JL MAG Rare-Earth Industry Price Briefing 07-08~07-12
Week 28, 2019
1. 重要新聞簡報(bào)Briefing of Important News
本周稀土市場行情,鐠釹,鏑鐵和鋱價(jià)格有所回落。 亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格425-430元/KG,鏑鐵合金價(jià)格1920-1940元/KG,金屬鋱價(jià)格5230-5280元/KG。
This week, prices of PrNd, DyFe and Tb have dropped. Price from Asian Metal at this weekend presented: PrNd metal 425-430RMB/KG, DyFe alloy 1920-1940RMB/KG, and Tb metal 5230-5280RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
自中美貿(mào)易爭端釋放緩和信號前后,稀土上漲的政治理論支點(diǎn)遭遇挫折,市場判斷依據(jù)再回供需層面,稀土產(chǎn)品價(jià)格有所回落。
Since the ease of trade disputes between China and the United States, the political and theoretical fulcrum of rare earth price rise has suffered setbacks. Market judgment has come back to supply and demand, and the price of rare earth products has fallen.
此次回落過程較長且整體仍算緩和,因美國及緬甸稀土進(jìn)口確有小幅收縮,加上業(yè)內(nèi)對后續(xù)政策助力仍有期待,稀土下調(diào)并未出現(xiàn)斷崖式下滑。然而價(jià)位還未到達(dá)供需平衡點(diǎn),需求的短板又再次突顯。
The retreat was long and moderate as a whole. Because the imports of rare earth from the United States and Myanmar did shrink slightly, and the industry was still looking forward to the follow-up policy, there was no free-fall decline in rare earth price reduction. However, the price has not yet reached the balance point between supply and demand, and the shortcomings of demand are once again highlighted.
進(jìn)入炎夏,稀土永磁傳統(tǒng)的淡季將至,而稀土氧化物及金屬庫存仍高不下,大廠艱難挺價(jià)也只是延緩了下滑的速度,但積極出貨仍是稀土上游目前的主要態(tài)度。隨著供需杠桿再度回到常態(tài),稀土行業(yè)亟需一場重大的政策利好來扭轉(zhuǎn)頹勢。(瑞道金屬網(wǎng))
In the hot summer, the traditional off-season of rare earth permanent magnets is approaching, while the stocks of rare earth oxides and metals are still high, and the price increasing by large factories has only slowed down the decline, active shipment is still the main attitude of the upstream firms of rare earth industry. With supply and demand leverage returning to normal again, the rare earth industry urgently needs a major policy boost to reverse the downturn. (Ruidow)
北方稀土高科技股份有限公司發(fā)布7月稀土產(chǎn)品掛牌價(jià)格
Listing price of Jul from China Northern Rare Earth
南方稀土發(fā)布7月9日稀土氧化物掛牌價(jià)
Listing price on Jul 09th 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. 趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2019年7月12日
Jul 12th, 2019
提示:以上信息僅供參考!
Notes: the information above is for reference only!