JL MAG Rare-Earth Industry Price Briefing 04-13~04-17
Week 16, 2020
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹和鋱的價格趨于穩定,鏑鐵價格稍有回升。亞洲金屬網周末價格: 鐠釹金屬價格330-335元/KG,金屬釹價格353-358元/KG,鏑鐵合金價格1770-1790元/KG,金屬鋱價格5030-5080元/KG。
This week, price of PrNd and Tb tends to be stabilized while DyFe recovers slightly. Price from Asian Metal at this weekend presented: PrNd metal 330-335 RMB/KG, Nd metal 353-358 RMB/KG, DyFe alloy 1,770-1,790 RMB/KG, and Tb metal 5,030-5,080 RMB/KG.
2. 業內人士分析Analysis of Professional Insiders
本周稀土市場經歷長久弱勢后實現暫時的止跌穩定,全球疫情影響稀土需求大幅收縮的狀態下,稀土價位暫時停止下滑,但業內承受的壓力和面臨的困境仍然存在。
This week the rare earth market achieves to a temporary stability after experiencing a long period of weakness, rare earth prices temporarily stopped falling in the state of rare earth demand contraction affected by the global epidemic, but pressure and difficulties that industry is facing are still existing.
本周初,隨著鐠釹金屬維持在低位穩定較久,加上對遠期國儲的判斷,業內部分磁材企業判斷階段性抄底,鐠釹成交有小幅升溫,但仍然是以剛需為主,大幅備貨的現象在需求收縮的狀態下難以出現。鐠釹低位貨源開始收縮,廠家開始試探上調,成交重心略向上移。此外,國儲預期稍微提升了鏑鋱的投入意向,鏑鋱貿易熱度小幅升溫,貿易詢價頻繁,但詢單多維持在區間低價。因大廠鏑鋱報價居高暫穩,散貨交投成為貿易主流。
At the beginning of this week, as PrNd metal kept at low price for a long time, coupled with the judgment of the long-term national storage, part of the magnetic material enterprises judge it will go phasic bottom fishing, PrNd transaction has a small rise, but still with the rigid demand, large stock phenomenon in the state of demand contraction difficult to appear. PrNd source at low price began to contract, manufacturers began to explore upward, the transaction center of gravity slightly moved up. In addition, the national storage is expected to slightly increase its investment intentions on dysprosium and terbium and the trade heat up slightly with frequent inquiries, but inquiries remain in the range of low prices. Due to dysprosium and terbium quote temporarily stable from large manufacturer, bulk cargo trading become the mainstream of trade.
澳洲稀土礦企Lynas于3月中旬收到封鎖指令,馬來西亞政府原定封鎖隔離日期3月31日延長為4月14日。近日,Lynas已經向馬來西亞政府提交了復工申請,但目前其申請尚未得到馬來西亞政府的回應。(瑞道稀土資訊)
Lynas, an Australian rare-earth miner, received the blocking instruction in mid-march and the Malaysian government extended the quarantine from March 31 to April 14. Lynas has recently submitted an application to the Malaysian government to resume work, but has yet to receive a response from the government.( Ruidao Rare Earth Information)
南方稀土發布4月13日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on Apr. 13th from China Southern Rare Earth
單位:萬元/噸(出廠含稅價)
Unit: 10thousand 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17日
April 14th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!