金力永磁稀土行情简报2131期（总第388期）09-06~09-10 - 稀土行情周报

金力永磁稀土行情簡報2131期（總第388期）09-06~09-10

更新時間：2021-09-13 11:15:00　點擊次數：3398

JL MAG Rare-Earth Industry Price Briefing 09-06~09-10

Week 37，2021

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹和金屬釹的價格較為穩定，鋱和鏑鐵的價格小幅上漲。亞洲金屬網周末價格: 鐠釹金屬價格735-740元/KG；金屬釹價格760-765元/KG；鏑鐵合金價格2570-2590元/KG；金屬鋱價格9900-9950元/KG。

This week, prices of PrNd, Nd metal were relatively stable, prices of Tb and DyFe rose slightly. Prices from Asian Metal at this weekend presented: PrNd metal 735-740 RMB/KG; Nd metal 760-765 RMB/KG; DyFe alloy 2,570-2,590 RMB/KG; and Tb metal 9,900-9,950 RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

本周整體稀土價格趨勢向上運行，各系產品或穩健或上漲，鐠釹產品略穩，成交開始放量，鏑鋱產品上漲迅速，價格與成交量雙飛，其余重稀土則表現出不出貨不報價的“一片向好”勢頭。就差異來看，鐠釹穩健漲勢趨緩，鋱產品異常突起強勢上漲拉動替代品鏑，由于兩者庫存基數不同，鋱產品現貨趨緊的漲勢未見明顯抑制，價格或仍有上行的空間。

The overall rare earth price trend is moving upward this week. Products of various series are stable or rising. PrNd products are slightly stable, and transactions begin to increase. Dy and Tb products rise rapidly, and the price and trading volume fly together. The remaining heavy rare earths show a "good" momentum of no shipment and no quotation. In terms of the difference, the steady growth of PrNd has slowed down, and the abnormal rise of Tb products has driven the substitute Dy. Due to the different inventory bases of the two, the tighter spot of Tb products has not been significantly suppressed, and the price may still have room for upward.

本周一方面有需求支撐、一方面緬甸內亂使得此前期盼的通關消息破滅，加之市場流傳的稀土企業整合及管理條例的即將出臺，均刺激業界對價格上漲的預期攀升，鐠釹產品當下步入穩健走勢，下游采購詢單在本周有所回暖，與此同時，上游仍未放棄拉漲試探的機會，龍頭企業適時的出手，使得本周重稀土價格率先走出“低谷”。

This week, on the one hand, there is demand support, on the other hand, the civil unrest in Myanmar has shattered the previously expected customs clearance news, coupled with the upcoming introduction of the rare earth enterprise integration and management regulations circulating in the market, all stimulated the industry’s expectations of price increases to rise, PrNd products are now entering a steady trend, and the downstream purchase orders have warmed up this week. At the same time, the upstream has still not given up the opportunity to push up the test. The timely shots of leading companies have made the price of heavy rare earth the first to get out of the "trough" this week.

價格的博弈仍會繼續，需求的平衡點也仍在試探，鐠釹產品雖處于需求的瓶頸期，但在經濟持續發展下磁材的增量仍有較大可能突破；鏑鋱產品后續漲幅無論合理與否，短期內上行的概率依舊存在。（瑞道稀土資訊）

The price game will continue, and the balance of demand is still being explored. Although PrNd products are in the bottleneck period of demand, the increase in magnetic materials is still likely to break through under the continuous economic development; whether the subsequent increase of Dy and Tb products is reasonable or not, the probability of upward in the short term still exists. (Redo Rare Earth Information)