JL MAG Rare-Earth Industry Price Briefing 08-19~08-23
Week 34, 2019
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹價格小幅上漲,鏑鐵和鋱價格繼續(xù)保持平穩(wěn)。亞洲金屬網(wǎng)價格: 鐠釹金屬價格393-398元/KG,鏑鐵合金價格1900-1920元/KG,金屬鋱價格5100-5150元/KG。
This week, price of PrNd has a slight increase while DyFe and Tb keep stabilized. Price from Asian Metal at this weekend presented: PrNd metal 393-398RMB/KG, DyFe alloy 1900-1920RMB/KG, and Tb metal 5100-5150RMB/KG.
Wesfarmers近日表示,已經(jīng)放棄對Lynas公司進行收購,該收購協(xié)議價值15億美元。Wesfarmers的收購是以Lynas獲得營業(yè)執(zhí)照續(xù)期為條件的。上周馬來西亞將Lynas旗下一家稀土加工廠的營運許可證延長六個月,但比投資者和分析師預(yù)期的要短。Wesfarmers表示盡管Lynas經(jīng)營許可延期,但是公司仍無法繼續(xù)推進該協(xié)議。
Wesfarmers recently said it had dropped a USD1.5 billion buyout deal for Lynas. Wesfarmers was acquired subject to the renewal of Lynas' business license. Last week, Malaysia extended the license for a rare earth processing plant owned by Lynas by six months, shorter than investors and analysts had expected. Wesfarmers said the company was unable to go ahead with the deal despite the extension of Lynas' licensing.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場整體先漲后跌,主要體現(xiàn)在輕稀土鐠釹產(chǎn)品。金屬鐠釹低位庫存暫時不足的情況隨著生產(chǎn)和訂單補充漸漸緩和,短暫的中間環(huán)節(jié)緊張狀態(tài)緩解,供需影響下鐠釹震蕩回調(diào)。
The market for rare earth rose as a whole and then fell this week, mainly in light rare earth PrNd products. The situation of low inventory shortage of metal PrNd gradually eases with the production and order replenishment, and the temporary intermediate link tension to ease, PrNd shock callback under the impact of supply and demand.
氧化鐠釹走勢隨著采購熱度變化,且在高點之前畏高情緒開始體現(xiàn),但大廠報價較為堅挺,后期出現(xiàn)回落但幅度不大。金屬鐠釹雖跟隨氧化鐠釹調(diào)整,但漲勢略顯滯后,成本壓力較為嚴重,僅原先的低位庫存成壓力較小。氧化鏑及鏑鐵本周顯弱,但業(yè)內(nèi)預(yù)期始終存在,弱勢相對平緩,整體保持大致穩(wěn)定。
PrNd oxide trend changes with the purchase heat, and fears for high price begins manifest before the high level, but the price from big factory is relatively firm, later appeared to fall but not much. Metal PrNd following the adjustment of PrNd oxide, but the rise slightly lags; cost pressure is more serious, only the original low inventory transaction pressure is small. Dy oxide and DyFe were weak this week, but industry expectations are consistent and the weakness is relatively flat and generally stable.
自騰沖封關(guān)以來,緬甸稀土進口量大幅縮水,僅剩的小部分流通維系在路程較遠的隴川地區(qū),但此事對重稀土實際影響效果目前相對不大:一,國內(nèi)重稀土庫存相對充足,氧化鏑鋱仍處于相對高位,且近期弱穩(wěn)更是供需調(diào)節(jié)的體現(xiàn)。二,目前仍在通關(guān)的緬甸稀土量較小,即使阻斷發(fā)生,杯水對于車薪而言效果不會明顯。三,雖然業(yè)內(nèi)可能存在炒作心態(tài),但業(yè)內(nèi)經(jīng)過前幾次波動早已十分理性,情緒影響效果恐亦不會明顯。(瑞道稀土資訊)
Since Tengchong had blockade, the rare earth imports of Myanmar shrank, only a small portion of the flow to maintain in Longchuan which has a far distance, but the actual influence on heavy rare earth relatively not much at present: first, the domestic heavy rare earth inventories relatively abundant, Dy and Tb oxide still relatively high, and the recent weak stability is the embodiment of the supply and demand adjustment. Second, the amount of rare earth still being cleared from Myanmar is small, and even if the blockage happens, one cup of water won't have much effect on the fire of a cartload of firewoods. Third, although there may be speculation mentality in the industry, the industry has been very rational after several fluctuations, the emotional impact may not be obvious. (Ruidao Rare Earth Information)
南方稀土發(fā)布8月19日稀土氧化物掛牌價
Listing price of August 19th 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8月23日
August 23, 2019
提示:以上信息僅供參考!
Notes: the information above is for reference only!