JL MAG Rare-Earth Industry Price Briefing 09-02~09-06
Week 36, 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)上漲,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408-413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 continued to rise while DyFe and Tb kept stable. Price from Asian Metal at this weekend presented: PrNd metal 408-413RMB/KG, DyFe alloy 1900-1920RMB/KGand Tb metal 5100-5150RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周氧化鐠釹、氧化釹、氧化鏑、氧化鋱和氧化釓價格均有所上調(diào)。受到部分上游冶煉分離廠停產(chǎn)影響,市場對后市氧化鐠釹供應趨緊存在預期,金屬及下游磁材企業(yè)逐漸接受氧化鐠釹價格,較前期有所回暖。
Prices of PrNd oxide, Nd oxide, Dy oxide, Tb oxide and Ga oxide have all risen this week. Affected by the shutdown of some upstream smelters and separators, it is expected that the supply of Nd oxide will be tightened in the future. Metals and downstream magnetic materials enterprises gradually accept the price of Nd oxide which is warmer than the earlier period.
上游大廠商家挺價意愿較濃,對后市氧化鐠釹價格走勢觀點較為積極。氧化鏑、氧化鋱雖前期收到泛亞公司拍賣單價較低貨源和市場需求不振影響小幅走弱,但短期來看目前泛亞公司拍賣的氧化鏑和氧化鋱并未大量流入市場,隨著需求小幅回暖和礦原料供應趨緊的情況未有改善,本周氧化鏑和氧化鋱的價格也較前期有所上漲,氧化釓受此帶動價格亦有所上揚。
Large upstream manufacturers have strong willingness to bid, and they have a positive view on the price trend of Nd oxide in the future. Although Dy oxide and Tb oxide prices got a bit weak affected by low unit price from Pan-Asian and weak market demand in the early stage, in the short term those materials did not flow into the market in a large amount, with the warming of demand and the tight supply of ore raw materials did not improve this week, price of Dy oxide and Tb oxide got higher than that of earlier period, and the price of Ga oxide is also higher.
目前稀土市場雖需求方面未完全回暖,但市場信心較為充足,商家普遍對后市持看好態(tài)度,上游商家挺價意愿較濃。預計氧化鐠釹、氧化釹受供應影響,后期仍存在上行動能。預計進入9月受需求提振影響,氧化鏑、氧化鋱價格上行空間仍存。(上海有色網(wǎng))
At present, although the demand of rare earth market has not fully recovered, the market confidence is sufficient, businessmen generally hold a bullish attitude towards the future market, and upstream businessmen have a strong willingness to bid. It is predicted that the supply of PrNd oxide and Nd oxide will be affected, and there will still be upward drive in the later period. It is expected that the price of Dy oxide and Tb oxide will continue to rise in September due to the boost in demand. (Shanghai Nonferrous)
南方稀土發(fā)布9月2日稀土氧化物掛牌價
Listing price on Sep 02nd from China South Rare Earth
單位:萬元/噸(出廠含稅價)
Unit: 10,000RMB/Ton (EXW price excl. VAT)
3. 趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2019年9月6日
Sep. 06th, 2019
提示:以上信息僅供參考!
Notes: the information above is for reference only!