JL MAG Rare-Earth Industry Price Briefing 11-26~11-30
Week 48, 2018
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹,鏑鐵和鋱價格回暖,與上周相比價格有所上漲,其中鏑鐵有明顯漲幅。亞洲金屬網(wǎng)價格: 鐠釹金屬價格406-411元/KG(上海有色,406-412元/KG),鏑鐵合金價格1210-1230元/KG(上海有色,1210-1230元/KG),金屬鋱價格3830-3880元/KG(上海有色,3900-3950元/KG)。
This week, prices of PrNd, DyFe and Tb recovered and increased compared, Tb metal has an obvious increase. Price from Asian Metal at this weekend presented: PrNd metal 406-411RMB/KG (price from SMM: 406-412RMB/KG), DyFe alloy 1210-1230RMB/KG (price from SMM: 1210-1230RMB/KG) and Tb metal 3,830-3,880RMB/KG (price from SMM: 3900-3950RMB/KG).
11月27日,萊納斯公司在發(fā)表的的一份聲明中表示,由于沒有獲得生產(chǎn)批準(zhǔn),公司計劃在12月暫時減產(chǎn),預(yù)計氧化鐠釹的產(chǎn)量可能減少約400噸,同時,萊納斯在馬來西亞能處理的物質(zhì)數(shù)量的年限將在2019年1月1日被重新設(shè)定。
In a statement issued on November 27, Lynas said it is planned to temporarily reduce production in December due to lack of production approval. It is expected that the production of PrNd oxide will decrease by about 400 tons. Meanwhile, the quantity of substances Lynas can handle in Malaysia will be re-set on January 01st, 2019.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
近期,下游磁材廠開始著手采購鐠釹金屬,鐠釹金屬價格有所上漲,今日氧化物鐠釹報價依舊平穩(wěn),目前氧化鐠釹含稅31.8-32.2萬元/噸,鐠釹金屬含稅 40.5-40.9萬元/噸;鏑鋱類稀土市場目前上游氧化物商家普遍看漲,持貨惜售,而下游對高價貨接受能力有限,因此近期實際成不多,因原料難采,鏑鐵價格近期有所上漲。(富寶資訊)
Recently, downstream magnetic material factories began to purchase PrNd metals, PrNd metal price has risen, today's price of PrNd Oxide is still stable, at present, PrNd oxide is 318,000-322,000 RMB/ton incl. VAT, PrNd metal is 405,000-409,000 RMB/ton; At present, the upstream oxides businessmen are generally in a bullish mood on Dy and Tb market, they hold goods and sell them sparingly, but the downstream has limited acceptance of high price goods, therefore, the recent actual deal is not much. Due to the difficulty of raw material mining, Dy price has recently risen. (Fubao Info)
關(guān)于此次價格上漲走勢,一方面,此次上漲受原礦收緊影響,且鏑鋱釓等相較于小眾的其他中重稀土,有較好的下游應(yīng)用,上游收縮帶來提振讓不少業(yè)內(nèi)人士看好未來走勢;另一方面緬甸進(jìn)口礦受阻的恢復(fù)時間并不確定,市場上現(xiàn)階段的惜售也使得成偏少。(瑞道稀土資訊)
On one hand, the price rise is affected by the tightening of raw ore, and Dy, Tb and Ga have better downstream applications than other heavy rare earths in minority, the upstream contraction has boosted the future trend for many industry insiders; on the other hand, the recovery time of imported ore from Myanmar is uncertain, and the reluctance mood at the present also makes the market turnover keep on the low side. (Ruidao Rare Earth Information)
南方稀土發(fā)布11月29日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on 29th Nov. from Southern Rare Earth
南方稀土更新掛牌指導(dǎo)價,不同于每周一南方稀土的常規(guī)掛牌指導(dǎo)價更新,由于近期氧化鏑鋱漲勢迅猛,本周四南方稀土增加一次掛牌指導(dǎo)價,更新行情。
Southern Rare Earth renewed their listing guidance prices, different from their regular listing guidance prices renewal every Monday, due to the recent rapid rise of Dy and Tb oxide, this Thursday Southern Rare Earth renewed their listing guidance prices to update the market quotations.
單位:萬元/噸(出廠含稅價)
Unit: 10 thousand RMB/ton (EXW incl. Tax)
3. 趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2018年11月30日
Nov 30th, 2018
提示:以上信息僅供參考!
Notes: the information above is for reference only!