金力永磁稀土行情简报2032期（总第343期）08-31~09-04 - 稀土行情周报

金力永磁稀土行情簡報2032期（總第343期）08-31~09-04

更新時間：2020-09-07 09:59:00　點擊次數：2645

JL MAG Rare-Earth Industry Price Briefing 08-31~09-04

Week 36, 2020

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹和金屬釹的價格較為穩定，鏑鐵和鋱的價格小幅下調。亞洲金屬網周末價格: 鐠釹金屬價格438-443元/KG，金屬釹價格455-460元/KG，鏑鐵合金價格1750-1770元/KG，金屬鋱價格6250-6300元/KG。

This week, price of PrNd, Nd metal was relatively stable while DyFe and Tb declined a little. Price from Asian Metal at this weekend presented: PrNd metal 438-443 RMB /KG, Nd metal 455-460 RMB/KG, DyFe alloy 1,750-1,770 RMB/KG, and Tb metal 6,250-6,300RMB /KG.

2. 業內人士分析Analysis of Professional Insiders

本周稀土市場整體走勢欠佳，重稀土鏑鋱等產品成交有所下滑，但鐠釹弱勢趨緩并逐步企穩。從成交熱度來看，鐠釹產品經過短暫的回落調整開始緩慢恢復。

The general rare earth market did not do well this week, with heavy rare earth like Dy and Tb trading down, but PrNd weakness has eased and gradually stabilized. From the heat of the deal, PrNd products began to recover slowly after a short fall adjustment.

本周龍頭企業及大廠對氧化鐠釹采取適當范圍適當數量的收購，一定程度上支撐起鐠釹的穩定，此外，龍頭集團的出貨策略繼續保持一定的收緊狀態。隨著低位鐠釹貨源收縮，部分下游企業開始彌補回落期暫停的訂單，部分磁材大廠開始招標采購，與此同時下游其他工廠跟風買進，鐠釹走勢在本周實現了止跌企穩。

This week, leading companies and major manufacturers have adopted an appropriate range and amount of acquisitions of PrNd oxide, which supports the stability of PrNd to a certain extent. In addition, the leading group's shipment strategy continues to maintain a certain degree of tightening. As the supply of low-level PrNd shrinks, some downstream companies have begun to make up for orders suspended during the decline period, and some major magnetic materials manufacturers have begun bidding for procurement. At the same time, other downstream factories have followed suit. The trend of PrNd has stabilized this week.

未來預測：鐠釹企業挺價態度不變，雖然原料端庫存充足但中間環節仍未出現較多擴張，下游現貨需求仍在，期貨訂單雖然不似上月火熱但也有所延長，短期內鐠釹較有可能在當下高位區間小幅波動，且下周有望出現小幅上調。（瑞道稀土資訊）

Future forecast: The attitude of PrNd companies will remain unchanged. Although the raw material end inventory is sufficient, the intermediate links have not seen much expansion. The downstream spot demand is still there. Although the futures orders are not as hot as last month, they have also been extended. It is more likely to fluctuate slightly in the current high range, and a slight upward adjustment is expected next week. ( Ruidow Rare Earth Information)

南方稀土發布08月31日稀土氧化物掛牌價

Listing Price of Rare Earth Oxides on Aug 31st from CSRE

單位：萬元/噸（出廠含稅價）

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