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當前位置：JL MAG Rare-Earth Industry Price Briefing 01-21~01-25
Week 4, 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400-405元/KG，鏑鐵合金價格1200-1220元/KG (上海有色，1210-1230元/KG)，金屬鋱價格3800-3850元/KG (上海有色，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 400-405RMB/KG, DyFe alloy 1200-1220RMB/KG (price from SMM: 1210-1230RMB/KG), and Tb metal 3800-3850RMB/KG (price from SMM: 3,850-3,900RMB/KG).
澳大利亞稀土生產(chǎn)商萊納斯2018年第四季度稀土氧化物銷量達到5,522噸，營收7,990萬澳元。盡管稀土氧化物產(chǎn)量比上一季度下降了798噸，但萊納斯仍實現(xiàn)了創(chuàng)紀錄的銷量。產(chǎn)量短缺是去年12月暫時停產(chǎn)的結(jié)果。隨著耗資3,500萬澳元的NEXT分離電路項目的升級完工，配額也受到了抑制。盡管產(chǎn)量較低，但在2018年10月，NdPr產(chǎn)量連續(xù)二個月超過600噸。去年12月，當達到處理鑭精礦的年度批準限額時，生產(chǎn)也暫停了，其綜合效應是NdPr產(chǎn)量減少了400多噸。
Australian rare earth producer Lynas sold 5,522 tons of rare earth oxides in Q4 of 2018 on revenue of 79.9 million Australian dollar. Lynas posted record sales despite a 798 tons drop in rare earth oxide production from the previous quarter. The production shortfall was the result of a temporary shutdown in December. Quotas were also curtailed as the $35 million NEXT split-circuit project was finally upgraded. Despite low production, the PrNd output was more than 600 tons for the second month in a row in October 2018. Production was also suspended in December when the annual approval limit for processing La concentrate was reached, with the combined effect of reducing PrNd output by more than 400 tons.
Pensana Metals在安哥拉的Longonjo獲得了高質(zhì)量的稀土結(jié)果，該項目距離一條直達大西洋港口的鐵路線有4公里。Pensana Metals Ltd在安哥拉的Longonjo釹-鐠(NdPr)項目進行鉆探后，獲得了稀土氧化物(REO)。這些結(jié)果是2018年一個108孔鉆井項目的測試結(jié)果，預計下個月完成修訂后的資源估算。新的交叉點確定了一個富含NdPr氧化物的礦化厚帶，特別是在NdPr占總稀土36%的兩個交叉點處。
Pensana Metals obtained high-quality rare earth results in Longonjo, Angola, which is four kilometres from a rail link to an Atlantic port. Pensana Metals Ltd obtained higher-grade rare earth oxides after drilling in Angola's Longonjo PrNd project. These results are the final test results for a 108 well drilling project in 2018. Revised resource estimates are expected to be completed next month. The new intersections identified a thick mineralized zone with rich PrNd oxides, especially at the two intersections where PrNd accounted for 36% of the total rare earths.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土整體市場實現(xiàn)筑底企穩(wěn)，且重稀土表現(xiàn)穩(wěn)健物。年末物流大多暫停，年底成備貨收尾，稀土上游企業(yè)步入歇業(yè)狀態(tài)，下游磁材除大廠仍有生產(chǎn)，中小企業(yè)亦開始年前的休整。
This week, the overall rare earth market is bottom stabilized, and the performance of heavy rare earths is solid. At the end of the year, most of the logistics were stopped; the transaction and preparation of goods were completed. The upstream rare earth enterprises went out of business, downstream magnetic material except big factories still have production; small and medium-sized enterprises also began to rest and reorganization before the New Year.
受氧化鏑成上浮，雖然暫無明顯需求，成本的壓力迫使鏑鐵廠商上調(diào)報價，且本周為數(shù)不多的成價亦有上浮。鐠釹金屬成范圍變動較小，低交并未刷新，但主流報價有所變動，小部分企業(yè)低價企業(yè)開始向上微調(diào)。
Affected by Dy oxide prices rose, although there was no immediate demand, cost pressures forced Dy producers to raise their bids, as did the few prices on offer this week. Change of PrNd metal deal limits is lesser, minimum deal did not refresh, but mainstream quoted price changed a bit; small part enterprises and low price enterprises begin to trim up.
年后預期需求低迷，但價格同時也走向了底點，兩者在年前達到平衡。節(jié)后上下游企業(yè)復產(chǎn)開工，加之年前備貨量少，屆時交將有一定幅度改善，而平衡點將會向賣方傾斜。預計，節(jié)后鐠釹市場有望實現(xiàn)企穩(wěn)，且存在小幅上調(diào)的可能，鏑鋱系產(chǎn)品延續(xù)上浮，且上調(diào)速度將略微加快。(瑞道稀土資訊)
Demand is expected to be low after the year, but prices are also heading for a bottom, and the demand and price will balance by the end of the year. After the holiday, the upstream and downstream enterprises will resume production and start work. In addition, the amount of goods in stock before the Spring Festival is very small. At that time, the transaction will be improved to a certain extent, and the balance point will be tilted to the seller. It is expected that the PrNd market is expected to stabilize after the Spring Festival, and there is the possibility of a small increase; Dy and Tb products will continue to rise, and the rate of increase will be slightly accelerated.(Ruidao Rare Earth Information)
南方稀土發(fā)布1月21日稀土氧化物掛牌價
Listing price on Jan 21st from China South Rare Earth
單位：萬元/噸（出廠含稅價）
Unit: 10,000RMB/ton (EXW price incl. VAT)
3. 趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2019年1月25日
Jan 25th, 2019
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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