JL MAG Rare-Earth Industry Price Briefing 07-04~07-08
Week 27,2022
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、鋱和鏑鐵的價(jià)格小幅下降。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格1095-1105元/KG;金屬釹價(jià)格1165-1175元/KG;鏑鐵合金價(jià)格2400-2420元/KG;金屬鋱價(jià)格17450-17650元/KG。
In the rare earth market this week, the prices of PrNd, Nd metal, Tb and DyFe fell slightly. Prices from Asian Metal at this weekend presented: PrNd metal 1,095-1,105 CNY/KG; Nd metal 1,165-1,175 CNY/KG; DyFe alloy 2,400-2,420 CNY/KG; and Tb metal 17,450-17,650 CNY/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場輕重產(chǎn)品均呈現(xiàn)下滑走勢,且輕稀土下滑速度較快。歐美主要經(jīng)濟(jì)體下半年陷入經(jīng)濟(jì)滯漲的概率比較明顯,出口訂單明顯遭遇收縮跡象,而上游供給雖同有減少,但與需求的弱化程度相比,似乎仍有剩余,整體上游在本周悲觀情緒加重,輕重稀土均陷入較明顯的競價(jià)變現(xiàn)局面。
This week, both light and heavy products in the rare earth market showed a downward trend, and light rare earths declined rapidly. The probability of major economies in Europe and the US falling into economic stagnation in the second half of the year is relatively obvious, and export orders are clearly experiencing signs of contraction. Although upstream supply has decreased, compared with the weakening of demand, it seems that there is still a surplus. The overall upstream is pessimistic this week and both light and heavy rare earths fell into a more obvious situation of auction realization.
鐠釹產(chǎn)品延續(xù)了上周的回落走勢,隨著多方撤力,需求及看弱的預(yù)期,在競價(jià)壓力的驅(qū)使下,上游企業(yè)下調(diào)速度明顯加快,市場的主動(dòng)權(quán)在買方,且受“買漲不買跌”心里影響,成交價(jià)位一再創(chuàng)低。
PrNd products continued the downward trend last week. With the withdrawal of forces from many parties, demand and weak expectations, driven by the pressure of bidding, the downward adjustment speed has accelerated significantly. The initiative of the market lies with the buyer and influenced by the attitude of running after rising and falling, the transaction price has repeatedly hit a low position.
重稀土方面,分離企業(yè)對離子礦的采購保持觀望,在供需相抵中重稀土缺乏拉漲動(dòng)力,而鏑鋱因貨源相對集中,價(jià)格回調(diào)的幅度或比鐠釹要平緩,贛礦的重啟,一方面或會減少對進(jìn)口礦的依賴,但另一方面,開采成本的支撐及利潤或會使鏑鋱價(jià)格降幅空間不大。(瑞道稀土資訊)
In terms of heavy rare earths, separation companies are keeping a wait-and-see approach to the purchase of ion ore. In the balance between supply and demand, heavy rare earths is lack of the driving force to increase. However, due to the relatively concentrated supply of Dy and Tb, the price call-back is more gentler than PrNd. On the one hand, it may reduce the dependence on imported mines due to the restart of mine in Ganzhou area, but on the other hand, the support and profit of mining costs may leads to quite small decrease room for the price of Dy/Tb. (Ruidao Rare Earth Information)
3. 趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2022年07月08日
July 8th, 2022
提示:以上信息僅供參考!
Notes: the information above is for reference only!