金力永磁稀土行情簡(jiǎn)報(bào)201802期(總第215期)01-08~01-12
JL MAG Rare-Earth Industry Price Briefing 01-08~01-12
Week 2, 2018
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情鐠釹,鏑鐵和鋱價(jià)格都有不同程度的漲幅,其中鐠釹漲幅明顯。亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格425-435元/KG (12日上海有色,430-450元/KG),鏑鐵合金價(jià)格1170-1200元/KG (12日上海有色,1180-1200元/KG),金屬鋱價(jià)格3950-4000元/KG (12日上海有色,3950-4100元/KG)。
This week, prices of PrNd,DyFe and Tb have increased at varying degrees, especially PrNd has an apparent rise. Price from Asian Metal at this weekend presents: PrNd 425-435 RMB/KG(SMM 12thprice:430-450 RMB/KG), DyFe 1170-1200 RMB/KG (SMM 12th price:1180-1200 RMB/KG) and Tb 3950-4000 RMB/KG (SMM 12th price:3950-4100 RMB/KG).
日前,江西省贛州市稀土資源遠(yuǎn)景評(píng)價(jià)項(xiàng)目順利通過(guò)贛州市稀土開(kāi)發(fā)綜合利用綜合試點(diǎn)工作小組辦公室組織的評(píng)審,項(xiàng)目成果顯示再造了幾個(gè)“稀土王國(guó)"。調(diào)查結(jié)果大大超過(guò)預(yù)期,新發(fā)現(xiàn)了十多個(gè)大中型以上稀土礦床,新增了數(shù)倍于以往的稀土資源量,尤其是在加里東期的上猶巖體中找到了重稀土。
Rare earth prospect evaluation project smoothly passed the evaluation organized by Ganzhou RE Multiple Utilization and Experiment Office, which means to build several extra“Rare Earth Kingdoms". The exploration result is far more than expectation: more than ten large and medium-sized rare earth ore deposits have been discovered with several times rare earth resources of what was found before, and it is particularly worth mentioning that heavy rare earth was found in Shangyou rock of the Caledonian period.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
從1月5日開(kāi)始稀土市場(chǎng)進(jìn)入快速上漲期,大多數(shù)產(chǎn)品價(jià)格都有不同幅度的增長(zhǎng)。但由于價(jià)格上漲過(guò)快而下游需求沒(méi)有跟進(jìn),市場(chǎng)從12日開(kāi)始止?jié)q企穩(wěn)。1月12日稀土市場(chǎng)鐠釹報(bào)價(jià):氧化鐠釹主流含稅34萬(wàn)-34.5萬(wàn)/噸,鐠釹金屬含稅43.5萬(wàn)-44萬(wàn)/噸,高出2-3萬(wàn)/噸的情況依然充斥市場(chǎng)。(富寶資訊馬雷)
Since Jan. 05th, rare earth market entered into rapid rising period, prices of most products have increased in different ranges, however, as a result of the rapid price increase and weak demand from downstream, market prices become stabilized since Jan 12th. On Jan. 12th, the RE tax-inclusive prices presented: PrNd oxide 340,000~345,000 CNY/T, PrNd metal 435,000~440,000CNY/T, and it is still quite common to see prices that are 20,000-30,000 higher from the market. (Malei, Fu'an INFO)
雖然近幾日稀土市場(chǎng)開(kāi)始偃旗息鼓,但據(jù)估計(jì)價(jià)格下行的可能性仍然不大,主要原因有以下幾點(diǎn):一,礦價(jià)和釹鐵硼廢料的價(jià)格都有不同程度的增長(zhǎng),而且原料供應(yīng)相對(duì)吃緊,導(dǎo)致產(chǎn)品的成本增長(zhǎng)。二,年關(guān)將至下游備貨的采購(gòu)量雖然由于價(jià)格快速上漲會(huì)有所減少,但需求量不會(huì)出現(xiàn)大幅度減少。三,2018年剛剛開(kāi)年,大部分工廠由于庫(kù)存成本仍然高于市場(chǎng)價(jià)格而不愿意低價(jià)出貨。 第四,大家預(yù)期的國(guó)家整頓稀土市場(chǎng)秩序的信心在增強(qiáng)。(瑞道金屬網(wǎng)由曉紅)
Although the prices from rare earth market cease to increase in recent days, it is estimated that they are less likely to go downward. The main reasons as follows: first, the various increase of ore and NdFeB waste price and the short supply of raw material result to cost increase; second, although the rapid increased prices lead to less purchase from the downstream, there won't be big decrease of demand by the end of the year; third, cost of the stock materials from most factories are still higher than the market and they are not willing to sell their stock at lower prices at the beginning of 2018; fourth, the confidence is strengthening on the national consolidation of rare earth market order. (You Xiaohong, Ruidow Metal)
3. 趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2018年1月12日
Jan. 12th, 2018
提示:以上信息僅供參考!
Notes: the information above is for reference only!