JL MAG Rare-Earth Industry Price Briefing 06-15~06-19
Week 25, 2020
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹,金屬釹和鏑鐵價格較為穩定,鋱的價格持續上漲。亞洲金屬網周末價格: 鐠釹金屬價格358-363元/KG,金屬釹價格368-373元/KG,鏑鐵合金價格1880-1900元/KG,金屬鋱價格5650-5700元/KG。
This week, prices of PrNd, Nd Metal, DyFe were relatively stable while Tb continued to rise. Price from Asian Metal at this weekend presented: PrNd metal 358-363RMB/KG, Nd metal 368-373RMB/KG, DyFe alloy 1,880-1,900RMB/KG, and Tb metal 5,650-5,700 RMB/KG.
2. 業內人士分析Analysis of Professional Insiders
本周稀土市場輕重走勢分化,輕稀土短暫回落迅速企穩再漲,重稀土則繼續保持穩健但漲勢有所衰減。整體來看,本周走勢仍然偏強,后續來看,各系產品均有一定的上調空間。
This week, rare earth market showed divergent trends of light and heavy rare earth, light rare earth briefly fell back, quickly stabilized and rose again, while heavy rare earth remain stable but rising trend decreased. Overall, trend is still strong this week. In the future, there’s a certain upward space for all series of products.
上周鐠釹及釓鈥產品快速拉漲,其負面效應產生的回落仍在本周延續,周初鐠釹產品讓利出貨仍在進行,但隨之而來的成本高壓迫使鐠釹下滑趨勢趨緩,并在周三達到穩定。鐠釹企穩打消了下游采購的疑慮,剛需補貨開始跟進,而與此同時鐠釹低位貨源收縮,主流開始向上偏移,輕微漲幅再度刺激采購積極性,鐠釹產品進一步小漲。
PrNd, Ga and Ho products rose rapidly last week, the fall caused by its negative effects continues this week. At the beginning of this week, PrNd products were still in the process delivery with reduced profit, but the subsequent high cost pressure forced decline trend of PrNd price to slow down, and then reached stability on Wednesday. The stabilization of PrNd dispelled the doubts of downstream procurement, rigid demand replenishment began to follow up. At the same time, low price supply of PrNd contracted, and mainstream price began to shift upward, the slight price increase stimulated enthusiasm of procurement once again, and PrNd products further increased slightly.
短期來看,需求仍有恢復空間,短期內鐠釹釓鈥仍可維持當下企穩狀態,然而供給覆蓋需求也只是時間問題,且供需差目前已相對縮小,中遠期判斷,當下的小幅回暖仍不足以沖淡隱存的風險。 (瑞道稀土資訊)
In the short term, there is still room for demand to recover, PrNd, Ga and Ho can still maintain the current stable state. However, supply to cover demand is only a matter of time, and the gap between supply and demand has been relatively narrowed. Judging in the medium and long term, the current slight recovery is not enough to dilute hidden risks. (Ruidow Rare Earth Info)
南方稀土發布6月15日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on Jun 15th 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6月19日
Jun 19th, 2020
提示:以上信息僅供參考!
Notes: the information above is for reference only!