JL MAG Rare-Earth Industry Price Briefing 12-21~12-25
Week 50, 2020
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹和鏑鐵價格較為穩(wěn)定,鋱的價格小幅上漲。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格503-508元/KG,金屬釹價格625-630元/KG,鏑鐵合金價格1860-1880元/KG,金屬鋱價格8720-8770元/KG。
This week, the price of PrNd, Nd metal, DyFe and Tb was stable while Tb rose slightly. Price from Asian Metal at this weekend presented: PrNd metal 503-508 RMB/KG, Nd metal 625-630 RMB/KG, DyFe alloy 1,860-1,880 RMB/KG, and Tb metal 8,720-8,770 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周整體稀土趨勢向上,各系產(chǎn)品或穩(wěn)健或大漲,除主流鐠釹鏑鋱產(chǎn)品外,其余重稀土產(chǎn)品亦有良好表現(xiàn)。就差異來看,鐠釹漲勢趨緩并進入瓶頸期,鋱產(chǎn)品持續(xù)上漲拉動替代品鏑,鏑鋱性價比差異不大,且基于兩者庫存的嚴重失衡,鋱產(chǎn)品漲勢仍未見明顯抑制。
The overall trend of rare earth products was upward this week, with all categories of products either stable or surging. In addition to the mainstream products of PrNd, Dy and Tb, other heavy rare earth products also performed well. In terms of differences, the rise of PrNd is slowing down and entering a bottleneck period. Tb products continue to rise, driving the replacement Dy. Dy and Tb have little price-performance difference, and based on the serious imbalance between the two inventories, Tb products have not significantly restrained the rise.
本周需求支撐仍在,加之鐠釹產(chǎn)品步入理想狀態(tài)的穩(wěn)健走勢,下游采購詢單繼續(xù)回暖,與此同時上游仍未放棄拉漲,試探上調(diào)本周更為頻繁但收效一般,基于上下游共贏的走勢追求及龍頭控價,鐠釹產(chǎn)品達到天花板位置,與此同時,當(dāng)下價位突破艱難但仍在不停嘗試碰撞突破。
This week support is still in demand, coupled with PrNd products into the ideal state of steady, enquiry continue to pick up the downstream procurement, at the same time upstream still did not give up to pull up, sounding out to increase this week more frequent but modest effect, based on the pursuit of win-win situation between upstream and downstream and leading enterprises pricing, price of PrNd products reach the ceiling, at the same time, the current price break difficultly but still constantly try to crash.
鐠釹產(chǎn)品目前雖處于瓶頸期,但仍有較大可能突破,然而經(jīng)歷了長久調(diào)整,需求擴張速度開始平穩(wěn),后續(xù)漲幅空間更為有限。同時下游來年長單基本完成鎖量,來年初期需求支撐仍將存在。(瑞道稀土資訊)
Although PrNd products are in the bottleneck period at present, they are still likely to break through. However, after a long period of adjustment, the demand expansion rate starts to be stable, and the subsequent growth space is more limited. At the same time, the number of locks is basically completed in the downstream, and demand support will still exist in the early of next year. (Ruidow Rare Earth Information)
南方稀土發(fā)布12月21日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on Dec. 21st from China Southern Rare Earth
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12月25日
Dec 25th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!