JL MAG Rare-Earth Industry Price Briefing 11-13~11-17
Week 47,2023
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹、鏑鐵合金以及金屬鋱價格均出現小幅下跌。亞洲金屬網周末價格: 鐠釹金屬價格613-618元/KG;金屬釹價格618-628元/KG;鏑鐵合金價格2470-2490元/KG;金屬鋱價格9500-9700元/KG。
In the rare earth market this week, the prices of PrNd metal, DyFe alloy and Tb metal all fell slightly. Prices from Asian Metal at this weekend presented: PrNd metal 613-618 RMB/KG; Nd metal 618-628 RMB/KG; DyFe alloy 2470-2490 RMB/KG; Tb metal 9500-9700 RMB/KG.
2. 業(yè)內人士分析Analysis of Professional Insiders
本周(11.13-11.17,下同)稀土市場在此前的暫穩(wěn)之下開始出現掉頭苗頭,期間市面悲觀消息上涌翻騰,鐠釹大企護盤不再、緬甸稀土仍舊通關,下游采購暫露觀望,貿易企業(yè)搶跑當先,極快的下探至北方掛牌價附近,臨近周末市場趨穩(wěn)眺望。
This week (Nov.13rd-Nov.17th, the same below), rare earth market began to turn around under the previous temporary stability, during the market pessimistic news upsurge, PrNd large enterprises protection no longer, Myanmar rare earths are still go through customs, downstream procurement temporarily wait and see, trading enterprises are in the lead, very fast down to the north listing price near the weekend market stability.
本周,微觀面值得關注的三點為:年底資金壓力愈發(fā)緊張、下游補采周期及量觀望縮短、金屬現貨趨緊與倒掛并存。這說明,年底在資金回流的需求下,競價會愈演愈烈,盡管工廠讓價幅度不大,成交范圍亦有縮小,但貿易企業(yè)割肉回血再補的策略也擾亂了相對疲軟的市場節(jié)奏。相比金屬鐠釹的現貨趨緊,氧化物的寬松對市場的沖擊更大。(瑞道稀土資訊)
This week, the micro side is worth paying attention to three points: the end of the year financial pressure is increasingly tense, the downstream recovery cycle and volume watch shortened, the metal spot tightening and upside down coexist. This shows that at the end of the year, under the demand for capital return, the bidding will intensify, although the factory price margin is not large, the scope of transaction has also been reduced, but the strategy of trading enterprises to cut meat and blood again has also disrupted the relatively weak market rhythm. Compared with the spot tightening of metal PrNd, the easing of oxides has a greater impact on the market. (Ruidow Rare Earth Information)
3.趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)
2023年11月17日
November 17th, 2023
提示:以上信息僅供參考!
Notes: the information above is for reference only!