as电玩永磁稀土行情简报201644期(总第160期)11-14~11-18
JL MAG Rare-earth Industry Price Briefing11-14~11-18
2016年第47周
Week 47, 2016
1.重要新闻简报Briefing of Important News
本周稀土市场金属价格均有小幅上涨。亚洲金属网价格:镨钕金属317-322元/KG,镝铁合金价格1230-1260元/KG,铽金属价格3700-3750元/KG。
This week the price of rare earth market had a slight increase. The price at weekend from Asia metal presented as: PrNd 317-322 RMB/KG, DyFe 1230-1260 RMB/KG and Tb metal 3700-3750 RMB/KG.
2.业内人士分析Analysis of Professional Insiders
11月份以来,陷于寒冬里的稀土市场终于迎来一股暖流。在经历过前期的大幅杀跌以及近期利好不断的多重刺激下,稀土行业也迎来阶段性“拐点"。近期随着销量的日趋升温,稀土价格进行了新一轮上扬。
The rare earth market into the hands of winter eventually ushered a warm current wander since November. And after a period of sharp fell as well as the recent positive multiple stimulation, the rare earth market also ushered in the stage of the “inflection point". Recently, with the increasing sales of heating up, the price of rare earth had a new round of rise.
由于国内经济开始企稳回升,对稀土市场的回暖迹象渐显。国家统计局公布,从环比看,10月份工业生产者出厂价格指数(PPI)上涨0.7%,涨幅比上月扩大0.2个百分点。其中,有色金属冶炼和压延加工业价格环比由降转升,上涨1.5%,影响PPI环比上涨约0.1个百分点。
As the domestic economic is starting to rise, the rare earth market is also gradually recovering. Data issued by State Statistical Bureau, the PPI of November had increased 0.7%, a growth of 0.2% compared to last month. In addition, the price of non-ferrous metal smelting and rolling processing industry had increased 1.5%, leading to the PPI a month-on-month growth of 0.1%.
此轮稀土价格上扬来之不易。长期以来,我国稀土行业一直受到私自开采的困扰,也就是所谓的“黑稀土"。稀土价格一直疲软与“黑稀土"无法杜绝有着莫大的关系,私自开采造成了稀土市场上严重的供大于求,导致稀土价格下滑。
It is not easy for the price of rare earth to recover. For quite long time, our rare earth industry had suffered from the trouble of mining without permission which was also called as “black rare earth", and that had led to the price always being weak. Furthermore, the mining without permission also caused the rare earth market being seriously oversupply and then led to the rare earth price decreased.
那么,此次稀土价格上扬,是短期反弹还是“拐点"?有分析认为,市场营造出价格上涨的氛围,需求方可能会加大采购,势必会有进一步上涨的可能。但现在看来供应还是在试水,能否出现价格“拐点",还有待进一步观察。
Meanwhile, for the rising rare earth price, is it the short-term rebound or turning point? From some analysis that, as the rare earth market was under the atmosphere of price rising, the demander would increase their purchase which certainly made the price a further rise. However, the supply is still not certain, whether the price can bring the turning point, there needs a further observe.
当然,随着国家对于稀土整治的力度不断加强,以及利好政策的出台,未来稀土价格或能够保持在一个较高的水平上。虽然短期稀土价格仍旧会有反复,但从长期来看,价格温和上涨是可期的。
Of course, with the constantly strengthen of punishment for rare earth and the introduction of positive policy, the future price of rare earth would remain at a higher level. Although in short-term, the price of rare earth would continue to be repeated, but in the long run, it is still expected to increase moderately.
3.趋势图(参考亚洲金属网)Tendency Chart (refer to Asian Metal)
2016年11月18日
Nov. 18, 2016
提示:以上信息仅供参考!
Notes: the information above is for reference only!