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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 08-12~08-16
Week 33，2024
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹、金屬釹、鏑鐵合金與金屬鋱價格均出現(xiàn)上漲。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格476-479元/KG；金屬釹價格481-486元/KG；鏑鐵合金價格1700-1720元/KG；金屬鋱價格6500-6700元/KG。
In the rare earth market this week, the prices of PrNd and Nd metal, DyFe alloy and Tb metal all rose. Asian metal at this weekend presented: PrNd metal price 476-479 RMB /KG; Nd metal price 481-486 RMB /KG; DyFe alloy price 1700-1720 RMB /KG; Tb metal price 6500-6700 RMB /KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周（8.12-15日，下同）整體市場保持上漲態(tài)勢，其中鐠釹短暫高位再次出現(xiàn)回調(diào)后快速拉漲，重稀土不僅鏑鋱，其余各系產(chǎn)品也實現(xiàn)了明顯漲幅。原料端的趨緊趨漲，分離廠現(xiàn)貨的趨緊造成此次稀土漲勢更為堅實。
This week (August 12th to 15th) the overall market maintained an upward trend, of which PrNd briefly high again after a rapid pullback, heavy rare earth not only DyFe, the rest of the products also achieved significant gains. The tightening of the raw material end has increased, and the tightening of the spot of the separation plant has caused the rare earth to rise more firmly.
下游需求有所回暖，就磁材企業(yè)反饋，訂單正緩慢釋放，加之預(yù)期原料價格仍有上漲空間，新接單價格的提升，或許都可以將支撐當(dāng)下稀土各產(chǎn)品保持強(qiáng)勁，故本周價格雖有回高但成交情況均有明顯好轉(zhuǎn)。另一方面，業(yè)內(nèi)普遍認(rèn)為各系產(chǎn)品當(dāng)前價位處于相對低位，且價格繼續(xù)看漲的預(yù)期也收割了一部分提前釋放的訂單，因突發(fā)的成本高漲出現(xiàn)了小幅度高位采購，下游訂單也在議價期內(nèi)等待跟進(jìn)。經(jīng)過一個月（鐠釹氧化物36萬筑底）拉高調(diào)整后的走勢，必然在上下游的默契中達(dá)到共識，雖然供需短暫的錯配決定了仍有漲勢，但需求及訂單價格的持續(xù)跟進(jìn)才是漲幅的關(guān)鍵。
Demand from downstream has picked up, on the feedback of magnetic materials companies, orders are slowly released, coupled with the expectation that raw material prices still have room to rise, the increase in the price of new orders, may be able to support the current rare earth products to remain strong, so this week, although the price has been high but the transaction situation has been significantly improved. On the other hand, the industry generally believes that the current price of various products is relatively low, and the expectation that prices will continue to rise has also harvested some orders released in advance, due to the sudden high cost of small high procurement, downstream orders are also waiting to follow up during the negotiation period. After a month (PrNd oxide 360,000 building bottom) to push up the adjusted trend, it is inevitable to reach a consensus in the tacit understanding of the upstream and downstream, although the short mismatch between supply and demand determines that there is still a rise, but the demand and order prices continue to follow up is the key to the rise.
后續(xù)預(yù)測：仍延續(xù)上漲判斷，即鐠釹產(chǎn)品后續(xù)走勢以穩(wěn)漲概率為多，過程中伴隨著持續(xù)訂單的采購出現(xiàn)小幅探漲，但不排除有短暫回調(diào)的風(fēng)險。重稀土相關(guān)傳聞較多，真實性有待考究，目前各重稀土產(chǎn)品價位雖有漲，但同期來看仍處低位，鏑、鋱等產(chǎn)品因重稀土生產(chǎn)企業(yè)自身需求和磁材市場的支撐，短期內(nèi)難有下調(diào)風(fēng)險，預(yù)計仍將保持穩(wěn)健狀態(tài)。（瑞道稀土資訊）
Follow-up forecast: it will still continue to rise, that is, the subsequent trend of PrNd products is more likely to stabilize, and there is a slight increase in the purchase of continuous orders in the process, but the risk of a temporary correction is not ruled out. Heavy rare earth related rumors are more, authenticity to be studied, the current price of the heavy rare earth products has risen, but is still low in the same period as last years, prices of dysprosium, terbium and other products are difficult to reduce in the short term due to heavy rare earth production enterprises own demand and the support of the magnetic material market, it is expected to remain stable. (Ruidao Rare Earth Information)
3.趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2024年08月16日
August 16th, 2024
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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