金力永磁稀土行情简报2320期（总第464期）06-05~06-09 - 稀土行情周报

金力永磁稀土行情簡報2320期（總第464期）06-05~06-09

更新時間：2023-06-12 16:53:00　點擊次數：2449

JL MAG Rare-Earth Industry Price Briefing 06-05~06-09

Week 23，2023

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹、金屬釹和鏑鐵合金的價格出現小幅上漲，金屬鋱的價格存在小幅下降。亞洲金屬網周末價格: 鐠釹金屬價格600-610元/KG；金屬釹價格610-620元/KG；鏑鐵合金價格2030-2050元/KG；金屬鋱價格10250-10450元/KG。

In the rare earth market this week, the prices of PrNd, Nd metal, and DyFe alloy rose slightly, and Tb fell slightly. Asian metal weekend price: PrNd metal 600-610 RMB/KG; Nd metal 610-620 RMB/KG; DyFe alloy 2,030-2,050 RMB/KG and Tb metal is 10,250-10,450 RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

本周（6.5-9日）稀土市場循環了上周的走勢，周初拉漲后，在雙弱的局面下，價格微調震蕩，氧化物與金屬倒掛繼續加深，整體市場需求表現乏力，可見成交也偶有低價。

This week (June 5-9) rare earth market has repeated last week's pattern. After pulling up at the beginning of the week, the price fine-tuned shock in the situation of double weakness, oxides and metals upside down continue to deepen, the overall market demand performance is weak, it can be seen that there are occasionally low prices

當前處于年中節點，較大概率價格仍會小幅向上，即使有主動出貨也或保持窄幅波動。從海關統計來看，前5個月稀土出口20987.2噸，同比降4.4%，需求有收縮跡象，但國內分離及金屬廠的產能也同步調整，惡劣的需求環境促使上下游均在收縮原料庫存，導致市場現貨出現短暫的短缺。

At present, it is in the middle of the year, and there is a high probability that the price will still rise slightly, even if there is an active shipment, a narrow range may remain. According to customs statistics, rare earth exports of 20,987.2 tons in the first five months has 4.4% year-on-year decline and there are signs of contraction in demand, but the production capacity of domestic separation and metal plants is also adjusted simultaneously, and the harsh demand environment has prompted the upstream and downstream to shrink raw material inventories, resulting in a brief shortage of spot in the market.

整體來看，現貨在短期內仍有一定的議價能力，且業界普遍認為氧化物價格易漲難降。市場供需仍是以需為主導，散貨市場靠終端訂單的零散需求來帶動也有些偏難，上下游兩種行情暫有脫軌跡象，倒掛或越來越嚴重。（瑞道稀土資訊）

Overall, the spot still has a certain bargaining power in the short term, and the industry generally believes that the price of oxide is easy to rise and difficult to fall. Market supply and demand is still demand-dominated, the bulk market by the fragmented demand of terminal orders to drive is also somewhat difficult, upstream and downstream markets temporarily have signs of derailment, upside down may be more serious. (Ruidao Rare Earth Information)

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