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金力永磁稀土行情簡報2422期(總第514期)07-01~07-05

JL MAG Rare-Earth Industry Price Briefing 07-01~07-05

Week 27,2024

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情,鐠釹,金屬釹以及鏑鐵合金價格出現(xiàn)小幅上漲,金屬鋱價格出現(xiàn)小幅下跌。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格446-451/KG;金屬釹價格446-456/KG;鏑鐵合金價格1770-1790/KG;金屬鋱價格6500-6700/KG。

In the rare earth market this week, the price of PrNd、Nd and DyFe rose slightly, the price of Tb metal down a little. Asian metal weekend price: PrNd metal price 446-451 RMB/KG; Nd metal price is 446-456 RMB /KG; DyFe alloy price is 1770-1790RMB /KG; Tb metal price is 6500-6700 RMB /KG. 

2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders

本周(7.1-7.5)情緒面利好再次引發(fā)價格調(diào)漲,供需矛盾的加深進一步打破漲價幻想,造成本周市場價格跌回漲價前,成交再次遇冷。

This week (7.1-7.5) the positive mood once again triggered a price increase, the deepening of the contradiction between supply and demand further broke the illusion of price increases, causing the market price to fall back to the level before its increasing this week, and the transaction was cold again.

伴隨稀土產(chǎn)品低位成交信息的頻繁,對于尤為敏感的鐠釹產(chǎn)品,在相對冷清的成交量下不斷向低位靠攏,而基于需求普遍低迷的共識,上游庫存積壓何時變現(xiàn)成為各方考慮的主要問題,使得部分一直穩(wěn)價的分離廠,雖然明面報價相對滯后稍顯“穩(wěn)定”,但實際也不得不適度讓價掩護出貨。

With the frequent low transaction information of rare earth products, for particularly sensitive PrNd products, they continue to move closer to the low level under the relatively cold volume, and based on the consensus of generally depressed demand, when the upstream inventory backlog can be realizable has become the main issue for all parties to consider, making some of the separation plants that have been stable prices, although the open price is relatively lagging slightly "stable". But the actual price has to be moderately let cover the shipment.

短預(yù)測:7月下游需求整體不溫不火,從官方公布的數(shù)據(jù)來看,新能源車及空調(diào),二輪電動車等均有一定增長,大型磁材廠反饋預(yù)計開工率維持常態(tài),不會有較大起色。但是隨著價格不斷達(dá)到心里價位后,下游必將有補充意識,采購判斷基于觀望試探,由于目前上游走勢略弱,預(yù)計采購策略剛需為主,對可能出現(xiàn)的漲跌幅不宜做過高預(yù)判。(瑞道稀土資訊)

Short forecast: the overall downstream demand in July is lukewarm, from the official data, new energy vehicles and air conditioners, two-wheel electric vehicles, etc., have a certain growth, large magnetic material factory feedback is expected to maintain normal operating rates, there will be no greater improvement. However, as the price continues to reach the psychological price, the downstream will have supplementary awareness, procurement judgment is based on wait-and-see testing, because the current upstream trend is slightly weak, it is expected that the procurement strategy is just needed, and there should not be excessive predictions on possible rise and fall. (Ruidao Rare Earth Information)

 3.趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)

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1720575432279792.bmp

1720575439174106.bmp

1720575446829867.bmp

20240708

July 08th, 2024

 提示:以上信息僅供參考!

Notes: the information above is for reference only!

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