金力永磁稀土行情简报201701期（总第167期）01-02~01-06 - 稀土行情周报

金力永磁稀土行情簡報201701期（總第167期）01-02~01-06

更新時間：2017-01-09 16:18:00　點擊次數：2610

金力永磁稀土行情簡報1701期（總第 167期）01-02~01-06

JL MAG Rare-earth Industry Price Briefing01-02~01-06

2017年第 1周

Week 1, 2017

1.重要新聞簡報Briefing of Important News

本周稀土市場金屬鐠釹價格相對穩定，鏑鐵和鋱價格均有小幅下跌。亞洲金屬網價格:鐠釹金屬334-337元/KG，鏑鐵合金價格1220-1240元/KG，鋱金屬價格3850-3900元/KG。

This week the market price of PrNd was relatively stable while DyFe and Tb had a slight decrease. Prices from Asian Metal of this weekend presented: PrNd metal 334-337RMB/KG, DyFe alloy 1220-1240RMB/KG and Tb metal 3850-3900RMB/KG.

2016年全球REO稀土消費量約為14.77萬噸，預測2017年將達到15.97萬噸，年均增速維持在7.5%。受新材料需求和出口拉動，預估2017年稀土REO消費將達到13.7萬噸，年均增速在5%左右。據預測，2017年稀土價格整體保持回升的態勢，受到“收儲"和“打黑"等政策端預期的影響將有助于消化和規范過剩產能，供給收縮或將帶給行業集中度上升，預計中、重稀土價格抬升將較為明顯，均價將比2016年上升20~25%；氧化鐠釹上升速率維持在10~15%。(中國產業信息網)

2016 global REO rare earth consumption is about 147700 tons, and it's expected to reach 159700 tons in 2017, with an average annual growth rate of over 7.5%. By the demand for new materials and exports, it is estimated that in 2017 the consumption of rare earth REO will reach 137000 tons, with an average annual growth rate of around 5%. According to the forecast of 2017, rare earth prices will overall maintain the upward trend, the expected influence of "Storage" and "Anti-black" policy will help digestion and regulate the supply of excess capacity, supply contraction will enhance the industry concentration, medium and heavy rare earth price increasing will be more obviously, the average price will rise by 20~25% than in 2016; oxide PrNd increasing rate remains at 10~15%. (China Industrial Information Network)

2.業內人士分析Analysis of Professional Insiders

1月6日稀土市場平穩運行為主，部分企業表示已開始安排春節前后的放假及生產安排，上游節前消耗庫存為主，下游不會有大的備貨行動，各方仍觀望，市場僵持，后市靜待供需面是否變化。

On 6th January, rare earth market operation was mainly stable, some enterprises said they had begun to arrange the holiday and production before and after the Spring Festival, upstream will mainly consume the inventory before the Festival, downstream will not have a big stocking action, all parties are still wait-and-see, the market is currently stand-off and outlook for the supply and demand changing.

稀土鐠釹鏑系產品具體價格如下：稀土金屬中金屬釹維持均價33.75萬元/噸；金屬鏑維持均價165萬元/噸；金屬鐠維持均價46萬元/噸。稀土氧化物中鐠釹氧化物均價25.9萬元/噸；氧化鏑均價120萬元/噸；氧化鐠均價32.5萬元/噸；氧化釹均價25.9萬元/噸。稀土合金中鐠釹合金價格均價33.85萬元/噸；鏑鐵合金價格均價124萬元/噸；鐠釹鏑合金價格均價33.75萬元/噸。

The specific price of Rare earth Pr Nd Dy is as follows:

Rare earth metal Nd maintains the average price of 337,500RMB/ton; Dy metal maintains the average price of 1.65 million RMB/ton; Pr metal maintains the average price of 460,000RMB/ton. Amonng the rare earth oxides, PrNd oxides average price is 259,000RMB/ton; Dy oxides average price is 1.2 million RMB/ton; Pr oxides average price is 325,000RMB/ton; Nd oxides average price is 259,000RMB/ton. Among the rare earth alloy, PrNd alloy average price is 338,500RMMB/ton; DyFe alloy average price is 1.24 million RMB/ton; Pr Nd alloy average price is 337,500RMB/ton.

3.趨勢圖（參考亞洲金屬網）Tendency Chart (refer to Asian Metal)