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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 06-03~06-06
Week 23, 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445-450元/KG (上海有色，450-460元/KG)，鏑鐵合金價(jià)格1930-1950元/KG (上海有色，1980-2020元/KG)，金屬鋱價(jià)格4800-4850元/KG (上海有色，4850-4950元/KG)。
This week, prices of PrNd, DyFe and Tb kept increasing. Price from Asian Metal at this weekend presented: PrNd metal 445-450RMB/KG (price from SMM: 450-460RMB/KG), DyFe alloy 1930-1950RMB/KG (price from SMM: 1980-2020RMB/KG), and Tb metal 4800-4850RMB/KG (price from SMM: 4850-4950RMB/KG).
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場(chǎng)繼續(xù)上漲，且此次漲勢(shì)較為堅(jiān)實(shí)平緩，上下游均顯理性且銜接度良好，市場(chǎng)成較為活躍。政策因素依然是推動(dòng)稀土產(chǎn)品上移的主因，但供給縮減同樣存在助力。
Rare earth market kept increasing steady and gently in this week. Both upstream and down-stream firms held rational attitude and kept good connection with each other, which lead to an active market transaction. Policy factor was still a main reason that rare earth products kept increasing, beyond that, the shrinkage of supply also impelled its rising.
發(fā)改委連續(xù)兩次召開(kāi)稀土座談會(huì)，從稀土及企業(yè)兩個(gè)角度聽(tīng)取建議，圍繞稀土行業(yè)目下面臨的問(wèn)題及未來(lái)的發(fā)展方向展開(kāi)調(diào)研，但就發(fā)改委尚未就稀土出口監(jiān)管做出明確回應(yīng)。對(duì)美反制清單正式生效，來(lái)自美國(guó)的稀土金屬礦將加收25%的關(guān)稅，國(guó)外輕稀土供給沖擊所有削弱，受此消息影響，鐠釹產(chǎn)品再度上調(diào)。
National Development and Reform Commission held two consecutive rare earth symposiums, hearing suggestions from rare earth experts and industries and starting to make research concentrating on present issues and future development of the industries, while there was still no clear response from NDRC on supervision of rare earth exportation. Counter-list to America had been validated officially, which leads to additionally 25% tariff on rare earth metal ore from America. All foreign light rare earth supply shocks are weakened. Due to the news, the PrNd products rose again.
本周輕重稀土走勢(shì)雖有上調(diào)，但隱存的漲勢(shì)乏力也開(kāi)始顯現(xiàn)，后期漲勢(shì)漸緩，業(yè)內(nèi)節(jié)前再度出現(xiàn)觀望。貿(mào)易戰(zhàn)對(duì)于稀土行業(yè)的負(fù)面影響開(kāi)始體現(xiàn)，終端制造業(yè)受加稅影響市場(chǎng)收縮，部分磁材企業(yè)反饋訂單量略有下降，不過(guò)市場(chǎng)因素暫時(shí)影響較小，對(duì)漲勢(shì)雖有一定抑制但仍不足以抵消限制供給帶來(lái)的提振。貿(mào)易戰(zhàn)方面，美國(guó)為應(yīng)對(duì)中國(guó)可能實(shí)施的稀土反制已著手準(zhǔn)備，包括鼓勵(lì)本國(guó)及第三方稀土分離產(chǎn)業(yè)，提供資金研究稀土生產(chǎn)制造技術(shù)等等。然而缺少中國(guó)的稀土支持，就其目前可利用的稀土資源來(lái)看，遠(yuǎn)不足彌補(bǔ)其國(guó)內(nèi)稀土缺口。至于開(kāi)發(fā)稀土相關(guān)技術(shù)，以稀土分離及稀土永磁的工藝復(fù)雜性，探索階段長(zhǎng)必然不解近渴。（瑞道金屬網(wǎng)）
Although the trend of light and heavy rare earths has been raised this week, the lack of hidden gains has begun to show up. In the later period, the gains have gradually slowed down, and the industry has once again held the policy of see-and-wait before the festival. Adverse impacts of trade war in rare earth industries started to show up. Manufacturing ends were influenced by additional tariff and the market shrunk due to tariff policy. Some magnet enterprises reverted that there was a decreasing on purchasing orders. The market factor has a temporary small impact, although there is some restraint on the uptrend, it is still not enough to offset the boost caused by the restriction of supply. On the aspect of trade war, America had made preparation to our counter actions, which including encouraging rare earth separation industries of American and third party, investing on research of rare earth manufacturing technology and so on. However, without support of China's resource, their rare earth resource was far away from covering the gap on its demand according to its present available resource. As for the development of rare earth related technologies, for the complexity of separation technology and process, it would take a long time for them to make researches which made it not possible to solve their present problems (Ruidow.com).
南方稀土發(fā)布6月3日稀土氧化物掛牌價(jià)
Listing price on June 3rd from China South Rare Earth
單位：萬(wàn)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6月6日
June 6, 2019
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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