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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 05-27~05-31
Week 22, 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)格繼續(xù)上漲。 亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格435-440元/KG (上海有色，430-450元/KG)，鏑鐵合金價(jià)格1930-1950元/KG (上海有色，1950-2000元/KG)，金屬鋱價(jià)格4450-4500元/KG (上海有色，4500-4600元/KG)。
This week, prices of PrNd, DyFe and Tb kept increasing. Price from Asian Metal at this weekend presented: PrNd metal 435-440RMB/KG (price from SMM: 430-450RMB/KG), DyFe alloy 1930-1950RMB/KG (price from SMM: 1950-2000RMB/KG), and Tb metal 4450-4500RMB/KG (price from SMM: 4500-4600RMB/KG).
2019年4月全國(guó)出口稀土產(chǎn)品4328.9噸，出口金額40.9百萬美元；1至當(dāng)月累計(jì)出口數(shù)量15626.3噸，累計(jì)出口金額150.4百萬美元；累計(jì)出口數(shù)量相對(duì)同期下降4.3%，累計(jì)出口金額相對(duì)同期，下降8.2%。其中，稀土永磁體產(chǎn)品4月份出口數(shù)量2903.7噸，同比增加5.46%，出口均價(jià)46.16USD/kg, 同比減少13.31%。整體1至4月份，累計(jì)出口數(shù)量增加1.75%，出口金額下降8.91%。
The export volume of rare earth in China in this April was 4328.9 tons with export amount USD40.9 million. The accumulated export volume of rare earth from January to this month was 15626.3 tons with total export value USD150.4 million. The total export volume of rare earth fell 4.3% and the accumulated export value of rare earth fell 8.2% compared with the same period of last year. In April, The export volume of rare earth permanent magnet was 2903.7 tons with an increase of 5.46% while average export price was 4616USD/kg with a decrease of 13.31%. From January to April, accumulated export volume rose 1.75% and the export amount fell 8.91%.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場(chǎng)從上周的沖高回落中迅速調(diào)整步入穩(wěn)定，隨后再度開啟上漲模式，但此次上漲相對(duì)平緩，市場(chǎng)整體表現(xiàn)穩(wěn)健。
This week, the rare earth market was quickly adjusted and then stepped into stability compared to last week's high and back, and then re-started the rising mode, but the rise was relatively slow and the overall performance of the market was stable.
周初，稀土主要產(chǎn)品仍延續(xù)回落余波，經(jīng)歷了瘋狂與挫折后市場(chǎng)明顯冷靜，雖然不再哄抬物價(jià)也并沒有出現(xiàn)大幅讓利拋售，生產(chǎn)廠家隨行入市，穩(wěn)價(jià)態(tài)度強(qiáng)烈。隨著成的逐漸平穩(wěn)，貿(mào)易商及部分小廠低價(jià)成信息趨冷，且隨著貿(mào)易戰(zhàn)形勢(shì)及稀土呼聲的熱度，僅僅在周二，業(yè)內(nèi)態(tài)度就發(fā)生微妙轉(zhuǎn)變，止跌結(jié)束轉(zhuǎn)向企穩(wěn)。
At the beginning of the week, the main products of rare earth continued to fall back. After going through craziness and setbacks, the market was obviously calm. Although prices were no longer being pushed up, there was no significant profit selling. Manufacturers entered the market with strong attitude of stabilizing price. With the gradual stabilization of transactions, the information of low-price transactions of traders and some small industries has cooled. With the progress of trade war and the enthusiasm of rare earth, the attitude of the industry has changed subtly on Tuesday, the rally has turned to stabilization.
就國(guó)內(nèi)稀土市場(chǎng)而言，貿(mào)易戰(zhàn)近期主要可能出現(xiàn)的影響如下：
As far as the domestic rare earth market was concerned, the main possible impacts of the trade war in the near future are as following:
6月1日，中國(guó)大概率對(duì)產(chǎn)于美國(guó)的稀土金屬礦征加25%關(guān)稅，成本競(jìng)爭(zhēng)幾乎毫無優(yōu)勢(shì)，屆時(shí)，國(guó)內(nèi)輕稀土鐠釹供給進(jìn)一步收縮。
On June 1st, China would probably impose 25% tariff on rare earth metals produced in the United States, with almost no advantage in cost competition. At that time, the domestic supply of light rare earth PrNd would shrink further.
對(duì)美稀土出口限制可能越來越大，目前暫時(shí)停留在反制示威階段，作用更多的是增加以后談判籌碼，但預(yù)期談判結(jié)果不容樂觀，限制對(duì)美出口可能變現(xiàn)。回顧歷史，歷來對(duì)外限制稀土出口均將導(dǎo)致國(guó)內(nèi)稀土價(jià)格出現(xiàn)上漲，近期價(jià)格提振亦多基于此。下周稀土大概率保持上漲，且不同于本周的穩(wěn)健，且可能出現(xiàn)的新的政策利好多重刺激將導(dǎo)致稀土全線產(chǎn)品漲速加快?。ㄈ鸬澜饘倬W(wǎng)）
The restrictions on rare earth exporting to the United States might become more and more serious. At present, we are on the stage of Anti-Demonstration and consider it as bargaining chips for further negotiation. However, the expected outcome of the negotiations is not optimistic, and the restrictions on exports to the United States might be done. Historically, restrictions on rare earth exports had been always leading to an increase in domestic rare earth prices, which was the reason why recent price kept increasing. Next week, probably the price of rare earth will keep rising, and distinguished from the stable price of this week, there may be new policies and multiple stimulus which will lead to an acceleration of the growth of all rare earth products! (Ruidow.com)
南方稀土發(fā)布5月27日稀土氧化物掛牌價(jià)
Listing price on May. 27th 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5月31日
May 31, 2019
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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