JL MAG Rare-Earth Industry Price Briefing 01-15~01-19
Week 3,2024
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹和金屬釹價格維持不變,鏑鐵合金和金屬鋱價格出現(xiàn)小幅下跌。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格495-500元/KG;金屬釹價格495-505元/KG;鏑鐵合金價格1910-1930元/KG;金屬鋱價格7400-7600元/KG。
This week, the prices of PrNd, Nd metal remained unchanged. And the prices of DyFe alloy and Tb metal fell slightly. Prices from Asian Metal at this weekend presented: PrNd metal 495-500 RMB/KG; Nd metal 495-505 RMB/KG; DyFe alloy 1910-1930RMB/KG; Tb metal 7400-7600 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周(1.15-19,下同)稀土市場整體延續(xù)上周的走勢,雖然輕重走勢在一致中稍有分化,鐠釹系產(chǎn)品持穩(wěn)探漲到止穩(wěn),回調(diào)力度收斂;重稀土鏑鋱產(chǎn)品,經(jīng)過一段時間的醞釀,突破低位,緩慢回漲。
This week (1.15-19, the same below), the rare earth market as a whole continued the trend of last week, although there was a slight differentiation in the trend of light and heavy. PrNd products remained stable and rose to a stop, with a convergence in the strength of the correction; Heavy rare earth Dy and Tb products, after a period of brewing, have broken through low levels and slowly rebounded.
從本周產(chǎn)業(yè)鏈各工廠所表現(xiàn)的態(tài)度來看,雖然報價依舊,但已無明顯讓利,工廠態(tài)度轉(zhuǎn)變的有些猝不及防。另一方面,散貨備貨的少量高價接貨亦表現(xiàn)出買家態(tài)度的堅挺。從南方企業(yè)對礦價加工費(fèi)的讓利糾結(jié)來看,鏑鋱預(yù)熱期已到,且受氧化鏑鋱上浮影響,雖少量需求有所釋放,成本壓力迫使金屬廠上調(diào)了報價,但本周只有為數(shù)不多的成交有少量上浮。鐠釹金屬成交價幅度變小,且最低成交價并未刷新,盡管與氧化物緊密匹配,冶煉企業(yè)保守追求變現(xiàn),使得本周金屬隨氧化物步入底部穩(wěn)定。
From the attitude exhibited by various factories in the industry chain this week, although the quotation remains the same, there are no obvious concessions, and the factory's attitude has changed somewhat unexpectedly. On the other hand, the small number of high-price receiving of bulk goods also shows the strong attitude of buyers. From the entanglement of southern enterprises in the concession of mining and processing fees, it can be seen that the preheating period for Dy and Tb has arrived, and is affected by the rise of Dy and Tb oxide. Although a small amount of demand has been released and cost pressure has forced metal factories to increase their prices, only a few transactions have seen a slight increase this week. The transaction price range of PrNd metal has decreased, and the lowest transaction price has not been refreshed. Even so it closely matches with the oxide; smelting enterprises are conservative in pursuing monetization, which has led to the metal entering a stable bottom with the oxide this week.
誠然需求依舊低迷,但價格同時出現(xiàn)多方矛盾,一是礦價低位趨緊,高價接貨困難;二是市場雖然不看好節(jié)后,但是放空同樣不敢;三是低價找貨依舊存在,但低價貨源卻很少;四是本周平衡點(diǎn)向賣方傾斜后,買方雖有跟單卻顯得扭捏。預(yù)計下周市場趨穩(wěn)中,鐠釹趨弱,零星散單或有高價,鏑鋱系產(chǎn)品雖延續(xù)小幅度回穩(wěn)波動,撇棄外力,速度減弱,待望。(瑞道稀土資訊)
Undoubtedly, demand is still depressed, but there are multiple contradictions in prices. Firstly, low mining prices are tightening, making it difficult to receive high priced goods; Secondly, although the market is not optimistic about the post-holiday period, it is also hesitant to let go of the market; Thirdly, low-priced sourcing still exists, but low-priced sources are scarce; Fourthly, after the equilibrium point tilted towards the seller this week, while the buyer followed the order, it appeared hesitant. It is expected that the market will stabilize next week, and PrNd will weaken. Sporadic scattered orders may have high prices. Dy and Tb series products will continue to stabilize fluctuations in a small range, abandoning external forces, and the speed will weaken. (Ruidow Rare Earth Information)
3.趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2024年01月19日
January 19th, 2024
提示:以上信息僅供參考!
Notes: the information above is for reference only!