金力永磁稀土行情简报1936期（总第298期）09-16~09-20 - 稀土行情周报

金力永磁稀土行情簡報1936期（總第298期）09-16~09-20

更新時間：2019-09-23 09:19:00　點擊次數：2368

JL MAG Rare-Earth Industry Price Briefing 09-16~09-20

Week 38, 2019

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鏑鐵價格小幅下調，鐠釹和鋱價格保持平穩。亞洲金屬網價格: 鐠釹金屬價格410-415元/KG，鏑鐵合金價格1890-1910元/KG，金屬鋱價格5100-5150元/KG。

This week, price of DyFe declined a little, PrNd and Tb kept stable. Price from Asian Metal at this weekend presented: PrNd metal 410-415RMB/KG, DyFe alloy 1890-1910RMB/KG and Tb metal 5100-5150RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

鐠釹鏑鋱等稀土主流產品成延續下滑，且低位成信息增多，競價出貨范圍擴大，各主要廠家報價開始隨市場主流下調。鏑鋱本周延續弱勢，且部分主要持貨廠商已貼近主流價位適當出貨。

The transaction of mainstream rare earth products such as PrNd, Dy and Tb continued to decline, and transaction based on low price increased. The range of bidding shipment expanded, and the prices of major manufacturers began to decrease following the mainstream of the market. Price of Dy and Tb in this week continued to be weak, and some of major material holders had started to sell products by prices which were close to mainstream price.

中秋節后需求暫冷，且暫未到國慶備貨節點，加上鐠釹中高位維持較久，拉漲動力低迷，部分畏高情緒促使讓價搶跑，加上近期會議較多，交流預期頻繁，低位交有進一步擴散趨勢，下游多采取觀望克制，上游跟風出貨避免高位庫存積壓，稀土走勢暫時顯弱。（瑞道稀土資訊）

The demand will become short temporarily after the Mid-Autumn Festival; also the stocking timing of National Day has not come yet. In addition, the high price of PrNd has been maintaining for a long time, and the power of pulling up prices is insufficient. With emotion of fearing high prices urge manufacturers to sell goods by surrendering part of the profit in order to beat the gun. In addition, more recent meetings and frequent exchange expectations make low price transaction become a further trend. The downstream has adopted a wait-and-see restraint. The upstream ones sell the goods following the trend to avoid the high inventory backlog, in this way the rare earth trend is temporarily weak. (Rui Dao Rare Earth Information)

本周稀土產品價格下降主要由于中秋假期后市場需求疲弱因素影響。中秋節后下游企業詢單情況較差，市場實際交偏弱，上游商家出貨意愿逐漸增強，稀土市場實際存在偏低價位貨源。但在氧化鐠釹未來供應趨緊因素影響，加之隨著金屬及下游磁材企業訂單情況逐漸好轉，預計氧化鐠釹、氧化釹價格下滑幅度有限，長期依舊看好后市。中重稀土方面，周內鏑、鋱產品市場成清冷報價下調，預計隨著需求逐漸回暖，鏑、鋱等中重稀土下調幅度有限。（上海有色網）

The decline in the price of rare earth products this week was mainly due to the weak market demand after the Mid-Autumn Festival holiday. After the Mid-Autumn Festival, the downstream enterprises have poor enquiries, the actual market transactions are weak. And the upstream merchants' willingness to sell is gradually increasing. The rare earth market actually has low-priced sources. However, with the impact of the tightening factors on the future supply of PrNd oxide, coupled with the gradual improvement of orders for metals and downstream magnetic materials companies, it is predicted that the slide of PrNd oxide and Nd oxide price will be come limited. So people are still optimistic about the market outlook. In terms of medium and heavy rare earths, the market price was lowered due to declined transaction. It is expected that the declines of Dy, Tb and other medium and heavy rare earths will be limited with rising demand of the market. (Shanghai Nonferrous Website)

南方稀土發布9月16日稀土氧化物掛牌價

Listing price on Sep 16th from China South Rare Earth

單位：萬元/噸（出廠含稅價）

Unit: 10,000RMB/Ton (EXW price excl. VAT)