金力永磁稀土行情簡報201801期(總第214期)01-01~01-05
Week 1, 2018
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情鐠釹,鏑鐵和鋱價格相對穩(wěn)定。亞洲金屬網(wǎng)價格: 鐠釹金屬價格405-415元/KG,鏑鐵合金價格1150-1180元/KG (5日百川資訊, 鏑鐵合金價格1170-1180元/KG ),鋱金屬價格3850-3900元/KG。This week, the price of PrNd, DyFe and Tb is relatively stable in the rare earth market. Price from Asian Metal at this weekend presented: PrNd metal is 405-415 RMB/KG, DyFe alloy is 1150-1180RMB/KG (DyFe alloy is 1170-1180 RMB/KG on 5th from Baichuan News) and Tb metal is 3850-3900RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
據(jù)業(yè)內(nèi)人士分析,1月份上游稀土分離企業(yè)會出現(xiàn)停產(chǎn),導致供給量下降。由于春節(jié)在2月份,加上前后物流停運影響,下游會備2月庫存,成量增加。1月份北方稀土掛牌價格會影響市場,預計以穩(wěn)為主。春節(jié)前商家回籠資金,氧化物出貨量增加,預計下周氧化鐠釹價格到35萬元/噸。(百川資訊杜帥兵)
According to the analysis of insiders, the upstream rare earth separation enterprises will stop production in January, resulting in decreased supply. Due to the Spring Festival in February, combined with the impact of logistics outage, the downstream will prepare stocks of February, volume increased. In January the listed price of rare earths in Northern Rare Earth will affect the market, which is expected to be stable. Merchants will return the funds before the Spring Festival, oxides shipments increase, and the price of PrNd oxide will be expected to 350,000RMB/TON next week. (By Du Shuaibing from Baichuan News)
從稀土供給端看, 我們預期2018年初相關條例將會落地, 這將地規(guī)范稀土的供給,長期有效地根治濫采現(xiàn)象。政策的持續(xù)支持表明國家在通過一系列舉措規(guī)范稀土行業(yè)后,進一步在行業(yè)結構調整上下功夫,提高產(chǎn)業(yè)附加值,鼓勵稀土向更高水平發(fā)展的決心。需求端看,新能源汽車銷售良好,各路產(chǎn)業(yè)資本紛紛進軍新能源汽車產(chǎn)業(yè)將加大對于稀土永磁材料的需求。另外,在收儲的預期下,價格得保證。
From the supply side of the rare earth, we expect that the relevant regulations will be implemented at the beginning of 2018, which will greatly regulate the supply of rare earth and effectively eradicate the phenomenon of indiscriminate exploitation for long term. The continued support of policies shows the determinations after a series of measurements about regulating the rare earth industry to be taken, the state further work on the adjustment of industry structure, improve the industrial added value and encourage the development of rare earth to a higher level. From the demand side, various industrial capital are moving to the new energy automotive industry due to new energy vehicles are well-selling, which will increase the demand for the rare earth permanent magnet materials. In addition, the price is guaranteed under the expectation of the storage.
3. 趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2018年1月5日
Jan. 5th, 2018
提示:以上信息僅供參考!
Notes: the information above is for reference only!