金力永磁稀土行情简报2134期（总第391期）10-11~10-15 - 稀土行情周报

金力永磁稀土行情簡報2134期（總第391期）10-11~10-15

更新時間：2021-10-18 12:17:37　點擊次數：4167

JL MAG Rare-Earth Industry Price Briefing 10-11~10-15

Week 42，2021

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹、金屬釹、鋱和鏑鐵的價格小幅上漲。亞洲金屬網周末價格: 鐠釹金屬價格753-758元/KG；金屬釹價格780-785元/KG；鏑鐵合金價格2690-2710元/KG；金屬鋱價格11300-11350元/KG。

This week, prices of PrNd, Nd metal, Tb and DyFe have a slightly rise. Prices from Asian Metal at the end of this weekend presented: PrNd metal 753-758 RMB/KG, Nd metal 780-785 RMB/KG, DyFe alloy 2,690-2,710 RMB/KG, and Tb metal 11,300-11,350/KG.

海關統計數據表明，2021年9月中國稀土出口同比量價齊升；1-9月中國稀土出口量價齊升。基于主要新冠反復在海外大流行等原因，2020年出口量下降，反襯2021年出口量同比表現較大幅度的增長。

Customs statistics show that in September 2021, China's rare earth exports increased in volume and price on a year-on-year basis. China's rare earth exports rose in volume and price in the period of January-September. Due to the major reason that repeated overseas epidemics of COVID-19, the export volume decreased in 2020, which contrasts with the significant year-on-year growth of export volume in 2021

2021年9月出口量3920.2噸，同比暴增95.7%；出口均價12.9美元/千克，同比大漲37.1%。

In September 2021, the export volume was 3920.2 tons, up 95.7% year on year; The average export price was US$12.9 / kg, up 37.1% year on year.

2021年1-9月，中國稀土出口量為35,637.3噸，出口金額467.6百萬美元，同比分別增長35.1%和84.4%。

In the period of January-September 2021, China exported 35,637.3 tons of rare earth with an export value of US$ 4.676 million, up 35.1% and 84.4% year-on-year respectively.

2021年1-9月，稀土出口平均價格為13.1美元/千克，同比大幅增長36.5%。

In the period of January-September 2021, the average export price of rare earth was US$13.1 / kg, up 36.5% year on year.

此外，2021年9月出口量環比基本持穩，但出口均價環比略有下行，比8月降0.5美元/千克。(產業前沿)

In addition, the volume of exports was basically stable month-on-month in September 2021, but the average price of exports declined slightly month-on-month, by US$0.5 / kg compared with August.(Industrial Frontier)

2. 業內人士分析Analysis of Professional Insiders

本周整體稀土市場勢頭良好，各主流產品保持穩健上漲，尤其一直被忽略的鉺，本周價格甚至屢創新高，在個別品種詢單增加現貨緊張的同時，氧化物的成交也在逐步放量。

This week the overall rare earth market momentum is good, the mainstream products maintain a steady rise, especially Erbium which has been ignored all the time, price even hit new highs this week, in individual varieties of inquiries to increase and spot tension at the same time, oxide transactions are gradually increasing volume.

氧化鐠釹流通緊缺成為本周最熱的話題，在下游預購詢單略有增多的情況下，鐠釹氧化物的采購熱度高漲，伴隨廢料價格高企，期貨交期延長等現象，鐠釹氧化物小幅成交價不斷提升。相比節前磁材主動采購，本周磁材采購出現明顯的滯漲，對金屬鐠釹的價格有些抵觸。至周末期，大部分金屬企業反饋，金屬鐠釹的現貨所剩無幾，除金屬大廠外，部分小廠在資金壓力下，采購和出貨的積極性并不強，金屬價格在本周有些波折，但下游的采購價格小幅攀升后，金屬倒掛情況仍很明顯。

The shortage of PrNd oxide circulation has become the hottest topic this week. In the case of a slight increase in the downstream pre-order orders, the purchase heat of PrNd oxide is high. With the high scrap price and the extension of futures delivery, the small trading price of PrNd oxide is rising. Compared with the active purchase of magnetic materials before the festival, the purchase of magnetic materials appeared obvious stagflation this week, which was somewhat resistant to the price of PrNd metal. To the weekend, most of the metal enterprises feedback, with little PrNd metal spot left, in addition to the large metal factory, some small factories under financial pressure, procurement and shipping enthusiasm is not strong, metal prices this week some twists and turns, but after the downstream purchase price rises slightly, metal upside down is still very obvious.

伴隨節前鏑鋱產品的漲價延續，節后鏑鋱價格高位盤整繼續，小批量成交不斷拉高鏑鋱產品價格，周中期傳言開關的消息又使得鏑鋱產品的成交有些畏高回落的架勢。本輪上漲的直接動力是封關，在大集團配合下，鏑鋱價格一路高歌，但氧化鏑上漲阻礙大于氧化鋱，氧化鋱在供需層面的支撐明顯好于鏑。（瑞道稀土資訊）

With price of Dy and Tb products continued increases before the holiday, post-holiday high consolidation continued, Dy and Tb products continued to push up the volume of Dy and Tb products, mid-week rumors of opening or closing news leads to Dy and Tb products trading a bit of a fall. The current round direct power of the rise is closing. Price of Dy and Tb is soaring in support of the big groups, but Dy oxide is more of a barrier than Tb oxide which has a better supply and demand side than Dy oxide. (Ruidow Rare Earth Information)