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當前位置：JL MAG Rare-Earth Industry Price Briefing 11-25~11-29
Week 48, 2019
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹，鏑鐵和鋱價格相對穩(wěn)定。亞洲金屬網價格: 鐠釹金屬價格357-362元/KG，鏑鐵合金價格1570-1590元/KG，金屬鋱價格4330-4380元/KG。
This week, prices of PrNd, DyFe and Tb were relatively stable. Price from Asian Metal at the weekend presented: PrNd metal 357-362 RMB/KG, DyFe 1,570-1,590 RMB/KG and Tb metal 4,330-4,380 RMB/KG.
2. 業(yè)內人士分析Analysis of Professional Insiders
本周稀土市場環(huán)比表現(xiàn)良好，但鐠釹長期低位的現(xiàn)狀并未改善，鏑鋱系產品因業(yè)內調控出現(xiàn)小幅上漲，但漲勢逐步趨緩隨后筑穩(wěn)。
The rare earth market performed well this week, but the long-term low status of PrNd has not improved. The Dy-Tb products have risen slightly due to the regulation of the industry, but the rise has gradually slowed down and then stabilized.
因磁材廠常規(guī)月末采購，加上近期鐠釹持續(xù)低位徘徊，成本壓力較大，鐠釹成有短暫小幅拉漲。鏑鋱上漲繼續(xù)填補了業(yè)內成本的虧損，且主要動力在于重稀土企業(yè)的適當調控，收購力度有所放緩，鏑鋱價位開始趨于穩(wěn)定。其他各系產品本周基本穩(wěn)定，成細節(jié)上存在小幅波動。釓、鈥、鉺系產品隨著鏑鋱上漲小幅上浮，但效果微弱。
Due to the regular month-end procurement of magnetic materials plants, coupled with the recent low level of PrNd, the cost pressure is greater, and the transaction of PrNd has slightly increased. Rising Dy-Tb products continued to make up for the loss in the industry's costs, and the main driving force was the appropriate control of leading heavy rare-earth companies, the acquisition efforts slowed, and the price began to stabilize. All other products were basically stable this week, with slight fluctuations in transaction details. Ga, Ho, Er series products rise slightly with the increase of Dy Tb series, but the effect is weak.
10月緬甸稀土進口大幅縮水，環(huán)比不足9月進口總量四分之一，騰沖恢復通關不久這與業(yè)內預期相悖，可能原因有二，9月一周的爆發(fā)涌入集中了緬甸相當一部分庫存，而10月份部分礦山剛恢復生產，輔料及產量一時難以展開。
In October, Myanmar's rare earth imports shrank sharply, less than a quarter of the total imports in September. Tengchong resumed customs clearance soon, which was contrary to industry expectations. There may be two reasons: the outbreak in the last week of September concentrated a large part of Myanmar's inventory. Some mines just resumed production in October.
短期預測鐠釹雖然短暫上漲后重歸弱勢，但近期無論原礦抑或油泥價格均相對較高，分離廠目前氧化鐠釹報價已嚴格對應生產原料利潤空間幾乎為零，即使鐠釹顯示弱勢但分離廠普遍挺價。金屬鐠釹目前交已然倒掛，采購冷淡期縱然有競價現(xiàn)狀，但目前金屬廠承壓趨近限。鐠釹后期不太可能出現(xiàn)明顯降幅。重稀土鏑鋱價位同樣趨于穩(wěn)定，但鏑鋱有望在現(xiàn)有價位保底，后續(xù)影響走勢的市場因素變動不大，而漲幅是否再度出現(xiàn)，企業(yè)的調控作用將更為主要。（瑞道稀土資訊）
Although the short-term forecast of PrNd returns to a weak position after a brief rise, the price has been relatively high in recent years, regardless of the raw ore or sludge prices. The current price of PrNd oxide for the separation plant has strictly corresponded to the profit margin of the production raw materials being almost zero. The price from separation plant is generally very expensive. At present, the sales of metal PrNd are upside down. Although there is a bidding status in the cold procurement period, the pressure of metal plants is approaching the limit. It is unlikely that the PrNd will decrease significantly in the later period. The price of heavy rare earth Dy-Tb is also stabilizing, but it is expected to maintain a bottom at the current price. The subsequent market factors that affect the trend will not change much. Whether the increase will occur again, the leading role of the leading companies will be more important. (Ruidow Rare Earth Information)
南方稀土發(fā)布11月18日稀土氧化物掛牌價
Listing price on Nov 18th 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）Tendency Chart (refer to Asian Metal)
2019年11月29日
Nov. 29th, 2019
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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