金力永磁稀土行情簡報201733期(總第199期)09-11~09-15
JL MAG Rare-earth Industry Price Briefing 09-11~09-15
2017年第37周
Week 37.2017
1.重要新聞簡報Briefing of Important News
本周稀土市場鐠釹價格相對穩(wěn)定,鏑鐵和金屬鋱價格有小幅下跌。亞洲金屬網價格: 鐠釹金屬價格645-655元/KG,鏑鐵合金價格1230-1280元/KG,鋱金屬價格4970-5020元/KG。
This week the price of PrNd is relatively stable, the price of DyFe and Tb fall slightly. Price from Asian Metal at this weekend presented: PrNd 645-655 RMB/KG, DyFe 1230-1280 RMB/KG and Tb 4970-5020 RMB/KG.
本周稀土市場形勢只能用清淡和冷清來形容,成量少,同時價格也在繼續(xù)回落。由于釹鐵硼工廠還沒有補庫存,前期因環(huán)保問題很多中小型工廠停產而導致需求量有所減少,所以本周除了大型企業(yè)還有一小部分在正常補充稀土庫存外,大部分釹鐵硼工廠的大批量采購現象還沒有出現。
This week rare-earth market is weak leading to low sale volumes and the price is still falling. Since the NdFeB plants have not yet replenished its inventory, the demand is reduced because some small and medium-sized factories stop production due to environmental problems. Apart from some large enterprises refilling rare-earth supplies as usual, it is not appeared that most NdFeB plants purchase rare earth in massive.
2.業(yè)內人士分析Analysis of Professional Insiders
9月份以來稀土市場一直不太景氣,近幾天市場整體偏淡,部分產品價格也在小幅下滑。
Rare-earth market is gloomy since September. The whole market is weak in last few days and the price of some products fall slightly.
氧化鐠釹低的報價在47萬元/噸,大廠的報價堅挺,價格在48-50萬元/噸左右,但大部分采購方都在觀望市場并不急于采購。氧化釓的市場呈現小幅下滑的態(tài)勢,價格在12-14萬元/噸左右,采購商采購欲望不強。氧化鋱的報價在380-385萬元/噸左右,交少。氧化鈥的報價在48-50萬元/噸左右,但也有客戶在報45-47萬元/噸的低價,同樣交不多。氧化釔的價格也有所回落,目前的報價在2.2-2.3萬元/噸左右。
The lowest quotation of PrNd oxide is 470,000 RMB/T while the big plants have strong quotation around 480,000-500,000 RMB/T. But most purchasers are looking on the market and not eager to purchase. The market of Gadolinium oxide shrinks a little around 120,000-140,000 RMB/T. The purchaser is not eager to purchase. The price of Dysprosium oxide is 3,800,000 -3,850,000 RMB/T with low sale volumes. The quotation of Ho oxide is around 480,000-500,000 RMB/T, but some customers quote 450,000-470,000 RMB/T also with low sale volumes. The price of Yttrium oxide declines a little which quotes 22,000-23,000 RMB/T.
業(yè)內人士認為市場在前期上漲過快,下游行業(yè)需要時間消化吸收這一波價格行情,從而導致采購方減少采購量這也屬于正常的市場行為,目前鐠釹市場回落的幅度和前期上漲的幅度相比來說非常小。
Professional insiders think that the market is expanding too quickly in pre-period. The downstream industries need time to digest and absorb this wave of price quotes. It leads to purchasers reducing purchase quantities, which is normal market behavior. At present, the decline of PrNd market is quite small compared with the increase of previous stage.
目前為此輪稀土價格瘋狂上漲之后的調整期,后市是漲是跌目前尚難定論。不過,從中長期來看,隨著電動汽車逐漸普及化的趨勢,下游永磁材料的需求尚有較大的增長空間。部分品種的稀土產量指標與實際需求之間尚存在一定短缺,因此對未來稀土的價格行情應能持偏樂觀的心態(tài)。
At present, this round is the adjustment period after crazy rising of rare-earth price and future market is difficult to conclude it rises or falls. But, from the middle and long term, as the trend of all-pervading electric car, the permanent magnetic materials in downstream has space to grow in demand. The rare earth production index of some products has a certain shortage with actual demands. Thus, it is positive towards future price of rare earth.
受稀土價格暴漲影響,下游應用企業(yè)新增訂單較少,消化歷史庫存并觀望的情緒濃厚,部分磁材企業(yè)都在逐步消化前期簽訂的老訂單,前期低庫存的小型磁材廠已經大幅減產或停產,行業(yè)洗牌正在進行中,大型磁材或將明顯受益。
Influenced by spurt of price, applicable companies in downstream has less new orders and digest history stock which is waiting and see the market. Some magnetic material companies are digesting the orders signed in previous period. The small low-stock magnetic material factories reduce largely in production even stop production. Industry reshuffle is in progress which benefits a lot to big magnetic material factories.
3. 趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)
2017年09月15日
September.15th, 2017
提示:以上信息僅供參考!
Notes: the information above is for reference only!