金力永磁稀土行情簡(jiǎn)報(bào)201739期(總第205期)10-30~11-03
Week 44.2017
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情鐠釹和鋱價(jià)格均有下跌,鏑鐵價(jià)格小幅上漲。亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格480-490元/KG,鏑鐵合金價(jià)格1190-1240元/KG,鋱金屬價(jià)格4250-4300元/KG。
Prices of PrNd, Tb declined in the rare earth market this week, while the price of DyFe rose slightly. Price from Asian Metal at this weekend presented: PrNd480-490RMB/KG, DyFe1190-1240 RMB/KG, and Tb 4250-4300 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
在10月份的一周,國(guó)內(nèi)稀土市場(chǎng)仍然是艱難徘徊,難現(xiàn)曙光。雖然有國(guó)儲(chǔ)的消息,但是由于并沒有實(shí)際的操作,眾多市場(chǎng)人士還是持遲疑和觀望的態(tài)度。與此同時(shí),業(yè)界對(duì)市場(chǎng)后市的走勢(shì)呈兩極分化,一部分人認(rèn)為市場(chǎng)可能很快會(huì)出現(xiàn)轉(zhuǎn)機(jī),另一部分人認(rèn)為市場(chǎng)低迷的情況可能要延續(xù)到明年一季度。
In the last week of October, the domestic rare earth market was still difficult to see the dawn. Although there are information about the state store, many market participants are hesitant and taking a wait-and-see attitude because of there is no actual operation. At the same time, market participants' view about the market trend is polarized, some people believe that the market may soon turn favorable, others believe that the market downturn may continue into the first quarter of next year.
在近一周,除了氧化鐠釹和氧化鏑的價(jià)格一直處于穩(wěn)定外,其他稀土產(chǎn)品市場(chǎng)都出現(xiàn)了下滑,雖然市場(chǎng)比前兩周稍顯活躍,但成量不大,下游客戶的需求量還是很少。
In the past week, except for the price of PrNd oxide and Dy oxide has been stable, other rare earth products market has declined. Although the market is more active than the first two weeks, the volume is small because there's still little demand of downstream customers.
由于受下游釹鐵硼市場(chǎng)需求量銳減的影響,近一周的金屬鐠釹價(jià)格出現(xiàn)較大幅度的下跌,由53萬元/噸~55萬元/噸跌到了48萬元/噸~50萬元/噸,在部分地區(qū)甚至市場(chǎng)上還有更低的價(jià)格出現(xiàn)。
Due to the lower demand of the downstream NdFeB Market, the price of PrNd decreased a lot in recent weeks, from 530,000 RMB / ton- 55,0000 RMB / ton fell to 480,000 RMB/ ton to 500,000 RMB / ton, there are even lower prices in some regions and in the market.
中重稀土市場(chǎng)依然低迷,而且成量也非常少。除氧化鏑市場(chǎng)相對(duì)穩(wěn)定之外,幾乎中重稀土的價(jià)格近期都出現(xiàn)小幅滑落。氧化鏑的價(jià)格穩(wěn)定在116萬元/噸~118萬元/噸;氧化鋱的價(jià)格跌到了320萬元/噸;氧化鈥的價(jià)格也降到了410萬元/噸~420萬元/噸左右;氧化鉺的報(bào)價(jià)在17萬元/噸~18萬元/噸,成量非常少。
Mid-heavy rare earth market is still in the doldrums, and the volume is also very small. In addition to Dy oxide market is relatively stable, mid-heavy rare earth prices have shown a slight decline recently. The price of Dy oxide stabilized at 1.16 million RMB / ton-1.18 million RMB / ton; the price of Ty oxide dropped to 3.2 million RMB / ton; the price of Ho oxide also dropped to 4.1 million RMB / ton- 4.2 million RMB / ton; Er oxide offered at 170,000 RMB / ton- 180,000 RMB / ton, the volume is very small.
從目前的市場(chǎng)現(xiàn)狀看,供求相對(duì)穩(wěn)定,下游釹鐵硼生產(chǎn)商的庫(kù)存似乎還有一些,能維持到多久還未知,但僅從釹鐵硼產(chǎn)品需求看,在年末這兩個(gè)月里不會(huì)有太大改觀,所以說,釹鐵硼生產(chǎn)商對(duì)稀土產(chǎn)品的需求還很有限。另一方面,在11月份的國(guó)儲(chǔ)能否操作進(jìn)行是大家極為關(guān)注的,國(guó)儲(chǔ)應(yīng)該是近期市場(chǎng)人士關(guān)心的大事了。至于限產(chǎn),現(xiàn)在看并沒有對(duì)市場(chǎng)起到積極的作用。
From the current market situation it can be seen that supply and demand is relatively stable, downstream manufacturers appear to have some stocks of NdFeB, while how long it can be maintained is unknown. However, only from the demand of NdFeB products, there will not be much improvement in these two months at the end of the year. Therefore, the demand of NdFeB producers for rare earth products is still very limited. On the other hand, it is of great concern to all that whether the State Reserve will be able to operate in November, and the State Reserve should be the major event which market participants are most concerned with. As for limiting production, it doesn't play a positive role in the market now.
3. 趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2017年11月03日
November. 3rd , 2017
提示:以上信息僅供參考!
Notes: the information above is for reference only!