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當前位置：JL MAG Rare-Earth Industry Price Briefing 11-04~11-08
Week 45, 2019
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹，鏑鐵和鋱價格穩(wěn)定，與上周基本一致。亞洲金屬網價格: 鐠釹金屬價格365-370元/KG，鏑鐵合金價格1530-1550元/KG，金屬鋱價格4550-4600元/KG。
This week, prices of PrNd, DyFe and Tb keeps stable and the same as last week. Price from Asian Metal at the weekend presented: PrNd metal 365-370 RMB/KG, DyFe 1,530-1,550 RMB/KG and Tb metal 4,550-4,600 RMB/KG.
2019年11月7日-8日，由中國稀土行業(yè)協會磁性材料分會主辦的中國稀土行業(yè)協會磁性材料分會二屆二次會員大會暨2019中國稀土永磁論壇在贛州舉辦，且由中國南方稀土集團有限公司及江西金力永磁科技股份有限公司支持舉辦。會議主題為“科技創(chuàng)新，高質量發(fā)展"，且邀請了稀土原材料企業(yè)，稀土磁性材料企業(yè)，后加工企業(yè)，設備制造企業(yè)，大學和科研單位，各省行業(yè)協會及各應用領域代表參加。
From November 7th to 8th, 2019, the Second General Meeting of Magnetic Materials Branch of China Rare Earth Industry Association and 2019 China Rare Earth Permanent Magnet Forum hosted by Magnetic Materials Branch of China Rare Earth Industry Association were held in Ganzhou, supported by China Southern Rare Earth group Co., Ltd. and JL Mag Rare-Earth Co., Ltd. The theme of the conference is "Technological Innovation, High-quality Development", and experts from rare earth raw material enterprises, rare earth magnetic material enterprises, post-processing enterprises, equipment manufacturing enterprises, universities and scientific research institutions, provincial industry associations and application fields were invited to attend the conference
2. 業(yè)內人士分析Analysis of Professional Insiders
本周稀土市場整體仍處于弱勢，但鐠釹下行速度更為緩和，且重稀土氧化鏑產品再度實現維穩(wěn)。成本高壓是促進走勢放緩的主要因素。
This week, the whole rare earth market is still at a weak position, but the downward speed of PrNd price is more moderate, and the heavy rare earth Dy oxide products are once again stable. High cost is the main factor that slow down the trend.
重稀土產品本周整體弱勢，但氧化鏑明顯維穩(wěn)，在當下位開始震蕩浮動。氧化鋱因市場購買量相對不足，且市場庫存不如氧化鏑集中，成價位暫未止跌。氧化鏑本周價位下滑至150萬元/噸后開始上下小幅浮動，該價位下無論主流大廠或者散貨持貨商均存在較大生產及收購成本壓力，市場盼穩(wěn)心態(tài)較高。
Heavy rare earth products are weak this week, but Dy oxide is obviously stable, starting to fluctuate in the lower position. The purchasing of Tb oxide is not enough in the market, and the market inventory is not as concentrated as Dy oxide, so the transaction price has not stopped falling. The price of Dy oxide fell to 1.5 million yuan/ ton this week, and then begins to fluctuate slightly up and down. Under this price, there is a greater pressure on production and acquisition costs for mainstream large factories and bulk carriers, and the market is looking forward to stability.
隨著鈥鐵逐步下滑，鈥鐵與鐠釹價差范圍擴大，部分磁材企業(yè)調整配方適當加重鈥鐵比例，本周鈥鐵成稍有好轉，但并不明顯。氧化鈥及鈥鐵在后期持穩(wěn)，低位貨源相對收縮。然而磁材端的比例調整對于鈥鐵目前龐大的庫存杯水車薪，鈥鐵缺乏上漲動力。
With the gradual decline of HoFe, the range of price difference between HoFe and PrNd has expanded, and some magnetic material enterprises have adjusted the formula to appropriately increase the proportion of HoFe. This week, the transaction of HoFe has slightly improved, but it is not obvious. Ho oxide and HoFe remain stable in the later stage, and the lower level supply is relatively contracted. However, the adjustment of the proportion of the magnetic material end is far from insufficient for the current huge inventory of HoFe, and HoFe lacks the momentum to rise.
元旦前夕磁材廠開工率不會很高，無論國內或國外訂單均相對淡季，上游企業(yè)間的價格競爭仍會繼續(xù)。鐠釹類產品存在進一步下調趨勢，但空間受制于成本壓力不會太大。重稀土產品除氧化鏑因其特殊的市場占有量和集中度外，其余各類產品弱勢因素居多，短期內很難出現上漲。（瑞道稀土資訊）
On the eve of New Year, the operating rate of the magnetic material factory will not be very high, and the price competition among upstream enterprises will continue as the domestic or foreign orders are relatively off-season. Pr and Nd products have further downward trend, but the space will not be too large subject to cost pressure. In addition to Dy oxide, which has a special market share and concentration degree, other products are mostly vulnerable, so price is difficult to rise in the short term. (Ruidow Info)
南方稀土發(fā)布11月4日稀土氧化物掛牌價
Listing price on Nov 4th from China South 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11月08日
Nov. 8th, 2019
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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