JL MAG Rare-Earth Industry Price Briefing 03-30~04-03
Week 14, 2020
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹和鋱的價格略有下降,鏑鐵價格相對穩定。亞洲金屬網周末價格: 鐠釹金屬價格336-341元/KG,金屬釹價格370-375元/KG,鏑鐵合金價格1770-1790元/KG,金屬鋱價格5150-5200元/KG。
This week, price of PrNd and Tb fall slightly, while DyFe was relatively stable. Price from Asian Metal at this weekend presented: PrNd metal 336-341 RMB/KG, Nd metal 370-375 RMB/KG, DyFe alloy 1770-1790 RMB/KG and Tb metal 5150-5200RMB/KG.
2. 業內人士分析Analysis of Professional Insiders
本周稀土市場仍舊呈現弱勢,除鏑鋱外各系產品價位均處于歷史較低水平,鐠釹產品倒掛幅度加深。
The rare earth market remained weak this week, with prices at historically low levels of all products except Dy and Tb. PrNd products inverted range deepened. .
國內疫情控制步入收尾階段,生產恢復接近正常。就稀土行業而言,目前國內稀土企業生產目前幾乎不再受到疫情直接限制,且前段時間的復工熱潮還帶來了一次行業的短暫提振。
Domestic epidemic control has entered the final stage, and production has returned to normal. For the rare earth industry, the production of domestic rare earth companies is no longer directly restricted by the epidemic now, and the boom in resumption of work recently also brought a brief boost to the industry.
后市預測:國外企業已發出的通告多將停產日期持續至4月下旬,但按照目前疫情發展情況其復工日期有可能延后,包括傳統汽車、消費電子以及本該迎來搶裝熱潮的風電行業均難免負增長的結果。而與鐠釹需求環境相似,釓、鈥、鏑、鋱等產品同樣承受著需求縮水帶來的下行壓力。此外,重稀土集團對市場的穩定作用仍然有一定效果,但是否能抵消需求的負面影響仍需觀望。(瑞道稀土資訊)
Future forecast: Most of the notices issued by foreign companies state that the production stop will continue to the end of April, but according to the current epidemic situation, the resumption date may be delayed, including traditional cars, consumer electronics and the wind power industry that should usher in a rush to install. The results of negative growth are unavoidable. With Similar demand environment of PrNd, Ga, Ho, Dy, Tb and other products are also under the downward pressure caused by the shrinking demand. In addition, the heavy rare earth group still has a certain effect on the market stabilization, but whether it can offset the negative impact of demand or not needs to wait and see. (Ruidao Rare Earth Information)
南方稀土發布3月30日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on Mar. 30th from China Southern Rare Earth
單位:萬元/噸(出廠含稅價)
Unit: 10 thousand RMB/ton (EXW price incl. Tax)
3. 趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)
2020年4月3日
April 3rd, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!