JL MAG Rare-Earth Industry Price Briefing 08-24~08-28
Week 35, 2020
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹和鏑鐵價格小幅下降,鋱的價格較為穩定。亞洲金屬網周末價格: 鐠釹金屬價格438-443元/KG,金屬釹價格455-460元/KG,鏑鐵合金價格1760-1780元/KG,金屬鋱價格6330-6380元/KG。
This week, price of PrNd, Nd metal and DyFe declined a little and Tb was stable. Price from Asian Metal at this weekend presented: PrNd metal 438-443 RMB /KG, Nd metal 455-460 RMB/KG, DyFe alloy 1,760-1,780 RMB/KG, and Tb metal 6,330-6,380RMB /KG.
2. 業內人士分析Analysis of Professional Insiders
本周稀土整體市場延續弱勢,代表產品鐠釹有所下滑,但下滑速度平緩,且上游挺價心態強烈。此外整體弱勢環境中重稀土鋱有所上調。長期來看,未來稀土市場仍有良好預期空間。
The overall market for rare earths continued to be weak this week, representing a decline in the product of PrNd, but the rate of decline has been slow, and the upstream mentality is strong. In addition, the heavy rare earth Tb has been raised in the overall weak environment. In the long run, there would be still room for good expectations in the rare earth market in the future.
鐠釹此次下調主要體現在原料及氧化物端,金屬現貨流通仍不至于過剩,且從市場參與者來看,主要由貿易商及部分小廠率先下調,生產企業基于較高的原料庫存成本挺價尚屬堅挺。此次下調幅度不大,后期下滑速度明顯趨緩,加之龍頭企業仍保持收緊出貨策略,業內對后期恢復走勢存在一定信心。
The reduction of PrNd price was mainly reflected in the raw materials and oxides. The spot good of metal transaction was still not excessive. From the perspective of market participants, it was mainly lowered by traders and some small factories. Manufacturers hold out the price based on high raw material inventory costs so the price was still strong. The rate of reduction this time was not big, and the slowdown in the later period has obviously slowed down. In addition, leading companies still maintained their strategy of tightening delivery, the industry had certain confidence in the recovery trend in the later period.
未來預測:基于未來訂單部分透支在本月,鐠釹新增需求至少兩周時間內難以對走勢造成支撐,企業原料庫存及現有產能相對需求充足,短時間內鐠釹較難出現扭轉契機。另一方面,近期的漲勢也造成了生產企業普遍庫存成本抬高,上游讓利空間必然不大,下滑趨勢有望逐步放緩至趨穩。(瑞道稀土資訊)
Future forecast: Based on the partial overdraft of future orders in this month, the new demand for PrNd would hardly support the trend for at least two weeks. The relative demand for raw material inventory and existing production capacity of the manufacturers were sufficient. On the other hand, the recent uptrend has also caused the rising cost of general inventory for manufacturers, and there was bound to be little room for upstream to surrender part of profits, and the downward trend was expected to gradually slow down to stabilize. (Ruidao Rare Earth Information)
北方稀土高科技股份有限公司發布8月稀土產品第二次掛牌價格
Listed price presented by CNRE for the second time in August
南方稀土發布08月24日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on Aug 24th from CSRE
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08月28日
Aug 28th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!