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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 07-31~08-04
Week 32，2023
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情，鐠釹和金屬釹小幅上漲，鏑鐵合金價(jià)格和上周持平，金屬鋱價(jià)格出現(xiàn)小幅下降。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格570-580元/KG；金屬釹價(jià)格585-595元/KG；鏑鐵合金價(jià)格2180-2200元/KG；金屬鋱價(jià)格9100-9300元/KG。
This week, prices of PrNd and Nd metal increased slightly, DyFe alloy kept stable, while Tb metal fell a little. Prices from Asian Metal at this weekend presented: PrNd metal 570-580 RMB/KG; Nd metal 585-595 RMB/KG; DyFe alloy 2180-2200 RMB/KG; Tb metal 9100-9300 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周（7.31-8月4日）稀土整體表現(xiàn)持穩(wěn)，這種行情是近幾年難見(jiàn)到的，市場(chǎng)詢報(bào)價(jià)不多，貿(mào)易企業(yè)也多處于觀望，但細(xì)微處的差異卻也表現(xiàn)明顯。
This week (7.31-8.4) rare earth market has been stable, which rarely exist in recent years. The inquiry is not so much, and trading enterprises are also more on the sidelines, but the differences in details are also obvious.
在金屬現(xiàn)貨不足，氧化鐠釹成本支撐及龍頭企業(yè)適時(shí)的穩(wěn)價(jià)下，鐠釹系產(chǎn)品成交價(jià)格低位不斷上移，與上周相比，鐠釹上調(diào)速度雖緩卻穩(wěn)。
Under the shortage of metal spot, the cost support of PrNd oxide and the timely stable price of leading enterprises, the transaction price of PrNd series products continues to move up, compared with last week, the increase rate of PrNd is slow but stable.
本周成交多以補(bǔ)單及剛需采購(gòu)為主，鐠釹緩慢上漲并無(wú)需求面的過(guò)多支撐，而在當(dāng)前價(jià)位下，上下游均有一定顧慮存在，故操作起來(lái)異常謹(jǐn)慎，金屬端被動(dòng)跟漲縮短倒掛，部分下游訂單現(xiàn)金偏緊付款方式的靈活，導(dǎo)致了金屬價(jià)格也隨之而起，但鐠釹走勢(shì)也充滿了不確定性，如果龍頭企業(yè)支撐消退，價(jià)位或許有進(jìn)一步弱化的空間，反之，鐠釹或許仍有進(jìn)一步上調(diào)的可能。
This week's transactions are mainly based on supplementary orders and just-needed purchases. PrNd slowly rise without too much support on the demand side, and at the current price, upstream and downstream have some concerns and cautious to the transactions. The metal supply end passively follows the rise and shortens the upside down, and the flexibility of cash tight payment methods for some downstream orders leads to the rise of metal price. However, the trend of PrNd is also full of uncertainty, if the support of leading enterprises fades, the price may have room for further weakening, on the contrary, PrNd may still have the possibility of further increase.
鏑產(chǎn)品在消息面落地后，市場(chǎng)穩(wěn)價(jià)的意愿仍舊存在，本周雖有部分持貨商按照市場(chǎng)成交價(jià)位出貨，但出貨量有限，且不存在畏高拋售的現(xiàn)象。大廠的詢單仍有一定支撐，流通現(xiàn)貨的趨緊，短期內(nèi)保穩(wěn)或成為大概率可能，但中期來(lái)看或存有風(fēng)險(xiǎn)。（瑞道稀土資訊）
Dy products landed on the news surface, the market's willingness to stabilize the price still exists, although some holders shipped according to the market transaction price this week, but shipments are limited, and there is no fear of high selling phenomenon. There is still some support for leading enterprise inquiry, and the tightening of the circulation of stock may make it possible to maintain stability in the short term, but there are risks in the medium term. (Ruidow Rare Earth Information)
北方稀土高科技股份有限公司發(fā)布2023年8月稀土產(chǎn)品掛牌價(jià)格
Listing Price of Rare Earth Products from CNRE of August 2023
單位：元/噸（出廠含稅價(jià)）
Unit: RMB/T (ex-work price including tax)
3.趨勢(shì)圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2023年08月04日
August 04th, 2023
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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