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當前位置：金力永磁稀土行情簡報201635期（總第151期）09-05~09-09
JL MAG Rare-earth Industry Price Briefing09-05~09-09
2016年第37周
Week 37, 2016
1.重要新聞簡報Briefing of Important News
本周稀土市場價格鐠釹價格小幅下跌，鏑鐵鋱價格相對穩(wěn)定。亞洲金屬網(wǎng)價格:鐠釹金屬317-322元/KG，鏑鐵合金價格1240-1270元/KG，鋱金屬價格3550-3650元/KG。
This week the price of PrNd has a slight decline while DyFe and Tb are relatively stable. The prices from Asian metal at the weekend present: PrNd is 317-322RMB/KG, DyFe is 1240-1270RMB/KG and Tb is 3550-3650RMB/KG.
2.業(yè)內(nèi)人士分析Analysis of Professional Insiders
8月26日上午，國家物質(zhì)儲備調(diào)節(jié)中心(簡稱“國儲中心")與四大稀土集團(即中鋁稀土、南方稀土、廣東稀土和廈門鎢業(yè))高層進行非正式會談，大致確定優(yōu)先收儲6種重稀土氧化物方案；8月31日上午，國家發(fā)改委及國儲中心同國家財政部就國儲款項及結(jié)算進行商談。業(yè)內(nèi)人士表示，今年稀土國儲在政府層面已基本無障礙，加之政府部門涉及國儲問責(zé)，稀土國儲將進入快車軌道。樂觀估計，稀土招標會議將于9月上旬召開。
On the morning of Aug. 26th, the National Material Reserve Adjustment Center held a non-official meeting with the management of four rare earth groups (Chinalco Rare Earth, Southern Rare Earth, Guangdong Rare Earth, Xiamen Tungsten), roughly decided the purchasing and storage plan of six heavy rare earth oxides. On the morning of Aug.31st, the NDRC (National Development and Reform Commission) and National Reserve Center had negotiated with national financial dept. about the payment and settlement of national rare earth purchasing and storage. Insiders indicate that the national rare earth purchasing and storage is basically accessible at government level this year, relating to the accountability issues, the national rare earth purchasing and storage will move to an express way. Under optimistic estimation, rare earth bidding meeting will be held in early September.
“據(jù)我所知，目前國儲中心已向財政部發(fā)出‘要款報告'，稀土國儲在政府層面已無障礙，且國儲付款周期將縮短至1個月左右。今年稀土國儲也將類似商儲分三批進行，屆時，國儲將分批結(jié)算以調(diào)動企業(yè)積極性。"業(yè)內(nèi)一消息人士表示，同時也指出這批稀土招標量尚不明確，招標價格方面也仍存爭議。他表示，一方面，企業(yè)界要求在當前市場平均價格基礎(chǔ)上再上調(diào)10-15%，例如氧化鏑99.5%min招標價格將上調(diào)至1,400元/公斤左右；另一方面，國儲中心將按照稀土協(xié)會、亞洲金屬網(wǎng)等多家平臺的6個月均價進行招標收儲，調(diào)節(jié)幅度將主要考慮付款周期、收儲運營等成本。
One resource said: according to my knowledge, the reserve center has already issued the payment report to national financial dept., the national rare earth purchasing and storage is basically accessible at government level and the payment period will be shorten to one month. This year the national rare earth purchasing and storage will be divided into three times and at the appointed time, business purchasing and storage will use partial settlement to arouse the enterprise positivity. Meanwhile the bidding amount remains unclear and bidding price is still controversial. He mentioned that on one side, the company wish to increase 10-15% based on the market average price, for example, the bidding price for Dy oxides 99.5%min should increase to 1400RMB/KG; on the other side, the reserve center will arrange the bidding on purchasing and storage according to the average price of last six months on Rare Earth association, Asian Metal and other platforms. Accommodative amplitude will mainly depend on payment terms, purchasing and storage operations and other costs.
另一來自六大稀土集團的消息人士確認以上招標價格分歧，“根據(jù)測算，按照前期亞洲金屬等6家平臺或網(wǎng)站過去6個月的平均價作為定價的概率較大。那么，本次招標標價將比今年6月初流標價格還低，"他表示，但同時強調(diào)，釔、銪、鉺、镥產(chǎn)品撮成概率較大，鋱、鏑和鐠釹還得再商討。他認為，今年國儲將可能遵循“先易后難"的思路進行收儲。
Another insider from the six rare earth groups confirmed the controversial on the biding price and according to the evaluation, it is more possible to fix the price based on Asian Metal and other six platforms or average price of past six months on website. Then the bidding price of this time will be lower than the price of last bids in early June. He also stressed that the successful probability for Yttrium, Europium, Erbium, Lutecium is bigger while Tb, Dy and PrNd is still negotiable. He said that this year the national rare earth purchasing and storage will follow the idea of priority to the easy.
自今年8月15日北方稀土集團下調(diào)鐠釹價格以來，鐠釹、鏑等產(chǎn)品市場價格持續(xù)下跌(見下圖)，市場人士心理由的堅挺提價轉(zhuǎn)至消極待市，部分業(yè)內(nèi)人士甚至看空后市。亞洲金屬認為，進入9月份以來，因歐美夏休陸續(xù)結(jié)束，中國稀土市場將受國外需求刺激趨于回暖。國內(nèi)市場來看，盡管今年釹鐵硼磁材受風(fēng)電行業(yè)需求降低影響較去年疲軟，但總體上仍呈緩慢復(fù)蘇跡象。假使稀土國儲能先易后難形成示范，那么市場人士將重拾信心，相應(yīng)地，主要稀土產(chǎn)品價格勢必將順勢反彈。
Since August 15th, the Northern rare earth group reduces the PrNd price, the market price of PrNd and Dy is continuously falling. The market participants psychological changed from price increasing to negatively waiting, part of the insider even think it will be bearish market. Asian Metal think that since September, the summer break in Europe and USA will come to an end while the Chinese rare earth market demand will increase again after stimulate by foreign market. From the perspective of domestic market, even the rare earth material demand decreases compared to last year which affected by wind power industry demand, but overall it shows a sign of slow recovery. If the rare earth purchasing and storage can form a demonstration with priority to the easy, the market participants will regain confidence and correspondingly, the main rare earth products prices will rebound again.
3.趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2016年09月09日
Sep. 09, 2016
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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