JL MAG Rare-Earth Industry Price Briefing 03-22~03-26
Week 10,2021
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情,鐠釹和鏑鐵的價(jià)格小幅上漲,金屬釹和鋱的價(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730-735元/KG;金屬釹價(jià)格828-833元/KG;鏑鐵合金價(jià)格3030-3050元/KG;金屬鋱價(jià)格12200-12250元/KG。
This week, prices of PrNd and DyFe rose slightly, while prices of Nd and Tb were relatively stable. Prices from Asian Metal at this weekend presented: PrNd metal 730-735 RMB/KG; Nd metal 828-833 RMB/KG; DyFe alloy 3,030-3,050 RMB/KG; Tb metal 12,200-12,250 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場(chǎng)整體穩(wěn)中向好,借助環(huán)保因素鐠釹小幅拉漲,且因追漲買(mǎi)漲成交情況有所改善,然而漲幅明顯集中在分離端,溢價(jià)現(xiàn)象難以在產(chǎn)業(yè)鏈縱向延伸。
This week, the overall rare earth market was stable and goog. With the help of environmental protection factors, PrNd rose slightly, and the transaction situation was improved due to chasing up. However, the increase was obviously concentrated in the separation end, and the premium phenomenon was difficult to extend vertically in the industrial chain.
上下游的分化僵持導(dǎo)致主流產(chǎn)品成交區(qū)間再度拉寬,集團(tuán)與大廠(chǎng)仍舊挺立在高位附近,但其他廠(chǎng)家保持隨行入市。
The division deadlock between the upstream and downstream leads to the widening of the transaction range of mainstream products again. The group and large manufacturers still stand near the high position, but other manufacturers keep following the market.
鐠釹本周繼續(xù)倒掛且有所加重,金屬端上下承壓,這在以往因供不應(yīng)求而順勢(shì)上漲的過(guò)程中從未出現(xiàn)。分析本周鐠釹上漲,直接助力在于贛州地區(qū)分離廠(chǎng)單方面收購(gòu)氧化鐠釹,一方面贛州分離廠(chǎng)需要補(bǔ)充因環(huán)保影響而缺失的部分供給,而另一方面氧化鐠釹對(duì)應(yīng)的漲幅并未在金屬端的實(shí)單采購(gòu)中體現(xiàn),大部分金屬企業(yè)仍采用先前的低位原料庫(kù)存來(lái)維持生產(chǎn)。(瑞道稀土資訊)
PrNd continued to hang upside down this week, and the metal end was under pressure, which never occurred in the process of rising due to the shortage of supply in the past. This week's rise in PrNd directly contributed to Ganzhou's unilateral acquisition of PrNd oxide. On the one hand, Ganzhou separation plant needs to make up part of the supply shortage which is missing due to environmental impact; on the other hand, the corresponding increase of PrNd oxide is not reflected in the actual purchase of metal end. Most metal enterprises still use the previous low price raw material inventory to maintain production. (Ruidow Rare Earth Info)
南方稀土發(fā)布3月22日稀土氧化物掛牌價(jià)
Listing Price of Rare Earth Oxides on March 22nd from CSRE
單位:萬(wàn)元/噸(出廠(chǎng)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)
2021年03月26日
Mar 26th, 2021
提示:以上信息僅供參考!
Notes: the information above is for reference only!