金力永磁稀土行情簡報1648期(總第164期)12-12~12-16
JL MAG Rare-earth Industry Price Briefing12-12~12-16
2016年第51周
Week 51, 2016
1.重要新聞簡報Briefing of Important News
本周稀土市場金屬鐠釹價格有小幅上漲,鏑鐵和鋱價格相對穩(wěn)定。亞洲金屬網(wǎng)價格:鐠釹金屬335-340元/KG,鏑鐵合金價格1245-1265元/KG,鋱金屬價格3900-3950元/KG。
This week the market price of PrNd had a slight increase while Tb was relatively stable. Prices from Asian Metal of this weekend presented: PrNd 335-340RMB/KG, DyFe 1245-1265RMB/KG and Tb metal 3900-3950RMB/KG.
2016年11月,中國稀土的出口量為3987 噸,較去年同期增長23.0%,環(huán)比增長16.2%;出口平均單價為7.8 美元/千克,較去年同期下跌18.9%,環(huán)比增長25.6%。2016年1-11月,中國稀土的出口總量為42422 噸,同比增長41.4%;平均出口價格為7.3 美元/千克,同比下跌34.0%。
In November of 2016, China's rare earth export volume is 3987 tons, which increased 23% compared with the same period of last year, and increased 16.2% compared with last month, the average export price is $7.8 / kg, which declined 18.9% over the same period last year, but increased 25.6% compared with last month. From Jan. to Nov. 2016, China's total export of rare earth was 42,422 tons, an increase of 41.4% compared with the same period of last year; the average export price is $7.3 / kg, which declined 34% compared with the same period of last year.
2.業(yè)內(nèi)人士分析Analysis of Professional Insiders
SMM報道,2016年稀土收儲招標(biāo)會議結(jié)果如下:
As it was reported by SMM, the results of rare earth reserve tender meeting in 2016 are as follows:
氧化鐠32.31萬元/噸,成5噸,
Praseodymium oxide: RMB323,100 / ton, the turnover is 5 tons,
氧化釹25.59萬元/噸,成45噸,
Neodymium oxide: RMB255,900 / ton, the turnover is 45 tons,
氧化鐠釹25.33萬元/噸,流標(biāo),
Praseodymium Neodymium oxide: RMB253,300 / ton, failed,
氧化銪42.20萬元/噸,成60噸,
Europium oxide: RMB422, 000 / ton, the turnover is 60 tons,
氧化鋱287.72萬元/噸,流標(biāo),
Terbium oxide: RMB2877, 200 / ton, failed,
氧化鏑125.03萬元/噸,成280噸,
Dysprosium oxide: RMB1250, 300/ton, the turnover is 280 tons,
氧化鉺17.11萬元/噸,成330噸,
Erbium oxide: RMB 171,100/ton, the turnover is 330 tons,
氧化镥429.70萬元/噸,成16噸,
Lutetium oxide: RMB 4297, 000/ton, the turnover is16 tons,
氧化釔2.45萬元/噸,成670噸。
Yttrium oxide: RMB 24,500/ton, the turnover is 670 tons.
收儲靴子落地,看好稀土長期走勢。今年以來稀土價格低迷,收儲獲得高度重視。此次招標(biāo)共計收儲9個品種,氧化鐠釹、氧化鋱2個品種流標(biāo),其余7個品種共成1406噸,收儲資金為5.3億元。6月份流標(biāo)后,收儲再度開展并落地,展現(xiàn)國家對稀土行業(yè)的關(guān)注,看好稀土長期走勢。
The reserve ended, the long-term trend of rare earth is optimistic. This year, the rare earth price was in the doldrums, the purchasing and storage were highly valued. The total storage is 9 varieties for this tender, The Praseodymium Neodymium oxide and Terbium oxide lost the bid, the total turnover of the other 7 varieties is 1,406 tons, and the funds for purchasing and storage is RMB 530 million. After losing bid of June, the reserve carried out again and fixed, it shows the national attention on the rare earth industry, and take optimistic ideas on the long-term trend of rare earth.
招標(biāo)完成或引發(fā)稀土價格上漲行情。此次招標(biāo)品種多,成量總體不大且以重稀土為主,未來收儲或?qū)⒂缮虡I(yè)收儲與國家收儲配合完成。
The completion of tender may trigger the rare earth prices to increase. There are many varieties for this bid, while the overall volume is not large and heavy rare earth is the major one. The future storage will be completed by commercial storage and national reserve.
中標(biāo)價格多在現(xiàn)貨市場價格區(qū)間內(nèi),流標(biāo)的氧化鐠釹、氧化鋱近期價格漲勢較好。考慮到收儲交庫、春節(jié)期間下游備貨以及近力度的黑稀土打擊活動,此次收儲或?qū)⒁l(fā)稀土價格上漲行情,特別是重稀土。
The bid prices are mostly in the spot market price range, the price of the failed bid on Praseodymium Neodymium oxide and Terbium oxide has better gains. Taking into account of the storage library, the Spring Festival stocking in downstream and the unprecedented illegal rare earth crackdown, the reserve may lead to rare earth price rising, especially the heavy rare earth.
3.趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2016年12月16日
Dec. 16 2016
提示:以上信息僅供參考!
Notes: the information above is for reference only!