JL MAG Rare-Earth Industry Price Briefing 10-28~11-01
Week 44, 2019
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹,鏑鐵和鋱價格都繼續(xù)小幅下調(diào)。亞洲金屬網(wǎng)價格: 鐠釹金屬價格365-370元/KG,鏑鐵合金價格1530-1550元/KG,金屬鋱價格4550-4600元/KG。
This week, prices of PrNd, DyFe and Tb continued to fall slightly. Price from Asian Metal at the weekend presented: PrNd metal 365-370 RMB/KG, DyFe 1,530-1,550 RMB/KG and Tb metal 4,550-4,600 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周鐠釹出現(xiàn)震蕩波動,但整體稀土市場仍顯弱勢。短暫的下游采購集中使得鐠釹產(chǎn)品出現(xiàn)了小幅拉漲,但上漲時間曇花一現(xiàn),需求衰減后鐠釹走勢仍回到弱勢常態(tài)。隨著南方各企業(yè)成本壓力不斷增加,企業(yè)間讓價空間壓縮,低位貨源出貨意愿不強(qiáng)。
This week, PrNd fluctuated while the overall rare earth market is still weak. The short-term downstream procurement concentration caused a slight rise in PrNd products, but the rise time was short-lived, and the trend of PrNd finally returned to the weak normal after the demand decline. With the increasing cost pressure of southern enterprises, the space for price concession among enterprises is compressed, and the willingness to ship low-level goods is not strong.
進(jìn)入月末國外長假即將到來,磁材廠傳統(tǒng)外單旺季到來,加之長期弱勢以來下游采取克制的剛需采購,磁材庫存相對不足,本周出現(xiàn)了一波采購集中。隨著詢單量的增加,金屬廠試探性上調(diào)并初具成效,行業(yè)自下而上,鐠釹開始小幅反彈。
At the end of the month, the oversea long holiday is approaching, and the traditional peak season of magnetic material factory is coming. In addition, due to the long-term weakness of the downstream to take restraint in the rigid demand procurement, the magnetic material inventory is relatively insufficient, and this week there is a wave of centralized procurement. With the increase of inquiries, the metal factory tentatively raised prices and achieved initial results. From downstream to upstream, PrNd began to rebound slightly.
重稀土本周表現(xiàn)仍不理想,雖然廠家報價逐步向成趨近表現(xiàn)為快速下滑,但就成來看弱勢相對趨緩。自騰沖海關(guān)恢復(fù)后氧化鏑價位一路下滑,150萬元/噸的價位已經(jīng)到了大部分持貨廠家的采購成本,繼續(xù)下滑承壓較大。為穩(wěn)定市場同時也為保證行業(yè)正常生產(chǎn),重稀土企業(yè)本周開始對氧化鏑保價收購,以維持氧化鏑在合理水平。
Heavy rare earth is still not performing well this week. Although the manufacturer's quotation is gradually approaching the transaction, which shows a rapid decline, but in terms of the transaction, the weak trend is relatively slow. Since the recovery of Tengchong customs, the price of Dy oxide has declined all the way. The price of 1,500,000RMB/TON has reached the purchase cost of most of the goods holding manufacturers, which continues to decline under great pressure. In order to stabilize the market and ensure the normal production of the industry, the leading heavy rare earth enterprises began to purchase Dy oxide at a guaranteed price this week to maintain the reasonable price level of Dy oxide.
后續(xù)判斷,鐠釹金屬采購熱度逐步衰減,鐠釹系產(chǎn)品可能繼續(xù)弱勢下行,但無論從成本抑或廠家生產(chǎn)狀態(tài),鐠釹繼續(xù)下行的空間不大,弱勢應(yīng)相對緩和。重稀土走弱因素仍然存在,但高位庫存給企業(yè)帶來的壓力必然促使其在當(dāng)下價位附近緩慢消耗,排除國儲等重大利好因素的情況下,整體仍大概率以弱穩(wěn)為主。(瑞道稀土資訊)
According to the follow-up judgment, the purchasing of PrNd metal is gradually declining, and PrNd products may continue to decline in a weak direction. However, no matter from the cost or the manufacturer's production status, there is little room for PrNd to continue to decline, and the weak direction should be relatively eased. The weakening factors of heavy rare earth still exist, but the pressure brought by high inventory to enterprises will inevitably cause them to consume slowly near the current price. Excluding the major favorable factors such as national reserve, the overall market is still dominated by weak stability. (Rui Dow Rare Earth Information)
南方稀土發(fā)布10月29日稀土氧化物掛牌價
Listing price on Oct 29th from China South 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11月01日
Nov. 01st, 2019
提示:以上信息僅供參考!
Notes: the information above is for reference only!