金力永磁稀土行情簡報201630期(總第146期)08-01~08-05
JL MAG Rare-Earth Industry Price Briefing 08-01~08-05
2016年第32周
Week 32, 2016
1.重要新聞簡報Briefing of Important News
本周稀土市場鐠釹價格稍有下跌,鏑鐵及金屬鋱價格均有小幅上漲。亞洲金屬網(wǎng)價格:鐠釹金屬321-326元/KG,鏑鐵合金價格1240-1270元/KG,鋱金屬價格3530-3630元/KG。
This week, the price of PrNd has a slight fall while DyFe and Tb metal have a slight rise. At the weekend, the prices from Asian Metal present: PrNd metal is 321-326 RMB/KG, DyFe alloy is 1240-1270 RMB/KG and Tb metal is 3530-3630 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
稀土行業(yè)仍將承壓運行
Rare Earth Industry Will Remain under Pressure
從2016年上半年稀土行業(yè)運行情況來看,基本符合中經(jīng)有色金屬產(chǎn)業(yè)景氣月度指數(shù)的總體走勢,呈現(xiàn)“利潤同比下降、出口量大幅增長、價格低位震蕩"等幾個基本特點。
From the rare earth operation status of first half of 2016, it was basically in line with the overall trend of Nonferrous Metal Industry Boom Monthly Index and presented with several basic characteristics of profit drops compared to the same period of last year, a substantial growth in export volume, price volatility at low level, etc.
2016年1~5月,我國稀土行業(yè)在面對較大市場壓力的情況下,主營業(yè)務(wù)收入繼續(xù)保持平穩(wěn)增長,但實現(xiàn)利潤同比下降。根據(jù)中國有色金屬工業(yè)協(xié)會統(tǒng)計數(shù)據(jù),2016年前5個月,我國稀土行業(yè)主營業(yè)務(wù)收入為330.4億元,同比增長4.3%,實現(xiàn)利潤15.35億元,同比下降4.7%。
From January to May of 2016, in face of great market pressure, the main business revenue of China's rare earth industry continued to maintain a steady growth while the realized profit fell. According to the statistics of China Nonferrous Metals Industry Association, in the first 5 months of 2016, main business revenue of China's rare earth industry was 33.04 billion RMB, which is an increase of 4.3% and realized profit of 1.535 billion RMB, which is a decrease of 4.7%.
根據(jù)海關(guān)統(tǒng)計數(shù)據(jù),2016年1~5月,我國稀土冶煉分離產(chǎn)品累計出口1.93萬噸,同比增長81.7%;累計進口0.65萬噸,同比增長41.6%。稀土功能材料出口繼續(xù)平穩(wěn)增長,累計出口稀土永磁體1.04萬噸,同比增長7.8%。
According to customs statistics, from January to May of 2016, the total export of China's rare earth smelting and separation products was 19,300 tons, which is an increase of 81.7%; a total import of 6,500 tons, which is an increase of 41.6%. Export of rare earth functional materials continue to grow steadily, the total export of rare earth permanent magnets was 10,400 tons, which is an increase of 7.8%.
對于下半年稀土行業(yè)發(fā)展,短期看,今年上半年,稀土價格出現(xiàn)的階段性上漲主要得益于政策的催化,實際市場需求并無明顯改觀。6月中旬以來,由于下游需求不振,應(yīng)用企業(yè)推遲補貨,導(dǎo)致稀土原材料市場不活躍,稀土產(chǎn)品價格已經(jīng)出現(xiàn)回調(diào)。如后續(xù)政策不及預(yù)期,則部分稀土品種價格還存在進一步回調(diào)空間。
Looking at the rare earth industry development for the second half year, in the short term, the first half of 2016, rare earth price rise is mainly due to the policy catalysis, the actual market demand has not been changed significantly. Since mid-June, due to the sluggish downstream demand, the application enterprises delayed replenishment, resulting in rare earth raw materials market transaction is not active and the price of rare earth products has emerged callback. If the subsequent policy is not as expected, there will be further space of callback for some rare earth varieties.
中長期看,一方面,隨著稀土大集團組建工作相繼通過驗收,行業(yè)集中度和自律水平有望進一步提高;另一方面,《國務(wù)院辦公廳關(guān)于營造良好市場環(huán)境促進有色金屬工業(yè)調(diào)結(jié)構(gòu)促轉(zhuǎn)型增效益的指導(dǎo)意見》(國辦發(fā)〔2016〕42號)已經(jīng)下發(fā),將為稀土行業(yè)營造更為良好的市場發(fā)展環(huán)境。同時,總量控制、打擊違法違規(guī)行為專項行動等供給側(cè)改革手段,也將促使非正規(guī)產(chǎn)品產(chǎn)量進一步縮減,從而利好中長期稀土價格。
In the long run, on the one hand, with the establishment of the rare earth group has passed the acceptance, industry concentration and self-discipline level is expected to be further improved; on the other hand, the General Office of the State Council on Creating a Good Market Environment Promoting the Transformation of Increasing Benefit Guidance of Nonferrous Metals Industry Structural Adjustment (General Office of the State Council issue [2016] No. 42) has been issued, creating more favorable market environment for rare earth industry development. At the same time, the control of total quantity, crackdown on illegal acts of special operations and other supply side reforms, will also promote the production of non-regular products to further reduction, so as to benefit the long-term price of rare earth.
3.趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2016年08月05日
August 05th, 2016
提示:以上信息僅供參考!
Notes: the information above is for reference only!