金力永磁稀土行情簡報201843期(總第256期)11-12~11-16
JL MAG Rare-Earth Industry Price Briefing 11-12~11-16
Week 46, 2018
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹,鏑鐵和鋱價格保持平穩,與上周持平。亞洲金屬網價格: 鐠釹金屬價格404-409元/KG,鏑鐵合金價格1160-1180元/KG,金屬鋱價格3800-3850元/KG(上海有色,3850-3900元/KG)。
This week, price of PrNd, DyFe and Tb still kept stable and unchanged from last week. Price from Asian Metal at this weekend presented: PrNd metal 404-409RMB/KG, DyFe alloy 1160-1180RMB/KG and Tb metal 3,800-3,850RMB/KG (price from SMM: 3850-3900RMB/KG).
2012年2月,澳大利亞萊納斯稀土公司在馬來西亞東海岸關丹設立價值超過10億澳元的全球大稀土提煉廠,是中國以外大的稀土供應基地。由于稀土產生的輻射和有毒廢料危害公共健康和生態環境的問題,馬來西亞民眾、社團與非政府組織均反對萊納斯廢料儲存于該國。過去8年里,上百萬馬來西亞通過各種途徑表達了自身的擔憂。
In February 2012, the Australian Lynas Rare Earth Corp. set up the world's largest rare earth refinery in Kuantan, on the east coast of Malaysia. It is worth more than 1 billion AUD, is the largest supply base for rare earth outside China. Because the radiation and toxic waste from rare earth endanger public health and the ecological environment, the Malaysian people, associations and non-governmental organizations opposed the storage of Lynas scrap in the country. Over the past 8 years, millions of Malaysian citizens have expressed their concerns in various ways.
馬來西亞新政府上臺后,反對的聲音掀起又一波高潮,該國政府決定成立評估委員會,重新審核該稀土廠的各項指標和運營執照。此前,萊納斯稀土殘留物的儲存許可證已在10月31日到期。根據馬來西亞能源、科學、科技、環境和氣候變化部于10月30日的文告表示,政府給予萊納斯臨時儲存廢料許可證至明年2月15日。馬政府延長該期限是為了讓萊納斯稀土提煉廠(LAMP)旗下的操作評估與廢料管理執行委員會重新對該公司的儲存和操作廢料的方式進行審查和評估。
After Malaysia new government came to power, the opposition voice raised another climax. The government decided to set up an evaluation committee to re-examine the indicators and operating license of this rare earth plant. Previously, Lynas's storage permit for rare earth residues expired on October 31. According to the statement from the Ministry of Energy, Science, Technology, Environment and Climate Change of Malaysia on October 30, the government granted Lynas a temporary storage of scrap permit until February 15 of next year. The reason that the government extended the period is to allow the operation assessment and Waste Management Executive Committee of the Lynas Rare Earth Refinery (LAMP) to re-examine and evaluate the scrap storage and operation way of the company.
根據新公告,馬來西亞審查委員會于2018年11月11日在本國關丹召開了聽證會。參會人員來自國際貿易投資部、原子能機構、環境部、衛生部、職業安全與健康部、萊納斯(馬來西亞)有限公司和其他有關各方。然而,聽證會未產生任何成果。審查委員會預計將于11月27日向部長提交聽證會報告。
According to the latest announcement, the Malaysian Review Committee held a hearing in Kuantan on November 11, 2018. Participants came from the Ministry of International Trade and Investment, IAEA, the Ministry of Environment, the Ministry of Health, the Ministry of Occupational Safety and Health, Lynas (Malaysia) Corp. and other relevant parties. However, the hearing did not make any difference. The review Committee is expected to submit a report of the hearing to the minister on November 27.
2. 業內人士分析Analysis of Professional Insiders
鐠釹稀土市場持穩運行,商家報價持平,氧化鐠釹含稅31.6-31.8萬元/噸,鐠釹金屬含稅40.4-40.8萬元/噸。近期鐠釹稀土市場商家看待后市意見分歧,部分商家認為當前金屬廠備貨意愿不足,氧化物市場交氛圍清淡,后市鐠釹價格或將小幅下滑。此外,近期市場上關于云南海關閉關的消息比較多,云南騰沖海關閉關致使稀土進口量減少,部分企業稀土氧化物產量因此下降,鏑鋱稀土氧化物價格小幅上調,但受限于下游市場實際交清淡,漲幅有限。(富寶資訊)
PrNd Rare earth market was in stable operation, and the merchant's offers were flat, PrNd Oxide price is 316,000-318,000 RMB/ton incl. tax, PrNd metal price is 404,000-408,000 RMB/ton. Recently, PrNd rare earth market merchants hold different opinions for the after-market. Some believe that the current metal factory is not willing to stock, oxide market transaction atmosphere is light, and PrNd price may decline slightly in the future. Furthermore, the news that Yunnan customs closed spread in the recent market, and the close of Yunnan Tengchong customs resulted in the reduction of rare earth imports. Therefore, Rare earth oxide production of some enterprises declined. Dy and Tb rare earth oxide prices increased slightly, while, limited by the light real transactions in downstream market, gains were limited.
北方稀土高科技股份有限公司發布11月稀土產品掛牌價格
Listing price of Rare Earth products in November from Northern China Rare Earth High-tech Co., Ltd.
Unit: 10 thousand/ton(EXW Price with VAT)
3. 趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)
2018年11月16日
Nov 16, 2018
提示:以上信息僅供參考!
Notes: the information above is for reference only!