JL MAG Rare-Earth Industry Price Briefing 12-12~12-16
Week 50,2022
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情,鐠釹、金屬釹、鏑鐵和鋱的價(jià)格小幅上漲。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格840-850元/KG;金屬釹價(jià)格925-935元/KG;鏑鐵合金價(jià)格2410-2430元/KG;金屬鋱價(jià)格17000-17200元/KG。
In the rare earth market this week, the prices of PrNd, Nd metal, DyFe and Tb rose slightly. Asian metal weekend price: PrNd metal 840-850 RMB/KG; Nd metal 925-935 RMB/KG; DyFe alloy 2,410-2,430 RMB/KG and Tb metal is 17,000-17,200 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
我國(guó)稀土資源豐富,是唯一具有稀土完備產(chǎn)業(yè)鏈的國(guó)家。經(jīng)過(guò)多年的行業(yè)政策規(guī)范,我國(guó)稀土已進(jìn)入集約化發(fā)展的新階段。在全球能源結(jié)構(gòu)升級(jí)的背景下,以釹鐵硼為代表的永磁材料需求空間打開,我國(guó)稀土產(chǎn)業(yè)鏈的全球領(lǐng)先地位將持續(xù)深化,稀土的戰(zhàn)略資源價(jià)值有望持續(xù)提升。
Our country is rich in rare earth resources and is the only country that has a complete industrial chain of rare earth. After many years of industry policy regulation, our country rare earth has entered a new stage of intensive development. Under the background of global energy structure upgrading, the needs space of permanent magnet material represented by NdFEB is opened up. The global leading position of China's rare earth industry chain will continue to deepen, and the strategic resource value of rare earth is expected to continue to increase.
2021年以前,我國(guó)稀土應(yīng)用多以中低端領(lǐng)域?yàn)橹?,需求平穩(wěn)增長(zhǎng),稀土價(jià)格變化多由供應(yīng)端主導(dǎo)。2021年之后,以永磁電機(jī)為代表的下游應(yīng)用規(guī)模迅速擴(kuò)張,稀土價(jià)值中樞提升。當(dāng)前來(lái)看,在國(guó)內(nèi)總量管控,海外增量有限背景下,隨著高端需求空間進(jìn)一步打開,我們預(yù)計(jì)未來(lái) 2-3年全球稀土短缺格局或?qū)⒊掷m(xù),稀土價(jià)值有望長(zhǎng)期維持較高水平。(產(chǎn)業(yè)前沿)
Before 2021, China's rare earth applications were mainly in the middle and low-end sectors, with steady growth in demand and price changes dominated by the supply side. After 2021, the downstream application scale represented by permanent magnet motors has expanded rapidly, and the value center of rare earth has been enhanced. At present, in the context of domestic volume control and limited overseas increment, as the high-end demand space is further opened, we expect that the global rare earth shortage pattern may continue in the next two to three years, and the value of rare earth is expected to maintain a high level for a long time. (Industry Frontier)
3. 趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2022年12月16日
提示:以上信息僅供參考!
Notes: the information above is for reference only!