JL MAG Rare-Earth Industry Price Briefing 09-21~09-25
Week39,2020
1. 重要新闻简报Briefing of Important News
本周稀土市场行情,镨钕、金属钕、镝铁和铽的价格小幅下调。亚洲金属网周末价格: 镨钕金属价格413-418元/KG,金属钕价格440-445元/KG,镝铁合金价格1660-1680元/KG,金属铽价格6130-6180元/KG。
This week, price of PrNd, Nd metal, DyFe and Tb declined a little. Price from Asian Metal at this weekend presented: PrNd metal 413-418 RMB /KG, Nd metal 440-445 RMB/KG, DyFe alloy 1,660-1,680RMB/KG and Tb metal 6,130-6,180RMB /KG.
2. 业内人士分析Analysis of Professional Insiders
本周整体稀土市场仍呈现弱势,成交热度偏冷且节前采购并不明显,整体下滑幅度较弱且轻重稀土均有下调。现货成交底限下移,大厂仍有挺价但一样有所下调,且业内报价差异幅度继续拉大。对于后续走势业内心态分化,但主流看法仍对国庆前后有所期待。
The overall rare earth market is still falling this week, no active market transactions and purchase is not apparent before the holiday, the overall decline is weak and light & heavy rare earth prices were all reduced. Spot transaction bottom line was cut down, the big manufacturers have firm offer but the prices are still decreasing and price deviation range in the industry continues to be widen. There’s a psychological differentiation for the subsequent trend within the industry, but the mainstream view are positive on the market before and after National Day.
镨钕成交区间在本周继续拉大,厂家差异、现货期货差异更为凸显。重稀土产品有所下滑幅度同样不明显,重稀土集团本周并未有明确挺价措施。
The trading range of praseodymium continues to be widen this week, the difference between manufacturers and spot & futures is more obvious. The heavy rare earth products have been declined but not in an obvious extent, and heavy rare earth group did not have a clear measure of price support this week.
后期预测:国庆节前采购陆续进行,但目前的反馈判断本轮采购节点很难构成明显峰值,下游节前的新增备货量也仅在3日-5日之间,对整体走势助益效果也仅仅有利于维稳。(瑞道稀土资讯)
Late prediction of the market: The procurement has been carried out in succession before the National Day, but the current feedback suggests that it is difficult for this round of procurement node to form an obvious peak. The newly added stock of downstream before the holiday is only around 3-5days, which is only conducive to maintaining the stability of the overall trend. (Ruidow Rare Earth Information)
南方稀土发布09月21日稀土氧化物挂牌价
Listing Price of Rare Earth Oxides on September 21st from CSRE
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09月25日
Sept. 25th, 2020