金力永磁稀土行情簡報201741期(總第207期)11-13~11-17
Week 46, 2017
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情鐠釹和鋱價格穩(wěn)中有小幅下跌,鏑鐵價格企穩(wěn)。亞洲金屬網價格: 鐠釹金屬價格460-470元/KG,鏑鐵合金價格1190-1240元/KG,鋱金屬價格4100-4150元/KG。
Prices of PrNd, Tb declined slightly in the rare earth market this week, while the price of DyFe was relatively stable. Price from Asian Metal at this weekend presented: PrNd 460-470RMB/KG, DyFe 1190-1240 RMB/KG and Tb 4100-4150 RMB/KG.
2. 業(yè)內人士分析Analysis of Professional Insiders
本周,中國六大稀土集團陸續(xù)向下屬企業(yè)下達國儲預交單,各分離廠陸續(xù)上報收儲預交數量,這預示著稀土國儲已著手前期準備工作,稀土國儲意向進一步明確。業(yè)內人士透露,按國儲工作安排預計,原期望于在11月召開的稀土國儲招標會議將難以實現,但2017年四季度稀土國儲的計劃不會改變,稀土國儲有望在12月份達成。
This week, China's six major Rare Earth Group issued forecast delivery of State Reserve Doc. to subordinate enterprises successively; each separation plant reported the predicted quantity. This indicates that the rare earth State Reserve has begun preparatory work and the intention of rare earth state reserve has been further clarified. According to insiders, it's difficult to achieve expecting national reserve bidding meeting in November. However, Rare Earth National Reserve plans for the fourth quarter of 2017 will not change; RE State Reserve is expected to be reached in December.
來自六大稀土集團一消息人士透露,目前他們已經向集團上報國儲各產品預交數量,稀土國儲將有望于12月召開。該消息人士還表示,目前金屬廠多數大幅減產,因此采購意向微弱;時至年底,部分稀土分離廠商現金流壓力大,因此仍可能降價出貨,因此稀土主要產品價格持續(xù)下行?!叭魢鴥δ苈鋵?,將很可能維穩(wěn)甚至上調市價,調動下游采購積極性并緩解上游庫存壓力"該消息人士說。
A source from the six major Rare Earth Group revealed that at present they have been reported the predicted number of State Reserve products to the Group, RE State Reserve meeting will be held in December. The source also said that the majority of the metal factory substantially reduced production, so the purchase intention is weak; by the end of the year, some of the rare earth separation factory has large cash flow pressure, therefore they may still be able to lower their prices so that prices of major rare earth products continue to decline. “If the State Reserve can implement, it will be possible to stabilize or even raise the market price, meanwhile mobilizing the enthusiasm of the downstream procurement and ease the pressure on the upstream inventory", the source said.
來自六大稀土集團另一消息人士則進一步表示,目前國儲數量未定,但相關收儲產品預交價格分別為:氧化鐠釹410,000元/噸(現貨價格36-37萬元/噸),氧化鐠99.5%min 520,000元/噸,氧化鏑99.5%min 1,180元/公斤,氧化鋱99.99%min 3,600元/公斤(現貨價格300-310萬元/噸),氧化镥99.99%min 4,800元/公斤,氧化銪99.99%min 510元/公斤。他表示具體國儲價格將仍按過去一月5家主要稀土網站價格確定,但部分產品將在此基礎上進行調整。
Another source from the six major Rare Earth Group further indicate that the current number of the State Reserve was undecided, but the relevant prepaid storage products were: PrNd oxide 410,000 RMB/T (spot price 360,000-370,000 RMB/T), Praseodymium oxide 99.5% min 520,000 RMB/T, Dysprosium oxide 99.5% min 1,180 RMB/KG, Terbium oxide 99.99% min 3,600 RMB/KG, Lutetium oxide 99.99% min 4,800 RMB/KG, Europium oxide 99.99% min 510 RMB/KG. He said the specific State Reserve prices will still be based on the prices of the five major rare earth sites in the past January, but some products will be adjusted on this basis.
3. 趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)
2017年11月17日
November 17th, 2017
提示:以上信息僅供參考!
Notes: the information above is for reference only!