關(guān)注我們
股票代碼 
Language
當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 12-23~12-27
Week 52, 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)格相對(duì)穩(wěn)定，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358-363元/KG，鏑鐵合金價(jià)格1670-1690元/KG，金屬鋱價(jià)格4480-4530元/KG。
This week, price of PrNd is relatively stable while DyFe and Tb continue to rise. Price from Asian Metal at the weekend presented: PrNd metal 358-363 RMB/KG, DyFe 1,670-1,690 RMB/KG and Tb metal 4,480-4,530 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場(chǎng)整體不佳，整體走勢(shì)相對(duì)乏力。鐠釹產(chǎn)品表現(xiàn)弱勢(shì)，但后期弱勢(shì)減緩，鏑鋱系產(chǎn)品本周雖有延續(xù)上漲，但動(dòng)力削弱，后期發(fā)力不足。緬甸封鎖稀土存在諸多不穩(wěn)定因素，加上國(guó)內(nèi)鏑鋱剛需冷淡，且價(jià)位處于中高位置，業(yè)內(nèi)較為謹(jǐn)慎，導(dǎo)致鏑鋱漲勢(shì)有所放緩。
This week, the overall rare earth market turnover was poor, and the overall trend was relatively weak. The prices of PrNd products were in a weak status, but the weakness slowed down in the later period. Although Dy and Tb products continued to rise this week, the momentum was weakened, and the strength in the later period was insufficient. There were many unstable factors caused by the blockade of rare earth in Myanmar. In addition, the domestic demand for Dy and Tb is cold, and the prices were in the middle and high level, so the industry was more cautious, resulting in a slowdown in the rise of Dy and Tb.
緬甸封關(guān)后續(xù)傳出較多不穩(wěn)定因素，但目前國(guó)內(nèi)各企業(yè)反饋稀土礦庫(kù)存不足，鏑鋱價(jià)位仍保持穩(wěn)健，國(guó)內(nèi)企業(yè)帶來(lái)的影響比重加大。鏑鋱貿(mào)易熱度在本周有所降溫，但剛需采購(gòu)價(jià)位仍與報(bào)價(jià)漲幅保持同步，業(yè)內(nèi)部分大廠鏑鋱庫(kù)存維持在各自基準(zhǔn)線上以備后續(xù)變化，相比鐠釹，鏑鋱明顯不存在多少競(jìng)價(jià)壓力，且業(yè)內(nèi)對(duì)鏑鋱未來(lái)可能出現(xiàn)的漲幅仍存期待。
There were many unstable factors after the closure of Myanmar, but at present, domestic enterprises reported that the rare earth ore inventory was insufficient, the price of Dy and Tb remained stable, and the impact of domestic leading enterprises increased. The trade heat of Dy and Tb has cooled this week, but the purchase price of rigid demand still keeps pace with the increase of quotation. The stocks of Dy and Tb of some large factories in the industry are kept on their respective benchmark lines for subsequent changes. Compared with PrNd, there is obviously no bidding pressure on Dy and Tb, and the industry still expects possible increase of Dy and Tb in the future.
短期預(yù)測(cè)：元旦與春節(jié)期間，各生產(chǎn)企業(yè)存在不同的備貨需求，稀土專(zhuān)用物流也初步在下月中旬停運(yùn)，在此期間小幅采購(gòu)集中將會(huì)出現(xiàn)。目前鐠釹雖仍有弱勢(shì)，但基于成本壓力弱勢(shì)趨緩，后續(xù)采購(gòu)將有可能止跌維穩(wěn)，不排除小幅試探上調(diào)的可能。受鐠釹影響，釓、鈥系產(chǎn)品未來(lái)走勢(shì)亦有可能小幅轉(zhuǎn)好，但大體仍保持穩(wěn)定。鏑鋱采購(gòu)量較少，后續(xù)成有望小幅上移，但動(dòng)力減弱，廠家報(bào)價(jià)將大致穩(wěn)定。（瑞道稀土資訊）
Short term forecast: during the New Year's Day and the Spring Festival Holidays, the production enterprises have different demand for goods preparation, and the special logistics for rare earth will be suspended in the middle of next month, during which a small amount of centralized procurement will occur. At present, although PrNd are still weak, but the weak trend of cost pressure slows down, subsequent procurement will probably stop falling and maintain stable, might be the possibility of a small trial increase. Affected by PrNd, Gd and Ho products may also improve slightly in the future, but remain stable in general. The purchase volume of Dy and Tb are small, and the subsequent transaction is expected to move up slightly, but the trend is weakened, and the manufacturer's quotation will be generally stable. (Ruidow Rare Earth Info)
南方稀土發(fā)布12月23日稀土氧化物掛牌價(jià)
Listing price on Dec 23rd 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12月27日
Dec 27th, 2019
提示：以上信息僅供參考！
Notes: the information above is for reference only!
86-797-8068888
贛公網(wǎng)安備 36070002000228號(hào)