金力永磁稀土行情简报2209期（总第410期）03-14~03-18 - 稀土行情周报

金力永磁稀土行情簡報2209期（總第410期）03-14~03-18

更新時間：2022-03-21 17:28:00　點擊次數：3497

JL MAG Rare-Earth Industry Price Briefing 03-14~03-18

Week 11，2022

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹、金屬釹、鋱和鏑鐵價格小幅下降。亞洲金屬網周末價格: 鐠釹金屬價格1270-1280元/KG；金屬釹價格1355-1365元/KG；鏑鐵合金價格2930-2950元/KG；金屬鋱價格18300-18500元/KG。

This week, the prices of PrNd, Nd metal, Tb and DyFe fell slightly. Prices from Asian Metal at the end of this weekend presented: PrNd metal 1,270-1,280 RMB/KG; Nd metal 1,355-1,365 RMB/KG; DyFe alloy 2,930-2,950 RMB/KG; Tb metal 18,300-18,500 RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

稀土下游面臨原料價格下跌及全國多地疫情造成的部分停擺，使得新增訂單萎靡，原有交單延遲，造成整體稀土市場成交量持續低迷，上下游開始自我收縮調整，降庫、觀望，壓價，試探成為本周的主旋律。

Rare earth downstream is facing the decline of raw material prices and the partial shutdown caused by the epidemic in many places across the country, which makes new orders sluggish, and the delivery of original orders is delayed. As a result, the trading volume of the whole rare earth market continues to be depressed, and upstream and downstream began to shrink and adjust themselves, temptation became the main theme of the week.

急于出貨的企業把主流價位不斷拉低，上周分離及金屬廠部分由于成本而在多方壓力下力挺報價，在本周也紛紛向現實折腰，但調整幅度相對較慢，整體價位在當下低位中徘徊下探。

Companies which are eager to ship are keeping driving mainstream price lower. Last week, the separation and metal factories supported their quotations under pressure from various parties due to cost. They also yield to reality this week, but the adjustment rate was relatively slow, the overall price was hovering and dropping in the low level.

鐠釹方面：春節后價格的飆漲，微量成交帶動了高價，使得節后漲幅超15.8%。實際自漲價以來，從礦山至磁材，產業鏈各端均在有序壓低庫存，降低采購，提升頻次，導致鐠釹整體庫存均不高，繼續收縮庫存未必會持續，至周末期，下游試探詢單開始增多，被壓制的需求在觀望中，也開始有蠢蠢欲動的感覺，短期來看，鐠釹價格或會在春節前價位附近穩住。重稀土方面，鏑鋱產品在本周實際成交降幅遠比網站表面報價要殘酷，鏑鋱大幅回調固然與集團拉高后突然架空有關，然而另一方面在市場陷入鏑鋱恐慌的同時，前期偏緊的鏑鋱，此時的出貨量卻明顯增多，下游在如此高價下，需求明顯縮量。（瑞道稀土資訊）

In terms of PrNd: the price soared after the Spring Festival, and the small transaction drove the high price, which made the post-holiday increase of more than 15.8%. In fact, since the price increase, from mines to magnetic materials, all ends of the industrial chain have been reducing inventory in an orderly manner, reducing purchases, and increasing the frequency, resulting in a low overall inventory of PrNd, and continued shrinking of inventory may not continue until the end of the week. Probing inquiries have begun to increase, and the suppressed demand is on the sidelines, and there is also a feeling of being ready to move. In the short term, the price of PrNd may stabilize near the price before the Spring Festival. In terms of heavy rare earths, the actual transaction decline of Dy and Tb products this week is far more cruel than the price quoted on the website. The sharp correction of Dy and Tb is of course related to the sudden overhead after the group has been raised. On the other hand, the market is gripped in Dy and Tb funk, the shipment volume of Dy and Tb which has been a bit tight in the early days at this time increased significantly, and the downstream demand has shrunk significantly at such a high price. (Raidao Rare Earth Information)