JL MAG Rare-Earth Industry Price Briefing 07-10~07-14
Week 29,2023
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹、金屬鋱的價格均下跌,鏑鐵合金出現(xiàn)小幅上漲。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格540-550元/KG;金屬釹價格545-555元/KG;鏑鐵合金價格2010-2030元/KG;金屬鋱價格9000-9200元/KG。
This week, prices of PrNd, Nd, Tb metal and DyFe alloy rose slightly. Prices from Asian Metal at this weekend presented: PrNd metal 540-550 RMB/KG; Nd metal 545-555 RMB/KG; DyFe alloy 2010-2030 RMB/KG; Tb metal 9000-9200 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周(7.10-14)稀土市場與天氣相符,節(jié)氣上入伏,陽氣升華,稀土價格也從一片看弱中恢復(fù)到火熱,且輕重稀土均出現(xiàn)強勢扭轉(zhuǎn),探漲苗頭不斷上竄,氧化物價格直追上周均價,如過山車式行情在本周上演?!?/p>
This week (7.10-14) rare earth market is in line with the weather, on the solar terms. Rare earth prices have also recovered from a weak to hot and both light and heavy rare earths have a strong turnaround, with signs of rising continuously. Oxide prices catch up with the average price last week, like a roller coaster market in this week.
需求的淡季,弱勢的格局,已然根深下游心里,總體市場供需關(guān)系本周并未改善,需求仍以低位試探補采為業(yè)內(nèi)主流態(tài)度,在理性及訂單占據(jù)主導(dǎo)的情況下,消息面提振顯得較為乏力,但是做空及毛坯成本,使得下游采購一方面影響其價位預(yù)期,一方面猶豫咬牙出手。
The off-season of demand and the weak pattern have already taken root in the hearts of downstream consumers; the relations of overall market supply and demand did not improve this week. Demand is still low test for the mainstream attitude of the industry. In the case of rationality and orders dominated, the news surface boost is relatively weak. However short and blank costs, making downstream procurement on the one hand affect its price expectations, on the one hand hesitate to bite.
后續(xù)判斷:隨著下游需求及成本的博弈,短期內(nèi)鐠釹較大可能繼續(xù)震蕩反復(fù),但幅度及長度均不易報高期望。重稀土的信心較強,從礦價及分離廠的現(xiàn)貨成本及庫存來看,下周或值得期待。(瑞道稀土資訊)
Subsequent judgment: With the game of downstream demand and cost, PrNd may continue to fluctuate repeatedly in the short term, but the amplitude and length are not easy to report high expectations. Confidence in heavy rare earths is strong, and from the perspective of ore prices and spot costs and inventory of separation plants, next week may be worth looking forward to. (Ruidow Rare Earth Information))
3.趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2023年07月14日
July 14th, 2023
提示:以上信息僅供參考!
Notes: the information above is for reference only!