JL MAG Rare-Earth Industry Price Briefing 01-10~01-14
Week 3,2022
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情,鐠釹、鏑鐵、金屬釹和鋱的價(jià)格上漲。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格1110-1120元/KG;金屬釹價(jià)格1250-1260元/KG;鏑鐵合金價(jià)格2970-2990元/KG;金屬鋱價(jià)格16150-16350元/KG。
This week, prices of PrNd, Nd metal, DyFe and Tb increased. Prices from Asian Metal at this weekend presented: PrNd metal 1110-1120 RMB/KG, Nd metal 1250-1260 RMB/KG, DyFe alloy 2,970-2,990 RMB/KG, and Tb metal 16,150-16,350/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)或穩(wěn)或漲,主流產(chǎn)品持續(xù)高位并有不同幅度拉漲,步入年尾,下游備貨陸續(xù)進(jìn)入尾聲,上游逐步邁入節(jié)前收尾,整體成交熱度與上周相比有所降溫,尤其是北方稀土平掛后,市場(chǎng)雖仍保持價(jià)格堅(jiān)挺,但實(shí)際訂單明顯趨緩。
The overall trend of rare earth market was either stable or rise this week, the mainstream products remains high and pull up in different range; to end of the year, the downstream stocking is coming to an end one after another, and the upstream is gradually entering the end before the holiday; compared with last week, the overall transaction heat decreased, especially after China Northern Rare Earth’s flat quotation, although the market still maintained a firm price, but the actual orders slowed down significantly.
本周初期,預(yù)期的緬甸暫時(shí)開(kāi)關(guān)未有成行,近半年的封關(guān),導(dǎo)致重稀土價(jià)格飆漲,熱度持續(xù)升溫,且高價(jià)成交可見(jiàn)。下游基于一段時(shí)間的鏑鋱?zhí)娲夹g(shù)早已成熟,尤其是在鋱的用量上,也已有所減少,下游高價(jià)接盤(pán)的不踴躍也緩解了鏑鋱過(guò)快的上漲速度。但隨著冬奧,奧密克戎的蔓延及兩會(huì),短暫開(kāi)會(huì)后,再次封關(guān)的時(shí)間節(jié)點(diǎn)或許要后移至三月中,致使,鏑鋱持貨貿(mào)易商仍對(duì)節(jié)后賭漲心態(tài)表現(xiàn)積極,捂貨情緒較濃。
At the beginning of this week, the expected switch of Myanmar did not come true, and the close of nearly half a year caused the price of heavy rare earth to soar, the heat continues to heat up, and the high price transaction can be seen. The downstream based on a period of Dy and Tb replacement, technology has long been mature, especially in the dosage of Tb, has also been reduced, the downstream high price plate which was not enthusiastic also eased the fast rising speed of Dy and Tb. But along with the winter Olympic Games, the spread of Ormicron and the two Sessions, after a short meeting, again the closed time node may be moved to the middle of March, resulting in Dy and Tb goods traders are still on the post-holiday gambling positive mood, covering goods sentiment is strong.
對(duì)節(jié)后的預(yù)測(cè),業(yè)內(nèi)看法比較一致,且充滿信心,普遍預(yù)測(cè)春節(jié)后主流產(chǎn)品價(jià)格仍有可能再次沖高。長(zhǎng)時(shí)間的高價(jià)位,拉高了中間及下游環(huán)節(jié)的庫(kù)存成本,若節(jié)后價(jià)格大概率的上調(diào),規(guī)模采購(gòu)或會(huì)有所收斂,鐠釹散單穩(wěn)漲的時(shí)間或會(huì)縮短。(瑞道稀土資訊)
On the forecast after the festival, the industry view is more consistent, and full of confidence, it is widely predicted that the price of mainstream products after the Spring Festival is still likely to be high again. The high price for a long time has raised the inventory cost in the middle and downstream links. If the price is likely to rise after the holiday, the large-scale purchase may be restrained, and the time for the steady rise of PrNd scattered order may be shortened. (Ruidow Rare Earth Information)
北方稀土高科技股份有限公司發(fā)布1月稀土產(chǎn)品掛牌價(jià)格
Listing Price of China Northern Rare Earth issued in Jan.
南方稀土發(fā)布1月11日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on Jan. 11th from CSRE
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)
2022年1月14日
14th Jan. 2022
提示:以上信息僅供參考!
Notes: the information above is for reference only!