JL MAG Rare-Earth Industry Price Briefing 11-14~11-18
Week 46,2022
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)格較為穩(wěn)定。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格790-800元/KG;金屬釹價(jià)格900-910元/KG;鏑鐵合金價(jià)格2280-2300元/KG;金屬鋱價(jià)格16450-16650元/KG。
This week, the price of PrNd, Nd metal, DyFe and Tb is relatively stable. Prices from Asian Metal at this weekend presented: PrNd metal 790-800 RMB/KG; Nd metal 900-910 RMB/KG; DyFe alloy 2,280-2,300 RMB/KG; Tb metal 16,450-16,650 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
11月16日是市場(chǎng)混亂的一天,伴隨各種消息面的來(lái)襲,詢單,捂貨,高價(jià)充斥市場(chǎng),這一天是本周的中期,在此之前,市場(chǎng)看跌心態(tài)極齊,甚至下游磁材的剛需補(bǔ)貨仍能拿到低價(jià),同樣,不管是分離廠還是貿(mào)易商也在小幅度讓利促成交,但這一天之后到周末,不管是工廠還是貿(mào)易商出貨的節(jié)奏放緩,低位收緊,同樣,磁材廠的詢單也再次進(jìn)入觀望。
Nov. 16th was a chaotic day in the market along with the attack of various news, inquiries for orders and high prices flooded the market. It was in the middle of this week and before that, the bearish attitude of the market was extremely uniform, and even those who just needed replenishment of downstream magnetic materials could still get low prices. Meanwhile, no matter it is the separation factory or the trader, they are willing to close the deal with discount. But after that, the delivery pace is slowing down and unwilling to sell in the low price, the magnetic material factory's inquiries are again entering the wait-and-see situation.
至去年達(dá)到天花板后,稀土價(jià)格不斷回歸理性,但由于上游的原料始終處于高位,分離廠左右為難,金屬?gòu)S縮利瞻前顧后,期貨訂單也顯得謹(jǐn)慎與大膽并存,長(zhǎng)單可供的企業(yè)一方面表現(xiàn)出可嘉的誠(chéng)信精神,一方面也在糾結(jié)中繼續(xù)。短期來(lái)看,在下游剛需訂單及長(zhǎng)協(xié)的制衡下,鐠釹上浮空間或會(huì)在理性范圍內(nèi)波動(dòng),也許更要警惕炒作風(fēng)險(xiǎn)。重稀土方面,鏑鋱的高位,使得采購(gòu)愈發(fā)謹(jǐn)慎,市場(chǎng)有畏高情緒,下周上浮速度或可放緩,小幅穩(wěn)健的概率依舊存在。(瑞道稀土資訊)
After reaching the peak last year, the price of rare earth kept returning to rationality, but due to the upstream raw materials were still at a high level, the separation plant was in a dilemma. The metal plants were cautious and the futures orders were also both cautious and bold. On the one hand, the enterprises with long orders showed the commendable spirit of integrity, on the other hand, they also continued in the struggle. In the short term, under the balance of the downstream rigid demand orders and long-term association, the floating space of PrNd may fluctuate within a rational range. Perhaps we should be more vigilant about the risk of speculation. In the case of heavy rare earths, high levels of Dy and Tb have led to more cautious in purchasing, and the market is afraid of high sentiment. The flotation speed may slow next week and there’s a small probability of robustness. (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18日
Nov 18th, 2022
提示:以上信息僅供參考!
Notes: the information above is for reference only!