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當前位置：金力永磁稀土行情簡報201619期（總第135期）05-15~05-21
JL MAG Rare-earth Industry Price Briefing05-15~05-21
2016年第21周
Week 21, 2016
1. 重要新聞簡報Briefing of Important News
本周稀土市場金屬價格均有所回落。亞洲金屬網(wǎng)價格:鐠釹金屬343-348元/KG，鏑鐵合金價格1330-1360元/KG，鋱金屬價格3680-3780元/KG。
This week the prices of rare earth materials fell after rise. Prices from Asian Metal of this weekend present: PrNd 343-348RMB/KG, DyFe 1330-1360RMB/KG and Tb metal 3680-3780RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
稀土儲備啟動價格開始反彈 后市應(yīng)兼顧供需謹慎樂觀
Rare earth reserves start and price begin to rebound, consideration must be given to both supply and demand in future market with cautiousness and optimism
截止5月17日，鐠釹氧化物均報價26.75萬元/噸，較4月1日均報價25.9萬元/噸，上揚3.28%；氧化鏑17日均報價131.5萬元/噸，較4月1日均報價120萬元/噸，上揚9.58%。但從長期歷史數(shù)據(jù)看,目前稀土價格處于歷史底部,預(yù)計隨著商儲的進行，價格還可以持續(xù)上行。
Until May 17th , the price of PrNd oxide was 267500RMB/T, which increased 3.28% compared to the price on April 1st with 259000RMB/T. And the price of Dy oxide of May 17th was 1315000RMB/T, which increased 9.58% compared to April 1st with 1200000RMB/T. However according to the long-term historical data, the current rare earth prices are still at the bottom of the history which are expected to be continuously rising due to the rare earth business purchasing and storage.
從當前稀土上市企業(yè)的定期報告看，超低價格是虧損的主因，尤其是南方地區(qū)企業(yè)。因此，稀土收儲對于行業(yè)來講無疑是雪中送炭，可以階段性的改良供求關(guān)系從而推動市場行情回暖。
From the current regularly report of rare earth listed companies, the ultra low price is the main reason for the loss, especially in the southern region enterprises. Therefore, rare earth purchasing and storage is undoubtedly playing a very significant role in the industry, which can improve the relationship between supply and demand as well as promote the market rebound.
在稀土商儲的消息和行動刺激下，稀土材料的價格開始反彈。被壓抑過久的市場迎來了絕地反擊的機會，難免會造成供需雙方角色和地位的交換。因此，對于供應(yīng)商來講，捂貨待漲暫時會占據(jù)主動。但是根據(jù)目前的供需狀況，以及收儲品種對應(yīng)的數(shù)量，不是所有的產(chǎn)品都會發(fā)生明顯的供需變化。據(jù)了解，稀土大的應(yīng)用領(lǐng)域釹鐵硼永磁材料的原材料鐠釹、鏑、鋱的供給變化較為明顯。
Stimulated by the rare earth business purchasing and storage, the rare earth materials prices began to rebound. Along with the great opportunity the market start to rebound after being suppressed for such long time and it will inevitably lead to the changes in the role and status of supplier and demand side. Therefore storing goods on their own would temporarily hold an active position to suppliers. According to the current situation of supply and demand as well as the number of storage varieties, there was not an obvious change in the supply and demand for all of the products but for PrNd, Dy, Tb, which is the raw materials of NdFeB permanent magnet, the largest application of rare earth.
然而釹鐵硼企業(yè)現(xiàn)在非常脆弱，他們不僅利潤薄、惡性競價的產(chǎn)品已經(jīng)蔓延至高性能產(chǎn)品領(lǐng)域；而且他們對于原材料成本上升的轉(zhuǎn)嫁能力太弱，往往只能自己承擔。尤其是民營企業(yè)，不敢輕易囤原材料，漲起來跌下去都挺不住，賺不到也虧不起。因此，近稀土材料價格的上漲并沒有帶來更多的采購的增量，釹鐵硼企業(yè)還是按部就班、按需采購；有庫存準備的就使用庫存，大多數(shù)企業(yè)不看好行情的持續(xù)性。
However, NdFeB enterprises are facing the situation of thin profits and vicious competition which had been spread in the field of high performance products. Meanwhile they are hardly to transfer the rising costs of raw material but only bear by themselves. Especially in the private enterprises, they can't easily store raw materials as they can't afford to pay the rising and falling cost, they are unable to make a profit nor bear a loss. Therefore the recent increasing of rare earth materials price didn't bring to more purchasing volume and the NdFeB enterprises still goes step and step and purchase according to its demands or use their own stock if they have. Most of the companies are not optimistic about the market sustainability.
供給側(cè)發(fā)生變化，有助于改良供需結(jié)構(gòu)；但是，如果需求側(cè)不發(fā)生變化，這種改良就不能持續(xù)。因此，后市應(yīng)該兼顧供需、謹慎樂觀、有度。
If the supply side changes, it will help to improve the structure of supply and demand. But if the demand side does not change, this improvement can't be sustained. Therefore consideration must be given to both supply and demand in future market with cautiousness and optimism.
3.趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2016年05月14日
May 14th,2016
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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