JL MAG Rare-Earth Industry Price Briefing 04-22~04-26
Week 17, 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)。 亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格332-337元/KG (上海有色,330-335元/KG),鏑鐵合金價(jià)格1460-1480元/KG (上海有色,1480-1490元/KG),金屬鋱價(jià)格4050-4100元/KG (上海有色,4040-4070元/KG)。
This week, prices of PrNd, DyFe and Tb kept stable. Price from Asian Metal at this weekend presented: PrNd metal 332-337RMB/KG (price from SMM: 330-335 RMB/KG), DyFe alloy 1,460-1,480RMB/KG (price from SMM: 1,480-1,490RMB/KG), and Tb metal 4,050-4,100RMB/KG (price from SMM: 4,040-4,070RMB/KG).
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周長久弱勢(shì)的稀土市場(chǎng)出現(xiàn)一絲轉(zhuǎn)機(jī),輕重稀土整體穩(wěn)中向好。輕稀土鐠釹產(chǎn)品暫時(shí)止跌并小幅上漲,重稀土產(chǎn)品延續(xù)穩(wěn)健部分產(chǎn)品小幅上調(diào)。下游采購回暖,輕重交量均有改善。
It appears a turnaround this week after a long-time weakness on the rare earth market, the overall status of rare earth performs stable in the good trend. Price of light rare earth PrNd products temporarily stopped falling and rose slightly, part of heavy rare earth products continued to be stable with a small increase. Because of the downstream procurement recovery, the trading volume of both light and heavy rare earth is improved.
隨著鐠釹弱勢(shì)減緩逐步趨穩(wěn),加上現(xiàn)有價(jià)格臨近南方分離廠家成本,業(yè)內(nèi)對(duì)于鐠釹走勢(shì)轉(zhuǎn)折的預(yù)測(cè)比重增多,下游也出于回避觸底反彈風(fēng)險(xiǎn)的考慮在本周初陸續(xù)開始備貨。重稀土產(chǎn)品同樣在此次鐠釹采購中受到帶動(dòng),鏑鋱系氧化物價(jià)位穩(wěn)定但交量小幅回升,釓鈥系氧化物小幅上漲。
As the weakness of PrNd slowed down and gradually stabilized, and the current price was close to the cost of the southern separation manufacturers, the proportion of the forecast of the trend change of PrNd in the industry increased, and the downstream also began to prepare goods at the beginning of this week for avoiding the risk of bottoming out and rebounding. Heavy rare earth products were also driven by the purchase of PrNd, Dy and Tb oxide prices have stabilized but slightly recovered volume, Gd and Ho oxide volume rose slightly.
本周鐠釹出現(xiàn)小幅好轉(zhuǎn),價(jià)格低位穩(wěn)定業(yè)內(nèi)觸底判斷較多是主要因素,而下游的剛性需求集中則是轉(zhuǎn)折的引線和催化劑。上游企業(yè)苦于市場(chǎng)弱勢(shì)長期經(jīng)營艱難,此次報(bào)價(jià)上調(diào)步伐較為一致,即使后續(xù)缺乏動(dòng)力,上游企業(yè)的穩(wěn)價(jià)心態(tài)必然保持強(qiáng)烈,預(yù)計(jì)近期鐠釹價(jià)格將鞏固現(xiàn)有漲幅實(shí)現(xiàn)穩(wěn)定。(瑞道稀土資訊)
This week PrNd price appears small improvement, price low stability inside course of study hits bottom to judge more is the main factor, and the rigidity of downstream demand concentration is the lead that turns and catalyst. Upstream enterprises suffering from market weakness long-term difficult operation, the pace of price increase is relatively consistent, even if the follow-up lack of power, upstream enterprises must maintain a strong price stability mentality, it is expected that the recent PrNd price will consolidate the existing increase to achieve stability. (Ruidow Rare Earth Information)
南方稀土發(fā)布4月22日稀土氧化物掛牌價(jià)
Listing price on April 22 from China Southern 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4月26日
April 26, 2019
提示:以上信息僅供參考!
Notes: the information above is for reference only!