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當(dāng)前位置：金力永磁稀土行情簡(jiǎn)報(bào)201629期（總第145期）07-23~07-29
JL MAG Rare-earth Industry Price Briefing07-23~07-29
2016年第31周
Week 31, 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)格稍有下跌，鏑鐵價(jià)格相對(duì)穩(wěn)定，金屬鋱價(jià)格小幅上漲。亞洲金屬網(wǎng)價(jià)格:鐠釹金屬322-327元/KG，鏑鐵合金價(jià)格1220-1250元/KG，鋱金屬價(jià)格3500-3600元/KG。
This week the market prices of PrNd has a slightly decline, but the price of DyFe is relatively stable, while the price of Metal Tb has a slightly increase. Prices from Asia Metal of this weekend present as: PrNd 322-327 RMB/KG, DyFe 1220-1250 RMB/KG, Tb metal 3500-3600RMB/KG.
近兩個(gè)月來(lái)稀土價(jià)格一直處在下跌態(tài)勢(shì)，市場(chǎng)按需采購(gòu)為主，受中央環(huán)保檢查組進(jìn)駐八省影響，稀土分離及冶煉行業(yè)開(kāi)工率下降；受停產(chǎn)影響，市場(chǎng)價(jià)格也產(chǎn)生了些變化。目前看來(lái)雖然整個(gè)行業(yè)庫(kù)存較大，但大面積停產(chǎn)還是能對(duì)價(jià)格起來(lái)一定的支撐作用。（轉(zhuǎn)載自中國(guó)稀土在線）
The rare earth prices have been in decline in past two months, the market is mainly according to the on-demand procurement, influenced by the central environmental protection inspection group in eight provinces, the rare earth separation and smelting industry starts rate is declining; Affected by the production halts, the market price has somehow changed. Now it appears the whole industry inventory is still large, but large area production halts has a certain supporting function to the price. (News from www.cre.net)
2.業(yè)內(nèi)人士分析Analysis of Professional Insiders
中國(guó)出口飆升 稀土變得不再稀有
China's exports surged, the rare earth is no longer rare
中國(guó)海關(guān)總署數(shù)據(jù)：中國(guó)7月份稀土出口3658噸。7月中國(guó)稀土出口量同比翻了1倍，創(chuàng)4年多來(lái)的高水平。中國(guó)去年取消了實(shí)施長(zhǎng)達(dá)15年的稀土出口管制，今年4月又取消稀土出口關(guān)稅，之后稀土出口量出現(xiàn)增長(zhǎng)。
The data fromChinaGeneral Administration of Customs,China's rare earth export in July is 3658 tons. It has a double increase compared to the same period of last year, which has arrived the highest level in more than four years. China cancelled the rare-earth export controls which carried up to 15 years last year and this year china cancelled the rare earth export tariffs in April, after that, the rare earth exports is growing.
“這種趨勢(shì)已經(jīng)醞釀了一段時(shí)間，"CRT資本集團(tuán)分析師凱文-斯塔克說(shuō)。“這是因?yàn)橹袊?guó)終止了出口配額政策。若中國(guó)對(duì)稀土的需求減少，表面來(lái)看情況正是如此，稀土將會(huì)通過(guò)出口離開(kāi)這個(gè)國(guó)家。這是多種因素共同作用的結(jié)果。"
"This trend has been brewing for a long time," said Kevin Stark, an analyst at CRT capital group. "This is becauseChinaended the export quota policy. IfChina's demand for rare earths is reducing, the surface situation as it is, the rare earth would leave the country through exports. This is the result of joint action of many factors."
同其他大宗商品一樣，稀土價(jià)格一直在下滑。而根據(jù)斯塔克，稀土價(jià)格下跌還將進(jìn)一步惡化。中國(guó)是原材料的大使用國(guó)，該國(guó)經(jīng)濟(jì)正在經(jīng)歷四分之一個(gè)世紀(jì)以來(lái)的慢增長(zhǎng)。
As with other commodities, the rare earth prices have been falling. While according to Stark, the rare earth prices will also deteriorate further.Chinais the biggest use of raw materials; the country's economy is going through the slowest growth in a quarter of a century.
專欄作家賽芬(MYRA P. SAEFONG)在MarketWatch發(fā)文表示，中國(guó)在稀土市場(chǎng)上的統(tǒng)治性地位鞏固，海外并購(gòu)的機(jī)會(huì)已經(jīng)成熟。中國(guó)資源稅改革的作用遲早要發(fā)揮，供求基本面發(fā)生了有利的變化——這三點(diǎn)很可能就意味著稀土和稀土股票價(jià)格已經(jīng)走到了黎明時(shí)分，幾年的大熊市即將結(jié)束。
Columnist SAEFONG (MYRA p. SAEFONG) wrote in MarketWatch,China's dominant position has been consolidated in the rare earth market, overseas mergers and acquisitions opportunity is ripe. Sooner or later, the role of China's reform of resource taxes to get play, the positive changes have taken place in the fundamentals of supply and demand, these three points are likely means that the price of rare earth and the rare earth stocks has reached at dawn, and the big bear market in these few years is coming to an end.
業(yè)內(nèi)人士認(rèn)為，中國(guó)想要繼續(xù)保持自己的“稀土壟斷"地位，因此他們壓低價(jià)格，迫使競(jìng)爭(zhēng)對(duì)手退出?？墒?，“伴隨競(jìng)爭(zhēng)對(duì)手不斷關(guān)閉或者破產(chǎn)，稀土價(jià)格再度上漲是完全可以想象的"。
Insiders think that,Chinawants to continue to maintain their own "rare earth monopoly" status, so they hold down the prices, forcing rivals to pull out. However, "Along with rivals constantly closing or bankrupting, prices' rising again is completely as you can imagine".
3.趨勢(shì)圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2016年07月29日
JJuly 29, 2016
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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