JL MAG Rare-Earth Industry Price Briefing 07-24~07-28
Week 31,2023
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹以及金屬鋱價格出現(xiàn)小幅上漲,鏑鐵合金價格和上周持平。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格565-575元/KG;金屬釹價格570-580元/KG;鏑鐵合金價格2180-2200元/KG;金屬鋱價格9150-9350元/KG。
This week, prices of PrNd, Nd metal and Tb increased slightly, DyFe kept stable. Prices from Asian Metal at this weekend presented: PrNd metal 565-575 RMB/KG; Nd metal 570-580 RMB/KG; DyFe alloy 2180-2200 RMB/KG; Tb metal 9150-9350 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周(7.24-28日)稀土市場的浮沉至穩(wěn)行情,周初,市場活躍詢盤,價格走高,以鐠釹為代表的稀土品種,報價與成交價齊飛,持貨企業(yè)信心爆棚,追高報價與預(yù)期出貨并存,但隨著金屬鐠釹提價后成交遇冷,業(yè)界心態(tài)開始龜裂,搶跑現(xiàn)象稍有出現(xiàn),鐠釹價格開始有輕微讓利。
This week (7.24-28) rare earth market has changed to a stable market. At the beginning of this week, the enquiries keep active and high-price. Rare earth varieties represented by praseodymium and neodymium, offer and transaction prices fly. The confidence of enterprises holding goods is booming, high prices and expected shipments coexist, but with the metal price increase, the transaction cold, the industry mentality began to crack, the phenomenon of running slightly appeared. The price of praseodymium and neodymium began to yield slightly.
本周值得一看的幾點是:1.龍頭企業(yè)對氧化鐠釹的適當采買,一定程度上支撐起鐠釹的穩(wěn)定。2.廢料分離企業(yè)逢低補貨,廢料貿(mào)易企業(yè)小幅讓利,氧化物價格在成本支撐下或難有回調(diào)的動力。3.低位散貨庫存不多,散單價格很難主動讓價。4.鏑鋱走勢雖暫有分歧,但市場普遍流通不多,低價散貨較少,加之緬甸雨季,礦產(chǎn)出口減少,鏑鋱的韌性或依舊存在。
Some points worth looking at this week are: 1. The appropriate purchase of PrNd oxide by leading enterprises has supported the stability of PrNd to a certain extent. 2. Waste separation enterprises replenished at a low price, waste trading enterprises give up profits slightly, and oxide prices are difficult to have the power of correction under the support of costs. 3. Low bulk stock, the price of bulk order is difficult to take the initiative to let the price. 4. Although there are differences in the trend of Dy and Tb, the market is generally not much circulation, less low-cost bulk goods, coupled with Myanmar's rainy season, mineral exports are reduced, Dy and Tb's toughness still exists.
誠然,需求依舊低迷,各主要稀土品種價格頻繁震蕩,鐠釹大廠挺價態(tài)度不變,下周北方掛牌在即,鐠釹價位可能會在當下價位區(qū)間內(nèi)窄幅震蕩。鏑在繁雜的各種消息面的充斥中,或繼續(xù)保持穩(wěn)健。(瑞道稀土資訊)
It is true that demand is still depressed, the price of the main rare earth varieties frequently shocks, PrNd manufacturers to support prices remains unchanged. Next week the North listing is imminent, PrNd prices may be in a narrow range within the current price range. Dy in the complex variety of information flooded, or may continue to remain stable. (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28日
July 28th, 2023
提示:以上信息僅供參考!
Notes: the information above is for reference only!