金力永磁稀土行情简报2311期（总第455期）03-27~03-31 - 稀土行情周报

金力永磁稀土行情簡報2311期（總第455期）03-27~03-31

更新時間：2023-04-03 12:03:00　點擊次數：2870

JL MAG Rare-Earth Industry Price Briefing 03-27~03-31

Week 13，2023

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹、金屬釹的價格小幅下跌，鏑鐵合金和金屬鋱價格小幅上漲。亞洲金屬網周末價格: 鐠釹金屬價格635-645元/KG；金屬釹價格675-685元/KG；鏑鐵合金價格1995-2015元/KG；金屬鋱價格12550-12750元/KG。

Rare earth market this week, price of PrNd, Nd fell slightly; DyFe and Tb prices rose slightly. Asian metal weekend prices: PrNd metal 635-645 RMB/KG; Nd metal 675-685 RMB/KG; DyFe metal 1995-2015RMB/KG; Tb metal 12550-12750 RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

本周（3.27-3.31）作為月末的最后一周，市場的操作性理論上偏淡---下游普遍要等北方稀土掛牌，分離及金屬廠的補單在前兩周陸續完成，故，市場情緒面看弱，鐠釹價格直線震蕩下行，但重稀土現貨趨少，集團護航及雜亂的消息面影響下，出現月末翹尾—逆勢翻盤。

This week (March 27-March 31), as the last week of the month, the operation on the market is theoretically weak -- the downstream generally needs to wait for the listing price of CNRE Group, and the separation and metal plant's additional orders have been completed successively in the last two weeks. Therefore, the market sentiment is weak, Praseodymium and neodymium prices have plummeted, but heavy rare earths have become less available in stock. Under the influence of the group's escort and chaotic news, the price at the end of the month has turned tail and reversed the trend

回顧近期，國內磁材產量雖有增但速慢，整體市場需求釋放相對滯后，而緬甸，美國的進口礦有增無減，加之近期開采指令性計劃姍姍來遲，國內供給有所放寬，理論來看，整體稀土走勢其實并不樂觀，自2月初，鐠釹價格一路下滑，幅度達32%，雖中間短暫持穩，但回調仍是主旋律，其本周的陰跌至周末趨穩來看，上游的競價已經難以維繼，成交價格或會向主流工廠報價靠攏。（瑞道稀土資訊）

These days, although the domestic production of magnetic materials has increased slowly, the release of the overall market demand is relatively lagging behind, while the imported ore of Myanmar and the United States has continued to increase, coupled with the delayed arrival of the recent mining requirements, and the domestic supply has been relaxed. Theoretically, the overall trend of rare earth is not optimistic. Since the beginning of February, the price of praseodymium and neodymium has been falling all the way, up to 32%. But the callback is still the main melody, from its decrease to stabilize at the end of the week, upstream bidding has been difficult to maintain, the transaction price may be close to the mainstream factory quotation. (Ruidow Rare Earth Information)

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