JL MAG Rare-Earth Industry Price Briefing 04-06~04-10
Week 15, 2020
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹,鏑鐵和鋱的價格略有下降。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格330-335元/KG,金屬釹價格355-360元/KG,鏑鐵合金價格1760-1780元/KG,金屬鋱價格5030-5080元/KG。
This week, price of PrNd, DyFe and Tb fall slightly. Price from Asian Metal at this weekend presented: PrNd metal 330-335 RMB/KG, Nd metal 355-360 RMB/KG, DyFe alloy 1,760-1,780 RMB/KG, and Tb metal 5,030-5,080 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場雖仍顯弱勢,但下滑速度明顯減緩,基于政策利好預(yù)期與成本高壓的雙重支撐,市場走勢近期有望趨于平穩(wěn)。
Although the rare earth market is still weak this week, the rate of decline has slowed significantly. Based on the dual support of favorable policy expectations and high cost pressure, the market trend is expected to stabilize in the near future.
本周國儲確定并逐步提上日程,對業(yè)內(nèi)長久萎靡的氣氛注入了強(qiáng)有力的信心,但不同于以往的投機(jī)炒作,業(yè)內(nèi)對當(dāng)下供需環(huán)境判斷較為理性,雖然出現(xiàn)了小幅的詢單升溫,但整體交投仍然低迷,且鐠釹產(chǎn)品仍未完全止跌,只是緩和了弱勢程度,其余重稀土產(chǎn)品亦保持止跌暫穩(wěn)。
This week, the State Reserve determined and gradually put on the agenda, injecting strong confidence in the industry’s long-running malaise atmosphere, but unlike the previous speculation, the industry is more rational in judging the current supply and demand environment. Although there has been a slight increase in inquiry, the overall trading is still sluggish. Praseodymium neodymium products have not yet completely stopped falling, but have only eased the degree of weakness, and the remaining heavy rare earth products have also kept stable.
短期預(yù)測:國儲尚未到達(dá)發(fā)力時刻,目前作用也僅限于提供給業(yè)內(nèi)一個良好的愿景,有助于遏制當(dāng)下下行的速度。4月中下旬,需求端收縮將更為嚴(yán)重,鐠釹產(chǎn)品的進(jìn)一步下滑恐仍會出現(xiàn),但幅度和速度必然更為緩和。重稀土釓、鈥等可能受到鐠釹影響出現(xiàn)小幅成交下調(diào),但鏑產(chǎn)品因大廠始終堅持較高報價,市場心存期望,短時間穩(wěn)定有望。(瑞道稀土資訊)
Short-term forecast: The State Reserve has not yet reached the moment of force, and its current role is limited to providing a good vision for the industry, which helps to curb the speed of the current downward trend. In the mid-to late April, the contraction on the demand side will become more serious, and a further decline in Praseodymium Neodymium products may still occur, but the amplitude and speed must be more moderate. The transaction of heavy rare earth like Gadolinium, Holmium, etc. may be slightly affected by Praseodymium Neodymium. However, Dysprosium products have maintained higher quotations due to large manufacturers, and the market has expectations, and short-term stability is expected. (Ruidao Rare Earth Information)
南方稀土發(fā)布4月07日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on Apr. 7th from China Southern Rare Earth
單位:萬元/噸(出廠含稅價)
Unit: 10thousand RMB/ton (EXW price incl. Tax)
3. 趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2020年4月10日
April 10th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!