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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 02-17~02-21
Week 8, 2020
1. 重要新聞簡報(bào)Briefing of Important News
本周稀土市場行情，鐠釹，鏑鐵和鋱的價(jià)格小幅上漲。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格362-367元/KG，金屬釹價(jià)格370-375元/KG，鏑鐵合金價(jià)格1750-1770元/KG，金屬鋱價(jià)格4750-4800元/KG。
This week, price of PrNd, DyFe and Tb increase slightly. Price from Asian Metal at this weekend presented: PrNd metal 362-367RMB/KG, Nd metal 370-375RMB/KG, DyFe alloy 1,750-1,770RMB/KG and Tb metal 4,750-4,800RMB/KG.
2月19日中國政府發(fā)布通知稱，將2020年上半年的稀土產(chǎn)量配額較上年同期提高10%。中國是世界上最大的稀土生產(chǎn)國，這些配額通常每年發(fā)放兩次，作為一個(gè)供應(yīng)指標(biāo)受到密切關(guān)注。
On Feb. 19, the Chinese government issued a notice saying the rare earth production quota for the first half year of 2020 will be increased by 10% from a year earlier. China is the world's largest manufacturer on rare earth production, and those quotas are usually issued twice a year and are closely watched as a supply indicator.
根據(jù)自然資源部和工業(yè)和信息化部的一份通知，2020年第一個(gè)稀土礦產(chǎn)量配額為6.6萬噸，相當(dāng)于去年13.2萬噸總配額的50%。這一數(shù)字高于2019年上半年的6萬噸。通知沒有提到稀土礦冶煉和分離的配額，加工成可供制造商使用的材料。冶煉和分離配額通常與采礦配額同時(shí)發(fā)布，2019年上半年為57,500噸。(產(chǎn)業(yè)前沿)
According to a notice from the Ministry of natural resources and the ministry of industry and information technology, the production quota for the first rare earth mine in 2020 is 66,000 tons, equivalent to 50 % of the total quota of 132,000 tons last year. That is up from 60,000 tons in the first half of 2019. The notice did not mention quotas for the smelting and separation of rare earth minerals into materials available to manufacturers. Smelting and separation quotas are usually issued at the same time as mining quotas, with 57,500 tons for the first half of 2019. (Industrial frontier)
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土行業(yè)整體復(fù)工率繼續(xù)擴(kuò)大，疫情影響逐漸緩和，物流情況也有所好轉(zhuǎn)。輕稀土鐠釹漲勢暫停有所回落，重稀土鏑鋱漲勢趨緩保持穩(wěn)定。年后鐠釹產(chǎn)品先漲后落，而隨著鐠釹金屬庫存增長，下游消化不及，鐠釹隨即表現(xiàn)出小幅回落。
The overall recovery rate of the rare-earth industry continued to expand this week, the impact of the epidemic is gradually easing, and the logistics situation has been also improved. The rally in light rare earth PrNd has slowed down, while the rally in heavy rare earth Dy and Tb remains stable. After the first rise and fall of PrNd products, and with the growth of PrNd metal inventory, downstream digestion, PrNd immediately showed a small decline.
鏑鋱產(chǎn)品漲勢趨緩，主要因?yàn)閮r(jià)格拉漲過快而下游初現(xiàn)抵觸，且南方企業(yè)陸續(xù)復(fù)產(chǎn)。而緬甸稀土供給并未有明顯變化，供給端長遠(yuǎn)的下降預(yù)期也未改變，加上對后續(xù)重稀土政策利好的預(yù)期，鏑鋱依然保持現(xiàn)有的漲幅。
Growth in Dy and Tb products has slowed, the main reason is that the price rises too fast and the downstream first shows resistance, and the southern enterprises resume production one after another. However, there has been no significant change in the supply of rare earths in Myanmar, the long-term decline in the supply side has not been changed, Combined with expectations of future favorable policies for heavy rare earth, Dy and Tb remains on the rise.
后市判斷：隨著南方稀土企業(yè)的逐步復(fù)產(chǎn)，金屬鐠釹庫存的釋放，鐠釹產(chǎn)品后續(xù)有可能面臨更大的壓力，后續(xù)鐠釹產(chǎn)品即使有回落可能其幅度也不會(huì)很大。
Future judgment: with the gradual resumption of production of rare earth enterprises in the south, the release of PrNd metal stocks, PrNd products are likely to face greater pressure in the follow-up, even if there is a decline in the follow-up PrNd products may not be very large.
鏑鋱等重稀土產(chǎn)品除受江西等地生產(chǎn)受限原因外，緬甸稀土供給是最為不穩(wěn)定的因素，目前來看緬甸稀土短期內(nèi)并無明顯恢復(fù)的可能，在緬的中國礦商因疫情影響多未返回生產(chǎn)，且疫情同樣影響了緬甸稀土運(yùn)輸，一段時(shí)間內(nèi)緬甸稀土現(xiàn)狀將成為支撐國內(nèi)重稀土走勢的最主要原因。（瑞道稀土資訊）
Apart from the limited production of Dy, Tb and other heavy rare earth products in Jiangxi and other places, the supply of rare earths from Myanmar is the most unstable factor, for now there is no obvious possibility of rare earth recovery in Myanmar in the short term, Chinese miners in Myanmar have not returned to production due to the impact of NCP epidemic, and the epidemic has also affected rare earth transportation in Myanmar. The status of rare earth in Myanmar will be the main reason supporting the trend of heavy rare earth in China for some time. (Ruidow Rare Earth Info)
北方稀土高科技股份有限公司發(fā)布2月稀土產(chǎn)品掛牌價(jià)格
Listing price on February from China North Rare Earth
南方稀土發(fā)布2月17日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on 17th Feb from Southern Rare Earth
單位：萬元/噸（出廠含稅價(jià)）
Unit: 10 thousand RMB/ton (EXW incl. Tax)
3. 趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2020年2月21日
Feb 21st, 2020
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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