JL MAG Rare-Earth Industry Price Briefing 01-28~02-03
Week 04,2023
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情,鐠釹和金屬釹小幅上漲,鏑鐵和鋱的價(jià)格較為穩(wěn)定。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格893-903元/KG;金屬釹價(jià)格985-995元/KG;鏑鐵合金價(jià)格2430-2450元/KG;金屬鋱價(jià)格17400-17600元/KG。
This week, the price of PrNd and Nd metal has increased slightly while the price of DyFe and Tb is relatively stable. Prices from Asian Metal at this weekend presented: PrNd metal 875-885 RMB/KG; Nd metal 965-975 RMB/KG; DyFe alloy 2,430-2,450 RMB/KG; Tb metal 17,400-17,600 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
春節(jié)后盼漲情緒濃厚,故本周作為節(jié)后首周,稀土市場(chǎng)的“狂飆”也極其瘋狂,但是此“飚”只在上游,中小游“飚”的費(fèi)勁,至周末北方稀土平掛繼續(xù),稀土現(xiàn)貨市場(chǎng)“飚”也難了。
As the first week after the Spring Festival, the rare earth market is also very crazy. But this "Crazy Race" is only in the upstream, hard to show in the middle and downstream, and until this weekend, the northern rare earth continued the flat, which is quite difficult for the rare earth spot market to increase rapidly.
首先鐠釹來(lái)看:節(jié)后無(wú)量看漲,氧化鐠釹“據(jù)傳”價(jià)格扶搖直上,一天萬(wàn)元的漲幅向上報(bào),市場(chǎng)流傳的聲音也格外多,分離廠及貿(mào)易企業(yè)報(bào)價(jià)高且惜售,中游金屬端被動(dòng)跟漲,倒掛明顯,下游磁材在沒(méi)有新單的情況下,微量補(bǔ)采。但實(shí)際上,本周的七天內(nèi),實(shí)單并未有傳的那么高,剛過(guò)完節(jié)后至正月十五前,訂單跟進(jìn)慢,整體市場(chǎng)的狂飆隨著北方稀土78.7萬(wàn)元/噸的平掛后而進(jìn)入冷靜,周末期雖未有明顯的成交放量,但高報(bào)價(jià)開(kāi)始回落。
First of all, from the aspect of PrNd, after the holiday, the price of praseodymium oxide "reportedly" skyrocketed, and the increase with 10,000RMB/Ton per day was reported. There were also a lot of voices circulating in the market. Separation plants and trading enterprises offered high prices and were reluctant to sell, the metal end passively followed the price rise and the price inversion was obvious. But in fact, in the seven days of this week, the actual order was not as much as the rumor, the orders followed slowly within these two weeks. The overall market surged with the northern rare earth 787,000 RMB/Ton after the flat and entered a calm. Although there was no obvious transaction volume, but the high price began to fall.
其次鏑鋱來(lái)看:節(jié)后的看漲的產(chǎn)品除了鐠釹,鏑鋱的預(yù)盼也比較濃,但奈何市場(chǎng)缺少護(hù)航的企業(yè),節(jié)后的鏑鋱少量成交,價(jià)格與節(jié)前保持一致,本周未出現(xiàn)明顯變化,試探高報(bào),但成交難上,鏑鋱以穩(wěn)繼續(xù)。(瑞道稀土資訊)
Second, from the aspects of Dy and Tb: in addition to PrNd, Dy and Tb are also expected to be bullish after the holiday, but the market is lack of companies to support it, Dy and Tb after the holiday are traded in a small amount, and the price remains consistent as before the holiday. There is no significant change this week and the price is reported to high, but the transaction is difficult, Dy and Tb continue to be stable. (Ruidow Rare Earth Information)
3. 趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2023年02月03日
Feb 3rd, 2023
提示:以上信息僅供參考!
Notes: the information above is for reference only!