JL MAG Rare-Earth Industry Price Briefing 10-28~11-01
Week 44,2024
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹、金屬鋱和鏑鐵合金價格出現(xiàn)小幅上漲。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格521-524元/KG;金屬釹價格523-528元/KG;鏑鐵合金價格1700-1720元/KG;金屬鋱價格7350-7450元/KG。
This week, the price of PrNd, Nd metal, Tb metal and DyFe alloy all has slightly increased. Weekend prices on Asia Metals: PrNd metal 521-524 RMB/KG; Nd metal 523-528 RMB/KG; DyFe alloy 1700-1720 RMB/KG; Tb metal 7350-7450 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周(10.28-11.1日,下同)稀土市場波動環(huán)比收窄,無論是輕稀土還是重稀土其分化走勢略有緩和,盡管市場成交熱度仍舊不高,且金屬相對氧化物倒掛依舊存在。
This week, (Oct.28th-Nov.1st, the same below) rare earth market fluctuations contracted compared to last week. Whether it is LRE or HRE, their differentiation trend has slightly eased, although the market transaction heat is still low, and the metal relative oxide inversion still exists.
鐠釹產(chǎn)品延續(xù)了上周的平穩(wěn)走勢,從周初的情緒上涌,到周中的回穩(wěn),在相對冷清的成交量及窄幅震蕩的成交重心下,其訂單及資金壓力略有加重,盡管上游企業(yè)下調(diào)速度放慢,但貿(mào)易企業(yè)的競價依舊存在,市場主動權(quán)依舊掌握在買方手中,價格博弈一個月以來,靠著大企護(hù)盤的市場變的格外敏感。
PrNd products followed the steady direction with last week: from the upswing at the beginning of the week to the stabilization in the middle of the week. Under the relatively quiet trading volume and narrow fluctuation of the trading center, the pressure on orders and funds has slightly increased. Despite upstream enterprises downward adjustment slowed down, the bidding of trading enterprises still exists, and the market initiative is still in the hands of buyers. In the price game for a month, the market relying on the protection of large enterprises has become particularly sensitive.
從宏觀面來看,美國大選即將落下帷幕,11月美聯(lián)儲繼續(xù)降息的概率依舊很大,本周六部門提出加快沙漠、戈壁、荒漠地區(qū)為重點(diǎn)的大型風(fēng)電光伏基地建設(shè),及新能源三季度業(yè)績表現(xiàn)依舊強(qiáng)勁。
From a macro point of view, the U.S. election is coming to an end, the probability of the Federal Reserve continuing to cut interest rates in November is still high. This Saturday, the department proposed to accelerate the construction of large-scale wind power and photovoltaic bases with a focus on desert, Gobi, and desert areas, and the performance of new energy in Q3 still remains strong.
來看稀土市場:1.需求層面正緩慢改善,下游磁材接單及原料備采(春節(jié)前常規(guī)備貨)將陸續(xù)到來。2.北方稀土微漲的掛牌價給出穩(wěn)價的態(tài)度很明確。3.年終臨近,大企業(yè)的操作,也是影響市場價格的一個因素,最起碼保穩(wěn)的概率會大。4.不同于其他有色金屬,稀土受政策及情緒面影響極大,在大企及市場共同作用下,后期雖有可能在極短的時間內(nèi)有回調(diào)的可能,但在多方的推動下,穩(wěn)漲的概率也存在,幅度可能較窄。(瑞道稀土資訊)
Look at the rare earth market:
1. The demand level is slowly improving, and downstream magnetic material orders and raw material procurement (regular stocking before CNY) will gradually arrive
2. China Northern Rare Earth Group slightly rised list price gives a very clear attitude to stabilize the price.
3. As the end of the year approaches, the operations of large enterprises are also a factor affecting market prices, and at least the probability of stability will be high..
4. Unlike other non-ferrous metals, rare earths are greatly affected by policies and emotions. With the combined action of large enterprises and the market, although there may be a possibility of a pullback in the short term in the later stage, the probability of stable growth also exists under the promotion of multiple parties, and the amplitude may be relatively narrow. (Ruidao rare earth information)
北方稀土高科技股份有限公司發(fā)布2024年11月稀土產(chǎn)品掛牌價格
Listing Price of Rare Earth Products from CNRE of November 2024
單位:元/噸(出廠含稅價)
Unit: RMB/T (ex-work price including tax)
產(chǎn)品目錄 Product List | 產(chǎn)品指標(biāo) Product Index | 10月掛牌價 Listing price of Oct.. | 11月掛牌價 Listing price of Nov.. | 漲跌 Rise/Fall |
氧化鑭 La Oxide | TREO≥97.5% La2O3/REO≥99.99% | 4100 | 4100 | 0 |
氧化鈰 Ce Oxide | TREO≥99% CeO2/REO≥99.95% | 7600 | 7600 | 0 |
氧化鐠釹 PrNd Oxide | TREO≥99% (Pr6O11+ Nd2O3)/REO≥99.5% | 415700 | 416600 | +900 |
氧化釹 Nd Oxide | TREO≥99% Nd2O3/REO≥99.5% | 424100 | 424900 | +800 |
金屬鐠釹 PrNd Metal | TREM≥99% (Pr6O11+ Nd2O3)/REO≥99.5% | 515000 | 516000 | +1000 |
金屬釹 Nd Metal | TREM≥99% Nd/REM≥99.5% C≤0.05% | 525000 | 526000 | +1000 |
3.趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2024年11月04日
November 04th, 2024
提示:以上信息僅供參考!
Notes: the information above is for reference only!