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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 12-03~12-07
Week 49, 2018
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情，鐠釹，鏑鐵和鋱價(jià)格繼續(xù)小幅上漲。亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格407-412元/KG，鏑鐵合金價(jià)格1220-1240元/KG，金屬鋱價(jià)格3840-3890元/KG（上海有色，3900-3950元/KG）。
This week, prices of PrNd, DyFe and Tb continue to increase slightly. Price from Asian Metal at this weekend presented: PrNd metal 407-412RMB/KG, DyFe alloy 1220-1240 RMB/KG and Tb metal 3840-3890RMB/KG (price from SMM: 3900-3950RMB/KG).
吉隆坡12月6日電- - -如果澳大利亞礦商Lynas有信心就其Pahang稀土冶煉業(yè)務(wù)提起法律訴訟，馬來(lái)西亞政府準(zhǔn)備將Lynas告上法庭。
Kuala Lumpur, 6th, Dec (Reuters) - Malaysian government is preparing to take Australian miner Lynas to court if Lynas is confident of filing a lawsuit against his Pahang rare earth smelting business.
能源、綠色技術(shù)、科學(xué)、氣候變化和環(huán)境部長(zhǎng)楊比因(Yeo Bee Yin)表示，政府的立場(chǎng)是明確的：Lynas履行承諾，清除過(guò)去6年累積的45萬(wàn)噸放射性廢物。她還說(shuō)，馬來(lái)西亞政府沒(méi)有為L(zhǎng)ynas現(xiàn)有牌照設(shè)定新的條件，并強(qiáng)調(diào)從馬來(lái)西亞清除廢物是該公司在馬來(lái)西亞更新業(yè)務(wù)的先決條件之一。馬來(lái)西亞法律允許20公噸的垃圾或180天的臨時(shí)垃圾儲(chǔ)存期限。Lynas申請(qǐng)了一項(xiàng)豁免，在6年的時(shí)間里，它積累了數(shù)十萬(wàn)的廢物。因此，我認(rèn)為L(zhǎng)ynas作為一家上市公司應(yīng)該信守承諾。她說(shuō)，Lynas把垃圾留在這里對(duì)所有馬來(lái)西亞人來(lái)說(shuō)都是一種風(fēng)險(xiǎn)。
Yeo Bee Yin, minister of energy, green technology, science, climate change and the environment, said the government's position was clear: Lynas must keep its promise to remove 450,000 tons of radioactive waste accumulated over the past six years. She added that the Malaysian government had not set new conditions for Lynas's existing license and stressed that removing waste from Malaysia was one of the prerequisites for the company to renew its operations in Malaysia. Malaysian law allows a temporary storage of 20 metric tons waste or 180 days. Lynas applied for an exemption that accumulated hundreds of thousands of waste over a period of 6 years. Therefore, I think that Lynas as a listed company should keep its promise. She said that it is a risk for all Malaysians to keep the garbage here.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
當(dāng)前稀土市場(chǎng)觀望氛圍較濃，南方稀土掛牌價(jià)接連小漲，工信部開展稀土行業(yè)秩序整頓，均利好市場(chǎng)，現(xiàn)階段氧化物市場(chǎng)上游商家普遍看漲，而下游商家則觀望居多，目前，因下游回暖速度較緩，而氧化物行情持續(xù)偏好，中游金屬?gòu)S壓力日益增加。（富寶資訊）
At present, rare earth markets wait-and-see atmosphere is strong, and the listing price of rare earths in the south has risen steadily. The Ministry of Industry and Information Technology has comprehensively carried out the order rectification of the rare earth industry, which is beneficial to the market. At this stage, the upstream enterprises in the oxide market are generally bullish, while the downstream businesses are mostly watching. Currently, due to the slower recovery rate of the downstream, and the continued preference of the oxide market, the pressure on the midstream metal plant is increasing. (Fubao Information)
接近年末，企業(yè)常規(guī)硬性囤貨開始籌劃，而緬甸稀土斷供持續(xù)、萊納斯困境層出不窮，供給收縮趨勢(shì)已定。供需再度傾斜，價(jià)格穩(wěn)勢(shì)愈堅(jiān)。氧化鐠釹報(bào)價(jià)區(qū)間不變但主流交小幅上移，分離廠保價(jià)信心十足，下游亦是接受心態(tài)。鏑鋱氧化物雖過(guò)信息發(fā)酵期而漲勢(shì)趨緩，但交價(jià)位仍居高不下，供需天平略有傾斜，稀土價(jià)格上行仍有小幅空間。（瑞道稀土資訊）
Towards the end of the year, enterprises began to plan for regular and hard stockpiling. However, as the supply outage of rare earth in Myanmar continues and Lynas' dilemma keeps emerging, the supply contraction trend has been set. Supply and demand are tilted again, and the price is getting stronger and stronger. Quotation range of PrNd oxide is unchanged but the mainstream transaction is slightly shifted upwards; the separation factory is confidence in price protection, and downstream is also in acceptance mentality. Dy and Tb oxide have slowed down after the information fermentation period, but the transaction price remains high, the balance of supply and demand is slightly tilted, and there is still a small space for rare earth prices to rise. (Ruidao rare earth information)
南方稀土發(fā)布12月3日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on 3rd Dec from Southern Rare Earth
單位：萬(wàn)元/噸（出廠含稅價(jià)）
Unit: 10 thousand RMB/ton (EXW incl. Tax)
3. 趨勢(shì)圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2018年12月7日
Dec 7th, 2018
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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