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金力永磁稀土行情簡報201601期(總第117期)01-01~01-09

金力永磁稀土行情簡報201601期(總第 117期)01-01~01-09

JL MAG Rare-earth Industry Price Briefing 201601(Issue No. 117)

01-01~01-09



2016年第 1周

Week 1, 2016

1. 重要新聞簡報Briefing of Important News

n 本周稀土市場價格相對穩(wěn)定,金屬鋱價格小幅下滑。亞洲金屬網價格:鐠釹金屬330-335元/KG,鏑鐵合金價格1340-1370元/KG,鋱金屬價格3200-3300元/KG。

n This week the prices of rare earth are relatively stable while Tb metal has a slight decline. The prices from Asian metal at the weekend present: PrNd is 330-335RMB/KG, DyFe is 1340-1370RMB/KG and Tb is 3200-3300RMB/KG.

n 中國南方稀土集團組建完成。據了解,組建完成后的中國南方稀土集團擁有24家子公司,注冊資本10億元。其中,贛州稀土集團、江銅集團、江鎢控股集團分別占股60%、35%和5%。

n China Southern Rare Earth Group has been completed the formation. It is reported that after finishing the formation it has owned 21 subsidiaries, registered capital of 1 billion RMB. Among which, Ganzhou Rare Earth Co., Ltd., Jiangxi Copper Co., Ltd., and Jiangxi Tungsten Holding Group respectively accounted for 60%, 35% and 5%. 

2. 業(yè)內人士分析Analysis of Professional Insiders

2015年稀土行業(yè)經歷了國家政策監(jiān)管、行業(yè)整頓、市場調控及自我修復等多方面的整合,又逢以改革創(chuàng)新、綠色發(fā)展為理念的“十三五"時期,2016年行業(yè)發(fā)展及市場行情均有望走出寒冬。

Rare earth industry in 2015 has gone through the integration of state policy regulation, industry consolidation, market control and self-reparation, at the same time come across the period of the Thirteenth Five-Year Plan which regards reform & innovation and green development as concept. The industry development and market conjuncture of 2016 are expected to be out of winter.

1.由工信部牽頭,完成“5+1" 稀土大集團整合。2016年,“5+1"稀土大集團整合必然完成,區(qū)域整合中隱含的爭議,必定攤牌解決;地方和主管部門的意見分歧解決方案是共同持股。

Led by the MIIT, to thoroughly finish the integration of “5+1" large rare earth groups. In 2016, “5+1" large rare earth groups integration is bound to be completed and the disputes implied during regional integration must be solved. The final solution of the dissension between local and competent department is mutual shares.

2. 打擊黑稀土常態(tài)化,監(jiān)管廢料綜合回收利用域。2016年,打擊黑稀土仍是國家政策監(jiān)管,同時圍繞六大稀土集團進行行業(yè)整合,通過扶植正規(guī)企業(yè)、掃除私礦來扶正行業(yè)風氣,理順產業(yè)流程,為行業(yè)壯大發(fā)展打好基礎。

Make the crackdown on illegal rare earth normalized and focus on supervising the comprehensive recycling and utilizing of waste material. Crackdown on illegal rare earth is also the key point of state policy to supervise in 2016, meanwhile, center on six large rare earth groups to make industry integration, by supporting normal enterprises and cleaning the private mines to strengthen the industry trend, straighten out the industry process, laying a good foundation for industry growth and development.

3.2016年,將圍繞“十三五規(guī)劃建議"出臺稀土新材料運用規(guī)劃?!笆逡?guī)劃建議"指出,制造業(yè)是一個國家經濟發(fā)展的核心動力。業(yè)內普遍認為,稀土行業(yè)將面臨千載難逢的轉型機遇,中國稀土產業(yè)的健康可持續(xù)發(fā)展也將對實現中國制造2025、向制造強國邁進起到推動作用。

In 2016, it will issue rare earth new material application and programming according to Thirteenth Five-Year Plan Proposal. The Thirteenth Five-Year Plan Proposal pointed out that manufacturing industry is the core power of a nation's economy development. It is generally believed that inside the industry, rare earth will face a golden opportunity for transformation, healthy and sustainable development of China's rare earth industry will play role in promoting the achievement made in China by 2025 and stride forward to a giant country in manufacturing.

