JL MAG Rare-Earth Industry Price Briefing 04-08~04-12
Week 14,2024
1. 重要新聞簡報Briefing of Important News
1.1本周稀土市場行情,鐠釹、金屬釹、金屬鋱和鏑鐵合金價格均上漲。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格465-475元/KG;金屬釹價格458-468元/KG;鏑鐵合金價格1890-1910元/KG;金屬鋱價格7400-7600元/KG。
This week, the prices of PrNd, Nd metal, Tb and DyFe all rose. Prices from Asian Metal at the end of this weekend presented: PrNd metal 465-475 RMB/KG; Nd metal 458-468 RMB/KG; DyFe alloy 1,890-1,910 RMB/KG; Tb metal 7,400-7,600 RMB/KG.
1.2 2024年4月8日,尼得科車載“凝心聚力,攜手共進(jìn)”2023年度供應(yīng)商表彰大會在浙江平湖召開。金力永磁以可靠的產(chǎn)品質(zhì)量、領(lǐng)先的開發(fā)能力、穩(wěn)定的產(chǎn)品交付以及優(yōu)質(zhì)的服務(wù)榮獲“卓越合作伙伴獎”。
On 8th April 2024, the 2023 Annual Supplier Commendation Conference of NIDEK Vehicle "Uniting Heart and Strength Together" was held in Pinghu, Zhejiang Province. JLMAG won the "Excellent Partner Award" for its reliable product quality, leading development capabilities, stable product delivery and excellent service.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
反復(fù)漲跌,空間縮窄,不斷拉漲是近期稀土市場的主要特點。本周(4.7-12日)輕重稀土延續(xù)此特點,反復(fù)波動,拉漲回調(diào)再企漲。
Repeated ups and downs, space narrowing, and constantly pulling up are the main characteristics of the recent rare earth market. This week (4.7-12 days), heavy and heavy rare earths continued these characteristic, repeated fluctuations, pulling up and then rising.
金屬企業(yè)處于進(jìn)退兩難的地步,分離企業(yè)出于成本和較高的整合度聯(lián)合上漲,而金屬仍然面臨著磁材客戶的壓價和部分同行的低價競爭。本周金屬報價及成本雖有上漲,但相對氧化物依舊存在滯后,金屬企業(yè)只能勉強保證對應(yīng)成本出貨,報價猶豫且現(xiàn)貨緊張,加之,下游采購在本周并無集中爆發(fā),導(dǎo)致實質(zhì)的金屬成交活躍度并不大。
Metal companies are in a dilemma, separated companies due to the cost and higher integration of the joint rise, while metal is still facing the price of magnetic customers and some of the low-price competition. Although metal prices and costs have risen this week, there is still a lag in relative oxides, metal companies can only barely ensure the corresponding cost of shipment, the price is hesitant and the spot is tight. In addition, downstream procurement did not experience a concentrated outbreak this week, resulting in low actual metal transaction activity.
鐠釹價格受供給收縮及游資進(jìn)入預(yù)期拉漲,漲速或有可能會繼續(xù)加大至企穩(wěn),來自金屬端的壓力傳導(dǎo)與磁材端克制采購或有可能阻礙實質(zhì)高價成交的可能,但各大廠家基于現(xiàn)貨高價及現(xiàn)有庫存考慮,企穩(wěn)盼望較強烈,短期內(nèi)鐠釹虛漲需等待實單進(jìn)場,回調(diào)幅度或可能不大;重稀土方面雖處高位,但消息面的影響,已經(jīng)忽略了風(fēng)險層面,且貨源相對集中受控,短期內(nèi)走勢或以向上為主。(瑞道稀土資訊)
The price of PrNd is expected to rise due to supply contraction and hot money entering, and the rate of increase may continue to increase until it stabilizes. The pressure transmission from the metal end and the restraint of procurement from the magnetic end may hinder the possibility of substantial high price transactions. However, major manufacturers have a strong hope for stabilization based on high spot prices and existing inventory considerations. In the short term, PrNd inflation needs to wait for real orders to enter the market, and the correction may not be significant. Although the heavy rare earth sector is at a high level, the impact of the news has ignored the risk level, and the supply of goods is relatively concentrated and controlled. The trend may be mainly upward in the short term. (Ruidao Rare Earth Information)
3. 業(yè)內(nèi)重要新聞Important Industry News
北方稀土高科技股份有限公司發(fā)布2024年04月稀土產(chǎn)品掛牌價格
Listing Price of Rare Earth Products from CNRE of April 2024
單位:元/噸(出廠含稅價)
Unit: RMB/T (ex-work price including tax)
產(chǎn)品目錄 Product List | 產(chǎn)品指標(biāo) Product Index | 03月掛牌價 Listing price of Mar. | 04月掛牌價 Listing price of April. | 漲跌 Rise/Fall |
氧化鑭 La Oxide | TREO≥97.5% La2O3/REO≥99.99% | 4100 | 4100 | 0 |
氧化鈰 Ce Oxide | TREO≥99% CeO2/REO≥99.95% | 7600 | 7600 | 0 |
氧化鐠釹 PrNd Oxide | TREO≥99% (Pr6O11+ Nd2O3)/REO≥99.5% | 365700 | 365700 | 0 |
氧化釹 Nd Oxide | TREO≥99% Nd2O3/REO≥99.5% | 374000 | 374000 | 0 |
金屬鐠釹 PrNd Metal | TREM≥99% (Pr6O11+ Nd2O3)/REO≥99.5% | 455000 | 455000 | 0 |
金屬釹 Nd Metal | TREM≥99% Nd/REM≥99.5% C≤0.05% | 465000 | 465000 | 0 |
4.趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2024年04月12日
April 12th, 2024
提示:以上信息僅供參考!
Notes: the information above is for reference only!