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金力永磁稀土行情簡報1908期(總第270期)02-25~03-01

JL MAG Rare-Earth Industry Price Briefing 02-25~03-01

Week 9, 2019

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情,鐠釹價格保持平穩(wěn),與上周持平,鏑鐵和鋱價格繼續(xù)小幅上漲。 亞洲金屬網價格: 鐠釹金屬價格385-390元/KG (上海有色,388-392元/KG),鏑鐵合金價格1250-1270元/KG (上海有色,1270-1280元/KG),金屬鋱價格3830-3880元/KG (上海有色,3880-3920元/KG)。

This week, price of PrNd kept stable and basically unchanged from last week. DyFe and Tb price continued to rise slightly. Price from Asian Metal at this weekend presented: PrNd metal 385-390RMB/KG(price from SMM: 388-392RMB/KG), DyFe alloy 1250-1270RMB/KG (price from SMM: 1270-1280RMB/KG), and Tb metal 3830-3880RMB/KG (price from SMM: 3880-3920RMB/KG).

越南Vitech Scientific有限公司計劃從3月末起開始生產重稀土氧化物以增加稀土產量?!敖衲晡覀兡軓谋镜毓┴浬烫幉少彽较⊥辆V,因此計劃增加輕稀土產量,并開始生產重稀土,"該消息人士稱,并表示他們的目標是每月生產10噸重稀土氧化物,其中包括氧化鏑99. 5%min和氧化鋱99.99%min。

Vietnam Vitech Scientific Co., Ltd. plans to start production of heavy rare earth oxides to increase rare earth production from the end of March. "This year we were able to procure rare earth concentrates from local suppliers, so we plan to increase production of light rare earth and start producing heavy rare earth," the source said and added that they were aiming to produce 10 tons heavy rare earth oxides every month, including Dy oxide 99. 5%min and Tb oxide 99.99%min.

2. 業(yè)內人士分析Analysis of Professional Insiders

2月27日氧化鏑鋱報價及成再度走高,據市場反饋,氧化鏑成已突破127萬元/噸,主流126.5萬元/噸左右。氧化鋱漲勢稍遜但保持強勁,主流成保持在295萬元/噸以上。

On February 27, Dy and Tb oxide quotation and transaction were higher again. According to market feedback, Dy oxide transaction has exceeded 1.27 million RMB/ton, the mainstream is 1.265 million RMB/ton or so. The rising trend of Tb oxide is slightly less but remains strong, mainstream transactions remain at 2.95 million RMB/ton or more.

重稀土貿易開始活躍,各大企業(yè)繼續(xù)采購,貿易商亦開始擴大收貨力度。氧化鏑鋱詢單頻繁但成謹慎,資金占用及對應金屬價位問題開始顯現。今日鏑鐵報價126-128萬元/噸與氧化鏑持平,且為數不多的交其價位更是略低于氧化鏑。大部分鏑鐵廠家已無法現采現產,而磁材企業(yè)對鏑鐵的壓價力度絲毫不減,唯擁有低價時期庫存的企業(yè)仍在維持長期客戶的小量需求。(瑞道金屬網)

Heavy rare earth trade began to be active, major enterprises continued to purchase, traders also begun to expand the receipt of goods. Dy and Tb oxide had frequent inquiries but with prudent transactions, capital occupation and the corresponding metal price problems began to appear. Today DyFe quotes 1.26-1.28 million RMB/ton, which levels off Dy oxide, and a few transactions price of DyFe is slightly lower than Dy oxide. Most DyFe manufacturers are no longer able to produce with present mining, and the pressure on price reduction of DyFe by magnetic enterprises remains unchanged. Only the enterprises with low-price inventory are still maintaining the small demand of long-term customers. (Ruidow.com)

南方稀土發(fā)布2月25日稀土氧化物掛牌價

Listing price on Feb. 25th from China South Rare Earth

單位:萬元/噸(出廠含稅價)

Unit: 10,000RMB/ton (EXW price incl. VAT)

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3. 趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)

2019年3月1日

March 1, 2019

提示:以上信息僅供參考!

Notes: the information above is for reference only!


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