JL MAG Rare-Earth Industry Price Briefing 11-25~11-29
Week 48,2024
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹和金屬釹價格小幅上漲,金屬鋱價格不變,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508-511元/KG;金屬釹價格510-515元/KG;鏑鐵合金價格1610-1630元/KG;金屬鋱價格7180-7280元/KG。
In the rare earth market this week, the prices of PrNd and Nd metal rose slightly, Tb metal remained unchanged, and DyFe alloy fell slightly. Prices from Asian Metal at this weekend presented: PrNd metal 508-511 RMB/KG; Nd metal 510-515 RMB/KG; DyFe alloy 1610-1630 RMB/KG; Tb metal 7180-7280 RMB/KG.
2. 業內人士分析Analysis of Professional Insiders
本月稀土產品價格走勢呈震蕩下跌態勢,市場活躍度雖高,然成交量受限。
The price trend of rare earth products has shown a fluctuating downward trend this month, and although the market activity is high, the trading volume is limited.
分離廠因生產成本因素,出貨時頗為躊躇,報價亦趨于謹慎。金屬廠以訂單交付為主,對鎖倉單。終端訂單增長緩慢,市場整體情緒較為低迷。
Due to production cost factors, separation plants are hesitant to ship, and quotation tends to be cautious. The metal factories mainly focus on order delivery and lock the warehouse receipt. The growth of terminal orders was slow and the overall market sentiment was relatively subdued.
臨近月底,部分企業常規補貨以維持生產運作,另有少數企業則表示待北方稀土掛牌價公布后,再規劃采購事宜。總體來看,終端訂單未達預期水平,供大于求的格局尚未改善,上下游處于價格博弈之中,下游承壓力向上傳導,上游穩價為主,當前缺乏利好信息支撐,價格上漲空間極為有限,短期內價格震蕩下跌的趨勢恐將延續。(包頭稀土產品交易所)
As the end of the month approaches, some companies are regularly restocking to maintain production operations, while a few others have stated that they will plan procurement matters after listing prices from China Northern Rare Earth are announced. Overall, the terminal orders have not reached the expectations, and the oversupply situation has not improved. The upstream and downstream are in a price-bargaining situation, and the downstream pressure is being transmitted upwards. The upstream is mainly aiming to maintain prices, and there is currently a lack of favorable information to support price increases. The price increase potential is extremely limited, and the trend of price fluctuations and decline in the short term is likely to continue. (Baotou Rare Earth Products Exchange)
3.趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)
2024年11月29日
November 29th, 2024
提示:以上信息僅供參考!
Notes: the information above is for reference only!