金力永磁稀土行情简报2437期（总第529期）11-04~11-08 - 稀土行情周报

金力永磁稀土行情簡報2437期（總第529期）11-04~11-08

更新時間：2024-11-13 08:21:35　點擊次數：2037

JL MAG Rare-Earth Industry Price Briefing 11-04~11-08

Week 45，2024

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹和金屬釹價格維持不變，金屬鋱價格小幅上漲，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521-524元/KG；金屬釹價格523-528元/KG；鏑鐵合金價格1690-1710元/KG；金屬鋱價格7400-7500元/KG。

The prices of PrNd and Nd metal remain unchanged of this week’s rare earth market, Tb showed a slight increase, while the price of DyFe alloy experienced a slight decline. Asian Metal at this weekend presented: PrNd metal 521-524 RMB/KG; Nd metal 523-528 RMB/KG; DyFe alloy 1,690-1,710 RMB/KG; Tb metal 7,400-7,500 RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

近期，鐠釹金屬市場行情同樣無明顯變化。下游磁材企業“買漲不買跌”的心理較為明顯，面對持續穩定甚至略有下滑的價格，企業更傾向于等待市場信號明確后進行采購，以規避潛在風險。金屬企業現貨報價較少，實際成交不多，這進一步加劇了市場的觀望氛圍。下游剛需采購原料，但新增訂單情況一般，下游需求端的疲軟，對價格上行形成壓制。鐠釹氧化物與金屬市場在短期內預計將維持弱穩震蕩態勢。雖然中重稀土鋱鏑市場展現出一定的活躍度，但整體市場的觀望情緒濃厚，成交清淡，短期內預計維持弱穩運行。

Recently, there has been no significant change in the market situation of PrNd metal. The mentality of downstream magnetic material enterprises to "buy up and not buy down" is more obvious. Faced with sustained stable or even slightly declining prices, enterprises are more inclined to wait for market signals to be clear before making purchases to avoid potential risks. Metal companies have lower spot prices and fewer actual transactions, which further exacerbates the wait-and-see atmosphere in the market. Downstream urgently needs to purchase raw materials, but the situation of new orders is average. The weakness of downstream demand has suppressed the upward trend of prices. The praseodymium neodymium oxide and metal markets are expected to maintain a weak stable and volatile trend in the short term. Although the market for medium and heavy rare earth terbium and dysprosium has shown some activity, the overall market has a strong wait-and-see attitude, with light trading volume, and is expected to maintain weak and stable operation in the short term.

11月5日，金力永磁發布投資者關系活動記錄表，2024年前三季度，公司依托較為充足的在手訂單，積極提高市場份額。報告期內，公司產能利用率超90%，高性能磁材產品產銷量同比增長約40%，實現營業收入50.14億元，與去年同期基本持平。（包頭稀土產品交易所）

On November 5th, JLMAG released an investor relations activity record, stating that in the first three quarters of 2024, the company actively increased its market share by relying on sufficient orders in hand. During the reporting period, the company's capacity utilization rate exceeded 90%, and the production and sales volume of high-performance magnetic products increased by about 40% year-on-year, achieving a revenue of 5.014 billion yuan, which was basically the same as the same period of last year. (Baotou Rare Earth Products Exchange)

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