關(guān)注我們
股票代碼 
Language
當(dāng)前位置：金力永磁稀土行情簡(jiǎn)報(bào)201804期（總第217期）01-15~01-19
JL MAG Rare-Earth Industry Price Briefing 01-22~01-26
Week 4, 2018
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情鐠釹，鏑鐵和鋱價(jià)格繼續(xù)保持平穩(wěn)，與上周價(jià)格持平。亞洲金屬網(wǎng)價(jià)格:鐠釹金屬價(jià)格425-435元/KG (26日上海有色，430-440元/KG)，鏑鐵合金價(jià)格1180-1210元/KG (26日上海有色，1195-1210元/KG)，金屬鋱價(jià)格4000-4050元/KG (26日上海有色，3950-4100元/KG).
This week the price of PrNd, DyFe and Tb continues to remain stable, which is generally balanced with last week. Price from Asian Metal at this weekend presented: PrNd metal is 425-435 RMB/KG (430-440RMB/KG on 26th, Jan. from SMM); DyFe alloy is 1,180-1,210RMB/KG (1,195-1,210 RMB/KG on 26th, Jan. from SMM); and Tb metal is 4,000-4,050RMB/KG (3,950-4,100 RMB/KG on 26th, Jan. from SMM).
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
稀土價(jià)格以穩(wěn)為主，政策預(yù)期不明，上下游商家開始觀望。上游出貨沒有放量，商家報(bào)價(jià)也沒有什么變化；下游詢單也沒有增加，市場(chǎng)成量少。工信部召開稀土相關(guān)會(huì)議，刺激了部分商家的心態(tài)，情緒上看好后市，但繼續(xù)上漲動(dòng)力并不足。目前氧化鐠釹33萬元/噸，金屬鐠釹42-44萬元/噸，氧化鏑117萬元/噸，氧化鋱305萬元/噸，預(yù)計(jì)后市稀土價(jià)格持穩(wěn)為主。（百川資訊杜帥兵）
The price of rare earth is basically stability-oriented, the expectation of the policy is unknown, the businessmen of upstream and downstream are beginning to wait and see. The upstream shipment has not been increased, there is little change in the quotation from merchant; the downstream enquiry has not been increased, and the market trading volume is small. The MIIT convened meetings related to rare earth, stimulating the mentality of some businesses, optimism on aftermarket emotionally, but the power to rise continuously is insufficient. At present, PrNd oxide is 330,000RMB/T, PrNd metal is 420,000-440,000RMB/T, Dy oxide is 1,170,000RMB/T and Tb oxide is 3,050,000RMB/T. The rare earth price of aftermarket is expected to be stability-oriented. (Du Shuaibing, Baichuan INFO)
美得龍資源公司(Medallion Resources)認(rèn)為清潔能源和環(huán)保產(chǎn)業(yè)是稀土需求的核心驅(qū)動(dòng)，意味著這是稀土產(chǎn)業(yè)新項(xiàng)目進(jìn)入的機(jī)會(huì)點(diǎn)。磁體對(duì)金屬的需求增長(zhǎng)孕育著新一輪價(jià)格和稀土交易牛市的萌芽。隨著越來越多的電機(jī)模型設(shè)計(jì)依賴于永磁體，2018年發(fā)布的電動(dòng)汽車中永磁電機(jī)的設(shè)計(jì)將是一個(gè)令人關(guān)注的方向。如果越來越多的生產(chǎn)商轉(zhuǎn)向稀土永磁體的設(shè)計(jì)，則對(duì)稀土的需求勢(shì)必會(huì)跟進(jìn)。同時(shí)日益增長(zhǎng)的綠色環(huán)保產(chǎn)業(yè)要求，脫硝脫硫?qū)ο⊥凌|鈰的需求也會(huì)增長(zhǎng)。
Medallion Resources believes that clean energy and environmental protection industry is the core driving of rare earth demand, which means that has opportunity to access to the rare earth industry new project. The growth of magnets' demand on metal is pregnant with the seeds of a new round of prices and the rare earth trading bull market. With more and more motor model designs relied on permanent magnets, the design of permanent magnet motors in electric vehicles released in 2018 will be a focus. If more and more manufacturers turn to the design of rare earth permanent magnets, the demand for rare earth is bound to follow. At the same time, with the growing requirement for green industry, that the demand of rare earth lanthanum and cerium will be increased because of denitration and desulphurization.
3. 趨勢(shì)圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2018年1月26日
Jan. 26th, 2018
提示：以上信息僅供參考！
Notes: the information above is for reference only!
86-797-8068888
贛公網(wǎng)安備 36070002000228號(hào)