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當(dāng)前位置：金力永磁稀土行情簡(jiǎn)報(bào)201623期（總第139期）06-12~06-17
JL MAG Rare-Earth Industry Price Briefing 06-12~06-17
2016年第25周
Week 25, 2016
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)稀土價(jià)格均有小幅下滑。亞洲金屬網(wǎng)價(jià)格:鐠釹金屬337-342元/KG，鏑鐵合金價(jià)格1270-1300元/KG，鋱金屬價(jià)格3620-3720元/KG。
This week the price of rare earth metal has a slight decrease. Prices from Asian Metal at weekend present: PrNd: 337-342RMB/KG; DyFe: 1270-1300RMB/KG; Tb Metal: 3620-3720RMB/KG.
海關(guān)數(shù)據(jù)顯示，2016年5月，中國(guó)稀土出口量為4073噸，較去年同期增長(zhǎng)55.58%，但仍不及3月；出口平均單價(jià)環(huán)比漲幅明顯。2016年1-5月，中國(guó)稀土出口總量為19364噸，同比增長(zhǎng)81.6%；平均出口價(jià)格同比下滑逾35%。
Customs data shows that in May 2016, China has exported 4,073 tons of rare earth, which is an increase of 55.58% compared to the same period of last year, however, it is still less than March; its average export price has a significant ring growth. In the first 5 months of 2016, China has exported 19,364 tons of rare earth, which is an increase of 81.6% compared to the same period of last year; its average export price fell more than 35% compared to the same period of last year.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
記者近日獲悉，《稀有金屬管理?xiàng)l例》(以下簡(jiǎn)稱《管理?xiàng)l例》)有望近期出臺(tái)?！豆芾?xiàng)l例》包括稀土總量控制以及開(kāi)采、冶煉和流通等環(huán)節(jié)的一系列管理辦法，對(duì)稀土產(chǎn)業(yè)綜合管控有望進(jìn)一步加強(qiáng)。
Reporters recently learned that the "regulation on the administration of rare metal (hereinafter referred as" regulation") is expected to be issued in the near future. This regulation contains rare earth total quantity control and a series of management measures on mining, smelting and circulation, the comprehensive control of rare earth industry is expected to be further strengthened.
盡管工信部的稀土打黑行動(dòng)一直在進(jìn)行，但困擾行業(yè)已久的“黑稀土"問(wèn)題仍未斬草除根。這也是造成稀土價(jià)格長(zhǎng)期處于低位的原因之一。目前的稀土礦開(kāi)采總量控制指標(biāo)由國(guó)土資源部和工信部每年分批下達(dá)。
Despite continuance of rare earth crackdown action from MIIT, the "black rare earth" problem still not eradicated. This is also one of the reasons why rare earth prices stay low for long period. The rare earth mining total control index is issued in partial orders every year by Ministry of Land and Resources and Ministry of Industry and Information Technology.
業(yè)內(nèi)人士指出，在市場(chǎng)有需求的情況下，行業(yè)仍會(huì)超額生產(chǎn)，因?yàn)椴块T(mén)層級(jí)的總量指標(biāo)非強(qiáng)制性的法律法規(guī)，威懾力不足。一旦《管理?xiàng)l例》落地推進(jìn)，其法律約束力度加強(qiáng)，對(duì)非法開(kāi)采的管控將更為嚴(yán)格。
The industry insiders point out, under the condition of the market demand, the industry will still produce excess the control index, because the total index is not from any mandatory laws and regulations, there lacks of deterrence. Once the regulation is implemented and reinforced, the control on illegal mining will be stricter.
另?yè)?jù)了解，目前我國(guó)稀土氧化物總量控制指標(biāo)偏低，未來(lái)有望擴(kuò)大額度。數(shù)據(jù)顯示，2015年稀土礦開(kāi)采總量控制在10.5萬(wàn)噸，今年額度或持平。
Additionally as we have learned, at present, the total control targets of rare earth oxides is low, the quota is expected to expanded in the future. According to data, rare earth mining in 2015 was controlled at 105,000 tons, the total amount control of this year will possibly be the same.
瑞道金屬預(yù)計(jì)，2016年市場(chǎng)總需求在15.2萬(wàn)噸左右，其中北方礦需求12.5萬(wàn)噸左右，南方礦需求為2.7萬(wàn)噸左右，市場(chǎng)仍存供應(yīng)缺口。對(duì)正規(guī)礦的嚴(yán)控一方面導(dǎo)致了六大稀土集團(tuán)的部分產(chǎn)能閑置，產(chǎn)能利用率降低;另一方面又給黑色產(chǎn)業(yè)鏈讓出了生長(zhǎng)空間。
Ruidow.com expects that in 2016 the total market demand of rare earth is around 152,000 tons, which includes 125,000 tons from northern and 27,000 tons from southern, the market remains in supply. On one hand, the strict control on formal mines leads to idle capacity of the six rare earth groups, the capacity utilization is low; on the other hand, it gives growth space for illegal industry chain.
對(duì)此，國(guó)家正在進(jìn)行提高總量控制指標(biāo)的相關(guān)工作。不過(guò)，對(duì)上游采礦權(quán)管控不會(huì)放松，總體合法產(chǎn)能仍將維持平穩(wěn)。
To this, the government is taking related work to increase the total control amount. But they will not relax the control of upstream mining right, in general the legal capacity will remain stable.
3.趨勢(shì)圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2016年06月18日
Jun. 18th, 2016
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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