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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 01-17~01-21
Week 4，2022
1. 重要新聞簡報(bào)Briefing of Important News
本周稀土市場行情，鐠釹、金屬釹和鋱的價(jià)格上漲，鏑鐵價(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1140-1150元/KG；金屬釹價(jià)格1280-1290元/KG；鏑鐵合金價(jià)格2970-2990元/KG；金屬鋱價(jià)格16250-16450元/KG。
This week, prices of PrNd, Nd metal and Tb increased, DyFe is stable. Prices from Asian Metal at this weekend presented: PrNd metal 1140-1150 RMB/KG, Nd metal 1280-1290 RMB/KG, DyFe alloy 2,970-2,990 RMB/KG, and Tb metal 16,250-16,450/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場在期貨交單，廢料高價(jià)，下游補(bǔ)采的情緒帶動(dòng)下，整體價(jià)格繼續(xù)走高，雖然部分物流停運(yùn)，小量散單無法配送，在節(jié)后集體看漲的氣氛下，延期配送的訂單也陸續(xù)增多。整體來看，臨近春節(jié)的這一周總結(jié)如下：
This week, driven by the emotions of futures delivery, high waste prices and downstream supplementary mining, the overall price of rare earth market continued to rise. Although some logistics were shut down and small bulk orders could not be distributed, the orders for delayed distribution also increased in the collective bullish atmosphere after the festival. On the whole, it is summarized as follows for the week approaching the Spring Festival:
1.上月簽的期貨單，在臨近交期時(shí)，有缺貨情況，導(dǎo)致市場現(xiàn)貨詢盤較多，拉高了現(xiàn)貨鐠釹氧化物的價(jià)格。
1. The futures order signed last month was out of stock near the delivery date, resulting in more spot inquiries in the market and raising the price of spot PrNd oxide.
2. 稀土價(jià)格的高企，釹鐵硼廢料的熱度不減，年底，月初磁材廠集中出廢料后，已無多少庫存，加之大企的廢料回收，故整體廢料方面出貨偏少，貨源相對偏緊，個(gè)別分離廠高價(jià)采買鞏固了鐠釹的價(jià)格。
2. With the high price of rare earth, the heat of NdFeB waste remains unabated. At the end of the year and the beginning of the month, there is not much inventory after the waste is concentrated by the magnetic material factory. In addition, due to the waste recycling of large enterprises, the overall waste shipments are relatively small and the supply of goods is relatively tight. Individual separation plants purchase at high prices, consolidating the price of PrNd.
3.春節(jié)期間正常生產(chǎn)的上中下游企業(yè)，在備料補(bǔ)貨中有真實(shí)的訂單需求，趁物流可運(yùn)的幾天內(nèi)，詢單下單，拉高了主流產(chǎn)品的采購價(jià)格。
3. During the Spring Festival, the upstream, middle and downstream enterprises that normally produce have real order demand in material preparation and replenishment. They inquire for orders and place orders within a few days of logistics, which has raised the purchase price of mainstream products.
4.分離及金屬廠等中游端在交單及排期中，出貨并不積極，貿(mào)易商到這一階段，要不留少量庫存以備節(jié)后，要不已經(jīng)出貨差不多了，所以整體市場可詢可買的氧化物及金屬并不多。
4. At the midstream end such as separation and metal plant, the shipment is not active during document delivery and scheduling. At this stage, traders either leave a small amount of inventory for saving, or they have almost shipped. Therefore, there are not many oxides and metals available for inquiry and purchase in the overall market.
5.本周氧化鈥現(xiàn)貨趨緊，價(jià)格看漲至160萬元/噸以上，一鈥難求的局面從上周延續(xù)到本周，下游買不到用不起，鈥鐵采購不斷加價(jià)。
5. This week, the spot price of Ho oxide has tightened, and the price is bullish to more than 1.6 million RMB/ ton. The situation that Ho is difficult to find has continued from last week to this week. The downstream can not afford to buy and use, and the purchase price of Ho iron has been increasing.
6.鏑鋱?jiān)谥苣┮灿汕榫w帶動(dòng)，為節(jié)后做鋪墊，成交價(jià)格不斷上調(diào)。（瑞道稀土資訊）
6. Dy and Tb were also driven by emotions at the weekend, paving the way for the post Festival, and the transaction price continued to rise. (Ruidow Rare Earth Info)
南方稀土發(fā)布1月17日稀土氧化物掛牌價(jià)
Listing Prices of CSRE on Jan 17th
單位：萬元/噸（出廠含稅價(jià)）
Unit: 10 Thousand RMB/T (EXW price incl. VAT)
3. 趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2022年1月21日
Jan 21st, 2022
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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