JL MAG Rare-Earth Industry Price Briefing 12-16~12-20
Week 51,2024
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488-491元/KG;金屬釹價格490-495元/KG;鏑鐵合金價格1550-1570元/KG;金屬鋱價格6950-7050元/KG。
This week, in the rare earth market the price of PrNd, Nd metal, Tb metal and DyFe alloy fell slightly. Asian Metal at this weekend presented: PrNd metal 488-491 RMB/KG; Nd metal 490-495 RMB/KG; DyFe alloy 1550-1570 RMB /KG; Tb metal 6950-7050 RMB /KG.
2. 業內人士分析Analysis of Professional Insiders
本周(12.16-20,下同)整體市場走勢再度延續下滑,且下滑速度加快。全線稀土產品價格均表現弱勢,周前期陰跌,周中加速度,周末回穩。整體來看,低價需求有所釋放,大企業依舊把控價格走向。
This week (Dec. 16th to Dec. 20th), the overall market continued to decline again, and the decline speed accelerated. The prices of rare earth products across the board have shown weak performance, with a bearish decline in the early part of the week, an acceleration in the middle of the week, and a stabilization in the later part of the week. Overall, the demand for low prices has been released, and large enterprises are still controlling the direction of prices.
下游需求雖相對集中,但總體需求支撐仍在。金屬雖因庫存及需求掣肘艱難跟進,但日益增加的成本權衡,終蓋過需求及資金短板,金屬鐠釹跟隨氧化物腳步已成必然,但下游磁材綜合考量跌已抵本,接受度增高,目前繼續回調及趨穩的行為均可能受到頭部大廠的影響,從本周金屬鐠釹成交重心來看,價格就此樂觀回漲的概率不大---采購支撐尚難維繼,更逞論年底將至,資金流壓力凸顯,下月的銷售壓力對市場參與者來說都是不小的考驗。(瑞道稀土資訊)
Although downstream demand is relatively concentrated, overall demand support is still present. Although metals are struggling to keep up due to inventory and demand constraints, the increasing cost ultimately outweighs the demand and funding gap.PrNd metal has followed in the footsteps of oxides, which has become inevitable. However, considering that downstream magnetic materials have already fallen to cost prices, the acceptance rate has increased. The current trend of continued correction and stabilization may be affected by top manufacturers. From the perspective of the focus of PrNd metal transactions this week, the probability of optimistic price rebound is not high - procurement support is still difficult to maintain, and even more so, as the end of the year approaches, capital flow pressure is prominent. The sales pressure next month will be a significant test for market participants. (Ruidao Rare Earth Information)
3.趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)
2024年12月23日
December 23rd, 2024
提示:以上信息僅供參考!
Notes: the information above is for reference only!