JL MAG Rare-Earth Industry Price Briefing 09-14~09-18
Week 38, 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、鏑鐵和鋱的價(jià)格小幅下調(diào)。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格428-433元/KG,金屬釹價(jià)格448-453元/KG,鏑鐵合金價(jià)格1680-1700元/KG,金屬鋱價(jià)格6170-6220元/KG。
This week, price of PrNd, Nd metal, DyFe and Tb declined a little. Price from Asian Metal at this weekend presented: PrNd metal 428-433 RMB/KG, Nd metal 448-453 RMB/KG, DyFe alloy 1680-1700 RMB/KG and Tb metal 6170-6220 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場(chǎng)整體仍稍顯弱勢(shì),幅度微弱且逐步趨穩(wěn),部分下游企業(yè)除剛需采購(gòu)?fù)鈳?kù)存儲(chǔ)備也略有擴(kuò)張。目前判斷,稀土各主流產(chǎn)品下滑空間已然不大,雖然短期內(nèi)尚欠缺上漲動(dòng)力,但未來(lái)仍有較多期待與可能。
The rare earth market as a whole is still slightly weak this week, with a weak range and gradually stabilizing. Some downstream enterprises have also slightly expanded their inventory reserves in addition to rigid demand purchasing. At present, the mainstream rare earth products have little room for decline. Although there is still no upward momentum in the short term, there are still more expectations and possibilities in the future.
下游方面詢價(jià)有所頻繁,因大廠報(bào)價(jià)持續(xù)堅(jiān)挺,部分磁材企業(yè)采取最低比例長(zhǎng)協(xié)采購(gòu),庫(kù)存率普遍維持在剛需線附近,鐠釹穩(wěn)定在即,支撐鐠釹上漲的利好理論仍在,下游心態(tài)在本周有所活躍,但付諸行為仍表現(xiàn)謹(jǐn)慎。
The downstream inquiry has been frequent, due to the continuous firm quotation of major manufacturers, some magnetic material enterprises have adopted the lowest proportion of long-term cooperative procurement, and the inventory rate is generally maintained near the rigid demand line. The stabilization of PrNd is at hand, and the positive theory supporting the rise of PrNd is still in place. The downstream mentality has been active this week, but the behavior is still cautious.
短期預(yù)測(cè):消息面的醞釀尚需一定時(shí)間,鐠釹未來(lái)一周出現(xiàn)扭轉(zhuǎn)的可能不大,但現(xiàn)貨市場(chǎng)即將企穩(wěn),因氧化物成本壓力開始凸顯,即使貿(mào)易商與中小企業(yè)也不會(huì)出現(xiàn)明顯下調(diào)。重稀土鏑鋱產(chǎn)品較大概率維持當(dāng)下穩(wěn)定,集團(tuán)的收購(gòu)動(dòng)機(jī)目前仍傾向于維持穩(wěn)定。(瑞道稀土資訊)
Short-term forecast: It will take some time for the messages to brew. A turnaround in PrNd is unlikely in the coming week, but the spot market is about to stabilize as the pressure on the cost of oxides begins to highlight, and even traders and S&M enterprises will not show significant downturns. The heavy rare earth products Dy and Tb are likely to remain stable, and the group's acquisition motive is still inclined to remain stable. (Ruidow Rare Earth Info)
南方稀土發(fā)布09月14日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on September 14th 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09月18日
Sep 18th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!