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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 03-18~03-22
Week 12, 2019
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹價格繼續(xù)小幅下跌，鏑鐵和鋱價格繼續(xù)保持上漲趨勢。 亞洲金屬網(wǎng)價格: 鐠釹金屬價格363-368元/KG (上海有色，370-375元/KG)，鏑鐵合金價格1390-1410元/KG (上海有色，1400-1430元/KG)，金屬鋱價格3980-4030元/KG (上海有色，3980-4030元/KG)。
This week, price of PrNd fell slightly while DyFe and Tb price continued their rising trend. Price from Asian Metal at this weekend presented: PrNd metal 363-368RMB/KG (price from SMM: 370-375 RMB/KG), DyFe alloy 1390-1410RMB/KG (price from SMM: 1400-1430RMB/KG), and Tb metal 3980-4030RMB/KG (price from SMM: 3980-4030RMB/KG).
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
數(shù)據(jù)顯示，重稀土氧化鏑價格3月以來累計漲近8%，據(jù)業(yè)內(nèi)人士表示，緬甸進口突然收縮，國內(nèi)重稀土開采技術(shù)問題短期仍難以突破，同時環(huán)保政策趨嚴(yán)抑制重稀土產(chǎn)量增長的背景下，重稀土供應(yīng)缺口將難以彌補，漲價將是確定性事件。
Data shows that heavy rare earth Dy oxide prices have risen nearly 8% since March, according to insiders, Myanmar's imports suddenly contracted, while the domestic heavy rare earth mining technical problems is still difficult to break in short-term. At the same time, under the background of environmental protection policy restraining production growth of heavy rare earth, supply gap of heavy rare earth will be difficult to make up, price increases will be a certainty event.
近期氧化鏑價格出現(xiàn)大前進，今年以來累計漲幅為13.22%。生意社稀土分析師陳玲表示近期，重稀土價格上漲主要是受市場供需格局影響。一方面，緬甸進口突發(fā)收縮，將導(dǎo)致市場供應(yīng)減少；另一方面，春節(jié)過后，在供應(yīng)端減少預(yù)期利好支撐下，市場詢盤行為增加，需求端出現(xiàn)顯著增長。
Dy oxide prices have recently shown a swagger, rising 13.22% so far this year. Chen ling, rare earth analyst at Business News, said the recent rise in heavy rare earth prices is mainly affected by the supply and demand pattern in the market. On the one hand, Myanmar's sudden import contraction will lead to a reduction in market supply; On the other hand, after the Spring Festival, the market inquiry behavior increased and the demand side showed a significant growth under the support of the reduced expectation on the supply side.
我國曾是全球大的稀土供應(yīng)國，且“黑稀土"泛濫導(dǎo)致我國稀土行業(yè)長期處于供大于求狀態(tài)。不過，隨著政府在政策端的發(fā)力，稀土“打黑"和整合六大稀土集團等重磅政策頻繁出臺，行業(yè)整治帶來我國稀土礦供應(yīng)持續(xù)收縮。同時，也推動我國稀土礦開采行業(yè)人才流向東南亞、美國等地，推動當(dāng)?shù)叵⊥敛蛇x技術(shù)大幅提升，進而成為我國的主要稀土礦來源國。緬甸就是我國重要的進口稀土礦供應(yīng)源，若緬甸礦確定關(guān)閉，則以后每年減少的鏑供應(yīng)量或超過30%。
China used to be the world's largest supplier of rare earth, and the proliferation of "black rare earth" has led to a long-term oversupply of China's rare earth industry. However, with the government force in the policy, heavy policies such as "cracking down on the black rare earth" and integrating six major rare earth groups have been issued frequently, and the industry renovation has resulted in the continuous contraction of the supply of rare earth minerals in China. At the same time, China has also promoted the talents flow of rare earth mining industry to Southeast Asia, the United States and other places, and significantly promoted the local rare earth mining technology, thus make them becoming the main source countries of rare earth mines in China. Myanmar is an important source of supply for China's imported rare earth mines. If the mines in Myanmar are determined to close, the dysprosium supply may be reduced by more than 30% every year.
對于后市，華泰研究所有色金屬分析師表示，不同以往收儲行情，此次稀土漲價是由于緬甸進口減少導(dǎo)致中重稀土供需趨緊，看好中重稀土行情。
For the future market, Huatai institute of non-ferrous metals analysts said, unlike the previous stock prices, the raise of rare earth price is due to the reduction of Myanmar imports which led to tight supply and demand of rare earth, heavy rare earth market will bullish.
南方稀土發(fā)布3月18日稀土氧化物掛牌價
Listing price on March 18th from China Southern 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3月22日
March 22nd, 2019
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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