JL MAG Rare-Earth Industry Price Briefing 12-12~12-16
Week 50,2022
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上漲。亞洲金屬網周末價格: 鐠釹金屬價格840-850元/KG;金屬釹價格925-935元/KG;鏑鐵合金價格2410-2430元/KG;金屬鋱價格17000-17200元/KG。
In the rare earth market this week, the prices of PrNd, Nd metal, DyFe and Tb rose slightly. Asian metal weekend price: PrNd metal 840-850 RMB/KG; Nd metal 925-935 RMB/KG; DyFe alloy 2,410-2,430 RMB/KG and Tb metal is 17,000-17,200 RMB/KG.
2. 業內人士分析Analysis of Professional Insiders
我國稀土資源豐富,是唯一具有稀土完備產業鏈的國家。經過多年的行業政策規范,我國稀土已進入集約化發展的新階段。在全球能源結構升級的背景下,以釹鐵硼為代表的永磁材料需求空間打開,我國稀土產業鏈的全球領先地位將持續深化,稀土的戰略資源價值有望持續提升。
Our country is rich in rare earth resources and is the only country that has a complete industrial chain of rare earth. After many years of industry policy regulation, our country rare earth has entered a new stage of intensive development. Under the background of global energy structure upgrading, the needs space of permanent magnet material represented by NdFEB is opened up. The global leading position of China's rare earth industry chain will continue to deepen, and the strategic resource value of rare earth is expected to continue to increase.
2021年以前,我國稀土應用多以中低端領域為主,需求平穩增長,稀土價格變化多由供應端主導。2021年之后,以永磁電機為代表的下游應用規模迅速擴張,稀土價值中樞提升。當前來看,在國內總量管控,海外增量有限背景下,隨著高端需求空間進一步打開,我們預計未來 2-3年全球稀土短缺格局或將持續,稀土價值有望長期維持較高水平。(產業前沿)
Before 2021, China's rare earth applications were mainly in the middle and low-end sectors, with steady growth in demand and price changes dominated by the supply side. After 2021, the downstream application scale represented by permanent magnet motors has expanded rapidly, and the value center of rare earth has been enhanced. At present, in the context of domestic volume control and limited overseas increment, as the high-end demand space is further opened, we expect that the global rare earth shortage pattern may continue in the next two to three years, and the value of rare earth is expected to maintain a high level for a long time. (Industry Frontier)
3. 趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)
2022年12月16日
提示:以上信息僅供參考!
Notes: the information above is for reference only!