JL MAG Rare-Earth Industry Price Briefing 08-24~08-28
Week 35, 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、金屬釹和鏑鐵價(jià)格小幅下降,鋱的價(jià)格較為穩(wěn)定。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格438-443元/KG,金屬釹價(jià)格455-460元/KG,鏑鐵合金價(jià)格1760-1780元/KG,金屬鋱價(jià)格6330-6380元/KG。
This week, price of PrNd, Nd metal and DyFe declined a little and Tb was stable. Price from Asian Metal at this weekend presented: PrNd metal 438-443 RMB /KG, Nd metal 455-460 RMB/KG, DyFe alloy 1,760-1,780 RMB/KG, and Tb metal 6,330-6,380RMB /KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土整體市場(chǎng)延續(xù)弱勢(shì),代表產(chǎn)品鐠釹有所下滑,但下滑速度平緩,且上游挺價(jià)心態(tài)強(qiáng)烈。此外整體弱勢(shì)環(huán)境中重稀土鋱有所上調(diào)。長(zhǎng)期來(lái)看,未來(lái)稀土市場(chǎng)仍有良好預(yù)期空間。
The overall market for rare earths continued to be weak this week, representing a decline in the product of PrNd, but the rate of decline has been slow, and the upstream mentality is strong. In addition, the heavy rare earth Tb has been raised in the overall weak environment. In the long run, there would be still room for good expectations in the rare earth market in the future.
鐠釹此次下調(diào)主要體現(xiàn)在原料及氧化物端,金屬現(xiàn)貨流通仍不至于過(guò)剩,且從市場(chǎng)參與者來(lái)看,主要由貿(mào)易商及部分小廠率先下調(diào),生產(chǎn)企業(yè)基于較高的原料庫(kù)存成本挺價(jià)尚屬堅(jiān)挺。此次下調(diào)幅度不大,后期下滑速度明顯趨緩,加之龍頭企業(yè)仍保持收緊出貨策略,業(yè)內(nèi)對(duì)后期恢復(fù)走勢(shì)存在一定信心。
The reduction of PrNd price was mainly reflected in the raw materials and oxides. The spot good of metal transaction was still not excessive. From the perspective of market participants, it was mainly lowered by traders and some small factories. Manufacturers hold out the price based on high raw material inventory costs so the price was still strong. The rate of reduction this time was not big, and the slowdown in the later period has obviously slowed down. In addition, leading companies still maintained their strategy of tightening delivery, the industry had certain confidence in the recovery trend in the later period.
未來(lái)預(yù)測(cè):基于未來(lái)訂單部分透支在本月,鐠釹新增需求至少兩周時(shí)間內(nèi)難以對(duì)走勢(shì)造成支撐,企業(yè)原料庫(kù)存及現(xiàn)有產(chǎn)能相對(duì)需求充足,短時(shí)間內(nèi)鐠釹較難出現(xiàn)扭轉(zhuǎn)契機(jī)。另一方面,近期的漲勢(shì)也造成了生產(chǎn)企業(yè)普遍庫(kù)存成本抬高,上游讓利空間必然不大,下滑趨勢(shì)有望逐步放緩至趨穩(wěn)。(瑞道稀土資訊)
Future forecast: Based on the partial overdraft of future orders in this month, the new demand for PrNd would hardly support the trend for at least two weeks. The relative demand for raw material inventory and existing production capacity of the manufacturers were sufficient. On the other hand, the recent uptrend has also caused the rising cost of general inventory for manufacturers, and there was bound to be little room for upstream to surrender part of profits, and the downward trend was expected to gradually slow down to stabilize. (Ruidao Rare Earth Information)
北方稀土高科技股份有限公司發(fā)布8月稀土產(chǎn)品第二次掛牌價(jià)格
Listed price presented by CNRE for the second time in August
南方稀土發(fā)布08月24日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on Aug 24th from CSRE
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08月28日
Aug 28th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!