金力永磁稀土行情簡(jiǎn)報(bào)201738期(總第204期)10-23~10-27
Week 43.2017
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情鐠釹和鋱價(jià)格均有下跌,鏑鐵價(jià)格小幅上漲。亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格500-510元/KG,鏑鐵合金價(jià)格1190-1240元/KG,鋱金屬價(jià)格4450-4500元/KG。
Prices of PrNd, Tb declined in the rare earth market this week, while the price of DyFe rose slightly. Price from Asian Metal at this weekend presented: PrNd500-510RMB/KG, DyFe1190-1240 RMB/KG, and Tb 4450-4500 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
國(guó)內(nèi)稀土市場(chǎng)自9月中旬開(kāi)始震蕩下滑,雙節(jié)過(guò)后稀土市場(chǎng)跌勢(shì)加速,鐠、釹系列商品價(jià)格持續(xù)下滑,且市場(chǎng)報(bào)價(jià)混亂,雖然大廠價(jià)格基本穩(wěn)定為主,小廠價(jià)格多有松動(dòng)。截止到10月26日,鐠釹氧化物國(guó)內(nèi)出廠參考報(bào)價(jià)在400000元/噸,較9月初下跌18.37%;鐠釹合金國(guó)內(nèi)出廠參考報(bào)價(jià)515000元/噸,較9月初下跌18.90%,氧化鐠出廠主流報(bào)價(jià)在505000元/噸,較9月初下跌11.40%,金屬釹報(bào)495000元/噸,較9月初跌16.10%。
Since mid-September domestic rare earth market began to decline in shock, and the price decline accelerated after National Day and Midautumn Day with disordered market quotation. The prices of big enterprises are basically stable, the prices of small enterprises are more relaxed. By the end of October 26th, domestic factory reference quotation of PrNd oxide was about 400000RMB/ton, fell 18.37% compared with the beginning of September; domestic factory reference quotation of GL-PNJS was about 515000RMB/ton, fell 18.90% compared with the beginning of September; domestic factory mainstream quotation of praseodymium oxide was about 505000RMB/ton, fell 11.4% compared with the beginning of September; quotation of PrNd was about 495000RMB/ton, fell 16.10% compared with the beginning of Septemer.
在大廠收貨和國(guó)儲(chǔ)消息刺激下,大部分上游供貨商紛紛表示不再愿意低價(jià)出貨,10月下旬稀土市場(chǎng)出現(xiàn)了企穩(wěn)跡象,且氧化鏑報(bào)價(jià)還有所提升,但26日當(dāng)天鐠、釹金屬類商品再度出現(xiàn)大幅下滑,市場(chǎng)積弱難返。
Stimulated by the news of large enterprises receiving goods and national storage, most of the upstream suppliers said they were no longer willing to ship at low prices. In late October, the rare earth market appeared signs of stabilization, and the price of dysprosium oxide was also be raised. However, on 26th metal goods like PrNd fell sharply again, the market was weak and difficult to return.
稀土市場(chǎng)近期之所以節(jié)節(jié)下滑主要原因還是上游原材料前期漲勢(shì)過(guò)猛過(guò)速而終端的產(chǎn)品卻不能提價(jià),給下游生產(chǎn)加工企業(yè)造成很大壓力,雙方博弈從而導(dǎo)致市場(chǎng)下滑。
The rare earth market recently has been steadily decline is mainly due to the upstream raw material early gains excessive speed while the terminal products cannot raise prices, causing a lot of pressure to the downstream production and processing enterprises, the game can lead to the market decline.
關(guān)于國(guó)儲(chǔ)局即將收儲(chǔ)的消息給稀土市場(chǎng)帶來(lái)一定利好,但大部分商家都很謹(jǐn)慎采取觀望態(tài)度,試探市場(chǎng)的反應(yīng),市場(chǎng)并沒(méi)有因一條消息而變得火熱起來(lái),部分業(yè)內(nèi)人士還是對(duì)大集團(tuán)收貨是否為持續(xù)性的行為表示懷疑。但從目前市場(chǎng)情況看,稀土的價(jià)格幾乎已經(jīng)跌到了低點(diǎn),雖然價(jià)格還有繼續(xù)下探的可能,但空間已經(jīng)不大了。如果稀土收儲(chǔ)重新啟動(dòng)有望給市場(chǎng)帶來(lái)利好引導(dǎo),下游磁材企業(yè)對(duì)金屬鐠釹需求或進(jìn)一步增加,后期鐠釹價(jià)格有望小幅反彈,鑒于當(dāng)前各方消息尚不明朗,稀土市場(chǎng)短期內(nèi)或難擺脫低迷。
Information about the upcoming purchase and storage of the State Reserve Bureau will bring some positive results to the rare earth market. But most businesses are very cautious to take a wait-and-see attitude meanwhile testing the market response, the market has not become hot because of a message, some of the insiders are skeptical about the sustainability of the group's receipt. But from the current market situation, the price of rare earth has almost fell to a low point, although the price there may continue to test a lower, but the space is not big. If restarting the rare earth reserve market is expected to bring positive guidance, the demand of PrNd may be further increased for downstream magnets enterprises, and later the price of PrNd is expected to rebound slightly. In view of the current news is not clear, the rare earth market may be difficult to get rid of the downturn in a short time.
3. 趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2017年10月27日
October. 27th, 2017
提示:以上信息僅供參考!
Notes: the information above is for reference only!