金力永磁稀土行情简报1937期（总第299期）09-23~09-27 - 稀土行情周报

金力永磁稀土行情簡報1937期（總第299期）09-23~09-27

更新時間：2019-09-30 09:19:00　點擊次數：2893

JL MAG Rare-Earth Industry Price Briefing 09-23~09-27

Week 39, 2019

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹，鏑鐵和鋱價格都有小幅下調。亞洲金屬網價格: 鐠釹金屬價格403-408元/KG，鏑鐵合金價格1850-1870元/KG，金屬鋱價格5050-5100元/KG。

This week, price of PrNd, DyFe and Tb fell slightly. Price from Asian Metal at this weekend presented: PrNd metal 403-408RMB/KG, DyFe alloy 1850-1870RMB/KG and Tb metal 5050-5100RMB/KG.

據海關總署數據統計分析，我國8月份出口稀土永磁體產品2997.7噸, 環比7月下降6.04%，同比2018年8月上漲8.13%；8月份永磁體產品出口均價47.10USD/kg,環比7月上漲1.98%，同比2018年8月下降1.10%。截止8月份，2019年我國共出口稀土永磁體2.29萬噸，累計同比2018年上漲2.71%

According to statistics from the General Administration of Customs, China exported 2997.7 tons of rare earth permanent magnet products in August, down 6.04% from July and up 8.13% from August 2018. The average export price in August was 47.10USD/kg, rose by 1.98% month-on month, down by 1.10% year-on-year. By August, China exported 22,900 tons rare earth permanent magnets in 2019 in total, increase 2.71% year-on-year.

2. 業內人士分析Analysis of Professional Insiders

臨近國慶下游雖然對后市心存謹慎采購克制，但仍有一定的庫存空白，且已到了采購的期限。此外，包頭、贛州、冕寧等地分離企業已有序控制生產，保證大慶期間環保、安全，部分企業預計限產時間20天左右。

With the National Day coming, although downstream is cautious in purchasing and restraining the market, there is still a certain amount of inventory gap, and the deadline for procurement has arrived. In addition, separation enterprises in Baotou, Ganzhou, Mianning and other places have controlled production in order, to ensure environmental protection and safety during the Celebration period. Some enterprises are expected to be in limit production time about 20 days.

需求暫時出現起色，經歷了節前下滑的稀土各系產品逐步止跌，且氧化鐠釹成甚至出現小幅度反彈。隨著詢單增加，上游分離廠挺價信心更足，之前出于降價恐慌搶跑的散貨持貨商及貿易商其心態也開始穩定，低位貨源少。

Demand has temporarily improved, and the rare earth products that have experienced the decline before the holiday have gradually stopped falling. And the sales of PrNd oxide have even rebounded slightly. With the increase of inquiries, the upstream separation plant has more confidence in price. The bulk cargo holders and traders who had previously rushed to run, the price cuts have begun to stabilize their minds, and the low supply is very few.

重稀土弱勢再度放緩，騰沖短暫通關對業內心態的沖擊逐步緩和，加上各大廠家近期對低位貨源的持續清掃，恐慌心態收斂歸于平靜。

The heavy rare earth weakened again, and the impact of Tengchong's short-term customs clearance on the industry's mentality gradually eased. In addition, the major manufacturers continued to clean up the low supply recently, and the panic mentality converges to calm.

根據不同廠家交流反饋來看，截止9月28日，一周內預計騰沖通關的緬甸稀土折合氧化物在2000噸上下，就重稀土實際增加量而言并不足以對價位造成目前程度的影響，后續鏑鋱走勢仍有望進一步穩定。(瑞道稀土資訊)

According to the feedback from different manufacturers, by September 28, it is estimated that the Rare earth reduced oxide in Tengchong will be around 2,000 tons in one week. In terms of the actual increase of heavy rare earths, it is not enough to affect the current level of price. The trend is still expected to be further stable. (Rui Dow Rare Earth Information)

南方稀土發布9月23日稀土氧化物掛牌價

Listing price on September 23 from China South Rare Earth

單位：萬元/噸（出廠含稅價）

Unit: 10,000RMB/ton (EXW price incl. VAT)