金力永磁稀土行情简报2037期（总第348期）10-19~10-23 - 稀土行情周报

金力永磁稀土行情簡報2037期（總第348期）10-19~10-23

更新時間：2020-10-26 10:03:00　點擊次數：3025

JL MAG Rare-Earth Industry Price Briefing 10-19~10-23

Week 41, 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、鏑鐵和鋱的價格較為穩定。亞洲金屬網周末價格: 鐠釹金屬價格410-415元/KG，金屬釹價格440-445元/KG，鏑鐵合金價格1610-1630元/KG，金屬鋱價格6100-6150元/KG。

This week, prices of PrNd, Nd, DyFe and Tb keep stable. Price from Asian Metal at this weekend presented: PrNd metal 410-415 RMB /KG, Nd metal 440-445 RMB/KG, DyFe alloy 1,610-1,630 RMB/KG, and Tb metal 6,100-6,150RMB /KG.

2. 業內人士分析Analysis of Professional Insiders

本周延續了超過五周的下降趨勢，是對前期短缺的修正階段。由于目前全球稀土行業的資源開發相對集中，因此，上游原料廠商可以通過供應量調整，使稀土產品的價格在一定程度上回歸相對合理的水平，從而緩解對全球稀土產業的沖擊。

This week's downward trend of more than five weeks is a correction of the previous shortage. As the resource development of the global rare earth industry is relatively concentrated at present, the upstream raw material manufacturers can adjust the supply to make the price of rare earth products return to a relatively reasonable level to some extent, so as to alleviate the impact on the global rare earth industry.

稀土由于規模較小，生產相對集中，市場規模有限，已經形成了較快的上漲勢頭，目前看已經超過了下游承受力，市場自然的出現了回調。

Due to the small scale, relatively concentrated production and limited market scale, Rare earth has formed a relatively fast momentum of rise. At present, it seems that it has exceeded the downstream bearing capacity, and the market has a correction naturally.

如之前所分析的，最近幾周資本市場出現了中等幅度的上下波動，顯示市場處于不穩定的區間，多空力量均無明顯把握，市場很大程度上受到疫情、國內經濟數據和美歐等國經濟的影響。本周大盤較之上周出現了較大的上漲，并且直接傳導到稀土板塊，從數據看，交易量大幅度上漲是主因，大部分投資者報以謹慎樂觀的態度開始加入投資行列。（中國稀土）

As previously analyzed, the capital market has seen moderate fluctuation in recent weeks, indicating that the market is in an unstable range with no clear grasp of both bullish and bearish forces. The market is largely influenced by the epidemic, domestic economic data and the economies of the US and Europe. This week, the market has seen a larger increase than last week, and it is directly transmitted to the rare earth sector. From the data point of view, the substantial increase in trading volume is the main reason, and most investors began to join the investment ranks with a cautious and optimistic attitude. (Chinese Rare Earths)

南方稀土發布10月19日稀土氧化物掛牌價

Listing Price of Rare Earth Oxides on October 19th from CSRE

單位：萬元/噸（出廠含稅價）

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