JL MAG Rare-Earth Industry Price Briefing 12-16~12-20
Week 51, 2019
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情,鐠釹價(jià)格相對(duì)穩(wěn)定,鏑鐵和鋱價(jià)格有小幅上漲。亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格361-366元/KG,鏑鐵合金價(jià)格1650-1670元/KG,金屬鋱價(jià)格4420-4470元/KG。
This week, the price of PrNd is relatively stable while DyFe and Tb increases slightly. Price from Asian Metal at this weekend presented: PrNd metal 361-366 RMB/KG, DyFe alloy 1,650-1,670 RMB/KG, and Tb metal 4,420-4,470 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周輕重稀土走勢(shì)分化,輕稀土鐠釹成延續(xù)下滑,重稀土鏑鋱報(bào)價(jià)穩(wěn)步上調(diào)。因緬甸封關(guān)帶來(lái)的影響持續(xù)發(fā)酵,但持續(xù)時(shí)間未明,期待高低存異,業(yè)內(nèi)相對(duì)謹(jǐn)慎,加上近期下游整體需求不佳,鏑鋱后期漲勢(shì)趨緩。
This week, the trends of light and heavy rare earth were differentiated, the transaction of light rare earth PrNd continued to decline, and the quotation of heavy rare earth Dy and Tb steadily increased. Due to the continuing impact of Myanmar ban and unclear duration, the expectation was different, and people in the industry were relatively cautious, coupled with the overall demand of the downstream in the near future was not good, the rise of Dy and Tb slowed down in the late stage.
緬甸單方面針對(duì)稀土封關(guān),出現(xiàn)了新一波重稀土看漲熱潮,氧化鏑鋱?jiān)儐紊郎兀糠謴S家出現(xiàn)惜售。緬甸封關(guān)并未對(duì)鐠釹走勢(shì)出現(xiàn)改善,鐠釹成走弱,但主流大廠報(bào)價(jià)出現(xiàn)短暫堅(jiān)持。臨近年末,磁材企業(yè)雖無(wú)采購(gòu)集中但仍有需求,鑒于鐠釹弱勢(shì)磁材企業(yè)重歸剛需模式,金屬?gòu)S反饋詢價(jià)尚可。
Myanmar's unilateral bans rare earths, and a new wave of heavy rare earth bullish upsurge appeared. Inquiry lists of Dy oxide and Tb oxide increased, and some manufacturers were reluctant to sell. Myanmar's ban did not improve the trend of PrNd, the transaction of PrNd weakened, but mainstream large factories persisted for a short time on quotation. Near the end of the year, although there's no centralized procurement for magnetic material enterprises, there's still demand. In view of PrNd weak magnetic material enterprises returning to rigid demand mode, the metal factories feedback that inquiries are acceptable.
短期預(yù)測(cè):鐠釹雖處弱勢(shì),但元旦前后仍有一定采購(gòu)備貨,加上近期鐠釹交弱勢(shì)趨緩,下周走勢(shì)有望穩(wěn)定。據(jù)業(yè)內(nèi)反饋,由于春節(jié)與元旦相近,物流問(wèn)題恐提前顯現(xiàn),部分廠家有計(jì)劃提前備貨,對(duì)減緩鐠釹弱勢(shì)有一定助力。鏑鋱金屬需求正值淡季,下游采購(gòu)較為謹(jǐn)慎克制,但供給縮減預(yù)期同樣存在,緩慢漲速也有助于下游接受,鏑鋱短期內(nèi)較有可能進(jìn)入穩(wěn)定。(瑞道稀土資訊)
Short term forecast: Although PrNd is in a weak position, there are still certain procurement and stock up around New Year. With the weak trend of PrNd transactions slowing down recently, the trend is expected to be stable next week. According to feedback of industry, logistics problems may appear in advance because the Spring Festival is close to New Year's Day, and some manufacturers have plans to prepare goods in advance, which will help to slow down the weakness of PrNd. The demand for Dy and Tb metal is in slack season, and the downstream procurement is more cautious and restrained. However, the expectation of supply reduction also exists. The slow increase speed also helps the acceptance from downstream, Dy and Tb are more likely to stabilize in the short term. (Ruidow Information)
南方稀土發(fā)布12月16日稀土氧化物掛牌價(jià)
Listing price on December 16 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12月20日
December 20, 2019
提示:以上信息僅供參考!
Notes: the information above is for reference only!