金力永磁稀土行情简报2129期（总第386期）08-23~08-27 - 稀土行情周报

金力永磁稀土行情簡報2129期（總第386期）08-23~08-27

更新時間：2021-08-30 11:40:00　點擊次數：3021

JL MAG Rare-Earth Industry Price Briefing 08-23~08-27

Week 35，2021

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹、金屬釹、鋱和鏑鐵的價格較為穩定。亞洲金屬網周末價格: 鐠釹金屬價格748-753元/KG；金屬釹價格772-777元/KG；鏑鐵合金價格2570-2590元/KG；金屬鋱價格10350-10400元/KG。

This week, prices of PrNd, Nd metal and Tb are relatively stable. Prices from Asian Metal at the end of this weekend presented: PrNd metal 748-753 RMB/KG, Nd metal 772-777 RMB/KG, DyFe alloy 2,570-2,590 RMB/KG and Tb metal 10,350-10,400/KG.

2. 業內人士分析Analysis of Professional Insiders

本周稀土市場未迎來期盼的高潮，周初期市場樂觀情緒仍在，周中期伴隨各種傳言，需求未見增量，市場畏高而恐慌的心態悄然蔓延，主流產品價格再一次應聲回調，整體市場弱勢繼續，雖然微調但本周幅度有所拉大，而市場伴隨小量的低價成交后，主流價格應聲而落，在缺少量的支撐配合下，在資金愈發緊張的時期，分離廠及金屬廠都在為交期貨訂單而鉚勁生產，采購交易不活躍，市場顯示出僵持博弈的狀態。

The climax of rare earth market this week did not show as expected, optimism is still in the beginning of this week with all sorts of rumors, but when there’s no incremental demand, the fear and panic mentality quietly spread. The mainstream product price syntony once again, the overall market weakness still continue. Although fine-tuning range is widened, after clinching a deal with small amount of low price, the mainstream prices fell and without the support of quantity, as well as tight period of capital, separation plants and metal plants are riveting production for futures orders, procurement transactions are not active and the market shows a stalemate status.

整體八月，稀土價格一直在高位盤整，低價貨充斥市場。過高的金屬價格確實已對下游的需求有所遏制，部分中小磁材廠的剛需抵觸情緒依舊存在，并對70萬元/噸以上的金屬鐠釹的接受程度有所降低，所以綜合來看，下游的需求是有明顯的縮量。8月截止，今年下半年的指令性開采指標未有下達，導致大集團的生產也顯得被動，在擠壓貿易商庫存的同時，市場供需或陸續趨于平衡，而資金趨緊卻隨著年底的臨近緩和系數有所提升，整體來看，短期內稀土價格小幅盤整的概率依舊存在，直到后端的采購訂單出現支撐或有可能穩固。（瑞道稀土資訊）

The overall August, prices have been consolidating at high prices, low-priced goods flooding the market. High metal prices have curbed the demands of downstream, part of the small magnets factory resistance emotion still exist, and the acceptance is lower for the metal neodymium praseodymium with price more than 700,000 CNY/Ton, overall the downstream demand is shrank obviously. As of August, the mandatory development index do not issued for the second half of this year, the large groups of production is passive, the traders inventory is squeezing at the same time, market supply and demand is gradually tend to balance, while a tighter money coefficient increased with the approaching of the end of the year. As a whole, the probability of short term price slightly consolidation is still exist, until the purchase order of downstream can support or likely to be stable.（Ruidow Rare Earth Info)