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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 03-09~03-13
Week 11, 2020
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情，鐠釹和鋱的價(jià)格相對(duì)穩(wěn)定，鏑鐵價(jià)格持續(xù)上漲。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格345-350元/KG，金屬釹價(jià)格380-385元/KG，鏑鐵合金價(jià)格1820-1840元/KG，金屬鋱價(jià)格5300-5350元/KG。
This week, price of PrNd and Tb was relatively stable while price of DyFe increased continuously. Price from Asian Metal at this weekend presented: PrNd metal 345-350 RMB/KG, Nd metal 380-385 RMB/KG, DyFe alloy 1,820-1,840 RMB/KG and Tb metal 5,300-5,350RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土下游需求持續(xù)受挫，終端大體形勢(shì)面臨較大挑戰(zhàn)。重稀土依靠供給端收縮在之前保持著上漲態(tài)勢(shì)，而需求收縮不斷弱化重稀土漲速，重稀土漲勢(shì)不斷降速并最終演變?yōu)榉€(wěn)健，且其中尚有重稀土大廠的支撐效應(yīng)，供給需求雙重收縮趨近抵消。
This week, downstream demand for rare earths continued to suffer, and the general situation of terminals is facing greater challenges. Heavy rare earth keeps increasing trend by relying on the previous contraction of supply, but the contraction of demand weakens the price increasing trend of heavy rare earth, which finally becomes stable. In addition, there is also the supporting effect of heavy rare earth large factories, which is offset by the double contraction of supply and demand.
后期預(yù)測(cè)：全球疫情與經(jīng)濟(jì)形勢(shì)持續(xù)弱化鐠釹需求，部分業(yè)內(nèi)人士預(yù)計(jì)，在全球疫情好轉(zhuǎn)之時(shí)，鐠釹可能會(huì)因需求的短暫的爆發(fā)恢復(fù)出現(xiàn)反彈。目前國(guó)內(nèi)鐠釹指標(biāo)預(yù)期再度增長(zhǎng)的前提下，國(guó)內(nèi)生產(chǎn)企業(yè)大多會(huì)在上半年完成今年大部分指標(biāo)。
Later prediction: the global epidemic and economic situation continue to weaken the demand for PrNd. Some insiders expect that when the global epidemic improves, PrNd may rebound due to the short-term recovery of demand. At present, on the premise that the domestic PrNd quota is expected to increase again, most domestic manufacturers will complete most of their quota in the first half of this year.
重稀土方面，供需相抵重稀土缺乏拉漲動(dòng)力，而鏑鋱因貨源相對(duì)集中，大廠的穩(wěn)價(jià)影響有效。緬甸地區(qū)產(chǎn)能仍未明顯恢復(fù)，現(xiàn)有佤邦區(qū)礦山資源可持續(xù)性存在風(fēng)險(xiǎn)，國(guó)內(nèi)已有重稀土集團(tuán)擬重啟國(guó)內(nèi)礦山，而這必須以重稀土更高的價(jià)位及利潤(rùn)作為開(kāi)采成本支撐。（瑞道稀土資訊）
In terms of heavy rare earths, the supply and demand of heavy rare earths offset each other and lack of driving force for price increasing, while the supply of Dy and Tb is relatively concentrated, the price stabilizing effect of large factories is effective. Myanmar's production capacity has not been significantly restored, and there is a risk of sustainability of Wa mining resources, there are heavy rare earth groups already plan to restart domestic mines, and the cost must be supported by higher prices and profits of heavy rare earth. (Ruidow Rare Earth Info)
北方稀土高科技股份有限公司發(fā)布3月稀土產(chǎn)品掛牌價(jià)格
Listing Price of Rare Earths in March from China Northern Rare Earth
南方稀土發(fā)布3月9日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on Mar. 09th from China Southern Rare Earth
單位：萬(wàn)元/噸（出廠含稅價(jià)）
Unit: 10 thousand rmb /ton (EXW price incl. Tax)
3. 趨勢(shì)圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2020年3月13日
Mar 13th, 2020
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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