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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 03-23~03-27
Week 13, 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)格上漲趨勢(shì)放緩。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格338-343元/KG，金屬釹價(jià)格378-383元/KG，鏑鐵合金價(jià)格1800-1820元/KG，金屬鋱價(jià)格5300-5350元/KG。
This week, price of PrNd and Tb was relatively stable, price of DyFe increased slowly. Price from Asian Metal at this weekend presented: PrNd metal 338-343 RMB/KG, Nd metal 378-383 RMB/KG, DyFe alloy 1,800-1,820 RMB/KG and Tb metal 5,300-5,350RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周國(guó)內(nèi)需求市場(chǎng)剛剛從疫情中恢復(fù)，國(guó)內(nèi)稀土下游需求尚有一定的底蘊(yùn)和蓄力，國(guó)內(nèi)稀土走勢(shì)仍不太可能因此而出現(xiàn)較大波動(dòng)。
The domestic demand market has just recovered from the epidemic this week. The downstream domestic demand for rare earths still has certain background and storage capacity. Therefore the domestic trend of rare earths is still unlikely to fluctuate.
未來(lái)預(yù)測(cè)：出口訂單的損失加重了國(guó)內(nèi)稀土供過(guò)于求的局面，生產(chǎn)企業(yè)在成本尚可維持的狀態(tài)下不會(huì)輕易放棄生產(chǎn)轉(zhuǎn)而承受更大的空倉(cāng)損失，國(guó)內(nèi)供給短時(shí)間內(nèi)難以看到明顯的收縮，這意味著價(jià)位仍會(huì)因供給端的競(jìng)爭(zhēng)繼續(xù)下調(diào)。
Future forecast: the loss of export orders has exacerbated the oversupply situation of domestic rare earths. Manufacturers will not easily abandon production and sustain greater losses in short positions while the cost is still maintained. It is difficult to see a significant contraction in domestic supply in a short period of time. This means that prices will continue to fall due to supply-side competition.
輕重下調(diào)的幅度存在差異：輕稀土尤其鐠釹在當(dāng)下階段已經(jīng)處于倒掛，而原料下調(diào)較為緩慢，鐠釹雖仍較大可能處于弱勢(shì)但下行速度不會(huì)明顯。重稀土相比鐠釹對(duì)進(jìn)口市場(chǎng)依賴更為嚴(yán)重，緬甸雖有輔料限制但生產(chǎn)仍在一定范圍內(nèi)進(jìn)行。（瑞道稀土資訊）
There is a difference in the magnitude of the downward adjustment: light rare earth, especially PrNd, has already upside down at the current stage, and the raw material downward adjustment is relatively slow. Although PrNd may still be relatively weak, the downward speed will not be obvious. Heavy rare earth is more dependent on the import market than PrNd. Although Myanmar has restrictions on excipients, production is still within a certain range. (Ruidow Rare Earth Information)
南方稀土發(fā)布3月23日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on Mar. 23rd 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27日
Mar 27th, 2020
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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