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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 08-19~08-23
Week 34, 2019
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情，鐠釹價(jià)格小幅上漲，鏑鐵和鋱價(jià)格繼續(xù)保持平穩(wěn)。亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格393-398元/KG，鏑鐵合金價(jià)格1900-1920元/KG，金屬鋱價(jià)格5100-5150元/KG。
This week, price of PrNd has a slight increase while DyFe and Tb keep stabilized. Price from Asian Metal at this weekend presented: PrNd metal 393-398RMB/KG, DyFe alloy 1900-1920RMB/KG, and Tb metal 5100-5150RMB/KG.
Wesfarmers近日表示，已經(jīng)放棄對(duì)Lynas公司進(jìn)行收購(gòu)，該收購(gòu)協(xié)議價(jià)值15億美元。Wesfarmers的收購(gòu)是以Lynas獲得營(yíng)業(yè)執(zhí)照續(xù)期為條件的。上周馬來(lái)西亞將Lynas旗下一家稀土加工廠的營(yíng)運(yùn)許可證延長(zhǎng)六個(gè)月，但比投資者和分析師預(yù)期的要短。Wesfarmers表示盡管Lynas經(jīng)營(yíng)許可延期，但是公司仍無(wú)法繼續(xù)推進(jìn)該協(xié)議。
Wesfarmers recently said it had dropped a USD1.5 billion buyout deal for Lynas. Wesfarmers was acquired subject to the renewal of Lynas' business license. Last week, Malaysia extended the license for a rare earth processing plant owned by Lynas by six months, shorter than investors and analysts had expected. Wesfarmers said the company was unable to go ahead with the deal despite the extension of Lynas' licensing.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場(chǎng)整體先漲后跌，主要體現(xiàn)在輕稀土鐠釹產(chǎn)品。金屬鐠釹低位庫(kù)存暫時(shí)不足的情況隨著生產(chǎn)和訂單補(bǔ)充漸漸緩和，短暫的中間環(huán)節(jié)緊張狀態(tài)緩解，供需影響下鐠釹震蕩回調(diào)。
The market for rare earth rose as a whole and then fell this week, mainly in light rare earth PrNd products. The situation of low inventory shortage of metal PrNd gradually eases with the production and order replenishment, and the temporary intermediate link tension to ease, PrNd shock callback under the impact of supply and demand.
氧化鐠釹走勢(shì)隨著采購(gòu)熱度變化，且在高點(diǎn)之前畏高情緒開始體現(xiàn)，但大廠報(bào)價(jià)較為堅(jiān)挺，后期出現(xiàn)回落但幅度不大。金屬鐠釹雖跟隨氧化鐠釹調(diào)整，但漲勢(shì)略顯滯后，成本壓力較為嚴(yán)重，僅原先的低位庫(kù)存成壓力較小。氧化鏑及鏑鐵本周顯弱，但業(yè)內(nèi)預(yù)期始終存在，弱勢(shì)相對(duì)平緩，整體保持大致穩(wěn)定。
PrNd oxide trend changes with the purchase heat, and fears for high price begins manifest before the high level, but the price from big factory is relatively firm, later appeared to fall but not much. Metal PrNd following the adjustment of PrNd oxide, but the rise slightly lags; cost pressure is more serious, only the original low inventory transaction pressure is small. Dy oxide and DyFe were weak this week, but industry expectations are consistent and the weakness is relatively flat and generally stable.
自騰沖封關(guān)以來(lái)，緬甸稀土進(jìn)口量大幅縮水，僅剩的小部分流通維系在路程較遠(yuǎn)的隴川地區(qū)，但此事對(duì)重稀土實(shí)際影響效果目前相對(duì)不大：一，國(guó)內(nèi)重稀土庫(kù)存相對(duì)充足，氧化鏑鋱仍處于相對(duì)高位，且近期弱穩(wěn)更是供需調(diào)節(jié)的體現(xiàn)。二，目前仍在通關(guān)的緬甸稀土量較小，即使阻斷發(fā)生，杯水對(duì)于車薪而言效果不會(huì)明顯。三，雖然業(yè)內(nèi)可能存在炒作心態(tài)，但業(yè)內(nèi)經(jīng)過(guò)前幾次波動(dòng)早已十分理性，情緒影響效果恐亦不會(huì)明顯。（瑞道稀土資訊）
Since Tengchong had blockade, the rare earth imports of Myanmar shrank, only a small portion of the flow to maintain in Longchuan which has a far distance, but the actual influence on heavy rare earth relatively not much at present: first, the domestic heavy rare earth inventories relatively abundant, Dy and Tb oxide still relatively high, and the recent weak stability is the embodiment of the supply and demand adjustment. Second, the amount of rare earth still being cleared from Myanmar is small, and even if the blockage happens, one cup of water won't have much effect on the fire of a cartload of firewoods. Third, although there may be speculation mentality in the industry, the industry has been very rational after several fluctuations, the emotional impact may not be obvious. (Ruidao Rare Earth Information)
南方稀土發(fā)布8月19日稀土氧化物掛牌價(jià)
Listing price of August 19th from China Southern 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8月23日
August 23, 2019
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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