金力永磁稀土行情简报2142期（总第399期）12-06~12-10 - 稀土行情周报

金力永磁稀土行情簡報2142期（總第399期）12-06~12-10

更新時間：2021-12-13 14:10:00　點擊次數：3192

JL MAG Rare-Earth Industry Price Briefing 12-06~12-10

Week 50，2021

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1050-1060元/KG；金屬釹價格1110-1120元/KG；鏑鐵合金價格2910-2930元/KG；金屬鋱價格14150-14200元/KG。

This week, prices of PrNd, Nd metal, Tb and DyFe were stable. Prices from Asian Metal at the end of this weekend presented: PrNd metal 1050-1060 RMB/KG, Nd metal 1110-1120 RMB/KG, DyFe alloy 2,910-2,930 RMB/KG, and Tb metal 14,150-14,200/KG.

2. 業內人士分析Analysis of Professional Insiders

本周稀土市場整體波動較小，高位下的敏感與畏高雖在本周表現不明顯，由于業界一度認為原料趨緊，價格還將繼續上行，故而惜售心態偶有貫穿，但周末期，北方稀土掛牌價與市場預期過低，擔憂情緒滋擾，市場趨弱較明顯。

The rare earth market fluctuated little this week. Although the sensitivity and fear of high were not obvious this week, the industry once believed that raw materials were tight and prices would continue to rise, so the reluctance to sell occasionally ran through. However, over the weekend, the listing price of North Rare Earth was too low and market expectations were disturbed, and the market weakened significantly.

本周初始，金屬鐠釹的成交量與成交價穩固了氧化鐠釹的價格，且延續上周末的高位走勢，周末期出貨與成交價格雙雙回調。鏑鋱產品在本周的緬甸礦再度封關的謠言中，不斷試探沖高，但需求始終難以放量，又對集團重組后的市場走勢報有強烈信心，高價惜售觀望。

At the beginning of this week, the volume and transaction price of PrNd metal stabilized the price of PrNd oxide, and continued the high trend of the weekend, the weekend shipment and transaction prices both back. Dy and Tb products in Myanmar mine closure rumors this week, continued to test high, but demand has been difficult to volume, and the group after the restructuring of the market has a strong confidence, wait and see at high prices.

就稀土行業而言：雖上半年大宗原材料價格暴漲未有帶動稀土價格的提升，下半年在一系列政策及進口、庫存影響下，稀土價格高歌猛進。鐠釹短期現貨供應不足的狀態隨著進口礦及明年配額的執行在陸續緩解，中游金屬企業的產能供給雖仍顯短缺，但上游氧化鐠釹的供給相對金屬也較多，本周無論是上游部分惜售還是下游金屬的采購，均在一定程度上趨穩價格，然這一現狀隨著北方稀土的掛牌，下游采購開始推遲觀望，期貨訂單的增多，價高的風險也隨之滋長，對年底及明年一月的市場預判在不斷調整。（瑞道稀土資訊）

In terms of the rare earth industry: although the price of bulk raw materials skyrocketed in the first half of the year, the price of rare earth soared in the second half of the year under the influence of a series of policies, imports and inventories. PrNd short-term spot supply status gradually ease as imported ore and execution of quotas in next year, the middle metal enterprise supply capacity is still shortage, but the upstream supply metal also more relative to PrNd oxide; this week, both upstream partial selling and downstream metal purchases have stabilized prices to some extent; however, with the listing of rare earth in the north, the downstream procurement began to delay and wait, the increase of futures orders, the risk of high prices also grows, and the market forecast for the end of the year and next January is constantly adjusting.（Ruidow Rare Earth Info)