JL MAG Rare-Earth Industry Price Briefing 01-01~01-04
Week 1, 2019
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹,鏑鐵和鋱價格保持平穩(wěn),與上周持平。亞洲金屬網(wǎng)價格: 鐠釹金屬價格404-409元/KG(上海有色,406-410元/KG),鏑鐵合金價格1220-1240元/KG,金屬鋱價格3850-3900元/KG(上海有色,3880-3920元/KG)。
俄羅斯政府已經(jīng)決定降低稀土金屬礦石開采稅。 根據(jù)政府主席梅德韋杰夫的說法,這將刺激稀土金屬的開采。 稅被建議從8%降低到4.8%。(上海有色網(wǎng))
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 404-409RMB/KG (price from SMM: 406-410RMB/KG), DyFe alloy 1,220-1,240RMB/KG and Tb metal 3,850-3,900RMB/KG (price from SMM: 3,880-3,920RMB/KG).
The Russian government has decided to reduce taxes on rare earth metal ore mining. According to Medvedev, chairman of the government, this will stimulate the exploitation of rare earth metals. Taxes are proposed to be reduced from 8% to 4.8%. (SMM)
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周僅三個交易日,國內(nèi)稀土市場表現(xiàn)平穩(wěn),交投乏力,節(jié)后市場人士多以觀望為主。下游需求動力不足,目前釹鐵硼終端需求除新能源汽車情況尚可之外,風電及傳統(tǒng)電子產(chǎn)品以維穩(wěn)或下滑居多,加之現(xiàn)貨供應較為充足,價格缺乏上行動能。 因接下來即將臨近春節(jié),預計節(jié)前補貨行情即將啟動,但整體需求釋放預計有限,稀土價格料將保持平穩(wěn)。(上海有色網(wǎng))
There are only three trading days this week, the domestic rare earth market performance is stable and trading is weak. After the festival, market participants mainly wait and see. Downstream demand power is insufficient, at present NdFeB terminal demand in addition to new energy vehicles is not bad, wind power and traditional electronic products maintain stable or decline in the majority, coupled with a more adequate spot supply, price is lack of action to upward. As the Spring Festival is approaching, it is expected that the replenishment market before the festival is about to start, but the overall demand release is expected to be limited; rare earth prices will remain stable. (SMM)
3. 趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2019年1月4日
Jan 1st, 2019
提示:以上信息僅供參考!
Notes: the information above is for reference only!