JL MAG Rare-Earth Industry Price Briefing 03-24~03-28
Week 13,2025
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬鋱、金屬釹、鏑鐵合金價格出現小幅下降。亞洲金屬網周末價格: 鐠釹金屬價格540-543元/KG;金屬釹價格548-553元/KG;鏑鐵合金價格1610-1630元/KG;金屬鋱價格8000-8100元/KG。
This week's rare earth market trend saw a decrease in the prices of PrNd metal,Tb metal,Nd metal and DyFe alloy.According to Asian Metal's weekend data, the prices are as follows: PrNd metal 540-543RMB/KG; Nd metal 548-553RMB/KG; DyFe alloy 1610-1630 RMB/KG; Tb metal 8000-8100 RMB/KG.
2. 業內人士分析Analysis of Professional Insiders
本周(3月24-28日)稀土市場同樣在這兩種論調中回調,企穩。自去年底以來,稀土市場的影響因素主要圍繞龍頭企業采買、緬甸關口開封關這兩個因素反復影響。由于本周市場缺少集中的招標信息,導致散貨市場的成交少且零散。鐠釹如此,鏑鋱如是,周中前,氧化鏑及氧化鋱價格雙雙走弱,出貨報價攀低搶跑,在氧化鏑即將觸碰三年低點之際,集中采買出現,鐠釹氧化物及鏑鋱氧化物均雙雙止跌回穩。周中后期,通關不暢及采買集中又一次“力挽”行情于“陰跌”之中。重稀土惜售及看漲預期再一次使得詢單價格不斷走高,市場又一次出現退二步進一步的行情。
This week (March 24-28), the rare earth market also retreated and stabilized in these two arguments. Since the end of last year, the factors affecting the rare earth market mainly revolve around the purchase of leading enterprises and the repeated impact of the opening of the Myanmar gate. Due to the lack of centralized bidding information in the market this week, the volume of transactions in the bulk market is small and scattered. Before the middle of the week, dysprosium oxide and terbium oxide prices both weakened and quotes climbed low,.In dysprosium oxide is about to touch a three-year low, concentrated buying appeared, praseodymium neodymium oxide and dysprosium terbium oxide both stopped falling to stabilize. In the middle and late weeks, the customs clearance was not smooth and the purchasing concentration once again effectively "saving" the market from further decline. Heavy rare earth sales and bullish expectations have once again made the inquiry price continue to rise.As a result, the market has exhibited a pattern of temporary declines followed by incremental gains.
影響稀土價格的因素依舊有很多;如截止發稿時,緬甸7.9級地震,對市場情緒影響較高,作為中國重要的中重稀土供應地,緬甸無論是政治、軍事對國內重稀土價格均有一定影響,盡管此次地震離礦區有一段距離,但交通或者地質的不穩定性,帶動了當下稀土市場的情緒擾動。經過近半年來的緬方局勢,加之當前全球稀土市場供應格局的急劇轉變,供應穩定的重要性在今后顯得尤為重要。(瑞道稀土資訊)
There are still many factors affecting the price of rare earths. As of press time, the 7.9 magnitude earthquake in Myanmar has a high impact on market sentiment. As an important supplier of medium and heavy rare earth in China, both political and military factors in Myanmar have a certain impact on domestic heavy rare earth prices. Although the earthquake is some distance away from the mining area,the instability of transportation or geology has driven the current emotional disturbance in the rare earth market. After the situation in Myanmar in the past six months, coupled with the current sharp changes in the supply pattern of the global rare earth market, the importance of supply stability is particularly important in the future. (Ruidao Rare Earth Information)
3.趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)
2025年03月31日
March 31st, 2025
提示:以上信息僅供參考!
Notes: the information above is for reference only!