懒人听书,辰东

金力永磁稀土行情簡(jiǎn)報(bào)2008期（總第319期）03-16~03-20

更新時(shí)間：2020-03-23 09:41:00　點(diǎn)擊次數(shù)：1966

JL MAG Rare-Earth Industry Price Briefing 03-16~03-20

Week 12, 2020

1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News

本周稀土市場(chǎng)行情，鐠釹價(jià)格相對(duì)穩(wěn)定，鏑鐵和鋱價(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340-345元/KG，金屬釹價(jià)格378-383元/KG，鏑鐵合金價(jià)格1830-1850元/KG，金屬鋱價(jià)格5450-5500元/KG。

This week, price of PrNd was relatively stable, while price of DyFe and Tb increased continuously. Price from Asian Metal at this weekend presented: PrNd metal 340-345 RMB/KG, Nd metal 378-383 RMB/KG, DyFe alloy 1,830-1,850 RMB/KG and Tb metal 5,450-5,550RMB/KG.

2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders

本周部分輕中重稀土產(chǎn)品價(jià)格較上周小幅上漲。輕稀土方面，受市場(chǎng)需求影響，本周初下游企業(yè)詢單情況有所回暖，輕稀土市場(chǎng)活躍度小幅提升，上游商家上調(diào)報(bào)價(jià)且出現(xiàn)持貨惜售情緒，市場(chǎng)低價(jià)貨源逐漸難覓。中重稀土方面，周內(nèi)僅氧化鏑價(jià)格有所上調(diào)，氧化鋱價(jià)格較上周維穩(wěn)。

Prices of some light, medium and heavy rare earths rose slightly this week compared to last week. In terms of light rare earth, affected by market demand, at the beginning of this week, the inquiries of downstream enterprises were somewhat warmer; the activity of light rare earth market increased slightly, while the upstream merchants raised their prices and there was a mood of holding goods to sell, low-priced goods were becoming difficult to find in the market. For medium and heavy rare earth, only Dy oxide prices increased in this week, the price of Tb oxide stayed more stable than last week.

SMM預(yù)計(jì)，短期因疫情影響稀土市場(chǎng)的需求情況或存在受到限制的可能，預(yù)計(jì)輕中重稀土產(chǎn)品價(jià)格受到成本及需求影響或?qū)⒊尸F(xiàn)相對(duì)穩(wěn)定的狀態(tài)。長(zhǎng)期來(lái)看，因今年3月4日中央政治局常委會(huì)上再提新基建。新基建主要發(fā)力于科技端，預(yù)計(jì)后續(xù)新能源汽車的產(chǎn)銷量年內(nèi)大幅減少的可能性較少，稀土市場(chǎng)需求或?qū)㈦S著時(shí)間推移有所回暖。（上海有色金屬網(wǎng)）

SMM predicts that in the short term, due to the impact of the epidemic on the demand situation of the rare earth market or the possibility of restrictions, it is expected that the prices of light, medium and heavy rare earth products will be relatively stable due to the impact of costs and demand. In the longer term, new infrastructure was proposed at the meeting of the standing committee of the political bureau of the CPC central committee on March 4th.The new infrastructure is mainly driven by science and technology. It is expected that the production and sales volume of new energy vehicles in the year will unlikely to decrease significantly, and the market demand for rare earths may pick up over time. (SMM)

南方稀土發(fā)布3月16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20日

Mar 20th, 2020

提示：以上信息僅供參考！

Notes: the information above is for reference only!

打印