金力永磁稀土行情簡(jiǎn)報(bào)201644期(總第160期)11-14~11-18
JL MAG Rare-earth Industry Price Briefing11-14~11-18
2016年第47周
Week 47, 2016
1.重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)金屬價(jià)格均有小幅上漲。亞洲金屬網(wǎng)價(jià)格:鐠釹金屬317-322元/KG,鏑鐵合金價(jià)格1230-1260元/KG,鋱金屬價(jià)格3700-3750元/KG。
This week the price of rare earth market had a slight increase. The price at weekend from Asia metal presented as: PrNd 317-322 RMB/KG, DyFe 1230-1260 RMB/KG and Tb metal 3700-3750 RMB/KG.
2.業(yè)內(nèi)人士分析Analysis of Professional Insiders
11月份以來(lái),陷于寒冬里的稀土市場(chǎng)終于迎來(lái)一股暖流。在經(jīng)歷過(guò)前期的大幅殺跌以及近期利好不斷的多重刺激下,稀土行業(yè)也迎來(lái)階段性“拐點(diǎn)"。近期隨著銷(xiāo)量的日趨升溫,稀土價(jià)格進(jìn)行了新一輪上揚(yáng)。
The rare earth market into the hands of winter eventually ushered a warm current wander since November. And after a period of sharp fell as well as the recent positive multiple stimulation, the rare earth market also ushered in the stage of the “inflection point". Recently, with the increasing sales of heating up, the price of rare earth had a new round of rise.
由于國(guó)內(nèi)經(jīng)濟(jì)開(kāi)始企穩(wěn)回升,對(duì)稀土市場(chǎng)的回暖跡象漸顯。國(guó)家統(tǒng)計(jì)局公布,從環(huán)比看,10月份工業(yè)生產(chǎn)者出廠(chǎng)價(jià)格指數(shù)(PPI)上漲0.7%,漲幅比上月擴(kuò)大0.2個(gè)百分點(diǎn)。其中,有色金屬冶煉和壓延加工業(yè)價(jià)格環(huán)比由降轉(zhuǎn)升,上漲1.5%,影響PPI環(huán)比上漲約0.1個(gè)百分點(diǎn)。
As the domestic economic is starting to rise, the rare earth market is also gradually recovering. Data issued by State Statistical Bureau, the PPI of November had increased 0.7%, a growth of 0.2% compared to last month. In addition, the price of non-ferrous metal smelting and rolling processing industry had increased 1.5%, leading to the PPI a month-on-month growth of 0.1%.
此輪稀土價(jià)格上揚(yáng)來(lái)之不易。長(zhǎng)期以來(lái),我國(guó)稀土行業(yè)一直受到私自開(kāi)采的困擾,也就是所謂的“黑稀土"。稀土價(jià)格一直疲軟與“黑稀土"無(wú)法杜絕有著莫大的關(guān)系,私自開(kāi)采造成了稀土市場(chǎng)上嚴(yán)重的供大于求,導(dǎo)致稀土價(jià)格下滑。
It is not easy for the price of rare earth to recover. For quite long time, our rare earth industry had suffered from the trouble of mining without permission which was also called as “black rare earth", and that had led to the price always being weak. Furthermore, the mining without permission also caused the rare earth market being seriously oversupply and then led to the rare earth price decreased.
那么,此次稀土價(jià)格上揚(yáng),是短期反彈還是“拐點(diǎn)"?有分析認(rèn)為,市場(chǎng)營(yíng)造出價(jià)格上漲的氛圍,需求方可能會(huì)加大采購(gòu),勢(shì)必會(huì)有進(jìn)一步上漲的可能。但現(xiàn)在看來(lái)供應(yīng)還是在試水,能否出現(xiàn)價(jià)格“拐點(diǎn)",還有待進(jìn)一步觀察。
Meanwhile, for the rising rare earth price, is it the short-term rebound or turning point? From some analysis that, as the rare earth market was under the atmosphere of price rising, the demander would increase their purchase which certainly made the price a further rise. However, the supply is still not certain, whether the price can bring the turning point, there needs a further observe.
當(dāng)然,隨著國(guó)家對(duì)于稀土整治的力度不斷加強(qiáng),以及利好政策的出臺(tái),未來(lái)稀土價(jià)格或能夠保持在一個(gè)較高的水平上。雖然短期稀土價(jià)格仍舊會(huì)有反復(fù),但從長(zhǎng)期來(lái)看,價(jià)格溫和上漲是可期的。
Of course, with the constantly strengthen of punishment for rare earth and the introduction of positive policy, the future price of rare earth would remain at a higher level. Although in short-term, the price of rare earth would continue to be repeated, but in the long run, it is still expected to increase moderately.
3.趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2016年11月18日
Nov. 18, 2016
提示:以上信息僅供參考!
Notes: the information above is for reference only!