金力永磁稀土行情简报2235期（总第436期）10-24~10-28 - 稀土行情周报

金力永磁稀土行情簡報2235期（總第436期）10-24~10-28

更新時間：2022-10-31 14:09:00　點擊次數：2642

JL MAG Rare-Earth Industry Price Briefing 10-24~10-28

Week 43，2022

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹、金屬釹、鏑鐵和鋱的價格小幅下降。亞洲金屬網周末價格: 鐠釹金屬價格800-810元/KG；金屬釹價格920-930元/KG；鏑鐵合金價格2280-2300元/KG；金屬鋱價格16500-16700元/KG。

This week, the prices of PrNd, Nd metal, DyFe and Tb dropped slightly. Prices from Asian Metal at this weekend presented: PrNd metal 800-810 RMB/KG; Nd metal 920-930 RMB/KG; DyFe alloy 2,280-2,300 RMB/KG; Tb metal 16,500-16,700 RMB/KG.

【包鋼股份：調整稀土精礦關聯交易價格】包鋼股份公告，擬將供應北方稀土的稀土精礦價格調整為不含稅37230元/噸（干量，REO=50%），REO每增減1%，不含稅價格增減744.60元/噸（干量），從2022年7月1日起執行。雙方將就本次確定的價格事宜重新簽訂《稀土精礦供應合同》，并按照新簽訂的合同執行稀土精礦日常關聯交易。（財聯社）

[BAO GANG UNITED STEEL: Adjusting the price of related party transactions of rare earth concentrates] BAO GANG UNITED STEEL announced that it is planned to adjust the price of rare earth concentrates to 37,230 CNY/ton (dry volume, REO=50%) excluding tax. For every 1% increase or decrease in REO, the price excluding tax will increase or decrease by 744.60 CNY/ton (dry volume), which will be implemented from July 1, 2022. The two parties will re-sign the "Rare Earth Concentrate Supply Contract" for the price determined this time, and execute the daily related party transactions of rare earth concentrates in accordance with the newly signed contract. (CLS)

2. 業內人士分析Analysis of Professional Insiders

本周稀土市場由向上的沖力轉為動力不足，供需劣勢依舊存在，市場疲軟回調。

This week, the rare earth market turned from an upward momentum to insufficient momentum, supply and demand disadvantages still existed, and the market was weak and pulled.

周初受收儲傳言的消息面影響，業內信心高漲，與此同時，下游磁材的剛需階段性補采的詢單及廢料貿易企業的活躍采補，使得整體市場在投機式的拉漲與抬價中，稀土主流產品報價與小量的成交價出現上漲。

At the beginning of the week, the confidence in the industry was high due to the influence of the rumor about the collection and storage. At the same time, the inquiry form of the just needed periodic supplementary procurement of the downstream magnetic materials and the active procurement of the waste trade enterprises made the overall market rise in the speculative pull up and price rise, and the price of the rare earth mainstream products rose with the small volume.

周中，以鐠釹及鏑為代表的稀土品種開始出現搶跑出貨的局面，同時，理性的畏高情緒開始變得濃厚，下游及貿易商對此時的價格莫名的開始抵觸，基于前幾次類似的漲跌波動，部分散貨及貿易商降價出貨，市場信心進一步動搖。隨后，大廠也開始讓價成交，市價進一步走弱。（瑞道稀土資訊）

In the middle of the week, rare earth varieties represented by PrNd and Dy began to rush out of the market. At the same time, rational fear of heights began to become strong. Downstream and traders began to resist the price inexplicably at this time. Based on the previous similar fluctuations, some bulk suppliers and traders cut prices, further shaking the market confidence. Subsequently, large manufacturers also began to give way to transactions, and the market price further weakened. (Ruidow Rare Earth Info)

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