JL MAG Rare-Earth Industry Price Briefing 04-01~04-04
Week 14, 2019
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹價格繼續(xù)小幅下跌,鏑鐵和鋱價格保持平穩(wěn)。 亞洲金屬網(wǎng)價格: 鐠釹金屬價格350-355元/KG (上海有色,350-355元/KG),鏑鐵合金價格1450-1470元/KG (上海有色,1460-1480元/KG),金屬鋱價格4030-4080元/KG (上海有色,4000-4050元/KG)。
This week, price of PrNd fell slightly while DyFe and Tb price kept stable. Price from Asian Metal at this weekend presented: PrNd metal 350-355RMB/KG (price from SMM: 350-355 RMB/KG), DyFe alloy 1450-1470RMB/KG (price from SMM: 1460-1480RMB/KG), and Tb metal 4030-4080RMB/KG (price from SMM: 4000-4050RMB/KG).
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
受4月1日開始稅率下調(diào)的影響,稀土市場在短暫平穩(wěn)觀望兩天之后,輕稀土市場價格再次開啟下行模式,以鐠釹氧化物及金屬帶動鑭鈰等輕稀土價格均出現(xiàn)不同程度下調(diào),再次突破市場商家心理預(yù)期。稅率下調(diào)雖帶來相應(yīng)成本降低的沖擊,但中重稀土價格依舊高位持穩(wěn),鏑鋱產(chǎn)品低價難交,且后市仍舊向好。
Influenced by the overall reduction of tax rate on April 1, after a short and steady wait and see for two days, the price of light rare earth market started to decline again. Led by PrNd oxide and metal, the price of light rare earth such as La and Ce decreased to varying degrees, which breaking through the psychological expectations of market merchants once again. Although the reduction of tax rate has brought about the impact of the corresponding cost reduction, the price of heavy rare earth is still high and stable, Dy and Tb products are difficult to trade at low prices, and the future market is still good.
稅率下調(diào)雖不等于直接降價,但下游商家在由此降低成本方面進(jìn)行壓價,因此此次價格下調(diào)對輕稀土市場來說是不可避免的“副作用",但本次降價也僅僅是根據(jù)稅點降低進(jìn)行的讓利調(diào)整,幅度有限,并且上游商家多數(shù)保持觀望,挺價情緒積極,因此價格下調(diào)趨勢平緩。
Although the reduction of tax rate is not equal to the direct reduction of price, downstream merchants depress their prices in terms of cost reduction. Therefore, the price reduction is an inevitable "side effect" for the light rare earth market. However, the reduction is only a concession adjustment based on the reduction of tax point. The range is limited, and most upstream merchants remain wait-and-see and have a positive price sentiment. Therefore, the downward trend of prices is gentle.
對于稀土價格的后市變化,輕稀土鑭鈰鐠釹更有可能進(jìn)一步下行,當(dāng)?shù)竭_(dá)成本臨界點,國內(nèi)外市場難以維持生產(chǎn),鐠釹價格將會出現(xiàn)回調(diào)。而短期內(nèi)鐠釹走跌,鏑鋱上漲的趨勢仍會延續(xù)。(百川資訊稀土分析師:杜帥兵/孟祥苓)
· For the future change of rare earth price, the light rare earth La, Ce, and PrNd are more likely to decline further. When the cost critical point is reached, it will be difficult for domestic and foreign markets to maintain production, and the price of PrNd will come back. In the short term, price of PrNd will fall, while the price trend of Dy and Tb will continue to rise. (Baichuan information rare earth analyst::Shuaibing Du /Xiangling Meng)
南方稀土發(fā)布4月1日稀土氧化物掛牌價
Listing price on April 1st from China Southern Rare Earth
單位:萬元/噸(出廠含稅價)
Unit: 10,000RMB/ton (EXW price incl. VAT)
3. 趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2019年4月4日
April 4, 2019
提示:以上信息僅供參考!
Notes: the information above is for reference only!