JL MAG Rare-Earth Industry Price Briefing 03-23~03-27
Week 13, 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,鏑鐵價格上漲趨勢放緩。亞洲金屬網周末價格: 鐠釹金屬價格338-343元/KG,金屬釹價格378-383元/KG,鏑鐵合金價格1800-1820元/KG,金屬鋱價格5300-5350元/KG。
This week, price of PrNd and Tb was relatively stable, price of DyFe increased slowly. Price from Asian Metal at this weekend presented: PrNd metal 338-343 RMB/KG, Nd metal 378-383 RMB/KG, DyFe alloy 1,800-1,820 RMB/KG and Tb metal 5,300-5,350RMB/KG.
2. 業內人士分析Analysis of Professional Insiders
本周國內需求市場剛剛從疫情中恢復,國內稀土下游需求尚有一定的底蘊和蓄力,國內稀土走勢仍不太可能因此而出現較大波動。
The domestic demand market has just recovered from the epidemic this week. The downstream domestic demand for rare earths still has certain background and storage capacity. Therefore the domestic trend of rare earths is still unlikely to fluctuate.
未來預測:出口訂單的損失加重了國內稀土供過于求的局面,生產企業在成本尚可維持的狀態下不會輕易放棄生產轉而承受更大的空倉損失,國內供給短時間內難以看到明顯的收縮,這意味著價位仍會因供給端的競爭繼續下調。
Future forecast: the loss of export orders has exacerbated the oversupply situation of domestic rare earths. Manufacturers will not easily abandon production and sustain greater losses in short positions while the cost is still maintained. It is difficult to see a significant contraction in domestic supply in a short period of time. This means that prices will continue to fall due to supply-side competition.
輕重下調的幅度存在差異:輕稀土尤其鐠釹在當下階段已經處于倒掛,而原料下調較為緩慢,鐠釹雖仍較大可能處于弱勢但下行速度不會明顯。重稀土相比鐠釹對進口市場依賴更為嚴重,緬甸雖有輔料限制但生產仍在一定范圍內進行。(瑞道稀土資訊)
There is a difference in the magnitude of the downward adjustment: light rare earth, especially PrNd, has already upside down at the current stage, and the raw material downward adjustment is relatively slow. Although PrNd may still be relatively weak, the downward speed will not be obvious. Heavy rare earth is more dependent on the import market than PrNd. Although Myanmar has restrictions on excipients, production is still within a certain range. (Ruidow Rare Earth Information)
南方稀土發布3月23日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on Mar. 23rd from China Southern Rare Earth
單位:萬元/噸(出廠含稅價)
Unit: 10 thousand RMB /ton (EXW price incl. Tax)
3. 趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)
2020年3月27日
Mar 27th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!