JL MAG Rare-Earth Industry Price Briefing 04-15~04-19
Week 16, 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,鏑鐵繼續(xù)小幅上漲,鋱價格保持平穩(wěn)。 亞洲金屬網(wǎng)價格: 鐠釹金屬價格332-337元/KG (上海有色,330-335元/KG),鏑鐵合金價格1460-1480元/KG (上海有色,1480-1490元/KG),金屬鋱價格4050-4100元/KG (上海有色,4020-4050元/KG)。
This week, price of PrNd fell slightly while DyFe price continued to rise. Tb price kept stable. Price from Asian Metal at this weekend presented: PrNd metal 332-337RMB/KG (price from SMM: 330-335 RMB/KG), DyFe alloy 1,460-1,480RMB/KG (price from SMM: 1,480-1,490RMB/KG), and Tb metal 4,050-4,100RMB/KG (price from SMM:4,020-4,050RMB/KG).
根據(jù)海關(guān)統(tǒng)計,2019年3月份我國稀土出口數(shù)量4658.5噸,1-3月份累計11297.4噸,相對于2018年一季度累計12449.0噸下降9.3%。2019年3月份稀土出口金額36.2百萬美元,1-3月份累計出口金額109.6百萬美元,累計與2018年同期相比減少7.9%。
According to customs statistics, the exports of rare earth in China in March 2019 was 4,658.5 tons, and the total volume of rare earth in January-March was 1,1297.4 tons, a decrease of 9.3% compared with the total volume of 1,2449.0 tons in the first quarter of 2018. In March 2019, the amount of rare earth exports was USD36.2 million, and the cumulative export value in January-March was USD109.6 million, a decrease of 7.9% compared with the same period in 2018.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
4月19日,鐠釹系產(chǎn)品雖仍處弱勢,但上中游成本壓力已近限,企業(yè)降價抵觸情緒明顯,部分生產(chǎn)廠家鐠釹產(chǎn)量僅維持長期客戶需求,且減產(chǎn)范圍尚在擴大。
On April 19th, although the PrNd series products were still weak, the cost pressure of the upper and middle stream was near the limit, and the resistance of the enterprises to price reduction was obvious. Some manufacturers only maintained long-term customer demand, and the scope of production reduction was still expanding.
自新稅率實施以來,鐠釹系產(chǎn)品一直向成本線逼近,但下調(diào)速度由初的急劇變?yōu)榻诘臏p緩,廠家報價極為謹慎,微薄讓利已經(jīng)形同忍痛割肉難以進行。
Since the implementation of the new tax rate, the PrNd series products have been approaching the cost line, but the rate of downward adjustment has changed from the initial sharp to the recent slowdown. The manufacturers offer extremely cautious, and the meager profit had become difficult to carry out.
國外企業(yè)的境況亦不甚樂觀,Lynas一季度產(chǎn)量雖然同比增加33%,但同時對外披露將暫停鐠釹產(chǎn)品銷售?;谥袊髽I(yè)強大的競價能力,Lynas決定暫停鐠釹產(chǎn)品銷售,同時后期銷售目標主要為其日本客戶群體,言下之意中國市場投入將有所削弱。此外,其層表示,近期鐠釹產(chǎn)品雖處弱勢但囤貨明智可行,表露出其對鐠釹觸底反彈的信心。
The situation of foreign enterprises was also not very optimistic. Lynas output in the first quarter increased by 33% year on year, but it also disclosed that it would suspend the sales of PrNd. Due to the strong bidding ability of Chinese enterprises, Lynas decided to suspend the sales of PrNd products. At the same time, the sales target of Lynas was mainly its Japanese customers, which means that the Chinese market investment will be weakened. In addition, its leadership said it was wise and feasible to stock up on PrNd despite its weak position in the near future, demonstrating its confidence in the bottom out of PrNd.
市場自我調(diào)節(jié)下鐠釹走勢趨緩,但被動調(diào)節(jié)其效應并非迅速即刻,雖有好轉(zhuǎn)征兆但距離觸底反彈仍有一段艱難時期。(瑞道稀土資訊)
Under the market self-regulation, the trend of PrNd has slowed down. However, the effect of passive regulation is not rapid and immediate. Although there are signs of improvement, there is still a difficult period for the rebound from bottom. (Ruidow rare earth information)
南方稀土發(fā)布4月15日稀土氧化物掛牌價
Listing price on April 15 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19日
April 19, 2019
提示:以上信息僅供參考!
Notes: the information above is for reference only!