JL MAG Rare-Earth Industry Price Briefing 12-06~12-10
Week 50,2021
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)格較為穩(wěn)定。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1110-1120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, Tb and DyFe were stable. Prices from Asian Metal at the end of this weekend presented: PrNd metal 1050-1060 RMB/KG, Nd metal 1110-1120 RMB/KG, DyFe alloy 2,910-2,930 RMB/KG, and Tb metal 14,150-14,200/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場(chǎng)整體波動(dòng)較小,高位下的敏感與畏高雖在本周表現(xiàn)不明顯,由于業(yè)界一度認(rèn)為原料趨緊,價(jià)格還將繼續(xù)上行,故而惜售心態(tài)偶有貫穿,但周末期,北方稀土掛牌價(jià)與市場(chǎng)預(yù)期過低,擔(dān)憂情緒滋擾,市場(chǎng)趨弱較明顯。
The rare earth market fluctuated little this week. Although the sensitivity and fear of high were not obvious this week, the industry once believed that raw materials were tight and prices would continue to rise, so the reluctance to sell occasionally ran through. However, over the weekend, the listing price of North Rare Earth was too low and market expectations were disturbed, and the market weakened significantly.
本周初始,金屬鐠釹的成交量與成交價(jià)穩(wěn)固了氧化鐠釹的價(jià)格,且延續(xù)上周末的高位走勢(shì),周末期出貨與成交價(jià)格雙雙回調(diào)。鏑鋱產(chǎn)品在本周的緬甸礦再度封關(guān)的謠言中,不斷試探?jīng)_高,但需求始終難以放量,又對(duì)集團(tuán)重組后的市場(chǎng)走勢(shì)報(bào)有強(qiáng)烈信心,高價(jià)惜售觀望。
At the beginning of this week, the volume and transaction price of PrNd metal stabilized the price of PrNd oxide, and continued the high trend of the weekend, the weekend shipment and transaction prices both back. Dy and Tb products in Myanmar mine closure rumors this week, continued to test high, but demand has been difficult to volume, and the group after the restructuring of the market has a strong confidence, wait and see at high prices.
就稀土行業(yè)而言:雖上半年大宗原材料價(jià)格暴漲未有帶動(dòng)稀土價(jià)格的提升,下半年在一系列政策及進(jìn)口、庫存影響下,稀土價(jià)格高歌猛進(jìn)。鐠釹短期現(xiàn)貨供應(yīng)不足的狀態(tài)隨著進(jìn)口礦及明年配額的執(zhí)行在陸續(xù)緩解,中游金屬企業(yè)的產(chǎn)能供給雖仍顯短缺,但上游氧化鐠釹的供給相對(duì)金屬也較多,本周無論是上游部分惜售還是下游金屬的采購,均在一定程度上趨穩(wěn)價(jià)格,然這一現(xiàn)狀隨著北方稀土的掛牌,下游采購開始推遲觀望,期貨訂單的增多,價(jià)高的風(fēng)險(xiǎn)也隨之滋長(zhǎng),對(duì)年底及明年一月的市場(chǎng)預(yù)判在不斷調(diào)整。(瑞道稀土資訊)
In terms of the rare earth industry: although the price of bulk raw materials skyrocketed in the first half of the year, the price of rare earth soared in the second half of the year under the influence of a series of policies, imports and inventories. PrNd short-term spot supply status gradually ease as imported ore and execution of quotas in next year, the middle metal enterprise supply capacity is still shortage, but the upstream supply metal also more relative to PrNd oxide; this week, both upstream partial selling and downstream metal purchases have stabilized prices to some extent; however, with the listing of rare earth in the north, the downstream procurement began to delay and wait, the increase of futures orders, the risk of high prices also grows, and the market forecast for the end of the year and next January is constantly adjusting.(Ruidow Rare Earth Info)
北方稀土高科技股份有限公司發(fā)布12月稀土產(chǎn)品掛牌價(jià)格
Listing Price of North Rare earth High-tech Co., Ltd. issued in Dec.
南方稀土發(fā)布12月7日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on Dec. 17th from CSRE
單位:萬元/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10日
10th Dec. 2021
提示:以上信息僅供參考!
Notes: the information above is for reference only!