金力永磁稀土行情简报1948期（总第310期）12-16~12-20 - 稀土行情周报

金力永磁稀土行情簡報1948期（總第310期）12-16~12-20

更新時間：2019-12-23 09:29:00　點擊次數：2970

JL MAG Rare-Earth Industry Price Briefing 12-16~12-20

Week 51, 2019

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹價格相對穩定，鏑鐵和鋱價格有小幅上漲。亞洲金屬網價格: 鐠釹金屬價格361-366元/KG，鏑鐵合金價格1650-1670元/KG，金屬鋱價格4420-4470元/KG。

This week, the price of PrNd is relatively stable while DyFe and Tb increases slightly. Price from Asian Metal at this weekend presented: PrNd metal 361-366 RMB/KG, DyFe alloy 1,650-1,670 RMB/KG, and Tb metal 4,420-4,470 RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

本周輕重稀土走勢分化，輕稀土鐠釹成延續下滑，重稀土鏑鋱報價穩步上調。因緬甸封關帶來的影響持續發酵，但持續時間未明，期待高低存異，業內相對謹慎，加上近期下游整體需求不佳，鏑鋱后期漲勢趨緩。

This week, the trends of light and heavy rare earth were differentiated, the transaction of light rare earth PrNd continued to decline, and the quotation of heavy rare earth Dy and Tb steadily increased. Due to the continuing impact of Myanmar ban and unclear duration, the expectation was different, and people in the industry were relatively cautious, coupled with the overall demand of the downstream in the near future was not good, the rise of Dy and Tb slowed down in the late stage.

緬甸單方面針對稀土封關，出現了新一波重稀土看漲熱潮，氧化鏑鋱詢單升溫，部分廠家出現惜售。緬甸封關并未對鐠釹走勢出現改善，鐠釹成走弱，但主流大廠報價出現短暫堅持。臨近年末，磁材企業雖無采購集中但仍有需求，鑒于鐠釹弱勢磁材企業重歸剛需模式，金屬廠反饋詢價尚可。

Myanmar's unilateral bans rare earths, and a new wave of heavy rare earth bullish upsurge appeared. Inquiry lists of Dy oxide and Tb oxide increased, and some manufacturers were reluctant to sell. Myanmar's ban did not improve the trend of PrNd, the transaction of PrNd weakened, but mainstream large factories persisted for a short time on quotation. Near the end of the year, although there's no centralized procurement for magnetic material enterprises, there's still demand. In view of PrNd weak magnetic material enterprises returning to rigid demand mode, the metal factories feedback that inquiries are acceptable.

短期預測：鐠釹雖處弱勢，但元旦前后仍有一定采購備貨，加上近期鐠釹交弱勢趨緩，下周走勢有望穩定。據業內反饋，由于春節與元旦相近，物流問題恐提前顯現，部分廠家有計劃提前備貨，對減緩鐠釹弱勢有一定助力。鏑鋱金屬需求正值淡季，下游采購較為謹慎克制，但供給縮減預期同樣存在，緩慢漲速也有助于下游接受，鏑鋱短期內較有可能進入穩定。（瑞道稀土資訊）

Short term forecast: Although PrNd is in a weak position, there are still certain procurement and stock up around New Year. With the weak trend of PrNd transactions slowing down recently, the trend is expected to be stable next week. According to feedback of industry, logistics problems may appear in advance because the Spring Festival is close to New Year's Day, and some manufacturers have plans to prepare goods in advance, which will help to slow down the weakness of PrNd. The demand for Dy and Tb metal is in slack season, and the downstream procurement is more cautious and restrained. However, the expectation of supply reduction also exists. The slow increase speed also helps the acceptance from downstream, Dy and Tb are more likely to stabilize in the short term. (Ruidow Information)

南方稀土發布12月16日稀土氧化物掛牌價

Listing price on December 16 from China Southern Rare Earth

單位：萬元/噸（出廠含稅價）

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