金力永磁稀土行情简报2337期（总第481期）10-09~10-13 - 稀土行情周报

金力永磁稀土行情簡報2337期（總第481期）10-09~10-13

更新時間：2023-10-16 11:55:00　點擊次數：2342

JL MAG Rare-Earth Industry Price Briefing 10-09~10-13

Week 42，2023

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹、金屬釹和鏑鐵合金價格出現小幅上漲，金屬鋱價格維持不變。亞洲金屬網周末價格: 鐠釹金屬價格650-655元/KG；金屬釹價格650-660元/KG；鏑鐵合金價格2600-2620元/KG；金屬鋱價格10550-10750元/KG。

This week, prices of PrNd, Nd metal and DyFe alloy have risen slightly, price of Tb metal remain unchanged. Prices from Asian Metal at this weekend presented: PrNd metal 650-655 RMB/KG; Nd metal 650-660 RMB/KG; DyFe alloy 2600-2620 RMB/KG; Tb metal 10550-10750 RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

金屬市場本周延續此前的調漲易調低難的穩策略，鐠釹倒掛情況在周初有所緩解，故有頻繁促單動作。周中有少量補單行為，趨穩的價格在成本線晃蕩后，鐠釹下調的幅度已然不大，然龍頭企業長協的主導力度日益增強后，走勢穩定但踏步上揚或較難。

The metal market this week continued the previous stability strategy that higher prices are easier to adjust than lower ones, the inverted situation of PrNd in the beginning of the week has eased, so there are frequent promotion of single action. There is a small amount of filling behavior in the week, stabilizing the price in the cost line after the swing, the range of PrNd has been small, but the leading enterprises after the increasing dominance of the association, the trend is stable but step up or more difficult.

后市預測：國內新產緩慢遞增、境外俄烏未有定論巴以再燃戰火，中東地區作為我國主要汽車出口國是否會受到戰火沖擊未能定論，但國際環境的變化對出口市場的影響正緩步顯現，其對油價及通脹的影響再添焦點。當前，從磁材反饋來看，訂單恢復有起色但與預期仍有差距。預計短期可見主流產品走勢穩健：鐠釹系漲跌放緩、縮窄；鏑鋱空間仍在，動力可能因不同的需求而有所增減。（瑞道稀土資訊）

Future market forecast: the slow increase of domestic new production, overseas Russia and Ukraine have not been determined then Israeli-Palestinian occurs war, the Middle East as a major auto exporter in China will be affected by the impact of the war has not been determined, but the impact of changes in the international environment on the export market is slowly emerging, its impact on oil prices and inflation add focus. At present, from the feedback of magnetic materials, the recovery of orders has improved, but there is still a gap with expectations. It is expected that the trend of mainstream products is stable in the short term: the rise and fall of PrNd system is slowed down and narrowed; Dy and Tb are still available, and the power may increase or decrease depending on the needs. (Ruidao Rare Earth Information)

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