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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 02-07~02-11
Week 7，2022
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情，鐠釹、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1200-1210元/KG；金屬釹價(jià)格1340-1350元/KG；鏑鐵合金價(jià)格2990-3010元/KG；金屬鋱價(jià)格17400-17600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 1200-1210 RMB/KG, Nd metal 1340-1350 RMB/KG, DyFe alloy 2990-3010 RMB/KG, and Tb metal 17400-17600/KG.
“找磁材”周末價(jià)格：鐠釹金屬價(jià)格1260-1270元/KG；金屬釹價(jià)格1390-1400元/KG；鏑鐵合金價(jià)格3080-3100元/KG；金屬鋱價(jià)格18100-18300元/KG。
Prices from “Zhaocicai.com”at this weekend presented: PrNd metal 1260-1270 RMB/KG, Nd metal 1390-1400 RMB/KG, DyFe alloy 3080-3100 RMB/KG, and Tb metal 18100-18300RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場(chǎng)迎來(lái)十年內(nèi)的最狂一周，迅速拉漲的稀土價(jià)格與不斷惜售的稀土產(chǎn)品，碰撞上包頭地區(qū)的全線停產(chǎn)，稀土的漲速達(dá)到了十年以來(lái)的峰值，各主流產(chǎn)品價(jià)格也達(dá)到了了十年的新高。
This week, the rare earth market ushered in the craziest week in a decade. The rapidly rising rare earth prices and the reluctance to sell rare earth products have collided with the shutdown of all production lines in the Baotou area. The growth rate of rare earths has reached a peak in the past ten years, and the prices of various mainstream products increasing have also reached a ten-year high.
當(dāng)下，受美聯(lián)儲(chǔ)加快升息縮表的預(yù)期下降，美元繼續(xù)走強(qiáng)、通脹加速，油價(jià)及大宗品價(jià)格節(jié)節(jié)攀升，同時(shí)，為提高稀土供應(yīng)量，春節(jié)前最后一工作日，工信部下達(dá)稀土開采首批配額，2022年北方稀土上半年開采指標(biāo)為6.02萬(wàn)噸，同比增長(zhǎng)36.5%，占指標(biāo)總額的67.41%，配額占據(jù)半壁江山。
At present, due to the decline in the expectation of the Federal Reserve to accelerate interest rate hikes and shrink the balance sheet, the US dollar continues to strengthen, inflation accelerates, and oil prices and commodity prices continue to rise. At the same time, in order to increase the supply of rare earths, the Ministry of Industry and Information Technology issued the first batch of rare earth mining quotas on the last working day before the Spring Festival. In the first half of 2022, the northern rare earth mining index is 60,200 tons, a year-on-year increase of 36.5%, accounting for 67.41% of the total index, and the quota accounts for half of the country.
本周少量的需求，憋漲了價(jià)格的高起，節(jié)后少量補(bǔ)單可見(jiàn)，目前也確實(shí)看到了高位敏感期，市場(chǎng)整體需求及成交并不十分明朗，即使春節(jié)假期的正常生產(chǎn)，仍對(duì)供給反應(yīng)不及而出現(xiàn)了價(jià)格炒漲。一年多的調(diào)整，四個(gè)多月的上行行情，稀土整體供需格局早已發(fā)生變化，近日，協(xié)會(huì)公布2021年磁性材料產(chǎn)量，釹鐵硼毛坯21.7萬(wàn)噸，與此前各界預(yù)估值偏低。（瑞道稀土資訊）
A small amount of demand this week has caused the price to rise. After the holiday, a small amount of supplementary orders can be seen. At present, we have indeed seen a high-level sensitive period. The overall market demand and transactions are not very clear. Even if the normal production during the Spring Festival holiday, the supply still fails to respond in time, resulting in price speculation. After more than one year of adjustment and more than four months of upward market, the overall supply and demand pattern of rare earths has already changed. Recently, the association announced the output of magnetic materials in 2021: 217,000 tons NdFeB blocks, which is lower than the previous estimates.(Ruidow Rare Earth Info)
北方稀土高科技股份有限公司發(fā)布2月稀土產(chǎn)品掛牌價(jià)格
Listing Price of China Northern Rare Earth issued in Feb.
南方稀土發(fā)布2月9日稀土氧化物掛牌價(jià)
Listing Prices of CSRE on Feb. 19th.
單位：萬(wàn)元/噸（出廠含稅價(jià)）
Unit: 10 Thousand RMB/T (EXW price incl. VAT)
3. 趨勢(shì)圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2022年2月11日
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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