金力永磁稀土行情简报2028期（总第339期）08-03~08-07 - 稀土行情周报

金力永磁稀土行情簡報2028期（總第339期）08-03~08-07

更新時間：2020-08-10 09:56:00　點擊次數：2986

JL MAG Rare-Earth Industry Price Briefing 08-03~08-07

Week 32, 2020

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鏑鐵和鋱的價格較為穩定，鐠釹和金屬釹價格小幅上漲。亞洲金屬網周末價格: 鐠釹金屬價格400-405元/KG，金屬釹價格415-420元/KG，鏑鐵合金價格1800-1820元/KG，金屬鋱價格5900-5950元/KG。

This week, the price of DyFe and Tb was relatively stable while the price of PrNd and Nd metal rose slightly. Price from Asian Metal at this weekend presented: PrNd metal 400-405 RMB /KG, Nd metal 415-420 RMB/KG, DyFe alloy 1,800-1,820 RMB/KG, and Tb metal 5,900-5,950RMB /KG

2. 業內人士分析Analysis of Professional Insiders

繼上周堅挺走勢，鐠釹產品在本周漲速大幅加快，且受鐠釹產品影響稀土全線產品詢單熱度升溫，稀土整體市場異常活躍。

Following the strong trend of last week, PrNd products in this week up sharply, and affected by PrNd products across the range of rare earth products inquiry heat up, rare earth market is unusually active.

各生產企業現貨及原料短缺仍是此次漲幅的直接原因，集團及大廠自上周開始收緊鐠釹銷售，而加速的漲幅更加劇了上游惜售心態，下游短暫的猶豫過后迅速調整主動采購，氧化鐠釹、氧化釹等代表產品成交價位變動頻繁。

Spot and raw material shortage of all manufacturers is still the direct reason for this increase. Since last week, the group and large factories have tightened their sales of PrNd, and the accelerated increase has intensified the upstream reluctance to sell. After a short period of hesitation, the downstream quickly adjusted the active purchase, and transaction prices of representative products such as PrNd oxide and Nd oxide changed frequently.

鐠釹納入國儲跡象愈加明顯，集團及大企動作及表現也較為吻合,另一方面，收儲的時間至關重要，收儲前后大概率引發價格劇烈波動。收儲過后雖然市場庫存大幅收縮，但其收縮量主要集中在各交貨集團的準備庫存，原始流通庫存不變，而集團交儲后的剩余庫存必然流入市場導致流通庫存增加。此外，收儲前不可避免引發拉漲虛高，利好過后同樣存在回落風險。（瑞道稀土資訊）

The signs of the inclusion of PrNd in the state reserve are more obvious, and the actions and performances of groups and large enterprises are also consistent. On the other hand, the time of the acquisition of PrNd is of great importance and the large probability before and after the acquisition of PrNd will cause drastic price fluctuations. Although the market inventory has shrunk substantially after the reserve, the shrinkage is mainly concentrated in the preparatory inventory of each delivery group, and the original circulation inventory remains unchanged, while the surplus inventory after the group's exchange and storage will inevitably flow into the market, leading to the increase of circulation inventory. In addition, before the reserve of stocks will inevitably lead to inflated prices, there is also a risk of falling after the good news. ( Ruidow Rare Earth Information)

南方稀土發布08月03日稀土氧化物掛牌價

Listing Price of Rare Earth Oxides on August 3rd from China Southern Rare Earth

單位：萬元/噸（出廠含稅價）

Unit: 10 thousand RMB/ ton (EXW price incl. tax)