JL MAG Rare-Earth Industry Price Briefing 12-18~12-22
Week 52,2023
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹、鏑鐵合金和金屬鋱價格均出現小幅下跌。亞洲金屬網周末價格: 鐠釹金屬價格535-540元/KG;金屬釹價格535-545元/KG;鏑鐵合金價格2560-2580元/KG;金屬鋱價格9500-9700元/KG。
This week, prices of PrNd, Nd metal, DyFe alloy and Tb metal fell slightly. Prices from Asian Metal at this weekend presented: PrNd metal 535-540 RMB/KG; Nd metal 535-545 RMB/KG; DyFe alloy 2560-2580 RMB/KG; Tb metal 9500-9700 RMB/KG.
2. 業(yè)內人士分析Analysis of Professional Insiders
本周(12.18-22,下同)市場圍繞第三批指令性計劃開始,盡管全年總量與去年相比增加約23.6個百分點,但對于這一利空消息,市場反饋實際較淡。盡管本周市場仍顯弱勢,但下滑速度明顯減弱,基于政策利空出盡與成本高壓的雙重影響,本周走勢相對平穩(wěn)。
This week (12.18-22, the same below) the market starts with the third batch of mandatory plan, although the annual volume increased 23.6% compared to last year, for this negative news, the market feedback is actually weak. The market is still weak this week, but the rate of decline is significantly weakened, based on the dual impact of policy interest and cost pressure, this week's trend is relatively stable.
從當前市場來看,稀土行業(yè)急需一場強勁利好的提振,故周末期,放出消息的采購使得低價開始收緊,但不同于以往的投機炒作,業(yè)內對應當下的供需環(huán)境判斷均很理性,雖然出現了小幅詢價的升溫,但整體交投依舊低迷,且鐠釹產品仍未有完全止跌,只是緩和了弱勢的程度,其余重稀土產品亦在促單中讓利繼續(xù)。
From the current market point of view, the rare earth industry is in urgent need of a strong positive boost, so over the weekend, the low price began to tighten, but different from the past speculation, the industry corresponds to the current supply and demand environment judgment are very rational. Although there is a small increase in inquiries, but the overall trading is still depressed, and PrNd products have not completely stopped falling. Only to ease the degree of weakness, the rest of the heavy rare earth products are also continue in the promotion with less profit.
從當前稀土需求來看,似乎正處于“小冰河期”,國內稀土企業(yè)或要負重潛行,但在成本高壓,維穩(wěn)意愿下,下周稀土各系產品或可能艱難維穩(wěn)。(瑞道稀土資訊)
Based on the current rare earth demand, it seems to be in the "small ice age", the domestic rare earth enterprises need to burden and keep going, but under the pressure of high cost, next week rare earth products might be difficult to maintain stability. (Ruidow Rare Earth Information)
3.趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)
2023年12月22日
December 22nd, 2023
提示:以上信息僅供參考!
Notes: the information above is for reference only!