JL MAG Rare-Earth Industry Price Briefing 04-13~04-17
Week 16, 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)格趨于穩(wěn)定,鏑鐵價(jià)格稍有回升。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格330-335元/KG,金屬釹價(jià)格353-358元/KG,鏑鐵合金價(jià)格1770-1790元/KG,金屬鋱價(jià)格5030-5080元/KG。
This week, price of PrNd and Tb tends to be stabilized while DyFe recovers slightly. Price from Asian Metal at this weekend presented: PrNd metal 330-335 RMB/KG, Nd metal 353-358 RMB/KG, DyFe alloy 1,770-1,790 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(chǎng)經(jīng)歷長(zhǎng)久弱勢(shì)后實(shí)現(xiàn)暫時(shí)的止跌穩(wěn)定,全球疫情影響稀土需求大幅收縮的狀態(tài)下,稀土價(jià)位暫時(shí)停止下滑,但業(yè)內(nèi)承受的壓力和面臨的困境仍然存在。
This week the rare earth market achieves to a temporary stability after experiencing a long period of weakness, rare earth prices temporarily stopped falling in the state of rare earth demand contraction affected by the global epidemic, but pressure and difficulties that industry is facing are still existing.
本周初,隨著鐠釹金屬維持在低位穩(wěn)定較久,加上對(duì)遠(yuǎn)期國(guó)儲(chǔ)的判斷,業(yè)內(nèi)部分磁材企業(yè)判斷階段性抄底,鐠釹成交有小幅升溫,但仍然是以剛需為主,大幅備貨的現(xiàn)象在需求收縮的狀態(tài)下難以出現(xiàn)。鐠釹低位貨源開始收縮,廠家開始試探上調(diào),成交重心略向上移。此外,國(guó)儲(chǔ)預(yù)期稍微提升了鏑鋱的投入意向,鏑鋱貿(mào)易熱度小幅升溫,貿(mào)易詢價(jià)頻繁,但詢單多維持在區(qū)間低價(jià)。因大廠鏑鋱報(bào)價(jià)居高暫穩(wěn),散貨交投成為貿(mào)易主流。
At the beginning of this week, as PrNd metal kept at low price for a long time, coupled with the judgment of the long-term national storage, part of the magnetic material enterprises judge it will go phasic bottom fishing, PrNd transaction has a small rise, but still with the rigid demand, large stock phenomenon in the state of demand contraction difficult to appear. PrNd source at low price began to contract, manufacturers began to explore upward, the transaction center of gravity slightly moved up. In addition, the national storage is expected to slightly increase its investment intentions on dysprosium and terbium and the trade heat up slightly with frequent inquiries, but inquiries remain in the range of low prices. Due to dysprosium and terbium quote temporarily stable from large manufacturer, bulk cargo trading become the mainstream of trade.
澳洲稀土礦企Lynas于3月中旬收到封鎖指令,馬來西亞政府原定封鎖隔離日期3月31日延長(zhǎng)為4月14日。近日,Lynas已經(jīng)向馬來西亞政府提交了復(fù)工申請(qǐng),但目前其申請(qǐng)尚未得到馬來西亞政府的回應(yīng)。(瑞道稀土資訊)
Lynas, an Australian rare-earth miner, received the blocking instruction in mid-march and the Malaysian government extended the quarantine from March 31 to April 14. Lynas has recently submitted an application to the Malaysian government to resume work, but has yet to receive a response from the government.( Ruidao Rare Earth Information)
南方稀土發(fā)布4月13日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on Apr. 13th from China Southern Rare Earth
單位:萬元/噸(出廠含稅價(jià))
Unit: 10thousand 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4月17日
April 14th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!