JL MAG Rare-Earth Industry Price Briefing 02-01~02-05
Week 05, 2021
1. 重要新聞簡報Briefing of Important News
值此牛年春節即將到來之際,金力永磁全體同仁恭祝海內外各界朋友牛年大吉、生意興隆、闔家歡樂、萬事如意!
Dear friends from all walks of life at home and abroad, on the approach of the Spring Festival of the Ox, all colleagues of JL MAG wish you a fortunate new year, a booming business, a happy family reunion and all the best in everything.
本周稀土市場行情,鐠釹、金屬釹和鋱的價較為穩定,鏑鐵價格繼續上漲。亞洲金屬網周末價格: 鐠釹金屬價格570-575元/KG,金屬釹價格705-710元/KG,鏑鐵合金價格2330-2350元/KG,金屬鋱價格11150-11200元/KG。
This week, prices of PrNd, Nd metal and Tb are relatively stable while the price of DyFe continued to rise. Prices from Asian Metal at this weekend presented: PrNd metal 570-575 RMB/KG, Nd metal 705-710 RMB/KG, DyFe alloy 2,330-2,350 RMB/KG, and Tb metal 11,150-11,200 RMB/KG.
2. 業內人士分析Analysis of Professional Insiders
本周雖臨近年底,但市場仍然相對活躍,主流產品報價及成交繼續上漲,市場詢盤頻繁,雖然有物流限制,但主流產品成交依然可觀。
Although it is approaching to the end of the year this week, the market is still relatively active. The quotation and transaction of mainstream products continue to rise, and market inquiries are frequent. Even there are logistics restrictions; the transaction of mainstream products is still considerable.
部分上游加工廠在本周步入休整,但主流大廠多數反饋雖節間調整有所減產但并無停產計劃。與此同時下游期貨預定仍在進行,主產品鐠釹現貨依然相對緊張,上游挺價與下游買漲相互支撐,鐠釹成交本周有明顯漲幅。重稀土價位受需求支撐及企業挺價雙重影響本周亦表現穩健。雖然鏑鋱剛需采購為主,但鏑鋱并未因當下高位出現停滯。
Some upstream processing plants in this week into the rest, but the majority of mainstream factories feedback that they would reduce production during the New Year but there are no plans to stop production. At the same time, the downstream futures are still scheduled, the main product spot PrNd is still relatively tight, with mutual support of keeping stable price in upstream and continuing purchase in downstream, and trading of PrNd products this week has increased significantly. Heavy rare earth prices, affected by both factors of demand support and enterprise’s firm price, also performed well this week, although the majority of Dy and Tb purchasing is in rigid demand, the supply of Dy and Tb have not stagnated due to the current high level.
重稀土節后有可能面臨新一輪的政策任務,在此之前挺價、穩價行為仍會持續,雖然經歷了數次高位波動調整,但重稀土整體走勢保持向上,且較大概率貫穿至年后。(瑞道稀土資訊)
Heavy rare earth is likely to face a new round of policy tasks after the Chinese New Year, and the price support and price stabilization behavior will continue before this, although experienced several high volatility adjustment, the overall trend of heavy rare earth remains upward, which will be more likely to last until after the Chinese New Year. (Ruidow Rare Earth Information)
北方稀土高科技股份有限公司發布2021年2月稀土產品掛牌價格
Listing price of February from China Northern Rare Earth
南方稀土發布2月1日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on Feb. 01st 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)
2021年02月05日
05th Feb, 2021
提示:以上信息僅供參考!
Notes: the information above is for reference only!