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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 05-08~05-12
Week 19，2023
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹、金屬釹、鏑鐵合金的價格均存在小幅上漲，金屬鋱的價格繼續(xù)下跌。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格548-558元/KG；金屬釹價格555-565元/KG；鏑鐵合金價格1910-1930元/KG；金屬鋱價格10000-10200元/KG。
This week, prices of PrNd, Nd, DyFe have a slight increase, price of Tb continue to decrease. Prices from Asian Metal at this weekend presented: PrNd metal 548-558 RMB/KG; Nd metal 555-565 RMB/KG; DyFe alloy 1,910-1,930 RMB/KG; Tb metal 10,000-10,200 RMB/KG
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
自二月以來，稀土價格經(jīng)歷了三個月的直線下行，本周（5.4-12日）稀土在持續(xù)長久的下滑后，出現(xiàn)小幅反彈，詢單及成交有一定好轉(zhuǎn)，在現(xiàn)貨相對不足及成本支撐助力下，現(xiàn)貨稀土主流產(chǎn)品本周實現(xiàn)了逆風(fēng)上行，但終歸由于需求導(dǎo)向而曇花一現(xiàn)。
Since February, rare earth prices have experienced a three month straight downward trend. This week (May 4th to 12th), after a prolonged decline, rare earth prices have rebounded slightly, and inquiries and transactions have improved to some extent. With the relative shortage of spot goods and cost support, mainstream spot rare earth products have achieved a headwind upward trend this week, but ultimately it was short-lived due to demand orientation.
本周上游心態(tài)偏向積極，周中期無明顯畏高出貨。隨著補單的完成，走高的鐠釹氧化物開始高位成交受阻，詢單趨弱，價格適時回調(diào)，周三下午鐠釹氧化物回至46萬元/噸以內(nèi)，再次出現(xiàn)壓價詢單的情況。歷時八天的起漲行情暫時結(jié)束。重稀土鏑鋱走勢稍有分歧，這與需求有明顯關(guān)聯(lián)，雖然周中期氧化鏑的詢單增多，市場初現(xiàn)貨緊，且隨價位走高，出貨愈發(fā)謹(jǐn)慎。反觀鋱，相對而言，需求卻有收縮，但各分離廠低價出貨意愿也不強，周后期價格緩慢上移，其后續(xù)或有一定的上漲空間。
This week, the upstream mentality tends to be positive, and there is no obvious fear of high shipments in the middle of the week. With the completion of the supplementary order, trading of praseodymium neodymium oxide at high price began to be blocked, and the inquiry has weakened. The price has adjusted in a timely manner. On Wednesday afternoon, praseodymium neodymium oxide returned to within 460,000 yuan/ton, and there has been another situation of underpricing inquiries. The eight-day uptrend has temporarily come to an end. There is a slight divergence in the trend of heavy rare earth dysprosium and terbium, which is clearly related to demand. Although there were more inquiries for dysprosium oxide in the middle of the week, the market was initially experiencing a shortage of goods, and as prices rose, shipments became more cautious. On the contrary, for terbium, relatively speaking, demand has contracted, but the willingness of various separation plants to ship at low prices is also not strong. In the later part of the week, prices slowly moved up, and there may be some room for further increase in the future.
從4月28日政治局會議釋放的信號來看，新能源汽車及人工智能領(lǐng)域依舊是政策發(fā)力點。就此來看，鐠釹雖然開始乏力，但成本造成的倒掛壓力仍是金屬企業(yè)短期內(nèi)難以克服的障礙，鐠釹后續(xù)繼續(xù)下調(diào)的空間可能不大，但弱勢因素仍在。當(dāng)前，緬甸進(jìn)入雨季，雖然4月稀土產(chǎn)品進(jìn)口量較3月增長52.3%，但接下來無論是輔料，還是開工率，各項因素疊加，或?qū)︾C鋱產(chǎn)品價格穩(wěn)定起一定支撐，加上國內(nèi)重稀土企業(yè)的努力，鏑鋱風(fēng)險或不會很大。（瑞道稀土資訊）
From the signals released at the Politburo meeting on April 28th, it can be seen that the fields of new energy vehicles and artificial intelligence are still policy driving points. From this perspective, although praseodymium and neodymium have started to be weak, the cost induced downward pressure is still a difficult obstacle for metal enterprises to overcome in the short term. There may not be much room for further downward adjustment of praseodymium and neodymium, but weak factors still exist. Currently, Myanmar is entering the rainy season. Although the import volume of rare earth products in April increased by 52.3% compared to March, the combination of various factors such as auxiliary materials and operating rates may provide some support for the stability of dysprosium and terbium product prices. Coupled with the efforts of domestic heavy rare earth enterprises, the risk of dysprosium and terbium may not be big. (Ruidow Rare Earth Info)
3.趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2023年05月12日
May 12th, 2023
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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