金力永磁稀土行情简报2036期（总第347期）10-12~10-16 - 稀土行情周报

金力永磁稀土行情簡報2036期（總第347期）10-12~10-16

更新時間：2020-10-19 10:02:00　點擊次數：2903

JL MAG Rare-Earth Industry Price Briefing 10-12~10-16

Week 40, 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410-415元/KG，金屬釹價格440-445元/KG，鏑鐵合金價格1610-1630元/KG，金屬鋱價格6100-6150元/KG。

This week, prices of PrNd, Nd, DyFe and Tb have slight decrease. Price from Asian Metal at this weekend presented: PrNd metal 410-415 RMB /KG, Nd metal 440-445 RMB/KG, DyFe alloy 1,610-1,630 RMB/KG, and Tb metal 6,100-6,150RMB /KG.

2. 業內人士分析Analysis of Professional Insiders

稀土整體市場大致穩定，其中輕稀土表現穩健而重稀土延續弱穩。雖然輕稀土有所企穩但仍欠缺動力，僅憑目前的需求狀況與上游的供給控制程度判斷，當下穩定較為脆弱，上游維持力度難增。

The overall rare earth market is generally stable, among which light rare earth is stable while heavy rare earth continues to be weak. Though light rare earth has stabilized, it is still lack of power. Judging from the current demand situation and the supply control degree of upstream, the current stability is relatively fragile, and it is difficult to increase the strength of upstream.

下游對鐠釹輕微反彈有所反應但不太敏感，一者反彈幅度不高且金屬鐠釹仍處于買家市場；二者下游基于自身需求并不過于看漲后市。但隨著鐠釹的連續穩健小漲，下游詢價明顯頻繁。

The downstream has a slight reaction to the PrNd rebound but not very sensitive. The first reason is that the rebound is not high and PrNd metal is still in the buyer's market, the other is that downstream are not too bullish on the future market based on their own demand. But along with continuous steady small rise of PrNd, downstream inquiry is getting obviously frequent.

短期預測：鐠釹雖然當下反彈企穩，但過剩氧化物庫存仍在，后續較難出現明顯反彈幅度。另一方面，鐠釹保持當下企穩走勢符合上下游利益，也是部分大廠當下的剛需目標，業內的自我調整同時也決定了鐠釹短期走勢不會出現下調可能。預測短期內鐠釹穩健為主。（瑞道稀土資訊）

Short term forecast: although PrNd rebound stabilizes at the moment, the excess PrNd oxide inventory is still in existence, and it is difficult to see a significant rebound in the near future. On the other hand, maintaining current stable trend of PrNd is in line with the benefit of upstream and downstream, which is also the immediate demand target of some large factories. The self-adjustment of the industry also determines that the short-term trend of PrNd price will not be reduced. It is predicted that PrNd is mainly robust in the short term. (Ruidow Rare Earth Info)

北方稀土高科技股份有限公司發布10月稀土產品掛牌價格

Listing Price of Rare Earth Oxides in Oct from CNRE