中文字幕黄色嫩草影院_日韩网站一区二区三区_日韩日本系列有码字幕中文字幕_国产午夜亚洲精品AⅤ_国产成人最新视频在线_91情侣在线视频_欧美三级一级操丰满的女人_亚洲综合网曝门系列_丰腴饱满的极品熟妇_波多野吉AⅤ无码AⅤ乱码在线

歡迎進入江西金力永磁科技股份有限公司官方網(wǎng)站!
股票代碼

A股:300748.SZ
H股:06680.HK

Language

稀土資訊

稀土簡介
稀土行情周報
當前位置:首頁 > 稀土資訊 > 稀土行情周報
金力永磁稀土行情簡報201610期(總第126期)03-13~03-19

金力永磁稀土行情簡報201610期(總第126期)03-13~03-19

JL MAG Rare-earth Industry Price Briefing 03-13~03-19

2016年第12周

Week 12, 2016

1. 重要新聞簡報Briefing of Important News

n 本周稀土市場鐠釹鏑鐵價格均有所下滑,鋱價格相對穩(wěn)定。亞洲金屬網(wǎng)價格:鐠釹金屬330-335元/KG,鏑鐵合金價格1230-1260元/KG,鋱金屬價格3050-3150元/KG。

This week the prices of PrNd and DyFe declined while the price of Tb was relatively stable. Prices from Asian Metal present: PrNd 330-335 RMB/KG, DyFe 1230-1260RMB/KG, Tb metal 3050-3150RMB/KG.

n 由于稀土價格低迷導致萊納公司現(xiàn)金流持續(xù)疲軟,該集團公布損失共計9.6億美元。

Cash flow of Lynas was continuously weak because of the low rare earth price and they announced a total loss of $960 million.

n 據(jù)中國汽車工業(yè)協(xié)會消息,2016年1-2月,新能源汽車產(chǎn)銷37937輛和35726輛,同比均增長1.7倍。

According to the news from China Automobile Industry Association, the production and marketing of the new energy vehicles had achieved 37937 and 35726 in January and February of 2016 with a year-on-year increase of 1.7times.

n 據(jù)海關(guān)統(tǒng)計數(shù)據(jù)顯示,1月份,我國總計出口稀土永磁材料2152.4噸,環(huán)比下降10.6%(上月為2408.6噸),出口金額1.11億美元,環(huán)比下降8%。我國稀土永磁體的主要出口國家和地區(qū)為:美國260.1噸,占12.1%;丹麥:247.9噸,占11.5%;德國227.1噸,占10.5%;韓國212.3噸,占9.9%。

According to the customs statistics that in January the total export of China permanent magnet materials were 2152.4 tons, with a month-on-month decrease of 10.6% (the last month was 2408.6 tons); and the export amount was 111 million dollars, with a month-on-month decrease of 8%. The main export countries and regions of rare earth permanent magnets are as follows: America 260.1 tons, accounting for 12.1%; Denmark 247.9tons, accounting for 11.5%; Germany 227.1 tons, accounting for 10.5%; Korea 212.3 tons, accounting for 9.9%.

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

稀土行業(yè)深度報告:稀土行業(yè)有望在2016年走出寒冬

Depth report of rare earth industry: rare earth industry is expected to come out of the winter in 2016

我們認為,中國稀土戰(zhàn)略資源地位不可動搖,稀土價格將在供給縮減、行業(yè)深度整合和政策打黑執(zhí)行力度加大下開始中長期修復。十三五期間稀土新材料迎來新機遇,稀土下游需求將逐步回暖,隨著去產(chǎn)能效果逐步顯現(xiàn),2016年稀土行業(yè)有望走出寒冬。

We believes that the strategic resource status of rare earth in China is unshakable, rare earth prices would start a medium and long term recovery under the circumstance of shrinking supply, industry integration and increasing implementation strength on cracking down illegal mines. During the 13th five-year plan, rare earth materials will meet a new opportunity, as the downstream market demands of rare earth will gradually rebound and with the DE-capacity effects gradually appeared, rare earth industry is expected to come out of the winter in 2016.

中國稀土對全球市場的主導地位仍然存在。USGS統(tǒng)計2015年中國稀土儲量5,500萬噸,占全球儲量的42%;中國稀土產(chǎn)量10.5萬噸,占全球比重的85%;中國稀土消費量13.8萬噸,占全球稀土總消費量的65%.

Chinese rare earth is still in the dominant position in the global market. And Chinese rare earth reserves is the top one in the world. Statistics from the USGS that Chinese rare earth reserves in 2015 is 55 million tons, which accounting for 42% of the global reserves; Chinese rare earth output is 0.105 million tons, which accounting for 85% of the global inputs; and China's rare earth consumption is 0.138 million tons, which accounting for 65% of the global total consumption.

六大稀土集團整合即將完畢,聯(lián)合保價限產(chǎn),提振稀土價格。國家對稀土仍然采取嚴格管控制度,2016年稀土礦開采配額與前兩年相比幾乎不變,導致稀土產(chǎn)量高于配額的原因是盜采。六大稀土集團先后加入保價限產(chǎn)陣營,實施10%左右的減產(chǎn),縮減稀土供給。

The integration of the sixth rare earth groups will soon be completed and they will united limited production price to boost the rare earth prices. In China, the rare earth was still strictly under control. The quota of rare earth mining in 2016 is almost unchanged compared to the previous two years, while the outputs of rare earth is much higher than the quota, which is mainly because of illegal mining. The sixth rare earth groups successively joined in the side of limited production price to boost the prices, reducing about 10% in production as well as the rare earth supply.

“十三五"稀土新材料迎來新機遇,加大私礦黑礦打擊力度,緩解產(chǎn)能過剩。在稀土行業(yè)里,“黑色產(chǎn)業(yè)鏈"供應量占到總供應量的50%左右,2016年,打擊黑稀土仍是國家政策監(jiān)管,私礦的不斷掃除將為稀土行業(yè)回暖打好基礎(chǔ)。

During the 13th five-year plan, rare earth materials will meet a new opportunity with strengthen the fight against illegal mining and ease the overcapacity. The illegal mining supply accounted for about 50% of the total supply in the rare earth industry, therefore the fight against the illegal mining is still the key point of China policy regulation. Furthermore, the continuous fight against illegal mining will lay a solid foundation on the rare earth industry rebound.

風險因素:供給收縮未見成效;國內(nèi)稀土大集團方案實際整合步伐低于預期;美聯(lián)儲繼續(xù)加息;稀土需求大幅回落;全球經(jīng)濟繼續(xù)下滑;金屬價格大幅下跌;供給側(cè)改革不及預期。

Risk factors: supply contraction without success; the actual integration of the sixth rare earth groups do not achieve the results as we expected before; the Federal Reserve interest rates continue to rise; the demand for rare earths significantly fell down; the global economy continued declining; metal prices fell sharply; result of supply-side reform is less than expected.

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

2016年03月19日

March 19th, 2016

提示:以上信息僅供參考!

Notes: the information above is for reference only!


江西金力永磁科技股份有限公司

86-797-8068888

地址:江西省贛州市經(jīng)濟技術(shù)開發(fā)區(qū)金嶺西路81號
網(wǎng)址:http://takroad.cn
傳真:86-797-8068000
郵箱:sales@jlmag.cn