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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 03-07~03-11
Week 11，2022
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹、金屬釹、鋱和鏑鐵價格小幅下降。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格1310-1320元/KG；金屬釹價格1410-1420元/KG；鏑鐵合金價格3020-3040元/KG；金屬鋱價格18400-18600元/KG。
This week, the prices of PrNd, Nd metal, Tb and DyFe fell slightly. Prices from Asian Metal at the end of this weekend presented: PrNd metal 1,310-1,320 RMB/KG; Nd metal 1,410-1,420 RMB/KG; DyFe alloy 3,020-3,040 RMB/KG; Tb metal 18,400-18,600 RMB/KG.
“找磁材”周末價格：鐠釹金屬價格1330-1340元/KG；金屬釹價格1440-1450元/KG；鏑鐵合金價格3050-3070元/KG；金屬鋱價格18900-19100元/KG。
"Looking for magnetic materials" price presented: PrNd metal 1,330-1,340 RMB/KG; Nd metal 1,440-1,450 RMB/KG; DyFe alloy 3,050-3,070 RMB/KG; Tb metal 18,900-19,100 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
受上周五工信部一則與生產(chǎn)企業(yè)溝通的新聞通稿影響，本周稀土市場輕重產(chǎn)品均呈現(xiàn)下滑走勢，周初試探小幅回調(diào)，周中期四家網(wǎng)站的約談，使市場恐慌情緒蔓延，下滑速度明顯加快，同時，部分悲觀做空的企業(yè)，較大幅度的讓利行為，讓下游采購也出現(xiàn)遲疑，不穩(wěn)定的價格，推遲了下游的采購節(jié)點(diǎn)，輕重稀土均出現(xiàn)不同程度的競價變現(xiàn)局面。
Under the influence of a press release on the communication between the Ministry of Industry and Information Technology and manufacturing enterprises last Friday, the heavy and light products in the rare earth market showed a downward trend this week. At the beginning of the week, a small correction was tried. In the middle of the week, four websites had an interview, which made the market panic spread and the decline speed was obviously accelerated. At the same time, some pessimistic short selling enterprises have made substantial profit concessions; so that downstream procurement also appeared hesitation. The unstable price has delayed the downstream procurement node, the light and heavy rare earths have different degrees of auction situation.
目前上下游仍保持正常開工情況，且下游訂單普遍反饋維持高水平，同理，上游企業(yè)的生產(chǎn)排期也普遍緊張，不管是期貨訂單還是現(xiàn)貨交單，分離及金屬廠都在負(fù)荷生產(chǎn)。下游磁材普遍簽訂了長單，散貨市場的補(bǔ)充，本就受市場情緒影響，這就決定了上游工廠挺價的信心與報價的底氣，所以當(dāng)下，明顯可見工廠慢調(diào)的態(tài)勢。
At present, upstream and downstream still maintain normal operation, and the general feedback of downstream orders remains high, similarly, production schedule of upstream enterprises are generally tight, whether futures orders or spot delivery, separation and metal plants are in load production. The downstream magnetic materials generally signed a long order, and the supplement of the bulk cargo market is affected by market sentiment, which determines the confidence and quotation of upstream enterprises, so at present, it is obvious that the enterprise’s slow trend.
短期來看，整體的供需環(huán)境在未發(fā)生明顯的改變，鐠釹后續(xù)下滑的幅度可能會縮小，政策預(yù)期的效果隨價位不斷低開可能會削弱，下游采購節(jié)點(diǎn)在推遲下單后，均在等合適時機(jī)補(bǔ)貨。鏑鋱?jiān)诒局芎笃陬l繁讓利出貨的節(jié)奏下，也側(cè)面反映了市場對后市的擔(dān)憂未有緩解，下周的發(fā)展仍難以明朗。（瑞道稀土資訊）
In the short term, the overall supply and demand environment has not changed significantly, the subsequent decline of PrNd may be reduced, and the expected effect of the policy may be weakened with the lower price. Downstream purchasing nodes are waiting for the appropriate time to replenish goods after postpones the order. Dy and Tb continued to sell at a brisk pace later in this week, reflecting concerns about the future of the market, which remains uncertain for next week. (Raidao Rare Earth Information)
北方稀土高科技股份有限公司發(fā)布3月稀土產(chǎn)品掛牌價格
Listing price of March from China Northern Rare Earth
南方稀土發(fā)布3月7日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on Mar. 07th from CSRE
單位：萬元/噸（出廠含稅價）
Unit: 10 thousand RMB/ ton (EXW price incl. tax)
3、趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2022年03月11日
March 11st, 2022
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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