JL MAG Rare-Earth Industry Price Briefing 06-01~06-05
Week 23, 2020
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鏑鐵,鐠釹,金屬釹和鋱的價格持續小幅上漲。亞洲金屬網周末價格: 鐠釹金屬價格347-350元/KG,金屬釹價格358-363元/KG,鏑鐵合金價格1900-1920元/KG,金屬鋱價格5300-5350元/KG。
This week, prices of DyFe, PrNd, Nd metal and Tb increased slightly. Price from Asian Metal at this weekend presented: PrNd metal 347-350 RMB/KG, Nd metal 358-363 RMB/KG, DyFe alloy 1,900-1,920RMB/KG, and Tb metal 5,300-5,350RMB/KG.
2. 業內人士分析Analysis of Professional Insiders
本周稀土走勢整體向上,雖然政策利好預期暫時平靜,但需求面的恢復與集中強力上托,剛需采購造成上游現貨暫時短缺,部分產品成交均有明顯幅度提升。
This week, the trend of rare earth is generally upward, although the policy positive expectations are temporarily calm, the recovery and concentration of the demand side is strongly supported, the purchase of rigid demand causes a temporary shortage of upstream spot products, and some products have significantly improved the transaction.
雖然在國儲預期中不被看好,但本周上漲較為明顯的反而是與國儲關聯度較小的產品:鐠釹、釓、鈥。與之相反,長期以來備受國儲青睞的鏑鋱產品在本周僅維持穩定。需求面再度成為主導市場的主因,且需求構筑的漲勢更為堅實且易于接受。
Although the reserve is expected to be negative, but the more obvious rise this week is the reserve's less related products: PrNd, Gd, and Ho. By contrast, the products of Dy, Tb, that favored by the State Reserve for a long time, held steady only this week. The demand side is again dominating the market, and the demand built rally is firmer and more acceptable.
后市預測:鐠釹、釓鈥等產品目前仍處于現貨短缺的狀態,后續漲幅空間仍在,但與此同時供給端的恢復也在加速進行,與上次國內復工引發的上漲相比,本次上漲有望持續更長時間,但同時要注意現貨庫存的變化,且隨著價位的走高,漲速較有可能放緩。 (瑞道稀土資訊)
Subsequent forecast: PrNd, Gd, Ho and other products are still in the condition of the spot shortages; subsequent rise space is still in, but at the same time the recovery on the supply side is accelerating. The rally is expected to last longer than the last one triggered by the resumption of domestic work, but at the same time we should pay attention to the change of spot inventory, and with higher price, rising speed is more likely to slow. (Ruidow Rare Earth Information)
南方稀土發布6月1日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on June 1st 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6月5日
June 05th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!