JL MAG Rare-Earth Industry Price Briefing 01-06~01-10
Week 2, 2020
1. 重要新闻简报Briefing of Important News
本周稀土市场行情,镨钕和镝铁价格相对稳定,铽价格小幅上涨。亚洲金属网周末价格: 镨钕金属价格355-360元/KG,镝铁合金价格1670-1690元/KG,金属铽价格4480-4530元/KG。
This week, price of PrNd, DyFe and Tb is relatively stable. Price from Asian Metal at the weekend presented: PrNd metal 355-360 RMB/KG, DyFe 1,670-1,690 RMB/KG and Tb metal 4,480-4,530 RMB/KG.
2. 业内人士分析Analysis of Professional Insiders
本周稀土整体成交转暖,镨钕成交价位低位趋稳。镝铽价位处于中高位置,节前因缅甸暂时封锁稀土,业内企业拉涨,元旦后镝铽成交开始向大型企业调控价位趋近,且缅甸后续开关的可能性导致业内出货较多,成交进一步微弱下调。
This week rare earth overall deal warms up, PrNd low price turns stable. Prices of Dy and Tb stays in high and medium position due to Myanmar's temporary blockade of rare earths, and industry companies rose. After the New Year's Day, Dy-Tb began to close to the price control of large enterprises, and the possibility of Myanmar's follow-up switch led to more industry shipments and a further slight decline in trade.
节后企业资金压力有所缓解,镨钕大厂加入竞价,买方市场明显,多数下游企业在物流最后期限才开始采购。此外,少部分磁材企业已着手准备年后需求,镨钕期货成交比重有所增加。
After the holiday, the financial pressure of enterprises has been alleviated, large PrNd plants joined in the bidding. And the buyer's market is obvious. Most downstream companies only started purchasing within the logistics deadline. In addition, a small number of magnetic materials enterprises have started to prepare for the demand after the New Year, PrNd futures transactions have increased.
缅甸稀土出现新的可能,近期缅甸开采有一定限制,国内企业稳价镝铽始终保持在调控价位以上。本周五缅甸政府邀请高层访问,部分人士推测此次可能就部分经贸问题进行协商,不排除解决稀土进口的可能性。受该推测影响,加上镝铽目前存在一定风险,贸易商出货心态上升。
New possibilities have emerged for rare earths in Myanmar. There are recent restrictions on mining in Myanmar, and the domestic enterprises have kept prices for Dy and Tb above regulated levels. On Friday, the Myanmar government invited a high-level visit, which some speculated might involve negotiations on some economic and trade issues, not ruling out the possibility of resolving rare-earth imports. This speculation, coupled with the fact that Dy and Tb is now in a risk, has led to a rise in traders' shipping sentiment.
后市预测:下周成交将逐渐趋于静止,同时上游生产企业也将逐步休整调试,报价及成交预计不会出现较大变化,从细节上看,不排除少量生产企业年底回款促销,个别成交信息恐有拉低现象,但大概率不会对整体走势造成影响。(瑞道稀土资讯)
Market forecast: next week's transactions will gradually become static, and upstream production companies will also gradually adjust and debug. Quotations and transactions are not expected to change significantly. In terms of details, a small number of production companies will not be excluded from the year-end payment promotion. The information may be pulled down, but the high probability will not affect the overall trend.( Ruidow Rare Earth Information)
南方稀土发布1月06日稀土氧化物挂牌价
Listing price on Jan. 06th from China South Rare Earth
单位:万元/吨(出厂含税价)
Unit: 10,000RMB/Ton (EXW price incl. VAT)
3. 趋势图(参考亚洲金属网)Tendency Chart (refer to Asian Metal)
2020年01月10日
Jan 10th, 2020
提示:以上信息仅供参考!
Notes: the information above is for reference only!