JL MAG Rare-Earth Industry Price Briefing 10-26~10-30
Week 42, 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)格小幅上漲。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格412-417元/KG,金屬釹價(jià)格448-453元/KG,鏑鐵合金價(jià)格1620-1640元/KG,金屬鋱價(jià)格6130-6180元/KG。
This week, prices of PrNd, Nd, DyFe and Tb rose slightly. Price from Asian Metal at this weekend presented: PrNd metal 412-417 RMB /KG, Nd metal 448-453 RMB/KG, DyFe alloy 1,620-1,640 RMB/KG, and Tb metal 6,130-6,180RMB /KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周整體稀土市場(chǎng)勢(shì)頭良好,各主流產(chǎn)品保持穩(wěn)健上漲,詢單增加現(xiàn)貨緊張。鐠釹原料采購(gòu)熱度高漲,下游預(yù)購(gòu)延長(zhǎng)金屬訂單增加,與此同時(shí)重稀土集團(tuán)重啟氧化鏑收購(gòu)支撐重稀土走勢(shì)。
This week the overall rare earth market momentum is good, the mainstream products have maintained a steady rise and the inquiry increased spot tension. Raw material procurement of PrNd surged and the downstream pre-purchase of metal orders increased. At the same time, the heavy rare earth group restarted the acquisition of Dy oxide which support the trend of heavy rare earths.
氧化鐠釹流通緊缺成為本周最熱話題,基于鐠釹長(zhǎng)期生產(chǎn)過(guò)剩的共識(shí),這一現(xiàn)象對(duì)金屬及磁材企業(yè)造成較多疑惑。分離企業(yè)拉高報(bào)價(jià),金屬企業(yè)詢貨困難提高收價(jià),下游受漲價(jià)刺激果斷預(yù)定11月下旬乃至12月初的期貨金屬,連鎖反應(yīng)不斷助推鐠釹產(chǎn)品上漲。
The shortage of PrNd oxide has become the hottest topic this week. Based on the consensus of long-term overproduction of PrNd, this phenomenon has caused some confusions for metal and magnetic companies. Separation companies raised their quotations, metal companies had difficulty in inquiring and raising prices. The downstream was stimulated by price increases and decisively schedule futures metals in late November and early December. The chain reaction continued to boost the rise of PrNd products.
后期預(yù)測(cè):無(wú)論鐠釹上漲是否被中下游理解,目前走勢(shì)下周內(nèi)仍然不太可能出現(xiàn)下調(diào),且下周小幅上漲空間仍有較大可能繼續(xù)出現(xiàn)。中遠(yuǎn)期判斷鐠釹在11月中下旬存在一定風(fēng)險(xiǎn),下游采購(gòu)周期性的空擋會(huì)隨著鐠釹漲勢(shì)趨緩出現(xiàn),屆時(shí)風(fēng)險(xiǎn)因素將會(huì)增加。(瑞道稀土資訊)
Later prediction: regardless of whether the rise of PrNd is understood by the middle and downstream, the current trend is still unlikely to decline in the next week, and there is still a big chance of a slight upward trend next week. In the mid-to-long term, it is judged that there is a certain risk in PrNd in mid-to-late November. As the rise of PrNd slows down,the cyclical gaps in downstream procurement will appear and risk factors will increase at that time. (Ruidow Rare Earth Information)
南方稀土發(fā)布10月26日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on October 26th 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10月30日
Oct. 30th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!