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當(dāng)前位置：金力永磁稀土行情簡報(bào)1847期（總第260期）12-10~12-14
Week 50, 2018
1. 重要新聞簡報(bào) Briefing of Important News
本周稀土市場行情，鐠釹，鏑鐵和鋱價(jià)格保持平穩(wěn)，與上周持平。亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格407-412元/KG，鏑鐵合金價(jià)格1220-1240元/KG，金屬鋱價(jià)格3840-3890元/KG（上海有色，3900-3950元/KG）。
This week, price of PrNd, DyFe and Tb still kept stable and unchanged from last week. Price from Asian Metal at this weekend presented: PrNd metal 407-412RMB/KG, DyFe alloy 1220-1240 RMB/KG and Tb metal 3840-3890RMB/KG (price from SMM: 3900-3950RMB/KG).
海關(guān)統(tǒng)計(jì)數(shù)據(jù)分析表明，2018年10月中國稀土出口量有大幅度下降，2018年11月中國稀土出口量回升；2018年11月份中國稀土出口總量為4610.4噸，同比增加12.4%。
Customs statistics shows that China's rare earth exports amount decreased significantly in October 2018 while rebounded in November, China's rare earth export quantity was 4610.4 tons in November 2018, 12.4% increase year on year.
從金額方面來看，2018年8～10月中國稀土出口金額下降，2018年11月中國稀土出口金額有小幅度增長；2018年11月中國稀土出口金額為44.9百萬美元，同比增長15.8%。
In terms of amount, China's rare earth export value decreased from August to October while increased slightly in November 2018, China's rare earth export value was 44.9 million dollars in November 2018, 15.8% increase year on year.
馬拉西亞國土資源部發(fā)布《執(zhí)行審查委員會關(guān)于萊納斯業(yè)務(wù)的報(bào)告》，要求萊納斯關(guān)丹稀土分離廠設(shè)定條件和時(shí)間表以便處理好放射性廢料。聯(lián)邦國會關(guān)丹議員更是在此基礎(chǔ)上要求，萊納斯先處理放射性廢料才能運(yùn)營。
The Ministry of Land and Resources of Malaysia issued the “Report of the Implementation Review Committee on Linus Operations", which requests the Linus Kuantan Rare Earth Separation Plant to set conditions and timetables for the disposal of radioactive waste. On the basis of the request of the Federal Parliament Kuantan, Linus must first deal with radioactive waste before it can operate.
2. 業(yè)內(nèi)人士分析 Analysis of Professional Insiders
12月上旬將逝，稀土走勢已維持近兩周的穩(wěn)定，市場詢價(jià)活躍漸息，業(yè)內(nèi)對于近期的穩(wěn)固預(yù)判根深蒂固，對下一步的看法則產(chǎn)生分歧，就客觀評述和可靠理由而言，漲跌兩派情緒勢均力敵。
The first half of December will pass away, the trend of rare earth has been stable for nearly two weeks, the market inquiry is actively and steadily. The industry is deeply entrenched in the recent stable forecast, and there are differences on the next step. For objective evaluation and reliable reasons, both the ups and downs are evenly matched.
看漲觀點(diǎn)：近期走勢穩(wěn)健，且支持穩(wěn)勢的利好尚在發(fā)力，供給屢屢遭減，而需求則有小幅抬頭，加之節(jié)前下游備貨，穩(wěn)勢之下甚至可能再續(xù)小幅漲勢。看漲理由：一、緬甸稀土仍在發(fā)酵，騰沖隘口易關(guān)難開，加之緬方因素復(fù)雜、輔料來往受限。二、萊納斯困境伊始，產(chǎn)量必然再度受限，遑論45萬噸廢料轉(zhuǎn)移費(fèi)用高昂（相關(guān)預(yù)計(jì)6000萬美元），澳洲本土是否接受又是問題。再者，雙方雖表示將訴諸法律，但馬來西亞態(tài)度強(qiáng)硬且國權(quán)自主，抗衡之下，耗時(shí)必久且萊納斯先處劣勢。
Bullish view: The recent trend is stable, and the support for the stability is still exerted. The supply has been repeatedly reduced, while the demand has risen slightly. In addition to the stocking of the downstream before the holiday, it may even continue to increase slightly under the steady trend. Reasons for bullishness: Tengchong pass is easy to pass but difficult to open, and the Myanmar factors are complex and the materials are limited. Second, at the beginning of the predicament of Linus, the output will inevitably be limited again. The cost of transferring 450,000 tons of waste is high (the estimated 60 million dollars). Whether or not Australia accepts it is still a problem. Moreover, although the two sides indicated that they will resort to the law, Malaysia's attitude is tough and the national power is independent. Under the tyranny, it takes a long time and Linus is at a disadvantage.
看跌觀點(diǎn)：近期走勢雖穩(wěn)，但利好所能達(dá)到的效應(yīng)已是頂點(diǎn)，支撐力竭難以再度上揚(yáng)，且正是由于前期下游備貨才有穩(wěn)勢的加固，可能穩(wěn)勢仍在，但非穩(wěn)健而是弱穩(wěn)。（瑞道金屬網(wǎng)）
Bearish view: Although the recent trend is stable, but the effect that can be achieved is already the pea. It is difficult to support the upswing again, and it is precisely because of the stable consolidation of the downstream stocks in the early stage, it may still be stable, but not solid but weak stability. (Rui Dao Metal Network)
北方稀土高科技股份有限公司發(fā)布12月稀土產(chǎn)品掛牌價(jià)格
Listing price of Rare Earth products in December from Northern China Rare Earth High-tech Co., Ltd.
北方稀土掛牌鐠釹系產(chǎn)品普遍上調(diào)，業(yè)內(nèi)情緒再度回溫，繼境外利好振幅力竭，此次掛牌接力，不僅鞏固了稀土市場穩(wěn)健走勢，更助推整體市場臺階小幅再上。
Listing price of PrNd products from North rare earth are generally increased, and the sentiment in the industry is once again warming up. After the overseas outlets are exhausted, the listing relay has not only consolidated the steady trend of the rare earth market, but also helped the overall market step to rise slightly.
3. 趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2018年12月14日
14th, Dec. 2018
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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