金力永磁稀土行情简报2323期（总第467期）06-26~06-30 - 稀土行情周报

金力永磁稀土行情簡報2323期（總第467期）06-26~06-30

更新時間：2023-07-03 16:30:00　點擊次數：2289

JL MAG Rare-Earth Industry Price Briefing 06-26~06-30

Week 27，2023

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹、金屬釹、金屬鋱以及鏑鐵合金均出現小幅下跌。亞洲金屬網周末價格: 鐠釹金屬價格558-568元/KG；金屬釹價格570-580元/KG；鏑鐵合金價格2090-2110元/KG；金屬鋱價格10350-10550元/KG。

This week, prices of PrNd, Nd, Tb and DyFe have a slight drop. Prices from Asian Metal at this weekend presented: PrNd metal 558-568 RMB/KG; Nd metal 570-580RMB/KG; DyFe alloy 2090-2110 RMB/KG; Tb metal 10350-10550 RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

本周（6.26-30日）稀土市場輕重漲跌各現，整體表現不佳，需求短板繼續體現，沖高回落速度明顯加快，輕重走勢雖有分歧卻趨勢一致，企業間的競價讓步造成價格進一步下行，而下游訂單收縮采購克制，受主流看跌情緒影響，稀土走勢或暫無趨穩跡象。　

This week (6/26-6/30) rare earth market has up and down in light and heavy rare earth, the overall performance is not good, the short board of demand continues to reflect, the speed of high fall significantly accelerated. Although there are differences in the light and heavy trend but the trend is consistent, bidding concessions between enterprises caused prices to further decline, and downstream orders contracted procurement restraint, affected by the mainstream bearish sentiment, rare earth trend may have no signs of stability.

與端午節前的市場相比，本周低位成交信息頻繁，鐠釹受其影響尤為敏感，與相對冷清的成交量相比，成交重心不斷突破當天低價，而基于需求普遍低迷的共識，減庫存做空單的操作，也促使部分企業議價與掩護出貨并存。

Compared with the market before the Dragon Boat Festival, this week's low transaction information is frequent shown, PrNd is particularly sensitive to its impact. Compared with the relatively cold volume, the transaction focus continues to break through the day's low price, and based on the consensus of generally depressed demand, the operation of reducing inventory and short orders also prompted some enterprises to negotiate and cover shipments.

本周重稀土雖有上調，跨步與金屬倒掛拉大，金屬廠銷不抵本，生產企業接單困難，而報價上行亦受到下游客戶抵觸，下游以需求為據仍在壓價或推遲采購，鏑鋱合金貿易相對冷清。

This week, although the heavy rare earth has increased, step with metal upside down is larger, metal factory sales do not meet the cost, production enterprises is difficult to receive orders, and the offer is also subject to downstream customer resistance, downstream demand is still in the price or delay procurement, DyFe alloy trade is relatively cold.

輕重走勢雖有分歧但互有制約，亦存共生，可能仍需各自調整，預計鐠釹弱勢或將不斷緩解而重稀土或面臨砥礪前行的難度。（瑞道稀土資訊）

Although there are differences in the trend of light and heavy rare earth, there are constraints and symbiosis, which may still need to adjust, it is expected that the weakness of PrNd will continue to ease, and heavy rare earth may face the difficulty of moving forward. (Ruidow Rare Earth Information)

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