金力永磁稀土行情简报2409期（总第501期）03-11~03-15 - 稀土行情周报

金力永磁稀土行情簡報2409期（總第501期）03-11~03-15

更新時間：2024-03-18 13:32:00　點擊次數：2250

JL MAG Rare-Earth Industry Price Briefing 03-11~03-15

Week 11，2024

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹、金屬釹價格出現小幅上漲，金屬鋱價格保持不變，鏑鐵合金價格出現小幅下跌。亞洲金屬網周末價格: 鐠釹金屬價格430-435元/KG；金屬釹價格430-440元/KG；鏑鐵合金價格1750-1770元/KG；金屬鋱價格6400-6600元/KG。

This week, the price of PrNd and Nd metal has slightly increased. Tb metal prices remain unchanged. The price of DyFe alloy has fallen slightly. Weekend prices on Asia Metals: PrNd metal 430-435 RMB/KG; Nd metal 430-440 RMB/KG; DyFe alloy 1750-1770 RMB/KG; Tb metal 6400-6600 RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

本周（3.11-15日，下同）稀土市場一改此前大幅下跌的行情，在詢單及成交量聚攏的時段內，出現節后以來的首次拉漲。

This week (3.11-3.15, the same below) the rare earth market has changed its previous sharp decline. During the period of inquiry and transaction volume gathering, there was the first increase since the holiday season.

本周漲勢的支點在于產業鏈上游對一季度價格的博弈，上游的堅挺穩價，與下游常規剛需備貨采購為籌碼，加上氧化物倒掛已久，利用成交回暖順勢調漲出貨。

The fulcrum of this week's rise lies in the game between the upstream of the industry chain and the prices of the first quarter. The strong and stable prices in the upstream, combined with the conventional procurement of essential goods in the downstream as a bargaining chip, coupled with the long inverted oxide, are used to increase shipments in response to the rebound in transactions

不過下游基于訂單成本及預期訂單信心不足的考量，并未出現爆發穩漲，而多為理性觀望為試探，這也造成了此次稀土上漲集中且幅度甚小而時間閃爍。另一方面，訂單集于頭部的磁材大廠中，在漲跌過程中的議價權比以往任何時期都更有話語權，從需求層面判斷下周仍是以弱下行占主流，但也有趨穩的概率，畢竟中下游的采購多會冷靜為主。（瑞道稀土資訊）

However, considering the cost of orders and the lack of confidence in expected orders, there has not been a burst of stable growth in the downstream market. Instead, it is mostly a rational observation as a test, which has led to a concentrated and small increase in rare earth prices, with time flashing. On the other hand, orders are concentrated among the top magnetic material manufacturers, and they have more bargaining power in the process of ups and downs than ever before. From the perspective of demand, weak downturns will still dominate next week, but there is also a probability of stabilization, after all, procurement in the middle and lower reaches will mostly remain calm. (Ruidow Rare Earth Information)

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