jìn)入到年尾，各企業(yè)的資金回籠及指標(biāo)陸續(xù)完成后，在操作上相對(duì)保守及克制。中重稀土方面，消息面比較雜、亂，真實(shí)信息尚需一段時(shí)間來(lái)辯，但鏑鋱較大概率有弱調(diào)的可能，當(dāng)然，市場(chǎng)各參與方在謹(jǐn)慎與觀望中并存。后續(xù)來(lái)看鏑鋱有比鐠釹更高的風(fēng)險(xiǎn)，但同樣基于高礦價(jià)的成本支撐與集團(tuán)的穩(wěn)控效應(yīng)，調(diào)整空間或趨緩。（瑞道稀土資訊）
Short-term forecast: Judging from the trends this week, from the rise to stabilization, downstream demand support still exists, but at present, the meaning of stabilization and price stability for large groups is obvious. In the short term, the mainstream price of PrNd products may remain at the present. The range may be narrowed. Similarly, as the end of the year, companies will be relatively conservative and restrained in operation after their capital withdrawals and indicators are completed one after another. In terms of medium and heavy rare earths, the news more mixed, and it will take some time to debate the real information. However Dy and Tb are likely to be weak. Of course, all market participants are cautious and wait-and-see. In the future, Dy and Tb have a higher risk than PrNd, but also based on the cost support of high mine prices and stable control effect of the group, the adjustment space may slowed down. (Ruidao Rare Earth Information)
南方稀土發(fā)布11月29日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on November 29th from China Southern Rare Earth
單位：萬(wàn)元/噸（出廠含稅價(jià)）
Unit: 10 thousand RMB/ ton (EXW price incl. tax)
3.趨勢(shì)圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2021年12月03日
December 03rd, 2021
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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