JL MAG Rare-Earth Industry Price Briefing 07-22~07-26
Week 30,2024
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹價格出現(xiàn)微弱上漲,鏑鐵合金與金屬鋱價格出現(xiàn)下跌,金屬釹價格維持不變。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格445-450元/KG;金屬釹價格443-453元/KG;鏑鐵合金價格1590-1610元/KG;金屬鋱價格6100-6300元/KG。
This week, the rare earth market saw a slight increase in the price of PrNd, the prices of DyFe alloy and Tb showed a slight decline, while the price of Nd metal remained unchanged. Asian Metal at this weekend presented: PrNd metal 445-450 RMB/KG; Nd metal 443-453 RMB/KG; DyFe alloy 1590-1610 RMB/KG; Tb metal 6100-6300 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周(7.22-26日)主流稀土價格緩慢上揚,但迫于當(dāng)前不高的預(yù)期及采購價格,上揚勢頭于周五出現(xiàn)瓶頸。后市預(yù)測弱漲趨穩(wěn):因需求在八月的釋放并不完全,短期的回落也由于堅挺的原料成本而難以實現(xiàn),向上的概率增大,但單純的需求提振效果較小,不排除大企的領(lǐng)頭作用影響。
This week (July 22-26), mainstream rare earth prices slowly rose, but due to current low expectations and procurement prices, the upward trend reached a bottleneck on Friday. Market forecast for weak rise and stabilization: Due to incomplete release of demand in August, short-term decline is also difficult to achieve because of strong raw material costs, the probability of upward growth increases, but the effect of simply boosting demand is relatively small, and the leading role of large enterprises cannot be ruled out.
金屬市場雙向承壓,雖有減產(chǎn)現(xiàn)象但較之氧化物其供需杠桿更顯不平衡,加之下游采購力度并未集中爆發(fā),其漲勢弱于氧化物,成交量雖有改善但對成交價格提振不大。
The metal market is under two-way pressure, although there is a reduction in production, its supply and demand leverage is more unbalanced than that of oxides. In addition, downstream procurement efforts have not concentrated, and its upward trend is weaker than that of oxides. Although the trading volume has improved, it has not greatly boosted the trading price.
本輪漲勢的支點在于上游分離廠原礦及廢料高居不下,加上氧化物倒掛,部分減產(chǎn)導(dǎo)致可買現(xiàn)貨庫存收緊,利用成交回暖順勢漲價是一直以來稀土交易慣用伎倆,不過下游基于預(yù)接訂單仍是“淡季”,對漲價接受度較低,月末采購較之前雖有觀望但低價仍顯頻繁,交易量相對分散。故,并未出現(xiàn)采購集中峰值,多有觀望試探極為理性,這也造成此次漲幅度較窄。此外,盡管下游需求穩(wěn)定,但上游供給仍顯充足,輕重倆家龍頭對供給的掌控力度不斷加強,趨穩(wěn)信號越來越強,貿(mào)易企業(yè)交易變難,這也是價格較穩(wěn)的另一原因。
The fulcrum of this round of upward trend lies in the high levels of raw ore and waste from upstream separation plants, coupled with the inversion of oxides, which has led to a tightening of available spot inventory due to partial production cuts. Taking advantage of the rebound in transactions to raise prices has always been a common tactic in rare earth trading. However, downstream buyers still have a low acceptance of price increases due to the fact that pre orders are still a "weak season", and although they are cautious about purchasing at the end of the month compared to before, low prices still appear frequently, resulting in relatively scattered trading volume. Therefore, there was no peak in procurement concentration, and it was very rational to observe and explore, which also resulted in a relatively narrow increase this time. In addition, although downstream demand is stable, upstream supply is still sufficient. The control of supply by the two leading companies, light and heavy, continues to strengthen, and the signal of stabilization is becoming stronger. Trading enterprises are facing difficulties in transactions, which is another reason for the relatively stable prices.
短期來看上揚支撐不足但下探風(fēng)險很小,趨穩(wěn)的概率增大。(瑞道稀土資訊)
In the short term, the upward support is insufficient, but the downside risk is small, and the probability of stabilizing increases. (Ruidao Rare Earth Information)
3.趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2024年07月29日
July 29th, 2024
提示:以上信息僅供參考!
Notes: the information above is for reference only!