金力永磁稀土行情简报1946期（总第308期）12-02~12-06 - 稀土行情周报

金力永磁稀土行情簡報1946期（總第308期）12-02~12-06

更新時間：2019-12-09 09:26:00　點擊次數：2549

JL MAG Rare-Earth Industry Price Briefing 12-02~12-06

Week 49, 2019

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹，鏑鐵和鋱價格相對穩定。亞洲金屬網價格: 鐠釹金屬價格360-365元/KG，鏑鐵合金價格1600-1620元/KG，金屬鋱價格4330-4380元/KG。

This week, prices of PrNd, DyFe and Tb were relatively stable. Price from Asian Metal at the weekend presented: PrNd metal 360-365 RMB/KG, DyFe 1600-1620 RMB/KG and Tb metal 4330-4380 RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

本周稀土市場一致向上發展，主流鐠釹鏑鋱產品報價及交均有連續提升，但輕重稀土漲速快慢有所差異，后續走勢亦存在分歧。

This week, the rare earth market has been developing consistently upwards. The quotes and transactions of mainstream PrNd, Dy, and Tb product have continued to improve, but the light and heavy rare earth rose at different rates, and the follow-up trend is divergently.

金屬鐠釹周初部分大廠跟隨氧化鐠釹報價上調，但成少，下游采購集中在中小企業原有的低價庫存，隨著大廠報價范圍和態度日益強烈，中小企業開始逐步試探上調，隨后鐠釹金屬向主流報價靠攏。重稀頭集團本周加大鏑鋱挺價力度，收購價位持續提高，受集團鼓舞，市場氧化鏑鋱成氛圍有所回暖，成價位持續小幅上漲，后市鏑鋱走勢依然可觀。

At the beginning of the week, the PrNd metal followed the price of PrNd oxide increased, but the transaction is rare. The downstream procurement was concentrated in the original low-priced inventory of small and medium-sized enterprises. With the increasing of quotation range and initiative of major manufacturers, small and medium-sized enterprises begin to gradually upward adjust the price, and then PrNd metal moved closer to the mainstream quotation. Leading group of heavy rare earth increased propping up the prices of Dy, and Tb in this week, and the acquisition prices continue increasing. Encouraged by the group, the market of Dy and Tb oxide's transaction atmosphere has recovered. With transaction price raise slightly, the future market of Dy and Tb might doing well.

本周鐠釹雖然表現上調，但后期大廠報價穩定，上漲動力明顯消失。原料價位維持現有價位，但因下游產品倒掛，業內對廢料后續走勢不乏擔憂。鐠釹真實成漲幅也明顯低于報價上調，企業年底回款、報表任務不同，金屬鐠釹報價范圍拉大。

Although the performance of PrNd upward this week, the quotations of major manufacturers in the later period were stable, and rising momentum disappeared significantly. Raw material prices remain at current levels, but due to downstream products hanging upside down, industry concerns about the future trend of scrap. The actual turnover of PrNd is also significantly lower than the increase of the quotation which is the metal praseodymium quotation range. Due to the end-of-year repayments and different reporting tasks of enterprises, the range of metal PrNd prices has widened.

鏑鋱雖然同樣存在后續金屬倒掛及采購冷清的現象，但鏑鋱漲勢仍大概率可以持續，業內心態較為統一，大廠報價力度判斷仍將持續。氧化鏑鋱較有可能逆轉市場規律再度持續上漲。（瑞道稀土資訊）

Despite Dy and Tb exists the phenomenon of subsequent metal upside-down and cold procurement, upward trend of Dy and Tb is still likely to continue. The mentality of the industry is relatively unified and the pricing of major manufacturers' quotation will continue. PrNd oxide is more likely to reverse market forces and continue to rise again. (Ruidow Rare Earth Information)

南方稀土發布12月2日稀土氧化物掛牌價

Listing price on Dec 2nd from China South Rare Earth

單位：萬元/噸（出廠含稅價）

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