as电玩

as电玩永磁稀土行情简报1847期（总第260期）12-10~12-14

Week 50, 2018

1. 重要新闻简报 Briefing of Important News

本周稀土市场行情，镨钕，镝铁和铽价格保持平稳，与上周持平。亚洲金属网价格: 镨钕金属价格407-412元/KG，镝铁合金价格1220-1240元/KG，金属铽价格3840-3890元/KG（上海有色，3900-3950元/KG）。

This week, price of PrNd, DyFe and Tb still kept stable and unchanged from last week. Price from Asian Metal at this weekend presented: PrNd metal 407-412RMB/KG, DyFe alloy 1220-1240 RMB/KG and Tb metal 3840-3890RMB/KG (price from SMM: 3900-3950RMB/KG).

海关统计数据分析表明，2018年10月中国稀土出口量有大幅度下降，2018年11月中国稀土出口量回升；2018年11月份中国稀土出口总量为4610.4吨，同比增加12.4%。

Customs statistics shows that China's rare earth exports amount decreased significantly in October 2018 while rebounded in November, China's rare earth export quantity was 4610.4 tons in November 2018, 12.4% increase year on year.

从金额方面来看，2018年8～10月中国稀土出口金额下降，2018年11月中国稀土出口金额有小幅度增长；2018年11月中国稀土出口金额为44.9百万美元，同比增长15.8%。

In terms of amount, China's rare earth export value decreased from August to October while increased slightly in November 2018, China's rare earth export value was 44.9 million dollars in November 2018, 15.8% increase year on year.

马拉西亚国土资源部发布《执行审查委员会关于莱纳斯业务的报告》，要求莱纳斯关丹稀土分离厂设定条件和时间表以便处理好放射性废料。联邦国会关丹议员更是在此基础上要求，莱纳斯先处理放射性废料才能运营。

The Ministry of Land and Resources of Malaysia issued the “Report of the Implementation Review Committee on Linus Operations", which requests the Linus Kuantan Rare Earth Separation Plant to set conditions and timetables for the disposal of radioactive waste. On the basis of the request of the Federal Parliament Kuantan, Linus must first deal with radioactive waste before it can operate.

2. 业内人士分析 Analysis of Professional Insiders

12月上旬将逝，稀土走势已维持近两周的稳定，市场询价活跃渐息，业内对于近期的稳固预判根深蒂固，对下一步的看法则产生分歧，就客观评述和可靠理由而言，涨跌两派情绪势均力敌。

The first half of December will pass away, the trend of rare earth has been stable for nearly two weeks, the market inquiry is actively and steadily. The industry is deeply entrenched in the recent stable forecast, and there are differences on the next step. For objective evalsuation and reliable reasons, both the ups and downs are evenly matched.

看涨观点：近期走势稳健，且支持稳势的利好尚在发力，供给屡屡遭减，而需求则有小幅抬头，加之节前下游备货，稳势之下甚至可能再续小幅涨势。看涨理由：一、缅甸稀土仍在发酵，腾冲隘口易关难开，加之缅方因素复杂、辅料来往受限。二、莱纳斯困境伊始，产量必然再度受限，遑论45万吨废料转移费用高昂（相关预计6000万美元），澳洲本土是否接受又是问题。再者，双方虽表示将诉诸法律，但马来西亚态度强硬且国权自主，抗衡之下，耗时必久且莱纳斯先处劣势。

Bullish view: The recent trend is stable, and the support for the stability is still exerted. The supply has been repeatedly reduced, while the demand has risen slightly. In addition to the stocking of the downstream before the holiday, it may even continue to increase slightly under the steady trend. Reasons for bullishness: Tengchong pass is easy to pass but difficult to open, and the Myanmar factors are complex and the materials are limited. Second, at the beginning of the predicament of Linus, the output will inevitably be limited again. The cost of transferring 450,000 tons of waste is high (the estimated 60 million dollars). Whether or not Australia accepts it is still a problem. Moreover, although the two sides indicated that they will resort to the law, Malaysia's attitude is tough and the national power is independent. Under the tyranny, it takes a long time and Linus is at a disadvantage.

看跌观点：近期走势虽稳，但利好所能达到的效应已是顶点，支撑力竭难以再度上扬，且正是由于前期下游备货才有稳势的加固，可能稳势仍在，但非稳健而是弱稳。（瑞道金属网）

Bearish view: Although the recent trend is stable, but the effect that can be achieved is already the pea. It is difficult to support the upswing again, and it is precisely because of the stable consolidation of the downstream stocks in the early stage, it may still be stable, but not solid but weak stability. (Rui Dao Metal Network)

北方稀土高科技股份有限公司发布12月稀土产品挂牌价格

Listing price of Rare Earth products in December from Northern China Rare Earth High-tech Co., Ltd.

北方稀土挂牌镨钕系产品普遍上调，业内情绪再度回温，继境外利好振幅力竭，此次挂牌接力，不仅巩固了稀土市场稳健走势，更助推整体市场台阶小幅再上。

Listing price of PrNd products from North rare earth are generally increased, and the sentiment in the industry is once again warming up. After the overseas outlets are exhausted, the listing relay has not only consolidated the steady trend of the rare earth market, but also helped the overall market step to rise slightly.

3. 趋势图（参考亚洲金属网）Tendency Chart (refer to Asian Metal)

2018年12月14日

14th, Dec. 2018

提示：以上信息仅供参考！

Notes: the information above is for reference only!