金力永磁稀土行情简报2033期（总第344期）09-07~09-11 - 稀土行情周报

金力永磁稀土行情簡報2033期（總第344期）09-07~09-11

更新時間：2020-09-15 10:00:00　點擊次數：3585

JL MAG Rare-Earth Industry Price Briefing 09-07~09-11

Week 37, 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、鏑鐵和鋱的價格小幅下調。亞洲金屬網周末價格: 鐠釹金屬價格435-440元/KG，金屬釹價格452-457元/KG，鏑鐵合金價格1720-1740元/KG，金屬鋱價格6220-6270元/KG。

This week, price of PrNd, Nd metal, DyFe and Tb declined a little. Price from Asian Metal at this weekend presented: PrNd metal 435-440 RMB /KG, Nd metal 452-457 RMB/KG, DyFe alloy 1720-1740RMB/KG and Tb metal 6220-6270RMB /KG.

2. 業內人士分析Analysis of Professional Insiders

本周稀土市場整體弱勢，多數主流產品呈現不同幅度下調，但總體下滑幅度不大。輕重代表產品價位均已達到業內普遍的成本臨界，雖然成本支撐效應越來越強，但短期內供需仍欠缺上漲動力并急需利好契機。

The rare earth market was generally weak this week and most of the mainstream products showed different levels of downward adjustment, but the overall decline was not large. The price of the light and heavy products have reached the common cost threshold in the industry. Although the cost support effect is getting stronger and stronger, in the short term, supply and demand still lack momentum and they are in urgent need of favorable opportunities.

鐠釹本周雖然弱勢延緩，但業內心態并無明顯好轉，北方稀土掛牌小幅下調。然而以鏑為代表的重稀土產品仍有其期待，雖然短時間內下滑難以避免，但業內始終存在參與者等待低位補入。

Although the weakness of PrNd has been delayed this week, the mentality of the industry has not improved significantly, and the listing price of North Rare Earth was slightly lower. However, heavy rare earth products represented by Dy still have their expectations. Although a short-term decline is inevitable, there are always participants in the industry waiting for low-level supplements.

近期來看稀土整體供需失衡很難出現起色，但供給端則各個環節變化不同，長期則有可能因中間環節的異常積累而出現變動。訂單的周期波動，例如國慶節前的常規補貨則有望出現新的轉機，不過基于產能與訂單周期變化的自我調整同樣很難出現明顯波動，新的行情則仍需利好刺激。（瑞道稀土資訊）

In the near term, the overall supply and demand imbalance of rare earths is unlikely to improve, but the changes in each link on the supply side are different, and changes may occur in the long term due to abnormal accumulation of intermediate links. The cyclical fluctuations of orders, such as regular replenishment before National Day, are expected to have a new turnaround. But self-adjustment based on changes in production capacity and order cycle is also difficult to show significant fluctuations, and new market conditions still need to be stimulated. (Ruidow Rare Earth Information)

北方稀土高科技股份有限公司發布9月稀土產品掛牌價格

Listed price presented by CNRE for the second time in September