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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 08-05~08-09
Week 32, 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，鏑鐵和鋱價(jià)格繼續(xù)上漲。亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格395-400元/KG，鏑鐵合金價(jià)格1930-1950元/KG，金屬鋱價(jià)格5130-5180元/KG。
This week, prices of PrNd, DyFe and Tb continued to rise. Price from Asian Metal at this weekend presented: PrNd metal 395-400RMB/KG, DyFe alloy 1930-1950RMB/KG, and Tb metal 5130-5180RMB/KG.
據(jù)外媒報(bào)道，澳洲稀土生產(chǎn)企業(yè)Lynas預(yù)計(jì)截止2022年尾，其位于西澳的稀土分離加工廠將正式投入運(yùn)營(yíng)。萊納斯CEO-Amanda Lacaze日前對(duì)證券機(jī)構(gòu)披露，無(wú)論將來(lái)馬來(lái)西亞的監(jiān)管系統(tǒng)如何發(fā)展，公司的生產(chǎn)和加工業(yè)務(wù)將全部遷回西澳大利亞。今年6月份，Lynas宣布了一項(xiàng)投入5億美元、持續(xù)時(shí)間到2025年的增長(zhǎng)計(jì)劃，包括位于西澳Weld礦山附近的開(kāi)采設(shè)施、在馬來(lái)西亞的分離加工廠、以及通過(guò)美國(guó)提案與藍(lán)線公司在美國(guó)合資的稀土加工廠。
According to foreign media reports, Lynas, an Australian rare earth manufacturer, is expected to put its rare earth separation processing plant in Western Australia into operation by the end of 2022. Lynas CEO Amanda Lacaze recently told to securities firms that no matter how Malaysia's regulatory system develops in the future, the company's production and processing business will eventually move back to Western Australia. In June, Lynas announced a $500 million growth plan that will last until 2025, including a mining facility near the Weld mine in Western Australia, a separate processing plant in Malaysia, and a joint venture rare earth processing plant in the United States with Blue Line through the U.S. proposal.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
稀土市場(chǎng)鐠釹漲勢(shì)放緩，中重稀土漲勢(shì)依舊。近期中重稀土受原礦緊缺以及利好消息影響，下游詢單日漸增加，成低價(jià)逐步上移。實(shí)體企業(yè)惜售，中間商庫(kù)存有所縮減，綜上預(yù)計(jì)鏑鋱系穩(wěn)中向好。鐠釹系高價(jià)成壓力顯現(xiàn)，廠家報(bào)價(jià)堅(jiān)挺但磁材觀望情緒加重。因?yàn)榻諠q速較快，而整體成還是較少，上下游博弈，鐠釹需要成量穩(wěn)定住價(jià)格；中重稀土還是有原礦的支撐，廠家整體看好后市，南方掛牌價(jià)也加深看漲信心，鏑鋱成雖不多但廠家也惜售。（我的有色網(wǎng)）
In the rare earth market, the uptrend of PrNd slowed down and the medium and heavy rare earth continued to rise. Recently, the medium and heavy rare earth affected by the shortage of raw ore and the positive news. The downstream inquiries are increasing, and the price of transaction has gradually increased. The entity companies are reluctant to sell out, the inventory of broker has been reduced. In conclusion, PrNd is expected to stabilize well. The high-priced transaction pressure of the PrNd appeared, the manufacturer's offer is firm but the wait-and-see sentiment on the magnetic materials increased. Because the recent rapid rise and the overall transaction is still less, upstream and downstream game, PrNd need volume to stabilize the price, medium and heavy rare earth still has the support of the raw ore, Manufacturers are optimistic about the coming market as a whole, the southern listing price also deepened bullish sentiment, with Dy and Tb selling at a low volume but manufacturers are reluctant to sell out. (Mymetal.net)
稀土市場(chǎng)價(jià)格震蕩與全國(guó)范圍內(nèi)的環(huán)保督察有關(guān)，稀土生產(chǎn)具有特殊性，尤其是部分產(chǎn)品有輻射危害使得環(huán)保監(jiān)管趨嚴(yán)。在環(huán)保嚴(yán)查下，多個(gè)省份稀土分離企業(yè)已經(jīng)停產(chǎn)，導(dǎo)致稀土氧化物市場(chǎng)投放量一般，尤其一些主流稀土氧化物，供應(yīng)正常，稀土市場(chǎng)價(jià)格走勢(shì)上漲，近期場(chǎng)內(nèi)大型企業(yè)集團(tuán)有惜售情緒，稀土市場(chǎng)行情走高，但是對(duì)于產(chǎn)品的定價(jià)各大廠家也是謹(jǐn)慎觀望。(生意社)
The price shock in the rare earth market is related to the nationwide environmental protection supervision. The production of rare earth has its particularity, especially some products have radiation hazard, which makes the environmental protection supervision become stricter. Under the scrutiny of environmental protection, rare earth separation enterprises in several provinces have been shut down, leading to the input amount of rare earth oxide in the market is not high. In particular, the supply of some mainstream rare earth oxides is normal, and the price trend of rare earth market is rising. Recently, large enterprise groups in the market are reluctant to sell out, and the market price of rare earth is rising, however, major manufacturers are cautious to wait and see the pricing of products. (Business Community)
南方稀土發(fā)布8月5日稀土氧化物掛牌價(jià)
Listing price on August 05th from China Southern Rare Earth
單位：萬(wàn)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8月9日
August 9, 2019
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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