金力永磁稀土行情简报2439期（总第531期）11-18~11-22 - 稀土行情周报

金力永磁稀土行情簡報2439期（總第531期）11-18~11-22

更新時間：2024-11-27 16:05:00　點擊次數：1863

JL MAG Rare-Earth Industry Price Briefing 11-18~11-22

Week 47，2024

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹、金屬釹、金屬鋱和鏑鐵合金價格均出現小幅下跌。亞洲金屬網周末價格: 鐠釹金屬價格505-508元/KG；金屬釹價格508-513元/KG；鏑鐵合金價格1630-1650元/KG；金屬鋱價格7180-7280元/KG。

This week, the rare earth market, the prices of PrNd metal, Nd metal, Tb metal and DyFe alloy have all fallen slightly. Asian Metal at this weekend presented: PrNd metal 505-508RMB/KG; Nd metal 508-513RMB/KG; DyFe alloy 1630-1650RMB/KG; Tb metal 7180-7280RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

本周（11.18-22日）稀土市場呈現了一場由情緒引發的急下到大廠回穩的行情。在多方消息揉雜下，周前期市場經歷了趨弱僵持到周中價格恐慌般跳水到周末信心不斷修復。

This week (18^th-22^nd Nov), the rare earth market presented a market trend triggered by emotions, with a sudden decline followed by a stabilization of large factories. Amidst mixed news from multiple sources, the market experienced a weakening stalemate in the early weeks, followed by a price panic like plunge in the middle of the week, and confidence continued to recover over the weekend.

市場分析：周五鐠釹系氧化物產品出現明顯上揚仍由主流大廠引導，雖然供需支撐無較強信號但業內抓住月底下游常規備貨及下月北方掛牌價的影響，的確緩解了成交和價格下行的窘境，但就金屬市場及下游磁材需求來看，上行空間未必亮眼，下游磁材采購壓價力度不減，短期內上揚單方面有支撐但長期或顯不足。上游與下游的博弈未見和解，磁材招標信息貼近市價，大廠承單積極性不佳，而僵持或有可能繼續，下游承壓向上傳導，上游穩價壓力依舊，漲幅空間或有限。（瑞道稀土資訊）

Market analysis: On Friday, there was a significant increase in PrNd oxide products, which was still guided by mainstream manufacturers. Although there was no strong signal of supply and demand support, the industry seized the impact of downstream regular stocking at the end of the month and the northern listing price next month, which did alleviate the dilemma of transaction and price decline. However, in terms of the metal market and downstream magnetic material demand, the upward space may not be bright, and downstream magnetic material procurement pressure will not decrease. In the short term, there is unilateral support for the upward trend, but it may be insufficient in the long term. The game between upstream and downstream has not been resolved. The bidding information of magnetic materials is close to the market price. The enthusiasm of large manufacturers to accept orders is not good, and the stalemate may continue. The pressure on the downstream is transmitted upward, and the pressure on the upstream to stabilize prices remains, and the room for increase may be limited. (Ruidao Rare Earth Information)

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