JL MAG Rare-Earth Industry Price Briefing 08-31~09-04
Week 36, 2020
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹和金屬釹的價格較為穩(wěn)定,鏑鐵和鋱的價格小幅下調(diào)。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格438-443元/KG,金屬釹價格455-460元/KG,鏑鐵合金價格1750-1770元/KG,金屬鋱價格6250-6300元/KG。
This week, price of PrNd, Nd metal was relatively stable while DyFe and Tb declined a little. Price from Asian Metal at this weekend presented: PrNd metal 438-443 RMB /KG, Nd metal 455-460 RMB/KG, DyFe alloy 1,750-1,770 RMB/KG, and Tb metal 6,250-6,300RMB /KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場整體走勢欠佳,重稀土鏑鋱等產(chǎn)品成交有所下滑,但鐠釹弱勢趨緩并逐步企穩(wěn)。從成交熱度來看,鐠釹產(chǎn)品經(jīng)過短暫的回落調(diào)整開始緩慢恢復。
The general rare earth market did not do well this week, with heavy rare earth like Dy and Tb trading down, but PrNd weakness has eased and gradually stabilized. From the heat of the deal, PrNd products began to recover slowly after a short fall adjustment.
本周龍頭企業(yè)及大廠對氧化鐠釹采取適當范圍適當數(shù)量的收購,一定程度上支撐起鐠釹的穩(wěn)定,此外,龍頭集團的出貨策略繼續(xù)保持一定的收緊狀態(tài)。隨著低位鐠釹貨源收縮,部分下游企業(yè)開始彌補回落期暫停的訂單,部分磁材大廠開始招標采購,與此同時下游其他工廠跟風買進,鐠釹走勢在本周實現(xiàn)了止跌企穩(wěn)。
This week, leading companies and major manufacturers have adopted an appropriate range and amount of acquisitions of PrNd oxide, which supports the stability of PrNd to a certain extent. In addition, the leading group's shipment strategy continues to maintain a certain degree of tightening. As the supply of low-level PrNd shrinks, some downstream companies have begun to make up for orders suspended during the decline period, and some major magnetic materials manufacturers have begun bidding for procurement. At the same time, other downstream factories have followed suit. The trend of PrNd has stabilized this week.
未來預測:鐠釹企業(yè)挺價態(tài)度不變,雖然原料端庫存充足但中間環(huán)節(jié)仍未出現(xiàn)較多擴張,下游現(xiàn)貨需求仍在,期貨訂單雖然不似上月火熱但也有所延長,短期內(nèi)鐠釹較有可能在當下高位區(qū)間小幅波動,且下周有望出現(xiàn)小幅上調(diào)。(瑞道稀土資訊)
Future forecast: The attitude of PrNd companies will remain unchanged. Although the raw material end inventory is sufficient, the intermediate links have not seen much expansion. The downstream spot demand is still there. Although the futures orders are not as hot as last month, they have also been extended. It is more likely to fluctuate slightly in the current high range, and a slight upward adjustment is expected next week. ( Ruidow Rare Earth Information)
南方稀土發(fā)布08月31日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on Aug 31st from CSRE
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09月04日
Sept 04th 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!