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當(dāng)前位置：金力永磁稀土行情簡報(bào)201637期（總第153期）09-19~09-23
JL MAG Rare-earth Industry Price Briefing09-19~09-23
2016年第39周
Week 39, 2016
1.重要新聞簡報(bào)Briefing of Important News
本周稀土市場鐠釹價(jià)格有小幅下跌，鏑鐵和鋱價(jià)格相對穩(wěn)定。亞洲金屬網(wǎng)價(jià)格:鐠釹金屬316-321元/KG，鏑鐵合金價(jià)格1240-1270元/KG，鋱金屬價(jià)格3550-3650元/KG。
The price of PrNd has a slight decrease on the rare earth market of this week while DyFe and Tb are relatively stable. The prices from Asian metal at the weekend present: PrNd is 316-321RMB/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
從知情人士處獲悉，原定于本周舉行的稀土國儲會議已被國家發(fā)改委取消，至于具體召開時(shí)間，知情人士表示，“應(yīng)該推遲到下周舉行了，因?yàn)橹坝幸环N說法是9月底之前落實(shí)稀土國儲事宜"。此前，有媒體報(bào)道，稀土國儲招標(biāo)確定在本周召開，本次招標(biāo)量大高于預(yù)期，參與招標(biāo)企業(yè)有：中鋁、廈鎢、廣晟、贛礦、中色。
From informed sources, the State Reserve of rare earth meeting which was scheduled to be held this week has been cancelled by the National Development and Reform Commission. For the specific holding time, informed sources said "it should be postponed to next week, because there is a saying previously that State Reserve of rare earth must be implemented by the end of September". Previously, the media reported that the State Reserve of rare earth bidding is determined to be held this week, the tender amount is higher than expected, participate in the bidding enterprises are: Chinalco, Xiamen Tungsten Co., Ltd., Rising Nonferrous Metals Share Co., Ltd., Ganzhou Rare Earth Mineral Industry Co., Ltd., and CNMC.
據(jù)澎湃新聞9月22日消息，上述招標(biāo)會推遲消息在另一位業(yè)內(nèi)人士處也得了證實(shí)。該業(yè)內(nèi)人士表示，“目前，參與招標(biāo)的企業(yè)還沒有收到招標(biāo)書，也沒有上交保證金"。據(jù)該人士所說，參與企業(yè)收到招標(biāo)書以及上交保證金，這兩項(xiàng)是國儲招標(biāo)會議正式啟動的前提。
According to The Paper news on September 22nd, the news of the above tender meeting will be delayed has also been confirmed from another insider. The insider indicated that at present, the enterprises involved in the tender has not received the invitation of tender and not paid the deposit". According to the person, the participating enterprises'receiving the invitation as well as to pay the deposit are the two premises for the official start of the national reserve tender meeting.
按照2016年3月30日國家發(fā)改委組織六大稀土集團(tuán)召開的收儲會議決定，六大稀土集團(tuán)應(yīng)分三批完成商業(yè)收儲，收儲目標(biāo)分別為1300噸、1600噸、2600噸，共計(jì)5500噸。此前的6月7日，國家發(fā)改委管理的司局級機(jī)構(gòu)國儲局召開了一次稀土國儲招標(biāo)會，但結(jié)果是9個品種全部流標(biāo)。當(dāng)時(shí)有業(yè)內(nèi)人士表示，流標(biāo)原因主要在于招標(biāo)價(jià)格不符合稀土集團(tuán)預(yù)期。低價(jià)之下，國儲局有意收儲，企業(yè)卻不愿意在此節(jié)點(diǎn)交付。在流標(biāo)之后的6月22日，國家發(fā)改委專門召開了一次稀土國儲會議。對該次會議，業(yè)內(nèi)人士稱，意在“動員企業(yè)，強(qiáng)調(diào)稀土國儲的重要性"。
According to the decision made on the reserve meeting organized by National Development and Reform Commission on March 30, 2016 that the six rare earth group should be divided into three batches to complete commercial reserve and the targets were 1300 tons, 1600 tons, 2600 tons, a total of 5500 tons. Prior to June 7th, the departmental agency and bureau managed by National Development and Reform Commission Management held the first rare earth State Reserve bidding, but the result is 9 varieties all failed to win the bids. Insiders said at the time, the main reason is that the tender price is out of the rare earth group's expectation. At low price, the Bureau intends to reserve while enterprises are not willing to deliver at this node. On June 22nd, the National Development and Reform Commission held a special rare earth reserve meeting. The insiders said, the meeting intended to mobilize the enterprise and emphasize the importance of rare earth storage".
不過，從目前的國儲進(jìn)程來看，“動員"效果并不好。中債資信在9月初的一份研究報(bào)告中指出，今年年初，受益于國家稀土收儲預(yù)期及商業(yè)收儲利好，稀土價(jià)格大幅上漲。國儲流標(biāo)后開始回調(diào)，目前主要稀土產(chǎn)品價(jià)格仍處于歷史低位水平。預(yù)計(jì)本次收儲價(jià)格仍將低于主要稀土生產(chǎn)企業(yè)心理價(jià)位，流標(biāo)的可能性較大。
However, from the current state of the reserve process, mobilization effect is not good. China Credit Rating Co., Ltd. pointed out that in a research report in early September, at the beginning of this year, benefit from the state reserve expectation and commercial reserve fearless, rare earth prices rose sharply. After the state reserve failed bids it began to call back, the main rare earth product price is still at the low level of historical status. It is expected that the reserve price will remain below the psychological price of the main rare earth production enterprise and the possibility of failing the bids is big.
3.趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2016年09月23日
Sep. 23, 2016
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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