金力永磁稀土行情簡報201730期(總第196期)08-21~08-25
JL MAG Rare-earth Industry Price Briefing08-21~08-25
2017年第34周
Week 34.2017
1. 重要新聞簡報Briefing of Important News
本周稀土市場鐠釹價格持續上漲,鏑鐵價格回調,金屬鋱價格企穩。亞洲金屬網價格: 鐠釹金屬價格634-644元/KG,鏑鐵合金價格1400-1450元/KG,鋱金屬價格5170-5220元/KG。
This week the price of PrNd on rare-earth market continues to rise. The price of DyFe is in callback, for Tb, it is stable. Price from Asian Metal of this weekend presented: PrNd 634-644 RMB/KG, DyFe 1400-1450 RMB/KG and Tb 5170-5220RMB/KG.
自6月底以來,部分稀土產品價格短期內有較大幅度波動和上漲,引起了行業有關各方的高度關注和訴求。為此,稀土行業協會秘書處提出兩點建議:一是針對當前稀土原材料市場供需情況,建議暫緩稀土產品收儲;二是釋放部分稀土產品儲備,發揮稀土收儲的平抑和調節市場功能。
Since the end of June, the price of part of rare earth products has more substantial volatility and rise in short time, which caused the industry's concerns and demands. So Rare Earth Industry Association Secretariat made two suggestions, first, for the current supply and demand of rare earth raw materials market, it is recommended to suspend the rare earth products purchasing and storage; Second, the release of some rare earth product reserves, exert the function of Rare earth storage and market adjustment.
2.業內人士分析Analysis of Professional Insiders
稀土市場近日表現非常冷清,成量少,大多數市場人士都在觀望市場。但關于稀土行業協會去拜訪發改委和國儲局這一件事情,業內人士紛紛發表意見,意見的分歧也比較大。
The performance of rare earth market is very deserted, less volume, most market participants are waiting to see the market. But for the rare earth industry associations to visit the NDRC and the State Reserve Bureau, the industry have expressed their views, the views of the differences are relatively large.
當前氧化鑭和氧化鈰的價格保持堅挺,出貨量相對來說也比較大,氧化鑭和氧化鈰的價格穩定在1.5萬元/噸左右。
Currently prices of lanthanum oxide and cerium oxide remain strong, shipments are relatively large, lanthanum oxide and cerium oxide prices stable at 15,000 RMB/T.
8月23日稀土指數為454點,較周期內高點1000點(2011-12-06)下降了54.60%,較2015年09月13日低點271點上漲了67.53%。(注:周期指2011-12-01至今)。
On August 23, the Rare Earth Index was 454 points, down 54.60% from the peak of the quarter (2011-12-06), up 67.53% from its lowest point on September 13, 2015 at 271 points. (Note: cycle refers to 2011-12-01 so far).
金屬鐠釹的報價存在分歧,大公司的報價仍然維持在65-70萬元/噸,并且低于這個價格表示不肯接受,小的貿易商和工廠的報價在60-62萬元/噸左右。銷售方均表示,市場非常冷清,與以往價格上漲時的熱鬧情形不可同日而語,并且市場的買賣雙方均采取觀望態度。
Praseodymium neodymium metal offer are different, large companies offer still maintained at 650,000-700,000 RMB/T and expressed that they won't accept the price lower that, the small traders and factories offer around 600,000-620,000 RMB/T. Sales said that the market is very deserted, which is quite different from the boisterous situation of previous increasing ones, and the market buyers and sellers have taken a wait and see attitude.
關于稀土行業協會去拜訪發改委和國儲局這件事,引起稀土界廣泛關注。部分業內人士認為,緩收儲并且放儲這對整個稀土行業價格穩定有著非常大的影響,也有利于稀土行業長期穩定的發展。保證稀土的供應量,對于稀土的價格的穩定和下游釹鐵錋等行業的發展非常有利。而另有業內人士認為,稀土市場是市場經濟,應該讓稀土市場按照正常的市場經濟規律正常運轉,供少于求,價格上漲無可厚非,供大于求價格下滑也是合情合理。國家干預只會讓市場自有調節功能喪失,短期內看起來是對行業發展有利,長期來看必然會帶來各種各樣的問題。
For the rare earth industry associations visiting the NDRC and the State Reserve Bureau, it caused wide spread concern in rare earth industry. Some industry insiders believe that the slow speed on storage has very large price stability for the entire rare earth industry, but also conducive to long-term stable development of rare earth industry. To ensure the supply of rare earth, very favorable for the development of rare earth price stability and downstream industries such as NdFeB. And some insiders think the rare earth market is market economy, should be rounded as normal market economy, for supply less than demand, the price rise is understandable, and it is reasonable for oversupply price decline. State intervention will make the market lose their own function of adjustment; it is beneficial to the development of the industry in short term, the long term it will inevitably bring a variety of problems.
關于稀土后市的發展,稀土價格到底漲到多少才是合理的價位業內人士心存疑惑,部分人士認為受政策信息影響,短期內稀土價格可能會出現波動,但價格仍會有上漲空間。
About the development of later rare earth market, insiders feel puzzled for how much is the reasonable price for rare earth; some think rare earth price may fluctuate as the effect of policy, but the price has room to rise.
3. 趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)
2017年08月25日
August.25th, 2017
提示:以上信息僅供參考!
Notes: the information above is for reference only!