金力永磁稀土行情簡報201734期(總第200期)09-18~09-22
JL MAG Rare-earth Industry Price Briefing09-18~09-22
2017年第38周
Week 38.2017
1.重要新聞簡報Briefing of Important News
本周稀土市場行情相對穩(wěn)定,鐠釹、鏑鐵和鋱金屬價格有小幅下跌。亞洲金屬網(wǎng)價格: 鐠釹金屬價格615-625元/KG,鏑鐵合金價格1180-1230元/KG,鋱金屬價格4900-4950元/KG。
This week rare-earth market is relatively stable, the price of PrNd, DyFe and Tb fall slightly. Price from Asian Metal at this weekend presented: PrNd 615-625 RMB/KG, DyFe 1180-1230 RMB/KG, and Tb 4900-4950 RMB/KG.
2.業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周國內(nèi)稀土市場行情基本企穩(wěn),僅部分品種小幅下調(diào),主要為氧化鐠釹、氧化鏑、鐠釹金屬、鏑鐵合金、氧化鈥和鈥鐵。受市場廣泛關(guān)注的氧化鐠釹和鐠釹金屬,目前分別穩(wěn)定于47-49萬元/噸、61-64萬元/噸。鏑系和鈥系下跌主要為前期上漲之后的理性回落。
This week domestic rare-earth market is relatively stable and some rare earths go down slightly, such as PrNd oxide, Dysprosium oxide, PrNd metal, DyFe, Ho oxide and HoFe. PrNd oxide and PrNd metal receiving wide attention from the market are stable at the price of 470,000-490,000 RMB/T and 610,000-640,000 RMB/T. The price decline of Dy and Ho series is mainly due to the rational fall after preliminarily rising.
本周政策層不斷傳來利好,包括上六大稀土集團(tuán)召開會議,決定實行集團(tuán)統(tǒng)一定價,各下屬企業(yè)不能自行定價出售。此外,相關(guān)部門對內(nèi)蒙古、江西、福建等省(區(qū))的稀土開采、冶煉分離和貿(mào)易企業(yè)進(jìn)行了現(xiàn)場核查,部分地區(qū)存在此前整頓過程中被責(zé)令停產(chǎn)的部分企業(yè)違規(guī)恢復(fù)生產(chǎn)、個別企業(yè)購買加工非法礦產(chǎn)品等問題。但從本周行情動態(tài)來看,以上利好決策尚未給國內(nèi)稀土市場帶來明顯提振,但稀土價格確實從此前的搖搖欲墜表現(xiàn)出逐漸企穩(wěn)的跡象。
This week there is always good news from policy. Last Saturday, six rare earth groups decide to use group uniform price and requires that affiliated enterprises have no right to fix price by themselves. Moreover, relevant departments inspect rare earth mining, smelting separation and trade enterprises in Inner Mongolia, Jiangxi, Fujian and other provinces (regions). In some areas, the following problems were found: some enterprises that were ordered to stop production resumed producing, some buy and processing illegal minerals and etc. From the view of market dynamic, above good decision has not yet brought improvements to the domestic rare earth market. But the previous crumbling rare earth prices show signs of gradual stabilization.
近期正值下游釹鐵硼簽訂年度長單之際,分離企業(yè)想要維穩(wěn)市場的意愿十分顯著,且大廠的報價持續(xù)堅挺。市場即使出現(xiàn)小型持貨商出于壓力而下調(diào)的售價,但下游接貨積極性也十分有限,僅零散交,還未影響主流價格的堅挺性;就目前來看,這些少量的低價貨也未進(jìn)一步降價蔓延的跡象,行情企穩(wěn)。
Now is time that downstream NdFeB signs the annual long term order. Separating enterprises badly want to stabilize the market and big factories have strong quotation. Even though small cargo carriers decrease the price out of pressure in the market, downstream is limited in receiving goods. It makes no difference on mainstream price with small deals. Currently there is no further sign of price decrease with these small amount low-priced goods, so the market stabilized.
預(yù)計在國慶長假之前,國內(nèi)稀土行情將整體保持平穩(wěn)態(tài)勢,以等待政策以及下游長單價格提供的指引。
It is estimated that domestic rare-earth market will keep stable before National holiday, so as to wait for the guidance of policies and the prices of downstream long term order.
3. 趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2017年09月22日
September.22th , 2017
提示:以上信息僅供參考!
Notes: the information above is for reference only!