金力永磁稀土行情简报201802期（总第215期）01-08~01-12 - 稀土行情周报

金力永磁稀土行情簡報201802期（總第215期）01-08~01-12

更新時間：2018-01-15 16:59:00　點擊次數：2746

金力永磁稀土行情簡報201802期（總第215期）01-08~01-12

JL MAG Rare-Earth Industry Price Briefing 01-08~01-12

Week 2, 2018

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情鐠釹，鏑鐵和鋱價格都有不同程度的漲幅，其中鐠釹漲幅明顯。亞洲金屬網價格: 鐠釹金屬價格425-435元/KG (12日上海有色，430-450元/KG)，鏑鐵合金價格1170-1200元/KG (12日上海有色，1180-1200元/KG)，金屬鋱價格3950-4000元/KG (12日上海有色，3950-4100元/KG)。

This week, prices of PrNd，DyFe and Tb have increased at varying degrees, especially PrNd has an apparent rise. Price from Asian Metal at this weekend presents: PrNd 425-435 RMB/KG（SMM 12thprice:430-450 RMB/KG）, DyFe 1170-1200 RMB/KG (SMM 12th price:1180-1200 RMB/KG) and Tb 3950-4000 RMB/KG (SMM 12th price:3950-4100 RMB/KG).

日前，江西省贛州市稀土資源遠景評價項目順利通過贛州市稀土開發綜合利用綜合試點工作小組辦公室組織的評審，項目成果顯示再造了幾個“稀土王國"。調查結果大大超過預期，新發現了十多個大中型以上稀土礦床，新增了數倍于以往的稀土資源量，尤其是在加里東期的上猶巖體中找到了重稀土。

Rare earth prospect evaluation project smoothly passed the evaluation organized by Ganzhou RE Multiple Utilization and Experiment Office, which means to build several extra“Rare Earth Kingdoms". The exploration result is far more than expectation: more than ten large and medium-sized rare earth ore deposits have been discovered with several times rare earth resources of what was found before, and it is particularly worth mentioning that heavy rare earth was found in Shangyou rock of the Caledonian period.

2. 業內人士分析Analysis of Professional Insiders

從1月5日開始稀土市場進入快速上漲期，大多數產品價格都有不同幅度的增長。但由于價格上漲過快而下游需求沒有跟進，市場從12日開始止漲企穩。1月12日稀土市場鐠釹報價：氧化鐠釹主流含稅34萬-34.5萬/噸，鐠釹金屬含稅43.5萬-44萬/噸，高出2-3萬/噸的情況依然充斥市場。（富寶資訊馬雷）

Since Jan. 05th, rare earth market entered into rapid rising period, prices of most products have increased in different ranges, however, as a result of the rapid price increase and weak demand from downstream, market prices become stabilized since Jan 12th. On Jan. 12th, the RE tax-inclusive prices presented: PrNd oxide 340,000~345,000 CNY/T, PrNd metal 435,000~440,000CNY/T, and it is still quite common to see prices that are 20,000-30,000 higher from the market. (Malei, Fu'an INFO)

雖然近幾日稀土市場開始偃旗息鼓，但據估計價格下行的可能性仍然不大，主要原因有以下幾點：一，礦價和釹鐵硼廢料的價格都有不同程度的增長，而且原料供應相對吃緊，導致產品的成本增長。二，年關將至下游備貨的采購量雖然由于價格快速上漲會有所減少，但需求量不會出現大幅度減少。三，2018年剛剛開年，大部分工廠由于庫存成本仍然高于市場價格而不愿意低價出貨。第四，大家預期的國家整頓稀土市場秩序的信心在增強。（瑞道金屬網由曉紅）

Although the prices from rare earth market cease to increase in recent days, it is estimated that they are less likely to go downward. The main reasons as follows: first, the various increase of ore and NdFeB waste price and the short supply of raw material result to cost increase; second, although the rapid increased prices lead to less purchase from the downstream, there won't be big decrease of demand by the end of the year; third, cost of the stock materials from most factories are still higher than the market and they are not willing to sell their stock at lower prices at the beginning of 2018; fourth, the confidence is strengthening on the national consolidation of rare earth market order. (You Xiaohong, Ruidow Metal)

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