JL MAG Rare-Earth Industry Price Briefing 05-25~05-29
Week 22, 2020
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鏑鐵和鋱的價格小幅上漲,鐠釹和金屬釹的價格相對穩(wěn)定。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格338-343元/KG,金屬釹價格357-362元/KG,鏑鐵合金價格1880-1900元/KG,金屬鋱價格5270-5320元/KG。
This week, prices of DyFe and Tb increased slightly, PrNd and Nd metal kept stable. Price from Asian Metal at this weekend presented: PrNd metal 338-343 RMB/KG, Nd metal 357-362 RMB/KG, DyFe alloy 1880-1900RMB/KG, and Tb metal 5270-5320RMB/KG.
海關(guān)數(shù)據(jù)顯示:2020年4月,我國進(jìn)口混合碳酸稀土約473噸,環(huán)比收縮19.3%;其中緬甸約364噸,環(huán)比收縮35.5%。2020年4月我國進(jìn)口未列名稀土氧化物約1470噸,環(huán)比下降44.7%;其中緬甸1203噸,環(huán)比大幅下降51.8%。
According to the customs data, in April 2020, China imported about 473 tons of mixed rare earth carbonate with a month-on-month contraction of 19.3%. Among them, around 364 tons were from Myanmar with a month-on-month contraction of 35.5%. In April 2020, China imported about 1,470 tons of unlisted rare earth oxides, with a month-on-month decrease of 44.7%. Among them, 1,203 tons were from Myanmar, with a month-on-month sharp drop of 51.8%.
受疫情影響,緬甸于3月15日開始就停辦了非必要簽證,3月30日開始停運(yùn)所有商業(yè)客運(yùn)航班,這一禁令目前將延續(xù)至5月31日,云南中緬邊境也采取了人不過境分段運(yùn)輸?shù)姆酪叽胧?月份緬甸稀土供給一定程度受阻。此外,4月下旬緬甸開始步入漫長雨季也影響了稀土運(yùn)輸與開采。
Affected by the epidemic, Myanmar has discontinued the non-essential visa on March 15th as well as stops all commercial passenger flights on March 30th, which will last till May 31st. The sino-burmese border in Yunnan province has taken the epidemic prevention measures which people do not transit and only fragmented transport. Therefore the supply of Myanmar rare earths in April has been hindered in a certain extent. Additionally, in late April Myanmar began to enter a long rainy season which also affects the rare earth and mining transport.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場整體表現(xiàn)穩(wěn)中向好,其中鐠釹產(chǎn)品小幅上漲持穩(wěn),鏑鋱產(chǎn)品小幅波動迅速趨穩(wěn)。其余重稀土產(chǎn)品同時受到國儲預(yù)期與鐠釹需求拉動雙重因素大致穩(wěn)定個別小漲。
This week, the overall performance of the rare earth market is quite stable, including a small rise in PrNd products, and small fluctuations followed with quickly stabilized in Dy and Tb products. The remaining heavy rare earth products have been influenced by both state reserve expectations and PrNd demands which lead to a small rise.
海外疫情漸入消退期,稀土及稀土永磁主要出口市場如德國、日本、韓國在本月中旬均宣布全面復(fù)工,即使疫情最為嚴(yán)重的美國也計(jì)劃逐步放開管控。國外鐠釹供給在本月同樣有增加的因素,Lynas擴(kuò)大復(fù)產(chǎn)及美國稀土金屬礦不再加征關(guān)稅均有可能增加本月的鐠釹供給。
Overseas outbreak enter into a subsidise period, the main export markets of rare earth and rare earth permanent magnet such as Germany, Japan and South Korea announced a full return to work in the middle of this month, even the most serious outbreak of the United States also plans to gradually let go of control. The supply of overseas PrNd products also increased this month, Lynas has expanded the production and the rare earth metals of the United States will no longer require a tariff which is likely to increase the supply of PrNd products.
后續(xù)預(yù)測:鐠釹短期內(nèi)有望持續(xù)穩(wěn)定,但隨著時間推移,負(fù)面因素逐步增加,供給增長較大概率覆蓋當(dāng)下需求微弱的好轉(zhuǎn),未來鐠釹存在下調(diào)的風(fēng)險,同樣,鐠釹當(dāng)下價位仍處于較低位置,分離企業(yè)尤其回收分離企業(yè)面臨的成本壓力仍在,縱有下調(diào)亦不會明顯。(瑞道稀土資訊)
Subsequent forecast: PrNd products is expected to be steady in the short term, but over time, the negative factors will gradually increase, supply growth will probability covers the present demand, the future PrNd products will carries the risk of decrease, likewise, the current price of PrNd products is still at a lower position, separation enterprise especially recycling separation companies still facing the cost pressures, so even if there is a downward adjustment, it will not be obvious. (Ruidow Rare Earth Information)
南方稀土發(fā)布5月25日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on May 25th from China Southern Rare Earth
單位:萬元/噸(出廠含稅價)
Unit: 10 thousand 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5月29日
May 29th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!