金力永磁稀土行情簡(jiǎn)報(bào)201745期(總第211期)12-11~12-15
Week 50.2017
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情鐠釹和鏑鐵小幅下跌,鋱價(jià)格企穩(wěn)。亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格365-375元/KG,鏑鐵合金價(jià)格1140-1170元/KG,鋱金屬價(jià)格3700-3750元/KG。
This week, price of PrNd and DyFe continued to decline slightly in the rare earth market, while the price of Tb was relatively stable. Price from Asian Metal at this weekend presented: PrNd 365-375RMB/KG, DyFe 1140-1170 RMB/KG and Tb 3700-3750RMB/KG.
12月15日鏑鐵合金國(guó)內(nèi)出廠參考報(bào)價(jià)暫穩(wěn),目前在1140000-1160000元/噸,均價(jià)1150000元/噸;金屬鐠釹國(guó)內(nèi)出廠參考報(bào)價(jià)暫穩(wěn),目前在372500-392500元/噸,均價(jià)382500元/噸。
On December 15, the domestic factory reference price of DyFe was tentatively stable, currently is 372,500-392,500 RMB/ton, the average price is 1.15 million RMB/ton. The domestic factory reference price of PrNd is tentatively stable, currently is 372,500-392,500 RMB/ton, the average price is 382,500 RMB/ton.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
進(jìn)入到12月份,稀土市場(chǎng)如同氣溫一樣,一步步走低,成量毫無(wú)起色,稀土行業(yè)進(jìn)入到無(wú)奈的“冬眠期"。10月份,稀土行業(yè)被炒得火熱的稀土國(guó)儲(chǔ)早已不為大家期待了,在離2017年結(jié)束還不到20天的日子里,稀土業(yè)內(nèi)人士似乎也已經(jīng)開(kāi)始放假。
In December, the trading volume on rare earth market went down gradually just like the reduced temperature. The rare earth market is in the hibernation period now. The national storage, which was frequently mentioned in October, is no longer expected. And in the end of 2017, the professional insiders of rare earth industry will be on vacation.
12月7日,稀土市場(chǎng)又經(jīng)歷了價(jià)格跌落,氧化鐠的價(jià)格由42萬(wàn)元/噸~44萬(wàn)元/噸跌落至40萬(wàn)元/噸~42萬(wàn)元/噸,氧化釹的價(jià)格由32萬(wàn)元/噸~34萬(wàn)元/噸跌落至30萬(wàn)元/噸~32萬(wàn)元/噸,氧化鐠釹的價(jià)格由30萬(wàn)元/噸~32萬(wàn)元/噸跌落到30萬(wàn)元/噸以下,為28萬(wàn)元/噸~30萬(wàn)元/噸。實(shí)際上,在上時(shí)氧化鐠釹的主流價(jià)格在27萬(wàn)元/噸~29萬(wàn)元/噸之間,有一些客戶稱在26萬(wàn)元/噸出貨,但是這也是非主流的價(jià)格,有成也是少量的。
On December 7, the price of rare earth market decline again. The price of Pr oxide dropped from 420,000-440,000 RMB/ton to 400,000-420,000 RMB/ton. The price of Nd oxide dropped from 320,000-340,000 RMB/ton to 300,000-320,000 RMB/ton. The price of PrNd oxide dropped from 300,000-320,000 RMB/ton to 280,000-300,000 RMB/ton. In fact, the primary price of PrNd oxide is 270,000 -290,000 RMB/ton at last weekend. Some customers said they bargained at 260,000 RMB/ton, which is unusual and small amount.
氧化鏑的價(jià)格跌到了112萬(wàn)元/噸~113萬(wàn)元/噸,氧化鋱的價(jià)格也在260萬(wàn)元/噸~270萬(wàn)元/噸之間,對(duì)比之前有小幅度的跌落,即便如此,大部分大廠表示在這個(gè)價(jià)位上仍很難出貨交,這和下游應(yīng)用量不多有關(guān)。
The price of Dy oxide fell to 1.12-1.13million RMB/ton, while price of Tb oxide is 2.6-2.7million RMB/ton. Concerned with the small usage of downstream firms, most companies said it's still hard to trade at this price, despite of the small drop.
對(duì)比今年的稀土價(jià)格走勢(shì)可以看出,多數(shù)稀土品種的價(jià)格已經(jīng)回落至去年同期的水平上,甚至有的品種價(jià)格比去年同期還要低些,例如氧化鏑、氧化鋱。似乎在經(jīng)歷了一年以后,稀土的價(jià)格又回到了原點(diǎn),所以大多業(yè)內(nèi)人士認(rèn)為現(xiàn)在的市場(chǎng)已經(jīng)跌至底谷或接近底谷。由于臨近年末,對(duì)于生產(chǎn)商而言不但要承受市場(chǎng)低迷的局面,還要面對(duì)資金回籠的問(wèn)題,雖說(shuō)現(xiàn)在的行情已經(jīng)是倒掛了,有一些生產(chǎn)商迫于雙重壓力不得不割肉出貨。
Most rare earth price has fallen back to the same level of last year. Some price is lower than last year, such as Dy oxide and Tb oxide. The price of rare earth has gone back to the original point after one year. Majority of professional insiders believe that the market has fallen to or near to the lowest point. By the end of 2017, the manufacturers should bear the pressure from both depressed market and the withdrawal of fund. Even in the depressed market, some manufacturers have to sell at a low price under the dual pressures.
現(xiàn)在看,市場(chǎng)難現(xiàn)波瀾,雖然大家都認(rèn)為已經(jīng)到了底谷,但是仍然不敢貿(mào)然進(jìn)入,謹(jǐn)慎、徘徊、等待、觀望,似乎是目前稀土業(yè)內(nèi)人士的寫(xiě)照。從瑞道金屬網(wǎng)掌握的情況看,市場(chǎng)上的需求不可能在一兩周內(nèi)有任何改善,雖然元旦將近,但是仍沒(méi)有跡象表明有商家想囤貨保證生產(chǎn)的意愿,所以說(shuō)在距年末還有二十幾天的這段時(shí)間,稀土市場(chǎng)仍然是低迷態(tài)勢(shì),這個(gè)“冬眠"預(yù)計(jì)到明年1月中旬有希望醒來(lái)。
People think the price is in the bottom now, and the market is difficult to change. However, they still hesitate to enter it. Ruidow metal shows that the market shall not have any improvements in the next one or two week. Despite the New Year's Day coming, there still no sign shows that the business wants to stock to ensure production. Therefore, the rare earth market will stay in depressed condition in the last 20 days of the year. The hibernation-like state will not be changed until the middle of January of 2018.
3. 趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2017年12月15日
December 15th, 2017
提示:以上信息僅供參考!
Notes: the information above is for reference only!