金力永磁稀土行情简报2007期（总第318期）03-09~03-13 - 稀土行情周报

金力永磁稀土行情簡報2007期（總第318期）03-09~03-13

更新時間：2020-03-16 09:39:00　點擊次數：2725

JL MAG Rare-Earth Industry Price Briefing 03-09~03-13

Week 11, 2020

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹和鋱的價格相對穩定，鏑鐵價格持續上漲。亞洲金屬網周末價格: 鐠釹金屬價格345-350元/KG，金屬釹價格380-385元/KG，鏑鐵合金價格1820-1840元/KG，金屬鋱價格5300-5350元/KG。

This week, price of PrNd and Tb was relatively stable while price of DyFe increased continuously. Price from Asian Metal at this weekend presented: PrNd metal 345-350 RMB/KG, Nd metal 380-385 RMB/KG, DyFe alloy 1,820-1,840 RMB/KG and Tb metal 5,300-5,350RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

本周稀土下游需求持續受挫，終端大體形勢面臨較大挑戰。重稀土依靠供給端收縮在之前保持著上漲態勢，而需求收縮不斷弱化重稀土漲速，重稀土漲勢不斷降速并最終演變為穩健，且其中尚有重稀土大廠的支撐效應，供給需求雙重收縮趨近抵消。

This week, downstream demand for rare earths continued to suffer, and the general situation of terminals is facing greater challenges. Heavy rare earth keeps increasing trend by relying on the previous contraction of supply, but the contraction of demand weakens the price increasing trend of heavy rare earth, which finally becomes stable. In addition, there is also the supporting effect of heavy rare earth large factories, which is offset by the double contraction of supply and demand.

后期預測：全球疫情與經濟形勢持續弱化鐠釹需求，部分業內人士預計，在全球疫情好轉之時，鐠釹可能會因需求的短暫的爆發恢復出現反彈。目前國內鐠釹指標預期再度增長的前提下，國內生產企業大多會在上半年完成今年大部分指標。

Later prediction: the global epidemic and economic situation continue to weaken the demand for PrNd. Some insiders expect that when the global epidemic improves, PrNd may rebound due to the short-term recovery of demand. At present, on the premise that the domestic PrNd quota is expected to increase again, most domestic manufacturers will complete most of their quota in the first half of this year.

重稀土方面，供需相抵重稀土缺乏拉漲動力，而鏑鋱因貨源相對集中，大廠的穩價影響有效。緬甸地區產能仍未明顯恢復，現有佤邦區礦山資源可持續性存在風險，國內已有重稀土集團擬重啟國內礦山，而這必須以重稀土更高的價位及利潤作為開采成本支撐。（瑞道稀土資訊）

In terms of heavy rare earths, the supply and demand of heavy rare earths offset each other and lack of driving force for price increasing, while the supply of Dy and Tb is relatively concentrated, the price stabilizing effect of large factories is effective. Myanmar's production capacity has not been significantly restored, and there is a risk of sustainability of Wa mining resources, there are heavy rare earth groups already plan to restart domestic mines, and the cost must be supported by higher prices and profits of heavy rare earth. (Ruidow Rare Earth Info)

北方稀土高科技股份有限公司發布3月稀土產品掛牌價格

Listing Price of Rare Earths in March from China Northern Rare Earth