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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 05-11~05-15
Week 20, 2020
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹價格小幅上漲，鏑鐵，金屬釹和鋱的價格相對穩(wěn)定。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格337-342元/KG，金屬釹價格357-362元/KG，鏑鐵合金價格1740-1760元/KG，金屬鋱價格4950-5000元/KG。
This week, prices of PrNd, increased slightly, DyFe, Nd & Tb kept stable. Price from Asian Metal at this weekend presented: PrNd metal 337-342 RMB/KG, Nd metal 357-362 RMB/KG, DyFe alloy 1,740-1,760 RMB/KG, and Tb metal 4,950-5,000 RMB/KG.
自2018年8月3日我國發(fā)布對原產(chǎn)于美國的部分進(jìn)口商品（第二批）加征關(guān)稅的公告并實(shí)施后，對由美國進(jìn)口的稀土金屬礦（稅則號列25309020）加征25%關(guān)稅，2020年5月12日稀土金屬礦（稅則號列25309020）列入第二批對美加征關(guān)稅商品第二次排除清單。(稀土在線)
Since China announced and implemented the imposition of tariffs on some imported goods (the second batch) originating from the United States on August 3rd, 2018, a 25% tariff was imposed on imports of rare earth metals from the United States (tariff code No. 25309020). On May 12th, 2020, rare earth metal mines (tariff code no. 25309020) were included in the second exclusion list of the second batch goods subject to customs duties imposed on the United States.(Rare Earth Online)
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場走勢表現(xiàn)良好，各系產(chǎn)品均表現(xiàn)穩(wěn)健或上揚(yáng)態(tài)勢。輕稀土鐠釹漲勢在本周趨緩，后續(xù)動力衰減但仍保持漲后穩(wěn)定。重稀土鏑鋱?jiān)诒局芤桓娜醴€(wěn)態(tài)勢持續(xù)明顯上調(diào)，釓鈥則受到整體走勢支撐及下游合金倒掛雙重影響保持穩(wěn)健。
The rare earth market has performed well this week, with various products showing a steady or rising trend. The rising trend in light rare earth PrNd slowed this week, with subsequent momentum fading but still holding steady after rising. Heavy rare earth metal like Dy and Tb, changed the weak stability and continued to be significantly up-regulated this week. While Ga and Ho remained robust, supported by the overall trend and influenced by downstream alloy hang-up.
現(xiàn)貨不足產(chǎn)生的支撐在鐠釹方面開始走弱，鐠釹價位上調(diào)之初，下游調(diào)整庫存采購增加，上游分離廠及金屬企業(yè)開工率開始增加。隨著鐠釹報價不斷走高，下游庫存相對補(bǔ)充及分離廠產(chǎn)能有所恢復(fù)，下游對鐠釹上調(diào)的抵觸與壓價日益強(qiáng)烈。
The support caused by the shortage of stocks began to weaken in PrNd. At the beginning of the price increase of PrNd, downstream adjusted inventory purchases increased, and the operating rate of upstream separation plants and metal companies began to increase. As the quotation of PrNd continues to rise, the downstream inventory is relatively replenished and the capacity of the separation plant has been restored. The downstream resistance and bargains to the price increase of PrNd became stronger.
5月下旬將至，業(yè)內(nèi)對屆時可能出現(xiàn)的重稀土利好普遍存在期待，相關(guān)活動或政策較有可能出臺，對稀土整體尤其鏑鋱產(chǎn)品將或多或少產(chǎn)生一定支撐。經(jīng)過周初的造勢及情緒感染，鏑鋱貿(mào)易及采購在本周逐步升溫。部分大廠開始對企業(yè)范圍性適當(dāng)收購，大廠的參與更是堅(jiān)定了業(yè)內(nèi)預(yù)期并將走勢推高。(瑞道稀土資訊)
As the second half of May is approaching, the industry is generally expecting the benefits of heavy rare earths that may occur at that time, and related activities or policies are more likely to be introduced, which will more or less produce some support for the overall rare earths, especially Dy Tb products. After the publicity and emotional contagion at the beginning of the week, trade and procurement of Dy &Tb gradually raised up this week. Some big companies began to make appropriate enterprise-wide acquisitions, and their participation strengthened the expectation of the industry and pushed up the trend.( Ruidow Rare Earth Information)
北方稀土高科技股份有限公司發(fā)布5月稀土產(chǎn)品掛牌價格
Listing price of May from China Northern Rare Earth
南方稀土發(fā)布5月11日稀土氧化物掛牌價
Listing price on May 11th from China South Rare Earth
單位：萬元/噸（出廠含稅價）
Unit: 10,000RMB/Ton (EXW price excl. VAT)
3. 趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2020年5月15日
May 15th, 2020
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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