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當前位置：金力永磁稀土行情簡報1838期（總第251期）10-08~10-12
JL MAG Rare-Earth Industry Price Briefing 10-08~10-12
Week 41, 2018
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹價格有所下跌，鏑鐵和鋱價格繼續(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409-414元/KG （上海有色，405-410元/KG），鏑鐵合金價格1160-1180元/KG （上海有色，1170-1175元/KG），金屬鋱價格3900-3950元/KG（上海有色，3850-3900元/KG）。
This week, price of PrNd dropped slightly, DyFe and Tb still kept stable and unchanged from last week. Price from Asian Metal at this weekend presented: PrNd metal 409-414RMB/KG (price from SMM: 405-410RMB/KG), DyFe alloy 1160-1180RMB/KG (price from SMM: 1170-1175RMB/KG) and Tb metal 3900-3950RMB/KG (price from SMM: 3850-3900RMB/KG).
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
據(jù)悉澳洲Lynas位于馬來西亞關(guān)丹的稀土分離加工廠將面臨一場審查風(fēng)波：新任的馬哈蒂爾政府日前發(fā)布公告稱近期將對其開展為期3個月的審核。受其影響，Lynas股價于本周一暴跌18%以上。
It is reported that the Australian Lynas in Kuantan, Malaysia, the rare-earth separation processing plant will face a review of the storm: the new Mahathir government recently issued a notice that it will conduct a 3-month review. Affected, Lynas shares plunged more than 18 % on Monday.
早在2012年Lynas于馬來西亞建廠之初便因廢料處理隱存的輻射問題遭到當?shù)鼐用耖L期反對，馬來西亞議員、反對黨副主席Fuzian Salleh主導(dǎo)此次評估委員會，且日前發(fā)言表達出了對Lynas廢料污染的不滿與敵意。Lynas執(zhí)行官Amanda Lacaze表對此予以抨擊，表示Lynas對當?shù)厝嗣窈铜h(huán)境長期保持重視，且對不可避免的微弱輻射一直謹慎處理。
When Lynas set up its factory in Malaysia in 2012, the radiation problem caused by waste disposal was met with long-term opposition from local residents. Malaysian senator and opposition party vice-chairman Fuzian Salleh led the evaluation committee and recently expressed dissatisfaction and hostility towards Lynas's waste pollution. Amanda Lacaze, Lynas's chief executive, gave a slam on this, and said that Lynas has always attached importance to local people and the environment, and the inevitable weak radiation has been carefully handled.
Lynas作為中國以外全球大的稀土供應(yīng)商擁有本國內(nèi)獨立礦山與全球大的稀土加工廠。開采后的稀土礦經(jīng)過初加工后，通過海運達到馬來西亞關(guān)丹市的稀土提煉廠，該廠稀土氧化物產(chǎn)能約22000噸/年，預(yù)計2019年1月將達到25000噸/年，其中氧化鐠釹產(chǎn)能500噸/月，且預(yù)計2019年1月將達到600噸/月。根據(jù)Lynas公告統(tǒng)計：2017年鐠釹（折合氧化物REO）產(chǎn)量5444噸、稀土（折合氧化物REO）產(chǎn)量總計17753噸；占全球稀土供給比例12%，全球鐠釹供給占比約20%。貿(mào)易戰(zhàn)愈演愈烈，稀土作為戰(zhàn)略資源在國際對抗中具備一定的權(quán)重，Lynas此次的審查結(jié)果將對全球的稀土格局產(chǎn)生重大影響。(瑞道資訊)
As the world's largest rare earth supplier besides China, Lynas has its own independent mines and the world's largest rare earth processing plant. After preliminary processing, the mined rare earth ore reaches the rare earth refinery in Kuantan, Malaysia by sea. The rare earth oxides capacity of the plant is about 22,000 tons/year, and it is expected to reach 25,000 tons/year in January 2019, of which the praseodymium oxide capacity is 500 tons/month, and it is expected to reach 600 tons/month in January 2019. According to the statistics of Lynas announcement, the output of praseodymium neodymium (oxide REO) was 5,444tons and the output of rare earth (equivalent oxide REO) was 17,753 tons in 2017, accounting for 12% of the global supply of rare earths, and about 20% of the global supply of praseodymium. The trade war has intensified, and rare earths have a certain weight in international confrontation as a strategic resource. The results of this review by Lynas will have a major impact on the global rare earth pattern. (Rui Dao Information)
北方稀土高科技股份有限公司發(fā)布10月稀土產(chǎn)品掛牌價格
Listing Price in October North Rare Earth Hi-tech Co. Ltd
3. 趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2018年10月12日
October 12, 2018
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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