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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 04-08~04-12
Week 15, 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，鏑鐵和鋱價格保持平穩(wěn)。 亞洲金屬網(wǎng)價格: 鐠釹金屬價格337-342元/KG (上海有色，342-347元/KG)，鏑鐵合金價格1450-1470元/KG (上海有色，1460-1480元/KG)，金屬鋱價格4050-4100元/KG (上海有色，4020-4050元/KG)。
This week, the price of PrNd continued to fall slightly, DyFe and Tb price remained stable. Price from Asian Metal at this weekend presented: PrNd metal 337-342RMB/KG (price from SMM: 342-347 RMB/KG), DyFe alloy 1450-1470RMB/KG (price from SMM: 1460-1480RMB/KG), and Tb metal 4050-4100RMB/KG (price from SMM: 4020-4050RMB/KG).
業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周（4.8-4.12）稀土市場再度開啟兩級分化走勢。然而鐠釹下滑趨勢減緩，而鏑鋱經(jīng)過一周時間的企穩(wěn)鞏固后再度回轉(zhuǎn)上揚，釓鈥系產(chǎn)品停止上漲保持穩(wěn)定。
This week (4.8-4.12), the rare earth market once again began a polarized trend. However, the decline in PrNd slowed down, while DyFe and Tb turned up again after a week of stabilization and consolidation, while GdHo products stopped rising and remained stable.
鐠釹系產(chǎn)品下滑至此，市場開始流傳企業(yè)限產(chǎn)、停產(chǎn)消息，但目前并無廠家對此反饋，另外鐠釹產(chǎn)品目前徘徊在成本邊緣，不過成本邊緣同時意味著逼近成本與經(jīng)營虧損平衡點，可讓利的空間壓縮，后續(xù)下滑速度必然放緩。
PrNd products has shrank, the market begins to spread the news of enterprise limiting production, stopping production, but there is no feedback from manufacturers at present, PrNd products are hovering at marginal cost now, marginal cost means close to cost and management deficit balance point at the same time, the space that can make profit is squeezed, there is slower rate of shrink subsequently.
鏑鋱系產(chǎn)品經(jīng)歷月初的輕微下調(diào)，在下游接受程度普遍后隨即恢復(fù)到調(diào)整前水平，且成流通較之上一波漲勢有所回暖，成量的支撐下鏑鋱系產(chǎn)品的漲勢更顯充實合理。緬甸稀土預(yù)計再度閉關(guān)消息越發(fā)頻繁，未來的再一次漲幅仍存期望。
DyTb products have recovered to their pre-adjustment levels after a slight decrease at the beginning of the month after widespread acceptance from downstream, and deal flow has recovered compared to the previous rally. The DyTb product rally is more substantial and reasonable supported by trading volume. The news that Myanmar rare earth is expected to close again becomes frequently, another increase is expected in the future.
釓鈥系產(chǎn)品并沒有借勢鏑鋱上漲并保持平穩(wěn)。釓鐵與鈥鐵的作用在于替代稀土永磁中一部分釹，在合理的范圍內(nèi)以犧牲部分矯頑力的代價穩(wěn)定剩磁并降低成本。隨著鐠釹金屬的一路下滑和釓鈥產(chǎn)品的上調(diào)，釓鈥合金代替釹已失去降低成本的作用，且矯頑力性能反不如增加釹的比例。隨著替代產(chǎn)品價格嚴(yán)重低迷，釓鈥系產(chǎn)品也達(dá)到了其性價比允許的高價格點。不過，重稀土的供應(yīng)減少同樣存在，預(yù)計釓鈥系產(chǎn)品近期以穩(wěn)定為主。(瑞道稀土資訊)
GdHo hasn't taken advantage of DyTb's rise and held steady. GdFe and HoFe is replacement of Nd in rare earth permanent magnet, stabilize Br and reduce cost at a reasonable range by sacrificing part of Hcb. With the decline of PrNd and the increase of GdHo product, the replacement of Nd with GdHo alloy has lost the role of reducing cost, and the Hcb is not as good as the increase of the proportion of Nd. With the price of replacement products seriously depressed, GdHo products have also reached the highest price point that their cost performance allows. However, there is also a reduction in the supply of heavy rare earth, GdHo products expected to remain stable in the near future. (Ruidow rare earth information)
北方稀土高科技股份有限公司發(fā)布4月稀土產(chǎn)品掛牌價格
Listing price on April from China Northern Rare Earth High-tech Co., Ltd.
南方稀土發(fā)布4月8日稀土氧化物掛牌價
Listing price on April 8th from China Southern Rare Earth
單位：萬元/噸（出廠含稅價）
Unit: 10,000RMB/ton (EXW price incl. VAT)
2. 趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2019年4月12日
April 12, 2019
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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