JL MAG Rare-Earth Industry Price Briefing 02-20~02-24
Week 08,2023
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹、鏑鐵和鋱的價格小幅下調。亞洲金屬網周末價格: 鐠釹金屬價格835-845元/KG;金屬釹價格910-920元/KG;鏑鐵合金價格2190-2210元/KG;金屬鋱價格16200-16400元/KG。
Rare earth market this week, the price of praseodymium neodymium, metal neodymium, dysprosium iron and terbium fell slightly. Asian metal net weekend price: PrNd price 835-845 CNY /KG; Nd price 910-920 CNY /KG; DyFe price 2190-2210 CNY /KG; Tb price 16200-16400 CNY /KG.
2. 業(yè)內人士分析Analysis of Professional Insiders
本周稀土市場在輕重走勢中繼續(xù)分歧,整體市場表現不佳,需求短板持續(xù)體現,輕稀土從試探走向僵持,重稀土依舊不斷靠下,同時,在買賣均偏少的情況下,一定程度也沖淡了稀土市場下行幅度。
需求偏弱明顯:以稀土永磁為首的下游應用表現平平,就部分磁材企業(yè)反饋,年后訂單并未較多增長,企業(yè)開工率僅在60%左右徘徊,上游行情逆轉失敗延續(xù)弱穩(wěn),采購亦是謹慎克制,小批量成交很難撐起明顯走勢,且成交均在不斷壓價。
供給維持正常:基于價格低迷與詢單偏少,金屬廠按單生產,優(yōu)先消耗庫存,在上周氧化物補采后,本周氧化物整體詢單偏淡,周初有試探調漲但奈何市場調節(jié),價格持穩(wěn)。同時,少量金屬成交,部分競價已接近極限,下游試探壓價詢單多讓金屬廠表示無力再讓,但等待上游繼續(xù)下調,似乎空間也有限,故本周在互相買賣不旺中,尋找平衡點。(瑞道稀土資訊)
This week, the rare earth market continued to diverge in the trend of severity, the overall market performance was poor, the demand weakness continued to reflect, light rare earth from testing to deadlock, heavy rare earth is still falling, at the same time, in the case of less trading, it also diluted the decline of rare earth market to some extent.
Demand is obviously weak: the performance of downstream applications led by rare earth permanent magnet is flat. According to the feedback of some magnetic materials enterprises, orders did not increase much after the New Year, the operating rate of enterprises is only hovering around 60%, the reversal failure of upstream market continues to be weak and stable, and the procurement is cautious and restrained. Small batch transaction is difficult to hold up an obvious trend, and the transaction is constantly reducing the price.
Supply maintained normal: due to the low price and low requisitions, metal mills produced according to requistions and gave priority to inventory consumption. After the oxide replenishment last week, the overall requistions of oxides were low this week. At the beginning of the week, there was a tentative increase, but the price remained stable due to market adjustment. At the same time, a small amount of metal trading, part of the bidding has been close to the limit, the downstream test price inquiry many metal mills said that they could not make any more concessions, but waiting for the upstream to continue to reduce, it seems that the space is limited, so this week in the mutual trading is not strong, looking for a balance point. (Ruidao Rare Earth Information)
3. 趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)
2023年02月24日
February 24th, 2023
提示:以上信息僅供參考!
Notes: the information above is for reference only!