JL MAG Rare-Earth Industry Price Briefing 10-31~11-04
Week 44,2022
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、鏑鐵和鋱的價(jià)格小幅下降。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格780-790元/KG;金屬釹價(jià)格910-920元/KG;鏑鐵合金價(jià)格2260-2280元/KG;金屬鋱價(jià)格16500-16700元/KG。
This week, the prices of PrNd, Nd metal, DyFe and Tb dropped slightly. Prices from
Asian Metal at this weekend presented: PrNd metal 780-790 RMB/KG; Nd metal
910-920 RMB/KG; DyFe alloy 2,260- 2,280 RMB/KG; Tb metal 16,500-16,7 00
RMB/KG.
10月31日,中國(guó)稀土集團(tuán)與廣東省廣晟控股集團(tuán)有限公司在廣州簽署戰(zhàn)略合作協(xié)議。本次簽約是國(guó)務(wù)院國(guó)資委舉辦的中央企業(yè)專業(yè)化整合項(xiàng)目集中簽約儀式的一部分,國(guó)務(wù)院國(guó)資委黨委委員、副主任翁杰明見(jiàn)證簽約并講話。中國(guó)稀土集團(tuán)黨委副書(shū)記、總經(jīng)理劉雷云,廣晟集團(tuán)黨委副書(shū)記、總經(jīng)理陳勝光代表雙方簽署戰(zhàn)略合作協(xié)議。
China Rare Earth Group and Guangdong Rising Holding Group Co., LTD. signed a strategic cooperation agreement in Guangzhou on Oct 31. This signing is a part of the centralized signing ceremony of the central enterprise professional integration project held by SASAC of The State Council. Weng Jieming, Party member and deputy director of SASAC of The State Council witnessed the signing and made a speech. Liu Leiyun, Deputy Party Secretary and General Manager of China Rare Earth Group, and Chen Shengguang, Deputy Party Secretary and General Manager of Rising Group, signed the strategic cooperation agreement on behalf of the two sides.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場(chǎng)活躍度較上周表現(xiàn)要好,輕稀土鐠釹在詢單活躍中,價(jià)格企穩(wěn),重稀土在暗淡的消息面下,大致與輕稀土同步回穩(wěn)。在全球經(jīng)濟(jì)緩慢衰退中,需求大幅收縮的狀態(tài)下,稀土價(jià)位保持現(xiàn)有低迷狀態(tài)暫?;嘏?/span>
The rare earth market activity this week was better than that of last week. The price of light rare earth PrNd stabilized in the active inquiry, and the heavy rare earth stabilized roughly in sync with the light rare earth under the gloomy news surface. Amid a slow global recession, demand has contracted sharply, and rare earth prices have remained depressed.
本周初,隨著鐠釹金屬階段性補(bǔ)采集中,貿(mào)易商散貨陸續(xù)收緊,氧化物價(jià)格試探企穩(wěn),隨后,金屬鐠釹價(jià)格圍繞北方掛牌價(jià)波動(dòng),從上到下都有企穩(wěn)的意圖,周中期后,市場(chǎng)開(kāi)始趨穩(wěn),鐠釹成交小幅度有輕微升溫,但仍以剛需為主,大幅采購(gòu)的現(xiàn)象在需求收縮的狀態(tài)下,難以看到。鐠釹低位貨源開(kāi)始收縮,廠家開(kāi)始試探上調(diào),等待成交重心上移。但隨著短暫的剛需采購(gòu)結(jié)束,臨近北方掛牌,鐠釹成交的熱度或許會(huì)有所降溫,也許在此之前鐠釹保持大致穩(wěn)定的概率會(huì)比較大。
此外,國(guó)儲(chǔ)預(yù)期稍微提升了中重稀土的投入意向,本周鏑貿(mào)易熱度小幅升溫,貿(mào)易詢價(jià)頻繁,但詢單多維持在區(qū)間低價(jià)。因大廠鏑鋱報(bào)價(jià)居高暫穩(wěn),散貨交投成為貿(mào)易主流。(瑞道稀土資訊)
At the beginning of this week, with PrNd metal periodic filling acquisition, traders bulk was gradually tightening, oxide price tempted to stabilize. Then PrNd metal prices around the north listing price fluctuations, from top to bottom of stabilization intentions, weeks after the midterm, market has stabilized, PrNd clinch a deal the small amplitude can be mild, but still is given priority to with just need. It was hard to see the big purchase phenomenon under the conditions of demand contraction. PrNd low source began to shrink, manufacturers began to test upward, waiting for the transaction center of gravity shift. However, with the end of the short demand just-in-need procurement and the approaching listing in the north, the heat of the transaction of PrNd may cool down. Maybe before that, the probability of PrNd maintaining roughly stable will be relatively large.
In addition, the State Reserve's expectations slightly increased the investment intention of medium and heavy rare earths. Dy trade heat increased slightly this week, with frequent trade inquiries, but most inquiries maintained at the low range price. Due to the high price of Dy and Tb, bulk trading has become the mainstream trade. (Ruidow Rare Earth Information)
3. 趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2022年11月04日
提示:以上信息僅供參考!
Notes: the information above is for reference only!