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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 05-01~05-06
Week 18，2023
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹、金屬釹、鏑鐵合金、金屬鋱的價格均存在小幅下跌。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格535-545元/KG；金屬釹價格540-550元/KG；鏑鐵合金價格1850-1870元/KG；金屬鋱價格10400-10600元/KG。
This week, the price of PrNd, Nd metal, DyFe and Tb has decreased slightly. Prices from Asian Metal at this weekend presented: PrNd metal 535-545 RMB/KG; Nd metal 540-550 RMB/KG; DyFe alloy 1850-1870 RMB/KG; Tb metal 10400-10600 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
5月6日，主要稀土品種主流價格小幅上行，市場活躍度提升，或吹響了價格行情反彈的號角，而利好已然連營。據(jù)業(yè)內(nèi)反映，渠道低價貨源幾近消失。
On May 6, the mainstream price of the main rare earth varieties rose slightly, the market activity increased, or sounded the horn of the price rebound, and the good news has already been camp. According to the industry, the channel of low-priced goods almost disappeared.
其次，據(jù)外媒、綜合lynas定期官宣，若馬來西亞彭亨關(guān)丹萊納斯稀土廠營運執(zhí)照中的多項禁令在2023年7月1日后繼續(xù)存在，萊納斯準(zhǔn)備2023年7月起暫時關(guān)閉該稀土廠三個月。然后再維持一段時間的低產(chǎn)量，直到卡爾古利稀土加工廠生產(chǎn)的混合稀土碳酸鹽送到馬來西亞為止。
Secondly, according to foreign media and lynas regular official announcement, if the various bans in the operating license of Linus Rare Earth plant in Pahang, Malaysia continue to exist after July 1, 2023, Lynas is prepared to temporarily shut down the rare earth plant for three months from July 2023. It then keeps production low for a while until mixed rare earth carbonates from the Kalgoorlie rare earth processing plant are sent to Malaysia.
另據(jù)美媒4月18日報道——在緬甸克欽邦(Kachin)開采稀土礦的中國企業(yè)承諾停止開采活動，此前有1000多名當(dāng)?shù)鼐用裉岢隹棺h，認(rèn)為開采稀土?xí)Νh(huán)境造成破壞。稀土元素對智能手機(jī)等許多日常高科技設(shè)備的生產(chǎn)至關(guān)重要。
According to US media, April 18——Chinese companies mining rare earth minerals in Myanmar's Kachin state promised to stop their activities after more than 1,000 local residents protested that the mining would cause damage to the environment. Rare earth elements are crucial to the production of many everyday high-tech devices, such as smartphones.
另外，根據(jù)《全省深入整治規(guī)范礦產(chǎn)資源保護(hù)開發(fā)利用專項行動實施方案》，江西5月開始集中整治礦產(chǎn)資源保護(hù)開發(fā)利用——集中整治(5月1日至7月31日)。
In addition, according to the “Implementation Plan of the Special Action on the Protection, Development and Utilization of Mineral Resources” in the Province, Jiangxi began to concentrate on the protection, development and utilization of mineral resources in May (from May 1 to July 31).
增量方面，海外稀土項目在推進(jìn)中，行業(yè)發(fā)展被政治訴求綁架。所以，不是稀土價格高低所能促進(jìn)和阻攔的。截止2023年5月的消息，2023-2024上半年沒有任何新項目投產(chǎn)放量的可能。
In terms of increment, while overseas rare earth projects are being pushed forward, the industry's development is being held hostage by political demands. Therefore, it is not the price of rare earths that can promote or discourage. As of May 2023, no new projects are expected to come on stream in the first half of 2023-2024.
綜上所述，當(dāng)前稀土市場行情迎來全面反彈的可能性大。（產(chǎn)業(yè)前沿）
To sum up, the current rare earth market is likely to usher in a full rebound. (Industry Frontier)
北方稀土高科技股份有限公司發(fā)布2023年5月稀土產(chǎn)品掛牌價格
單位：元/噸（出廠含稅價）
3.趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2023年05月06日
May 06th,2023
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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