JL MAG Rare-Earth Industry Price Briefing 06-17~06-21
Week 25, 2019
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹,鏑鐵和鋱價格繼續上漲。 亞洲金屬網價格: 鐠釹金屬價格475-480元/KG (上海有色,465-475元/KG),鏑鐵合金價格2020-2040元/KG (上海有色,1980-2020元/KG),金屬鋱價格5500-5550元/KG (上海有色,5300-5400元/KG)。
This week, prices of PrNd, DyFe and Tb kept increasing. Price from Asian Metal at this weekend presented: PrNd metal 475-480RMB/KG (price from SMM: 465-475RMB/KG), DyFe alloy 2,020-2,040RMB/KG (price from SMM: 1,980-2,020RMB/KG), and Tb metal 5,500-5,550RMB/KG (price from SMM: 5,300-5,400RMB/KG).
2. 業內人士分析Analysis of Professional Insiders
本周稀土市場整體穩健,但隨著漲速放緩,稀土產品穩定時間較長,拉漲效果消失,稀土價位小幅下調回歸市場。此次回調以輕稀土較為明顯,重稀土則保持已有漲幅穩定,且輕稀土回調幅度較小,對比漲前成價位,屬市場正常調整。
The rare earth market was stable overall this week, but with the growth rate slowing down, rare earth products have been stable for a long time, and the effect of pulling the increase disappeared, rare earth prices slightly reduced back to the market. The price correction to light rare earth is more obvious, heavy rare earth has maintained a steady rise, and light rare earth correction range is small. Compared with the pre-upgrade price, it is a normal adjustment of the market.
此次鐠釹成雖然回落,但大廠報價多保持穩定不變,挺價信心明顯,貿易商雖小幅讓價出貨,但周五鐠釹價格迅速止跌企穩,市場心態再次穩定。重稀土除鏑鋱釓鈥等應用量較多的產品保持了一定漲幅外,氧化鉺、氧化釔同樣受南方礦源收緊預期實現小幅上漲。
Although the deal of PrNd fell back, but the price of big factory remains stable, the confidence to support the price is obvious, although the traders let out the goods with a small concession, PrNd price quickly stopped falling and stabilized on Friday, the market mentality is stable again. Heavy rare earth products, such as Dy, Tb, Ga, Ho and other widely used products, maintained a certain increase, Er oxide and Yt oxide are also expected to increase slightly due to the tightening of southern ore sources.
自貿易戰稀土受關注以來,鐠釹經歷了三次漲勢與回落,每次漲幅逐漸趨緩,且三次回落幅度亦逐漸縮小。表明市場對鐠釹上漲因素判斷漸漸理性化,并對后續空間保持積極的信心。
The rare earth has been concerned since the trade war began; the price of PrNd has seen three rallies and three declines, each of which has tapered off and drop range also gradually narrows. It shows that the market for PrNd rising factor judgment gradually rationalized, and maintaining positive confidence in the follow-up space.
就目前已有的政策推動而言,其對稀土提振效果恐接近峰值,后續稀土走勢有望保持穩健,但若要再度實現更高漲幅則需要新的政策助力。而貿易戰的深化,必然要求稀土行業發揮自身價值,通過減庫存、加應用等一系列市場及政策手段,推動稀土至中上價位,實現出口調控與附加值。(瑞道金屬網)
As far as the existing policy promotion is concerned, its effect on rare earth is likely to be close to the peak. The following trend of rare earth is expected to remain stable, but new policies will be needed to achieve a higher increase again. The deepening of the trade war will inevitably require the rare earth industry to play its own value by reducing inventory, increasing application and a series of market and policy means to push the price of rare earth to the middle and upper level, and realize export regulation and added value. (Ruidow.com)
南方稀土發布6月17日稀土氧化物掛牌價
Listing price on June 17 from China Southern Rare Earth
單位:萬元/噸(出廠含稅價)
Unit: 10,000RMB/ton (EXW price incl. VAT)
3. 趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)
2019年6月21日
June 21, 2019
提示:以上信息僅供參考!
Notes: the information above is for reference only!