金力永磁稀土行情簡報1833期(總第246期)08-27~08-31
JL MAG Rare-Earth Industry Price Briefing 08-27~08-31
Week 35, 2018
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、鏑鐵及鋱價格繼續(xù)保持平穩(wěn),與上周持平。亞洲金屬網(wǎng)價格: 鐠釹金屬價格406-416元/KG (上海有色,410-415元/KG),鏑鐵合金價格1155-1175元/KG (上海有色,1150-1160元/KG),金屬鋱價格3820-3870元/KG(上海有色,3850-3900元/KG)。
This week, price of PrNd, DyFe and Tb still kept stable and unchanged from last week. Price from Asian Metal at this weekend presented: PrNd metal 406-416RMB/KG (price from SMM: 410-415RMB /KG), DyFe alloy 1155-1175RMB/KG (price from SMM: 1150-1160RMB/KG) and Tb metal 3820-3870RMB/KG (price from SMM: 3850-3900 RMB /KG).
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
SMM8月30日訊:本周鐠釹系品種價格開始揚升,氧化鐠釹報價高報價上調(diào)至32.7萬元/噸,成價格在32.3萬元/噸以上,雖然并未強勢爆發(fā),但詢單量開始增加。其他品種報價變化不大,整體消費需求仍顯一般。臨近9月份傳統(tǒng)旺季,加之近期稀土價格整體跌至階段性低位,吸引下游買家入市補貨,報價由此上調(diào)。
SMM Aug 30th: this week, the price of the variety of PrNd series began to rise. The highest quotation of PrNd oxide was raised to 327,000 RMB/ton. The transaction price was over 323,000 RMB/ton, although it was not a strong outbreak, but inquiries began to increase. Prices offer of other varieties changed little, the overall consumer demand was still modest. Approaching the traditional peak season of September, plus the recent overall price of rare earths fell to a phased low level, which attracting downstream buyers to the market replenishment, the price offer increased.
近期稀土市場的支撐因素在于傳統(tǒng)旺季的到來以及政策面的預(yù)期,近期稀土報價嘗試性上調(diào)正是對于這兩個因素的預(yù)期。政策面包括新一輪環(huán)保核查或?qū)⒋呱a(chǎn)企業(yè)減產(chǎn)現(xiàn)象,此外,市場對收儲相關(guān)推進仍然關(guān)注。下周預(yù)計以鐠釹系產(chǎn)品的稀土價格有望繼續(xù)穩(wěn)中有漲。
The recent rare earth market has been supported by the arrival of the traditional peak season and the expectation of policy, the recent tentative increase in rare earth quotation is also based on the expectation of these two factors. Policies include a new round of environmental inspections could lead to production cuts, besides, the market remains concerned about progress of reservation. Prices of rare earths, led by PrNde serial products, are expected to continue to rise moderately next week.
工業(yè)和信息化部網(wǎng)站8月27日消息,工業(yè)和信息化部、自然資源部下達2018年二批稀土開采、冶煉分離總量控制計劃的通知。
News from the website of the ministry of industry and information technology on August 27th, the ministry of industry and information technology, the ministry of natural resources have issued the second batch of rare earth mining, smelting and separation aggregate control plan for 2018.
通知指出,稀土是國家嚴格實行開采、冶煉分離總量控制管理的產(chǎn)品,任何單位和個人不得無計劃和超計劃生產(chǎn)。2018年度全國稀土開采、冶煉分離總量控制計劃分別為12萬噸、11.5萬噸。
The notice says, rare earth is a product strictly controlled by the state for the total amount of mining, smelting and separation. no unit or individual shall produce without plan or beyond plan. The total amount of rare earth mining, smelting and separation control plans for 2018 are 120,000 tons and 115,000 tons respectively.
南方稀土發(fā)布8月27日稀土氧化物掛牌價
Listing price on 27th August from China South Rare Earth
單位:萬元/噸(出廠含稅價)
Unit: 10 thousand rmb/ton (exw price incl. vat)
3. 趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2018年8月31日
August 31, 2018
提示:以上信息僅供參考!
Notes: the information above is for reference only!