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當前位置：JL MAG Rare-Earth Industry Price Briefing 07-01~07-05
Week 27, 2019
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹，鏑鐵和鋱價格有所回落。 亞洲金屬網價格: 鐠釹金屬價格445-450元/KG，鏑鐵合金價格1930-1950元/KG，金屬鋱價格5300-5350元/KG。
This week, prices of PrNd, DyFe and Tb have a little drop. Price from Asian Metal at this weekend presented: PrNd metal 445-450RMB/KG, DyFe alloy 1930-1950RMB/KG, and Tb metal 5300-5350RMB/KG.
據(jù)MiningWeekly報道，由于國際稀土市場供應緊張，印度政府擔心國營企業(yè)無法滿足國內需求，因此正在考慮是否取消今年初實施的禁止私企海濱采砂令。目前，印度只有國營的REIL開發(fā)生產稀土。如果稀土市場繼續(xù)供應緊張，印度需要盡快建立國內產能。所以，印度政府也在考慮向私企開放稀土加工市場。印度礦業(yè)聯(lián)合會（FIMI）已經向政府請愿，要求解除對私企開采海濱砂礦的禁令。
MiningWeekly reported that due to tight supply in the international rare earth market, and for fear that state enterprises could not meet domestic demand, the Indian government is considering whether to cancel the ban on mining by private companies at the beach which implemented earlier this year. Currently, only state-owned REIL in India develops and produces rare earth. If rare earth market continues to be tight, India needs to build domestic capacity as soon as possible. So the government is also considering opening up the rare-earth processing markets to private companies. The Indian Mining Federation (FIMI) has petitioned the government to lift the ban on mining by private companies at the beach.
2. 業(yè)內人士分析Analysis of Professional Insiders
本周稀土市場整體延續(xù)下行趨勢，但弱勢放緩，且成價位逐漸向中低位靠攏，后期成變動幅度較小，回落止跌跡象初顯。
This week, the overall rare earth market continued its downward trend while weakness trend slowed down. And the transaction price gradually closed to the mid-low level, fluctuation range of transaction change is small, which shows signs of stopping falling.
中美貿易戰(zhàn)成為近期影響稀土走勢的一大因素，G20峰會中美雙方初步達成緩和意見，以擴大美方農產品進口換來中國高科技企業(yè)的正常供應，但已征加的關稅并未取消。貿易戰(zhàn)后續(xù)的不確定性同樣對稀土行業(yè)隱含著較多可能，即使出現(xiàn)緩和信號后稀土產品價格有所回落，業(yè)內仍未放棄貿易戰(zhàn)對稀土的助推可能，部分大廠適當挺價，期待未來出現(xiàn)新的利好。
The Sino-US trade war has become a major factor affecting the trend of rare earth in the near future. At the G20 summit, China and the United States reached an initial easing agreement to expand the import of American agricultural products in exchange for the normal supply to Chinese high-tech enterprises, but the tariffs imposed have not been abolished. The uncertainty of the follow-up to the trade war also implies more possibilities for the rare earth industry. Even though the price of rare earth products has dropped after some signs of easing, the industry has not given up the possibility of trade war to boost rare earth. Some large manufacturers appropriately increase prices, and look forward to the future of new positive.
輕稀土上游競爭本周仍顯嚴重，重稀土主流產品大致穩(wěn)定，氧化鏑及氧化鋱仍具備較強的發(fā)展?jié)摿?，回調幅度相對較小且后期穩(wěn)定。后市預測：緬甸及美國稀土進口縮減仍在繼續(xù)，但其可產生的支撐已然將稀土市場上推到其力所能及的位置，短期內后續(xù)發(fā)力有所欠缺。不確定性因素仍在，稀土再度發(fā)力的潛在主因并未消失，且經過兩周時間的回調，稀土價位接近上下游接受范圍，后續(xù)雖可能仍顯弱穩(wěn)，但下滑空間必然較小。（瑞道金屬網）
Light rare earth upstream competition is still serious this week, heavy rare earth mainstream products are generally stable, Dy oxide and Tb oxide still have strong development potential, the correction range is relatively small and stable in the later period. Outlook: Myanmar and the United States continued to reduce rare earth imports, but the support it can produce has pushed the rare earth market to its position, short term follow-up force is not enough. Uncertainty still exists, and the potential main reason for the re-emergence of rare earth has not disappeared. After a two-week pullback, the price of rare earth is close to the acceptance range of upstream and downstream, although the follow-up may still be weak and stable, the decline space is bound to be small. (Ruidow)
南方稀土發(fā)布7月1日稀土氧化物掛牌價
Listing price on July 1st 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）Tendency Chart (refer to Asian Metal)
2019年7月5日
July 5, 2019
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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