JL MAG Rare-Earth Industry Price Briefing 07-03~07-07
Week 28,2023
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情,鐠釹、金屬釹、金屬鋱以及鏑鐵合金均出現(xiàn)小幅下跌。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格548-558元/KG;金屬釹價(jià)格560-570元/KG;鏑鐵合金價(jià)格2000-2020元/KG;金屬鋱價(jià)格9350-9550元/KG。
This week, the prices of PrNd, Nd metal, DyFe and Tb fell slightly. Prices from Asian Metal at this weekend presented: PrNd metal 548-558 RMB/KG; Nd metal 560-570 RMB/KG; DyFe alloy 2000-2020 RMB/KG and Tb metal 9350-9550 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周(7.3-7日)稀土整體走勢(shì)不容樂(lè)觀,各系產(chǎn)品周初均出現(xiàn)不同程度的明顯下滑,但后期主流產(chǎn)品弱勢(shì)趨緩,后續(xù)預(yù)期雖仍有下行空間但幅度及走向或許存在差異。
This week (July 3-7), the overall trend of rare earths is not optimistic, with various series of products showing varying degrees of significant decline at the beginning of the week. However, the weakness of mainstream products has slowed down in the later stage. Although there is still room for a downward trend in future an expectation, there may be differences in amplitude and direction.
鐠釹氧化物及金屬拋售增多,出貨讓利幅度增大,再次加劇了市場(chǎng)的搶跑心理。本周最低價(jià)位出現(xiàn)在周初,成交價(jià)格不斷向采購(gòu)價(jià)靠攏,而采購(gòu)成本只有更低沒(méi)有最低。然而就真實(shí)的供應(yīng)而言,并不至于發(fā)展到如此弱勢(shì),激烈的競(jìng)價(jià)后,工廠開始堅(jiān)守底線,周中后期,在補(bǔ)空單及頻繁詢價(jià)中,鐠釹產(chǎn)品的成交逐步向中位靠攏。
The increase in selling of PrNd oxide and metals, as well as the increase in profit margins for shipments, has once again exacerbated the market's competitive mentality. The lowest price of this week appeared at the beginning of the week, with transaction prices constantly approaching the purchase price, and the purchase cost is only lower without a minimum. However, in terms of actual supply, it did not develop to such a weak point. After intense bidding, the factory began to adhere to the bottom line. In the middle and later stages of the week, during the filling of short orders and frequent inquiries, the transaction of PrNd products gradually approached the middle level.
鏑鋱產(chǎn)品價(jià)格本周無(wú)意外的雙雙下行,缺少集團(tuán)護(hù)航的鏑鋱產(chǎn)品,本周回歸了其本來(lái)的軌道,進(jìn)口礦價(jià)格的回調(diào)也再次影響了現(xiàn)貨氧化物,鏑鐵和金屬鋱少量的低詢低采,又一次拉低了市價(jià)。
The prices of Dy and Tb products have not unexpectedly declined this week. Without the protection of the group, Dy and Tb products have returned to their original track this week. The correction in import ore prices has once again affected spot oxides, and a small amount of low inquiry and low mining of Dy iron and metal Tb has once again lowered the market price.
三季度并無(wú)過(guò)多需求亮點(diǎn),磁材行業(yè)大概率仍以剛需采購(gòu)為主,輕稀土方面在下半年配額及精礦價(jià)位調(diào)整方面或許影響著鐠釹走向;重稀土方面在合金級(jí)金屬備采后,需求明顯減弱,其仍有緩慢向下的可能,當(dāng)然,不排除有政策利好的可能,后續(xù)走勢(shì)或面臨諸多挑戰(zhàn)。(瑞道稀土資訊)
There were not many demand highlights in the third quarter, and the magnetic material industry is still likely to focus on just in demand procurement. The adjustment of quotas and concentrate prices for light rare earths in the second half of the year may affect the direction of PrNd. After the preparation and mining of alloy grade metals, the demand for heavy rare earths has significantly weakened, and there is still a possibility of a slow downward trend. Of course, there is a possibility of policy benefits, and the subsequent trend may face many challenges. (Ruidao Rare Earth Information)
北方稀土高科技股份有限公司發(fā)布2023年7月稀土產(chǎn)品掛牌價(jià)格
Listing Price of Rare Earth Products from CNRE of July 2023
單位:元/噸(出廠含稅價(jià))
Unit: RMB/T (ex-work price including tax)
3.趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2023年07月07日
July 07th, 2023
提示:以上信息僅供參考!
Notes: the information above is for reference only!