金力永磁稀土行情简报1905期（总第267期）01-28~02-01 - 稀土行情周报

金力永磁稀土行情簡報1905期（總第267期）01-28~02-01

更新時間：2019-02-03 08:38:00　點擊次數：2518

JL MAG Rare-Earth Industry Price Briefing 01-28~02-01

Week 5, 2019

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400-405元/KG，鏑鐵合金價格1200-1220元/KG (上海有色，1210-1230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 kept stable and basically unchanged from last week. Price from Asian Metal at this weekend presented: PrNd metal 400-405RMB/KG, DyFe alloy 1200-1220RMB/KG (price from SMM: 1210-1230RMB/KG), and Tb metal 3800-3850RMB/KG (price from SMM: 3,850-3,900RMB/KG).

2019年1月29日- Hastings Technology Metals Limited 宣布，西澳大利亞加斯科因地區Yangibana項目可能的礦石儲量將進一步增加。ASX于2018年7月31日發布了題為《延吉巴納項目礦石儲量增加50%至774萬噸》的報告，報告中稱，可能的礦石總儲量已增加至1035萬噸，增幅為1.22%TREO，其中Nd2O3 +Pr6O11為0.43%，較2018年7月的數據增長34%。

January 29th, 2019 - Hastings Technology Metals Limited announced that the possible ore reserves of the Yangibana project in the Gascoyne region of Western Australia will increase further. On July 31st, 2018, ASX issued a report entitled “The Ore Reserve of Yanjibana Project Increases Ore by 50% to 7.74 Million Tons". The report stated that the total reserves of possible ore have increased to 10.35 million tons, an increase of 1.22%. TREO, where Nd2O3 + Pr6O11 were 0.43%, was 34% higher than the July 2018 data.

1月31日金力永磁（300748）發布2018年年度報告，實現營業收入12.89億元，同比增長41.31%。感謝客戶及各界朋友對我們長期以來的關心與支持，金豬賀歲提前祝大家春節快樂！

On January 31st, JL MAG (300748) released its 2018 annual report, achieving an operating income of 1.289 billion RMB, a year-on-year increase of 41.31%. Thanks to the customers and friends from all walks of life for their long-term concern and support. Happy Chinese New Year to everyone!

2. 業內人士分析Analysis of Professional Insiders

2018年中國稀土產量相對下降，主要原因在于下游需求疲軟，產業消費量下降。政策面的變化，導致稀土原礦產量萎縮，從而影響到稀土供應減少。供需同時下行，對稀土價格相對有所支撐，盡管在下游需求表現弱的6-7月，氧化鐠釹價格也沒有跌破30萬元/噸，供應端緊張對稀土價格支撐有所體現。預計2019年稀土供應端仍處于緊張的趨勢，尤其針對中重稀土價格或將出現上漲。2019年稀土供應仍是增長的，先輕稀土鑭鈰鐠釹供應量會增加，而中重稀土鏑鋱產品產量會有所下降，影響到市場價格，鐠釹價格看弱，鏑鋱價格看漲。(百川資訊杜帥兵,孟祥苓)

China's rare earth production declined in 2018, mainly due to weak downstream demand and declining industrial consumption. The change in policy has led to a shrinking production of rare earth ore, which has affected the reduction of rare earth supply. Supply and demand went down at the same time, which supported the price of rare earth. Although the downstream demand was the weakest in June and July, the price of PrNd oxide did not fall below 300,000 RMB / ton, and the tight supply showed some support to the price of rare earth. It is expected that the supply of rare earths will remain in a tense trend in 2019, especially for medium and heavy rare earth prices may raise. The supply of rare earths is still growing in 2019. First, the supply of light rare earths Lan, Ce and PrNd will increase, while the production of medium and heavy rare earths will decrease. This will affect market prices. The price of PrNd is weak, Dy and Tb is bullish. (Baichuan information Du Shuaibing, Meng Xiangling)

南方稀土發布1月28日稀土氧化物掛牌價

Listing price on Jan 28th from China South Rare Earth

單位：萬元/噸（出廠含稅價）

Unit: 10,000RMB/ton (EXW price incl. VAT)