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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 03-14~03-18
Week 11，2022
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、鋱和鏑鐵價(jià)格小幅下降。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格1270-1280元/KG；金屬釹價(jià)格1355-1365元/KG；鏑鐵合金價(jià)格2930-2950元/KG；金屬鋱價(jià)格18300-18500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 1,270-1,280 RMB/KG; Nd metal 1,355-1,365 RMB/KG; DyFe alloy 2,930-2,950 RMB/KG; Tb metal 18,300-18,500 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
稀土下游面臨原料價(jià)格下跌及全國多地疫情造成的部分停擺，使得新增訂單萎靡，原有交單延遲，造成整體稀土市場成交量持續(xù)低迷，上下游開始自我收縮調(diào)整，降庫、觀望，壓價(jià)，試探成為本周的主旋律。
Rare earth downstream is facing the decline of raw material prices and the partial shutdown caused by the epidemic in many places across the country, which makes new orders sluggish, and the delivery of original orders is delayed. As a result, the trading volume of the whole rare earth market continues to be depressed, and upstream and downstream began to shrink and adjust themselves, temptation became the main theme of the week.
急于出貨的企業(yè)把主流價(jià)位不斷拉低，上周分離及金屬廠部分由于成本而在多方壓力下力挺報(bào)價(jià)，在本周也紛紛向現(xiàn)實(shí)折腰，但調(diào)整幅度相對較慢，整體價(jià)位在當(dāng)下低位中徘徊下探。
Companies which are eager to ship are keeping driving mainstream price lower. Last week, the separation and metal factories supported their quotations under pressure from various parties due to cost. They also yield to reality this week, but the adjustment rate was relatively slow, the overall price was hovering and dropping in the low level.
鐠釹方面：春節(jié)后價(jià)格的飆漲，微量成交帶動了高價(jià)，使得節(jié)后漲幅超15.8%。實(shí)際自漲價(jià)以來，從礦山至磁材，產(chǎn)業(yè)鏈各端均在有序壓低庫存，降低采購，提升頻次，導(dǎo)致鐠釹整體庫存均不高，繼續(xù)收縮庫存未必會持續(xù)，至周末期，下游試探詢單開始增多，被壓制的需求在觀望中，也開始有蠢蠢欲動的感覺，短期來看，鐠釹價(jià)格或會在春節(jié)前價(jià)位附近穩(wěn)住。重稀土方面，鏑鋱產(chǎn)品在本周實(shí)際成交降幅遠(yuǎn)比網(wǎng)站表面報(bào)價(jià)要?dú)埧幔C鋱大幅回調(diào)固然與集團(tuán)拉高后突然架空有關(guān)，然而另一方面在市場陷入鏑鋱恐慌的同時(shí)，前期偏緊的鏑鋱，此時(shí)的出貨量卻明顯增多，下游在如此高價(jià)下，需求明顯縮量。（瑞道稀土資訊）
In terms of PrNd: the price soared after the Spring Festival, and the small transaction drove the high price, which made the post-holiday increase of more than 15.8%. In fact, since the price increase, from mines to magnetic materials, all ends of the industrial chain have been reducing inventory in an orderly manner, reducing purchases, and increasing the frequency, resulting in a low overall inventory of PrNd, and continued shrinking of inventory may not continue until the end of the week. Probing inquiries have begun to increase, and the suppressed demand is on the sidelines, and there is also a feeling of being ready to move. In the short term, the price of PrNd may stabilize near the price before the Spring Festival. In terms of heavy rare earths, the actual transaction decline of Dy and Tb products this week is far more cruel than the price quoted on the website. The sharp correction of Dy and Tb is of course related to the sudden overhead after the group has been raised. On the other hand, the market is gripped in Dy and Tb funk, the shipment volume of Dy and Tb which has been a bit tight in the early days at this time increased significantly, and the downstream demand has shrunk significantly at such a high price. (Raidao Rare Earth Information)
南方稀土發(fā)布3月7日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on Mar. 07th from CSRE
單位：萬元/噸（出廠含稅價(jià)）
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18日
March 18th, 2022
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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