JL MAG Rare-Earth Industry Price Briefing 01-14~01-18
Week 3, 2019
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)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401-406元/KG,鏑鐵合金價(jià)格1220-1240元/KG,金屬鋱價(jià)格3850-3900元/KG。
This week, price of PrNd, DyFe and Tb kept stable and basically unchanged from last week. Price from Asian Metal at this weekend presented: PrNd metal 401-406RMB/KG, DyFe alloy 1220-1240RMB/KG and Tb metal 3850-3900RMB/KG.
日本媒體報(bào)道稱,日本將啟動(dòng)對(duì)深海礦物資源的開發(fā)。由日本產(chǎn)業(yè)技術(shù)綜合研究所和海洋研究開發(fā)機(jī)構(gòu)等組成的團(tuán)隊(duì),將在政府的支持下于2月調(diào)查南鳥島周邊海域富含稀土金屬的稀土泥含量。報(bào)道稱,2019年也將推進(jìn)海底地質(zhì)調(diào)查,海洋研究開發(fā)機(jī)構(gòu)和產(chǎn)業(yè)技術(shù)綜合研究所等將對(duì)稀土泥的含量進(jìn)行準(zhǔn)確估算。計(jì)劃2022年度在南鳥島近海進(jìn)行試采。在目前的情況下,開發(fā)上述資源能否盈利也是未知數(shù)。
Japanese media reported that the Japanese will fully launch the development of deep-sea mineral resources. A team formed by the Japanese Industrial Technology Research Institute and Marine research and development institution supported by the government will conduct a survey of rare earth metals in the waters around Minami Torishima in February. The report said the seabed geological survey will also be carried out in 2019, and the content of rare earth mud will be accurately estimated by the Institute of Marine Research and Development and the Industrial Technology Research Institute. The pilot production of rare earth mud is planned to be carried out off the coast of Minami Torishima in 2022.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
生意社稀土分析師預(yù)計(jì)近期國(guó)內(nèi)環(huán)保嚴(yán)查力度不減,加之國(guó)內(nèi)稀土行業(yè)秩序整頓,對(duì)于稀土行業(yè)產(chǎn)生一定的利好影響,但是近期進(jìn)出口方面受到一定的限制,加之近期稀土行業(yè)成行情冷清,預(yù)計(jì)稀土市場(chǎng)價(jià)格走勢(shì)穩(wěn)中下滑。(生意社)
SunSirs rare-earth analysts expect the recent domestic environmental monitoring efforts will not be reduced, and the domestic rare earth industry order rectification will have a certain positive impact on the rare earth industry. However, the import and export will be limited to a certain extent in the near future and recent rare earth industry trading market is cold, a steady decline in the price of rare earth market is expected. (SunSirs)
據(jù)海關(guān)數(shù)據(jù)統(tǒng)計(jì),2018年12月中國(guó)稀土出口量5421.4噸,同比增長(zhǎng)5.1%;出口總額44.6百萬美元,同比增長(zhǎng)15.8%;出口均價(jià)8.2美元/千克,同比增長(zhǎng)10.2%。據(jù)中國(guó)海關(guān)統(tǒng)計(jì),從2014年到2018年,中國(guó)稀土氧化物(及氧化物等價(jià)物)出口增長(zhǎng)91.7%,從27,769噸增加到53,224噸。同期,國(guó)土資源部每年發(fā)放給中國(guó)稀土生產(chǎn)商的稀土開采配額總量?jī)H增長(zhǎng)14.3%,從2014年的10.5萬噸稀土氧化物(或氧化物等價(jià)物)增加到2018年的12萬噸。我國(guó)稀土出口總體趨勢(shì)表現(xiàn)為出口趨于穩(wěn)定而均價(jià)加速攀升。
According to customs statistics, China's rare earth export in December 2018 is 5,421.4 tons, which is a year-on-year increase of 5.1%. Total export is $44.6 million, which is a year-on-year increase of 15.8%. Export average price is $8.2/kg, which is a year-on-year increase of 10.2%. According to Chinese customs statistics, from 2014 to 2018, China's rare earth oxide (and the oxide equivalents) export has increased by 91.7%, from 27,769 tons to 53,224 tons. In the same period, China's rare earth mining quotas to rare earth producers issued by the Ministry of Land and Resources each year rose only 14.3%, from 105,000 tons of rare earth oxides (or oxide equivalent) in 2014 to 120,000 tons in 2018. The overall trend of China's rare earth export shows that the export tends to be stable while the average price accelerates.
南方稀土發(fā)布1月14日稀土氧化物掛牌價(jià)
Listing price on Jan 14th from China South Rare Earth
單位:萬元/噸(出廠含稅價(jià))
Unit: 10,000RMB/ton (EXW price incl. VAT)
3. 趨勢(shì)圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2019年1月18日
Jan 18th, 2019
提示:以上信息僅供參考!
Notes: the information above is for reference only!