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    as电玩永磁稀土行情简报201612期(总第128期)03-27~04-02

    as电玩永磁稀土行情简报201612期(总第128期)03-27~04-02

    JL MAG Rare-Earth Industry Price Briefing 03-27~04-02

    2016年第14周

    Week 14, 2016

    1.重要新闻简报Briefing of Important News

    n 本周稀土市场镨钕稍有下跌,镝铁铽价格相对稳定。亚洲金属网价格:镨钕金属329-334元/KG,镝铁合金价格1230-1260元/KG,铽金属价格3050-3150元/KG。

    This week the price of PrNd has slightly declined while the price of DyFe was relatively stable. Prices from Asian Metal present: PrNd 329-334 RMB/KG, DyFe 1230-1260RMB/KG, Tb metal 3050-3150RMB/KG.

    n 3月29日,全国稀土工作推进会在长汀县召开。国家工信部稀土办主任贾银松,部分省(自治区)及全国稀土六大集团的负责人参加会议。

    The national rare earths propulsion meeting was held in Changting County on March 29th. Rare earth director of MIIT Mr Jia Yinsong, principals of some provinces (autonomous regions) and six national rare earth groups had joined the meeting.

    2.业内人士分析Analysis of Professional Insiders

    据中国稀土网站4月1日消息,作为稀土战略储备体系建设的重要组成部分,由国家倡导,以稀土行业供给侧结构性改革为重要目标,并由稀土企业集团自发开展的稀土商业储备日前正式启动。

    According to the news on Chinese Rare Earth website on April 01st, as the important part of rare earth strategic reserve system, advocated by the country, recently the commercial purchase and storage officially started, this is spontaneous conducted by the rare earth group and aimed at supply side structural reforms of rare earth.

    2016年3月30日,国家发展改革委会同有关部门组织召开了稀土企业商业储备动员大会。会议明确了稀土商业储备的原则、配套措施、实施主体、运行模式、具体方案和进程。这标志着,稀土行业企业层面的供给侧结构性改革进入实质性攻坚阶段。

    The National Development and Reform Committee and relevant departments & organizations held the commercial reserve mobilization meeting on March 30th, 2016. During the meeting, principles of rare earth commercial reserves, supporting measures, subjects of implementation, operation mode, concrete proposal and processes have been stated, which means the supply side structural reforms of rare earth has entered into the tough substantive stage.

    另据了解,国家层面的相关改革措施短期内也将付诸实施。多层次供给侧结构性改革措施的实施对健全稀土国家战略储备体系,推动稀土行业持续健康发展具有十分重要的意义。

    The relevant reform measures in national level will be implemented in the short term as well. The implementation of multiple supply side structural reforms will help to complete the national strategic rare earth reserves system and has important meaning in promoting the sustainable and healthy development of rare earth industry.

    信达证券认为,中国稀土战略资源地位不可动摇,稀土价格将在供给缩减、行业深度整合和政策打黑执行力度加大下开始中长期修复。十三五期间稀土新材料迎来新机遇,稀土下游需求将逐步回暖,随着去产能效果逐步显现,2016年稀土行业有望走出寒冬。

    Cinda Securities think that the China rare earth strategic resource status is unshakable and the rare earth prices will start a mid-and-long term recovery under the circumstance of supply reduction, industry integrating and increasing strength on illegal mining. During the 13th five-year plan, along with the DE-capacity effects gradually appears, the rare earth material will meet new opportunities, and rare earth downstream demand will gradually rebound, rare earth industry is expected to come out of winter in 2016.

    广发证券认为,稀土和钨是中国产量占比全球高(分别为85%、82%)的品种,因此也是供给侧改革受益的行业。两个行业都存在私采比重较大的特征,供给侧改革或将打击私采超采部分,进而影响到金属价格,造成稀土、钨价格的逐步回暖。

    GF Securities think that the production of tungsten and rare earth in China is the world's highest varieties (85%, 82% respectively), therefore they are also benefit most from the supply side structural reforms. Both of these two industries share the same characteristic of big percentage in the illegal private mining. The supply side structural reforms will focus on the private mining exploitation which will influence on the metal prices and help in the price rebound of tungsten and rare earths.

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

    2016年04月03日

    Apr 03rd , 2016

    提示:以上信息仅供参考!

    Notes: the information above is for reference only!


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