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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 02-18~02-22
Week 8, 2019
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情，鐠釹和鋱價(jià)格保持平穩(wěn)，與上周持平，鏑鐵價(jià)格有小幅上漲。 亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格392-397元/KG (上海有色，395-398元/KG)，鏑鐵合金價(jià)格1220-1240元/KG (上海有色，1230-1250元/KG)，金屬鋱價(jià)格3800-3850元/KG (上海有色，3850-3900元/KG)。上海價(jià)格
This week, price of PrNd and Tb remained stable, unchanged from last week, DyFe prices rose slightly. Price from Asian Metal at this weekend presented: 392-397 RMB/KG for PrNd (price from SMM: 395-398 RMB/KG), 1220-1240 RMB/KG for DyFe (price from SMM: 1230-1250 RMB/KG), and 3800-3850 RMB/KG for Tb (price from SMM:3850-3900 RMB/KG).
海關(guān)統(tǒng)計(jì)數(shù)據(jù)分析表明，2019年1月，中國(guó)稀土出口延續(xù)上年量減價(jià)升的局面。與2018年1月相比，出口量減少1.7%至3752.9噸，而出口均價(jià)上升6.0%至9.8美元/千克。近5年1月的出口數(shù)據(jù)表明，2017年將成為中國(guó)稀土出口情勢(shì)變化的分水嶺，由量升價(jià)跌轉(zhuǎn)為量減價(jià)升。2017年至今，稀土出口均價(jià)已經(jīng)連續(xù)3年同比上升，出口量連續(xù)兩年同比下降，二者的變化幅度均表現(xiàn)為減小。
Customs statistics analysis shows that in January 2019, China's rare earth exports continued the upward trend of last year. Exports volume fell 1.7% to 3,752.9 tons compared with January 2018, while average export prices rose 6.0% to $9.8/kg. Export data in January of last five years indicates that 2017 will be a watershed year for China's rare earth export, which will change from a rise in volume and a drop in price to a drop in volume and a rise in price. Since 2017, the average price of rare earth exports has risen year-on-year for 3 consecutive years, and the volume of exports has declined year-on-year for 2 consecutive years, both of which have shown a decrease.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
· 受騰沖嚴(yán)查消息影響，鏑鋱系產(chǎn)品價(jià)格再度走高，雖有對(duì)應(yīng)金屬產(chǎn)品需求短板制約，但上揚(yáng)勢(shì)頭不減，且后勁充足。目前緬甸方稀土開發(fā)輔料的獲取方式困難，因騰沖海關(guān)的高壓政策，目前而言，僅剩經(jīng)由第三國(guó)（例如老撾、泰國(guó)等）轉(zhuǎn)運(yùn)的方式仍有小批量流通，但基于高昂的運(yùn)費(fèi)和繁瑣的報(bào)關(guān)，緬甸僅存的稀土開采成本高，且數(shù)量很小。
· The price of Dy Tb products rose again due to the impact of the Tengchong strict inspection. Although the demand for corresponding metal products is limited, the upward momentum remains strong. At present, Myanmar's rare earth development accessories are extremely difficult to obtain, due to the high-pressure policy of Tengchong customs.Currently, there are only still small batches of circulation through third countries (such as Laos, Thailand, etc.). But based on high freight and cumbersome customs clearance, Myanmar's only remaining rare earth mining costs are extremely high, and the quantity is small.
· 雖然業(yè)內(nèi)對(duì)5個(gè)月后的稀土恢復(fù)通關(guān)存在普遍共識(shí)，但距今仍有近3個(gè)月的時(shí)間。再者，目前的重稀土價(jià)格并不能抵消國(guó)內(nèi)南方企業(yè)高額的開采成本，此間國(guó)內(nèi)重稀土開采量預(yù)計(jì)不會(huì)有明顯的變化。重稀土其需求收縮遠(yuǎn)不及當(dāng)下供給的收縮幅度，隨著業(yè)內(nèi)的緩慢消耗，鏑鋱系產(chǎn)品供過于求的差距正逐步減小，供給杠桿仍不停向上游傾斜。目前礦價(jià)仍保持著上浮的勢(shì)頭，鏑鋱系產(chǎn)品的漲幅仍有空間。(瑞道稀土資訊)
· Although there is a general consensus in the industry on the resumption of the clearance of rare earths 5 months later, there is still nearly 3 months to date. Moreover, the current price of heavy rare earths cannot offset the high mining costs of domestic enterprises in southern China, and the amount of heavy rare earths mined in China is not expected to change significantly during this period. Demand for heavy rare earths has contracted much less than supply, and the Dy Tb oversupply gap is narrowing as the industry slowly consumes them, with supply levers still tilting upstream. Prices are still buoyant, Dy Tb products still have room to rise.(Ruidao Rare Earth Information)
北方稀土高科技股份有限公司發(fā)布2月稀土產(chǎn)品掛牌價(jià)格
Listing price of Rare Earth products in Feb. from Northern China Rare Earth
High-tech Co., Ltd.
南方稀土發(fā)布2月18日稀土氧化物掛牌價(jià)
Listing price on Feb. 18st from China South Rare Earth
單位：萬元/噸（出廠含稅價(jià)）
Unit: 10,000RMB/ton (EXW price incl. VAT)
3. 趨勢(shì)圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2019年2月22日
Feb 22, 2019
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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