JL MAG Rare-Earth Industry Price Briefing 02-24~02-28
Week 9, 2020
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹和釹的價格相對穩(wěn)定,鏑鐵和鋱價格持續(xù)上漲。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格355-360元/KG,金屬釹價格368-373元/KG,鏑鐵合金價格1780-1800元/KG,金屬鋱價格5050-5100元/KG。
This week, price of PrNd was relatively stable while DyFe and Tb continued to rise. Price from Asian Metal at this weekend presented: PrNd metal 355-360RMB/KG, Nd metal 368-373RMB/KG, DyFe alloy 1,780-1,800RMB/KG and Tb metal 5,050-5,100RMB/KG.
2. 業(yè)內人士分析Analysis of Professional Insiders
本周輕重稀土分化走勢仍在繼續(xù),但隨著輕稀土成本高壓及下游采購滯后,輕重分化走勢趨于緩和,但后續(xù)繼續(xù)分化仍存在一定空間。
The trend of light and heavy rare earth differentiation continued this week, but with the pressure of high cost of light rare earth and the lag of downstream procurement, the trend of light and heavy rare earth differentiation tends to ease, but there is still some room for further differentiation
重稀土產(chǎn)品漲勢仍在繼續(xù),且氧化鏑報價漲幅有所增加。重稀土縮減預期持續(xù)給業(yè)內構成信心支撐,雖然江西等重稀土生產(chǎn)廠家恢復生產(chǎn),但多反饋原礦庫存較少,且中釔標礦成交價位也跟隨上調。
The upward trend of heavy rare earth products continued and price for Dy oxide increased. Heavy rare earth reduction expectations continue to provide confidence support for the industry, although heavy rare earth producers such as Jiangxi province resumed production, but more feedback on raw ore inventory is low, and the Yttrium ore trading price also followed the increase.
短期預測:鐠釹節(jié)后供給端更先開工、開工率也更全面,造成期間鐠釹過剩庫存積壓更為嚴重,上游之間的競價短期內仍無可避免。2020年指標下發(fā),鐠釹指令計劃如期繼續(xù)小幅增加,鐠釹上游企業(yè)受疫情影響相對較弱,后期鐠釹繼續(xù)下行的風險仍在,但因成本壓力走勢必然緩和。
Short-term forecast: after the holiday, the supply side of PrNd start work first and the rate of operation is more comprehensive, resulting in the period of PrNd overstock is more serious, the upstream bidding is still inevitable in the short term. The index of 2020 is issued, the PrNd instruction plan will continue to increase slightly as scheduled, the upstream enterprises of PrNd are relatively weak due to the impact of the epidemic, the risk of the future downward trend of PrNd is still in the late stage, but the trend of cost pressure will inevitably ease.
重稀土受供給與需求雙重收縮同時影響,供給端收縮影響仍占據(jù)上風,下游需求雖然有所抑制但短期內仍不足以抵消鏑鋱上漲的動力。(瑞道稀土資訊)
Heavy rare earth is affected by both supply and demand contraction, and the supply-side contraction still prevails, while downstream demand, though subdued, is not enough to offset the momentum of Dy in the short term. (Ruidow Rare Earth Info)
南方稀土發(fā)布2月24日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on 24th Feb from Southern Rare Earth
單位:萬元/噸(出廠含稅價)
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28日
Feb 28th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!