4.行業(yè)發(fā)展整體穩(wěn)定亮點紛呈,2016年熱門稀土氧化物價格上移。2016年,釹鐵硼磁鋼的原材料鐠釹系、鏑系等產品價格必將上移;也有可能出現在價格超跌過后持續(xù)上漲的黑馬品種。同時,考慮到供需關系和改革紅利的釋放,稀土價格要實現企穩(wěn)回升,并正式步入長線上升趨勢,預計要到2016年三季度末。

The development of the industry is stable generally with some bright scene. In 2016, the focus of hot rare earth oxides prices will be moved up. NdFeB raw material such as PrNd series, Dy series, the focus of these products price will be moved up, may also appear some unknown elected nominee continue to increase after falling too far. At the same time, taking into account the relationship between supply and demand and the release of the reform dividend, rare earth prices to achieve real stabilization and recovery, and officially entered the long-term upward trend is expected to be in the end of the third quarter of 2016.

5. 2016年稀土出口保持穩(wěn)增 ,主要需求領域高速增長。盡管美國、歐洲各國乃至全球經濟復蘇乏力,稀土材料的國際需求依然保持著穩(wěn)定的增長,尤其是更具中國特色的中重稀土氧化鏑、氧化鋱等產品,出口增幅巨大,海外需求較大。2016年,中國稀土的出口量增幅預計在20%左右。

The export of rare earth in 2016 keeps stable increase and main demand area grows rapidly. Although with weak recovery economy of America, Europe and global countries, the international demand of rare earth still remains stable growth, especially for the export of heavy rare earth Dy oxide and Tb oxide which owns more Chinese characteristics increases a lot as well as overseas demand. The export growth of rare earth in 2016 will be around 20%.

6.國企改革和產業(yè)鏈擴張要求,企業(yè)兼并重組更加活躍。隨著資本市場的關注和升溫,稀土企業(yè)始從傳統(tǒng)產業(yè)、新興產業(yè)、金融、互聯(lián)網四個領域聯(lián)合跨界,撬動行業(yè)轉型升級。

Required by reform of state-owned enterprises and industrial chain expansion, corporate mergers and acquisitions become more active. With the capital market attention and heating, rare earth enterprises began from the four areas of traditional industries, emerging industries, finance and Internet to have joint cross-border, leveraging the industry transformation and upgrading

7、進一步探尋稀土期貨交易的可行性研究。眾所周知,很多原材料產品都實現了期貨和現貨的電子盤定價,形成了純粹市場化運行機制。而中國是全球稀土大的供應和消費大國,主導一個大眾參與的稀土期貨交易市場應該不是什么難題。

Further explore the feasibility of rare earth futures trading. As is known to all, a lot of raw material products have realized the electronic fixed prices of futures and spot commodity, forming a purely market-oriented operation mechanism. While China is the world's largest supplier of rare earth supply and consumption, leading a rare earth futures market which public participation in should not be a problem.

2016年,也是“十三五"開局之年,稀土行業(yè)注定要在改革創(chuàng)新中深化發(fā)展、破繭成蝶,成為稀土產學研+互聯(lián)網+資產金融化+產品證券化的綜合體。

2016 is the start of Thirteenth Five-Year Plan, rare earth industry is destined to deepen the development, swarm into butterflies in the reform and innovation, to be a complex of rare earth industry, university and research institution + Internet + Asset Finance + Product Securitization

3. 趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)

2016年1月09日

January 9, 2016

提示:以上信息僅供參考!

Notes: the information above is for reference only!

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