JL MAG Rare-Earth Industry Price Briefing 12-23~12-27
Week 52,2024
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,金屬鋱和鏑鐵合金價格維持不變。亞洲金屬網周末價格: 鐠釹金屬價格490-493元/KG;金屬釹價格491-496元/KG;鏑鐵合金價格1550-1570元/KG;金屬鋱價格6950-7050元/KG。
In the rare earth market this week, the prices of PrNd and Nd metal all rose, DyFe alloy and Tb metal keep the same. Asian metal at this weekend presented: PrNd metal price 490-493RMB /KG; Nd metal price 491-496RMB /KG; DyFe alloy price 1550-1570 RMB /KG; Tb metal price 6950-7050 RMB /KG .
2. 業內人士分析Analysis of Professional Insiders
12月稀土市場延續弱勢下行,但整體下跌幅度不大。隨著上游產能擴張,稀土供應能力加強,上游市場庫存常處高位,稀土產品銷售壓力大增,下游話語權放大。同時釹鐵硼大廠優勢凸顯,釹鐵硼產品利潤被不斷攤薄,其成本壓力持續向上游傳導,而上游報價保持堅挺,金屬企業壓力倍增,而稀土及稀土金屬價格也承壓下行。
The rare earth market continued to decline weakly in December, but the overall decline was not significant. With the expansion of upstream production capacity and the strengthening of rare earth supply capacity, the inventory in the upstream market is often at a high level, and the sales pressure of rare earth products has increased significantly, leading to an amplification of downstream discourse power. At the same time, the advantages of major neodymium iron boron manufacturers are highlighted, and the profits of neodymium iron boron products are continuously diluted. The cost pressure continues to be transmitted upstream, while the upstream quotation remains firm. The pressure on metal enterprises is doubled, and the prices of rare earths and rare earth metals are also under pressure to decline.
目前,全球經濟增長仍較為緩慢,國際貿易仍存在較大的不確定性。但當下稀土產品價格已處于筑底階段,同時中央經濟工作會議也提出,新的一年將實施更加積極的財政政策和適度寬松的貨幣政策,將加速稀土下游及終端行業的貨物流動,稀土產品需求有望增長,預計很快稀土市場將走出頹勢,2025年稀土價格也有望企穩走強。(包頭稀土產品交易所)
At present, the global economic growth is still relatively slow, and there are still large uncertainties in international trade. However, the price of rare earth products has been in the bottom stage, while the Central Economic Work Conference also proposed that the new year will implement a more active fiscal policy and moderately loose monetary policy, will accelerate the flow of rare earth downstream and terminal industries, rare earth product demand is expected to grow, is expected to soon out of the slump in the rare earth market, 2025 rare earth prices are also expected to stabilize and strengthen. (Baotou Rare Earth Products Exchange)
3.趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)
2024年12月30日
December 30th, 2024
提示:以上信息僅供參考!
Notes: the information above is for reference only!