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當(dāng)前位置：金力永磁稀土行情簡報(bào)1649期（總第165期）12-19~12-23
JL MAG Rare-earth Industry Price Briefing12-19~12-23
2016年第52周
Week 52, 2016
1.重要新聞簡報(bào)Briefing of Important News
本周稀土市場(chǎng)金屬鐠釹價(jià)格有小幅下調(diào)，鏑鐵和鋱價(jià)格相對(duì)穩(wěn)定。亞洲金屬網(wǎng)價(jià)格:鐠釹金屬335-338元/KG，鏑鐵合金價(jià)格1245-1265元/KG，鋱金屬價(jià)格3900-3950元/KG。
This week the market price of PrNd had a slight decrease while DyFe and Tb was relatively stable. Prices from Asian Metal of this weekend presented: PrNd 335-338RMB/KG, DyFe 1245-1265RMB/KG and Tb metal 3900-3950RMB/KG.
中國有色金屬工業(yè)協(xié)會(huì)稀土分會(huì)近日在北京成立。中國有色金屬工業(yè)協(xié)會(huì)會(huì)長陳全訓(xùn)在講話中表示，成立稀土分會(huì)有助于促進(jìn)稀土行業(yè)持續(xù)健康發(fā)展。要破解行業(yè)困局，既需要國家產(chǎn)業(yè)政策給予大力扶持，也需要行業(yè)加強(qiáng)自律、抱團(tuán)取暖，共同維護(hù)健康有序的產(chǎn)業(yè)發(fā)展環(huán)境。
China Nonferrous Metals Industry Association Rare Earth Branch recently has been established in Beijing. The chairman of China Nonferrous Metals Industry Association Chen Quanxun said in his speech, the establishment of rare earth branch will help to promote the sustained and healthy development of rare earth industry. To break the industry predicament not only need the national industrial policy support with great efforts, but also need strengthening industry self-regulation and jointly safeguard the healthy and orderly development environment.
2.業(yè)內(nèi)人士分析Analysis of Professional Insiders
12月23日，稀土市場(chǎng)弱穩(wěn)運(yùn)行，鐠釹鏑產(chǎn)品有進(jìn)一步下調(diào)跡象，單一氧化鈰產(chǎn)品小幅提價(jià)，供貨商反映是原材料成本上升傳導(dǎo)所致。因前期政策面推動(dòng)不及預(yù)期，在年前采購訂單還未跟上之際，稀土市場(chǎng)觀望以待。
On December 23rd, rare earth market operated stably and weakly, PrNd and Dy products had further down signs, the price of single Cerium oxide product had slight increase, the supplier reflected it was cause by raw material price rising. Due to the early policy promoting was not as expected, the purchase order is not to meet the occasion before 2017,it take a wait-and-see attitude for rare earth market.
對(duì)于后市，市場(chǎng)人士看法不一，有堅(jiān)定信心者；也有持觀望態(tài)度，搖擺不定者。究其根本，則是從不同的角度出發(fā)。分析當(dāng)前稀土市場(chǎng)主要關(guān)注市場(chǎng)供應(yīng)和下游需求情況，政策為市場(chǎng)提供動(dòng)力支持。
For the market outlook, market views vary from different people, both have people with firm confidence and ones with wait-and-see attitude. Its fundamental is from a different point of view. Comprehensive analysis of the current rare earth market is mainly concerned about the market supply and downstream demand, the policy provides support for the market.
從供應(yīng)角度看，市場(chǎng)可供消費(fèi)的稀土產(chǎn)品有限，工廠現(xiàn)貨緊張，非法貨源減少。主要由于分離廠長期倒掛，開工率低，產(chǎn)量也隨著降低；今年以來包頭稀土產(chǎn)品交易所在市場(chǎng)上收吸收了一部分工廠庫存；稀土商儲(chǔ)、國儲(chǔ)對(duì)庫存的有效吸收；稀土“打黑"專項(xiàng)行動(dòng)對(duì)非法產(chǎn)能產(chǎn)量的遏制。
From the supply point of view, the market available for consumption of rare earth products is limited, factory spot tight, illegal supply reduced. Mainly because of the separation of plant long-term upside down, low operation rate, yield reduced. Baotou Rare Earth Products Exchange absorbed part of the factory stock from this year; the effective absorption of inventory for rare earth business reserve and national reserve; rare earth special action for curbing illegal production capacity.
需求層面，粗略估計(jì)今年釹鐵硼毛坯產(chǎn)量在12萬噸左右，呈現(xiàn)連續(xù)增加的趨勢(shì)，對(duì)鐠釹市場(chǎng)需求也是逐年遞增；今年以來，出口形勢(shì)一片大好，國際需求增加，尤其在人民幣貶值的帶動(dòng)下，對(duì)出口有更大的刺激作用。
From the level of demand, a rough estimation of NdFeB block production this year is around 120 thousand tons, showing a continuous increasing trend, market demand of praseodymium neodymium is increasing year by year; the export situation is excellent from this year, international demand increases, especially driving in the devaluation of RMB, it has a greater stimulating effect on export.
政策層面，供給側(cè)結(jié)構(gòu)性改革有望縮減稀土行業(yè)產(chǎn)能，稀土行業(yè)十三五規(guī)劃顯示，冶煉分離產(chǎn)能在十三五期間由35萬噸壓縮至20萬噸；稀土專項(xiàng)打黑行動(dòng)開啟，各地方嚴(yán)格重視此次行動(dòng)，預(yù)計(jì)成效也較以往更大。
From the policy level, the supply side structural reform is expected to reduce production capacity of rare earth industry, rare earth industry shows in the 13th Five-Year-Plan, smelting and separation capacity during 13th Five-Year-Plan is condensed from 350 thousand tons to 200 thousand tons; rare earth special crackdown action has been fully opened with unprecedented efforts. Each place strict attention to the operation, is expected to get a greater result.
市場(chǎng)走勢(shì)更多地體現(xiàn)了市場(chǎng)參與者的信心，目前來看，市場(chǎng)參與者應(yīng)堅(jiān)定信心，同時(shí)謹(jǐn)慎操作，看準(zhǔn)市場(chǎng)拐點(diǎn)，在政策的推動(dòng)下，稀土市場(chǎng)長期向好，不排除短期出現(xiàn)小幅波動(dòng)的可能。
The market trend shows more confidence of market participants, at present, market participants should be confident firmly, and with prudent operation, successfully target the market inflection point, under the impetus of the policy, the long-term rare earth market is in good trend, the possibility of fluctuation in short term cannot be ruled out.
3.趨勢(shì)圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2016年12月23日
Dec. 23, 2016
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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