JL MAG Rare-Earth Industry Price Briefing 07-27~07-31
Week 31, 2020
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鏑鐵價格較為穩定,鐠釹,金屬釹和鋱價格小幅上漲。亞洲金屬網周末價格: 鐠釹金屬價格375-380元/KG,金屬釹價格395-400元/KG,鏑鐵合金價格1800-1820元/KG,金屬鋱價格5900-5950元/KG。
This week, the price of DyFe was relatively stable while the price of PrNd, Nd metal, and Tb rose slightly. Price from Asian Metal at this weekend presented: PrNd metal 375-380 RMB /KG, Nd metal 395-400 RMB/KG, DyFe alloy 1,800-1,820 RMB/KG, and Tb metal 5,900-5,950RMB /KG.
2. 業內人士分析Analysis of Professional Insiders
本周稀土市場整體保持上揚態勢,主流產品報價及成交穩步上移,且隨著后續利好因素實現可能不斷增加,上游企業銷售有所收緊,后續漲幅空間仍然可期。
This week, the rare earth market as a whole maintained an upward trend, the quotations and transactions of mainstream products steadily moved up and may continue to increase with the subsequent realization of favorable factors, sales of upstream enterprises were tightened, and the follow-up growth is still expected.
本周各集團大廠惜售情緒與挺價情緒明顯升溫,且尤以鐠釹、鋱產品最為突出,下游及貿易詢單愈加頻繁,鐠釹金屬部分工廠期貨訂單已排至9月,市場散貨氧化鋱量更為稀少,龍頭集團不再對外銷售鐠釹且重稀土集團即使高價仍不愿外出氧化鋱。與此同時,其余產品同樣受到整體利好預期的支撐或穩或漲。
The sentiments of being reluctance to sell and rising prices of major manufacturers of various groups obviously warmed up this week, especially for PrNd, Tb products; downstream and trade inquiries became more frequent, some PrNd metal factory futures orders have been scheduled to September, the volume of Tb oxide in bulk was even scarcer on the market, the leading groups no longer sold PrNd, and the heavy rare earth groups were still reluctant to sell Tb oxide even at high prices. Meanwhile, the rest products supported by the overall favorable expectations also stabilized or rose.
未來預測:2020年3季度稀土行業較大概率出現亮點,長久的醞釀和期待較有可能在這一季度實現。鐠釹產品在利好因素引導下漲勢有望持續甚至在某一時段加快,而鏑鋱產品雖然處于高位,但市場信心仍會繼續維持高昂,且隨著時間推移,業內信心將有增無減。同樣,此次利好帶來的劇烈波動將成為稀土走勢歷史上濃墨重彩的一筆。(瑞道稀土資訊)
Future forecast: there is a higher probability of bright spots in the rare earths industry in Q3 2020, long-term preparation and expectations are more likely to be realized this quarter. The uptrend of PrNd products is expected to continue or even accelerate in a certain period guided by the favorable factors, market confidence will continue to remain high although Dy and Tb products are at a high level, and industry confidence will boost unabated over time. Likewise, the violent fluctuations brought about by this favorable situation will become a highlight in the history of rare earth trends. (Ruidow Rare Earth Information)
南方稀土發布07月27日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on July 27th 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07月31日
July 31, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!