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當(dāng)前位置：金力永磁稀土行情簡(jiǎn)報(bào)201628期（總第144期）07-16~07-22
JL MAG Rare-earth Industry Price Briefing07-16~07-22
2016年第30周
Week 30, 2016
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)鐠釹價(jià)格有小幅下跌，鏑鐵價(jià)格稍漲，金屬鋱價(jià)格相對(duì)穩(wěn)定。亞洲金屬網(wǎng)價(jià)格:鐠釹金屬324-329元/KG，鏑鐵合金價(jià)格1220-1250元/KG，鋱金屬價(jià)格3450-3550元/KG。
This week the market price of PrNd has a slight decline but increase on DyFe, while the price of metal Tb is relatively stable. Prices from Asian Metal of this weekend present as: PrNd 324-329RMB/KG, yFe1220-1250RMB/KG, Tb metal 3450-3550RMB/KG.
2.業(yè)內(nèi)人士分析Analysis of Professional Insiders
中國(guó)稀土行業(yè)協(xié)會(huì)數(shù)據(jù)顯示，7月13日至19日，稀土價(jià)格指數(shù)連續(xù)多日維持在115.4。這意味著，目前稀土價(jià)格已基本回吐了二季度的漲幅，創(chuàng)下今年來(lái)的低點(diǎn)。
According to the data from China Rare Earths Industry Association, the rare earth price index remains as 115.4 from July 13th to 19th, which means the current rare earth price has pared the gains in the second quarter and reaches the lowest bottom of this year.
今年上半年，稀土市場(chǎng)可謂“時(shí)有風(fēng)雨時(shí)有晴"。年初，受益于去年開啟的大型稀土集團(tuán)限產(chǎn)保價(jià)，以及監(jiān)管部門持續(xù)打擊稀土走私、非法開采等，稀土價(jià)格止跌回穩(wěn)。受益于稀土商業(yè)儲(chǔ)備持續(xù)推進(jìn)和國(guó)儲(chǔ)預(yù)期升溫，5月份稀土價(jià)格持續(xù)反彈，輕稀土中的鐠、釹，中重稀土中的釓、鋱、鏑、鈥價(jià)格上漲明顯。中國(guó)稀土工業(yè)協(xié)會(huì)數(shù)據(jù)顯示，5月稀土價(jià)格指數(shù)從月初的117.3點(diǎn)上升至121.4點(diǎn)，創(chuàng)下今年來(lái)的高點(diǎn)。
In the past six months of this year, there's significant fluctuation in the rare earth market. In the beginning of this year, benefit from the measure of big rare earth groups in limiting production to protect the price and continuously strike on rare earth smuggling and illegal mining of supervision departments, the rare earth price bottomed out. Meanwhile benefit from the carrying forward of rare earth business reserve and national reserve, the rare earth price continuously rebound in May, the price of Pr, Nd in light rare earth and Gd, Tb, Dy, Ho in heavy rare earth rose significantly. According to the data from China Rare Earths Industry Association, the rare earth price index in May increased from 117.3 to 121.4 and reached the peak in this year.
6月7日，稀土國(guó)儲(chǔ)招標(biāo)會(huì)上，因招標(biāo)價(jià)格不及參會(huì)稀土集團(tuán)預(yù)期，9個(gè)品種共計(jì)3870噸的招標(biāo)計(jì)劃全部流標(biāo)。受此影響，6月份稀土價(jià)格指數(shù)回調(diào)，從月初的121.4點(diǎn)回落至118點(diǎn)。7月，稀土價(jià)格指數(shù)仍繼續(xù)回落，從13日到19日均維持在115.4。
In the rare earth national reserve bidding meeting on June 7th, as the bidding price is less than expectation of the rare earth groups, the bidding plan for nine kinds of products with a total 3870tons are all failed. Effect by it, the rare earth price index in June has dropped from 121.4 to 118 and in July, the index keeps dropping and remains as 115.4 from July 13th to 19th.
由于需求沒有實(shí)質(zhì)性改善、供應(yīng)過(guò)剩等因素，導(dǎo)致價(jià)格上漲動(dòng)力不足，基本回吐了前期漲幅。今年上半年，與上年同期水平相比，氧化物的價(jià)格均有較大幅度的下跌，其中氧化銪的價(jià)格跌幅大，為70.3%；氧化鐠、氧化釹的降幅分別為22%和12.3%;氧化鋱和氧化鏑的降幅分別為31.7%和23.6%。
As the demands do not have substantial improvement, excess supply and other elements, the increasing on price is short of power and has pared the gains in the earlier stage. In the first half year, the price of oxides have a severe drop compare to the same period last year with the biggest drop on europium oxide of 70.3%. Praseodymium oxide and neodymium oxide has separately dropped in 22% and 12.3%; terbium oxide and dysprosium oxide has separately dropped in 31.7% and 23.6%.
7月中旬，稀土持貨商不出貨，下游采購(gòu)情緒冷淡，雖然詢盤人數(shù)有所增加，但也基本是以詢價(jià)的方式試探市場(chǎng)，以貿(mào)易商居多，并采用快進(jìn)快出的方式來(lái)減少后期價(jià)格可能再次下行的風(fēng)險(xiǎn)。
In the middle of July, the rare earth merchants are hold the product and reluctant to sell while the downstream purchasing emotion is low with only increasing in inquiries, while is basically spying on the market and most of them are traders. They use the fast in fast out method to reduce the risk of price decreasing in the later stage.
7月份后，國(guó)內(nèi)下游備貨開始，稀土下跌空間已然不大。如果減產(chǎn)、收儲(chǔ)、打黑能夠嚴(yán)格貫徹, 庫(kù)存有望快速去化，再加上貿(mào)易商在收儲(chǔ)預(yù)期下的囤貨惜售行為，稀土價(jià)格已跌無(wú)可跌，在供給改革加碼的背景下，稀土價(jià)格有望進(jìn)入上漲通道，漲幅有望遠(yuǎn)超預(yù)期。
After the month of July, the stock up of downstream will start and there's no more space for the falling of rare earth price. If the reduction of output, rare earth purchasing and storage and strike on illegal can be strictly implemented, the current storage will be quick to sell out. The traders are reluctant to sell under the national purchasing and storage prospection, the rare earth price has reached the bottom. Under the background of supply reformation, the rare earth prices are expected to enter a rising channel with a sharply rise far more than expected.
3.趨勢(shì)圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2016年07月22日
July 22nd, 2016
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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