JL MAG Rare-Earth Industry Price Briefing 10-19~10-23
Week 41, 2020
1. 重要新聞簡報(bào)Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹、鏑鐵和鋱的價(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410-415元/KG,金屬釹價(jià)格440-445元/KG,鏑鐵合金價(jià)格1610-1630元/KG,金屬鋱價(jià)格6100-6150元/KG。
This week, prices of PrNd, Nd, DyFe and Tb keep stable. Price from Asian Metal at this weekend presented: PrNd metal 410-415 RMB /KG, Nd metal 440-445 RMB/KG, DyFe alloy 1,610-1,630 RMB/KG, and Tb metal 6,100-6,150RMB /KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周延續(xù)了超過五周的下降趨勢,是對前期短缺的修正階段。由于目前全球稀土行業(yè)的資源開發(fā)相對集中,因此,上游原料廠商可以通過供應(yīng)量調(diào)整,使稀土產(chǎn)品的價(jià)格在一定程度上回歸相對合理的水平,從而緩解對全球稀土產(chǎn)業(yè)的沖擊。
This week's downward trend of more than five weeks is a correction of the previous shortage. As the resource development of the global rare earth industry is relatively concentrated at present, the upstream raw material manufacturers can adjust the supply to make the price of rare earth products return to a relatively reasonable level to some extent, so as to alleviate the impact on the global rare earth industry.
稀土由于規(guī)模較小,生產(chǎn)相對集中,市場規(guī)模有限,已經(jīng)形成了較快的上漲勢頭,目前看已經(jīng)超過了下游承受力,市場自然的出現(xiàn)了回調(diào)。
Due to the small scale, relatively concentrated production and limited market scale, Rare earth has formed a relatively fast momentum of rise. At present, it seems that it has exceeded the downstream bearing capacity, and the market has a correction naturally.
如之前所分析的,最近幾周資本市場出現(xiàn)了中等幅度的上下波動(dòng),顯示市場處于不穩(wěn)定的區(qū)間,多空力量均無明顯把握,市場很大程度上受到疫情、國內(nèi)經(jīng)濟(jì)數(shù)據(jù)和美歐等國經(jīng)濟(jì)的影響。本周大盤較之上周出現(xiàn)了較大的上漲,并且直接傳導(dǎo)到稀土板塊,從數(shù)據(jù)看,交易量大幅度上漲是主因,大部分投資者報(bào)以謹(jǐn)慎樂觀的態(tài)度開始加入投資行列。(中國稀土)
As previously analyzed, the capital market has seen moderate fluctuation in recent weeks, indicating that the market is in an unstable range with no clear grasp of both bullish and bearish forces. The market is largely influenced by the epidemic, domestic economic data and the economies of the US and Europe. This week, the market has seen a larger increase than last week, and it is directly transmitted to the rare earth sector. From the data point of view, the substantial increase in trading volume is the main reason, and most investors began to join the investment ranks with a cautious and optimistic attitude. (Chinese Rare Earths)
南方稀土發(fā)布10月19日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on October 19th from CSRE
單位:萬元/噸(出廠含稅價(jià))
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10月23日
Oct 23rd, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!