language
現在の位置： > レアアース情報 > 業界情報速報jl mag rare-earth industry price briefing 03-04~03-08
week 10, 2019
1. 重要新闻简报briefing of important news
本周稀土市场行情，镨钕价格小幅下跌，镝铁和铽价格继续小幅上涨。 亚洲金属网价格: 镨钕金属价格378-383元/kg (上海有色，385-388元/kg)，镝铁合金价格1270-1290元/kg (上海有色，1280-1300元/kg)，金属铽价格3850-3900元/kg (上海有色，3880-3920元/kg)。
this week, price of prnd fell slightly while dyfe and tb price continued to rise slightly. price from asian metal at this weekend presented: prnd metal 378-383rmb/kg (price from smm: 385-388 rmb/kg), dyfe alloy 1270-1290rmb/kg (price from smm: 1280-1300rmb/kg), and tb metal 3850-3900rmb/kg (price from smm: 3880-3920rmb/kg).
the sydney morning herald于2019年3月5日发布关于莱纳斯的消息称如果该公司不能就该工厂产生的有毒废料达成妥协，该公司在马来西亚的10亿美元业务将面临关闭。lynas在马来西亚运营的牌照的续期取决于该公司提交的一份处置其非放射性残留物的行动计划，并还取决于从马来西亚清除所有放射性残留物，其中涉及一种含有天然放射性物质的固体废弃物——水浸提纯残渣(wlp)。瑞银分析师丹尼尔•摩根发布的一份报告中表示:“在如此紧迫的时间框架内，这是不可能实现的。"
the sydney morning herald published a message about lynas on march 05th, 2019, saying that the company's us$1 billion business in malaysia would face closure if the company could not reach a compromise on the toxic waste generated by the plant. the renewal of lynas' license to operate in malaysia depends on an action plan submitted by the company to dispose of its non-radioactive residue and on the permanent removal of all radioactive residues from malaysia, which involves a solid waste product containing natural radioactive material-- water leaching purified residue (wlp). "this is not possible in such a tight time frame," daniel morgan, analyst at ubs, said in a note.
2. 业内人士分析analysis of professional insiders
3月6日-7日，氧化镝成已突破130万元/吨整数瓶颈，且劲头不减，后市空间仍在。基于上涨行情，囤货情绪继续高涨，然而持货商一改先前的部分犹豫，即使高价仍多数表示暂不出售。除此之外，氧化铽交达到296万元/吨相比上周亦有1万元/吨左右的涨幅，虽不如氧化镝涨势强劲但走势稳健，持货厂家及贸易商同样抱有期待。预计氧化镝铽在5月中旬前仍将保持上浮势头，且空间可观。（瑞道金属网）
on march 06th-07th, dy oxide transaction has broken through 1.3 million rmb/t, and momentum is not reduced, the market space is keeping there. stockpiling sentiment continued to run high on the upside, but shippers reversed some of their previous hesitations and most said they would hold off even though at higher prices. on top of that, deals for tb oxide reached 2.96 million rmb per ton, up about 10,000rmb from last week. while not as strong as dy oxide, the trend is solid and manufacturers and traders are also holding out hope. dy oxide is expected to remain buoyant until mid-may, and with plenty of room. (raydow metal)
根据美国地质调查局（usgs）2019年新发布估算数据，2018年全球稀土产量增长28.8%。数据分析表明，中国增产和美国重启开采是2018年产量增长的主要原因。
global production of rare earth grew 28.8% in 2018 according to the latest estimated data in 2019 by the usgs. data analysis shows that china's increasing production and the resumption from the us of mining are the main reasons for the increase of output in 2018.
2018年中国产量增加1.5万吨，至12万吨；美国重启mountin pass采矿，产量从无升至1.5万吨。此外，马拉西亚、越南产量略增；巴西、泰国产量小幅减少；布隆迪、缅甸进入排名统计标的，产量分别为1000吨、5000吨。产量排名二的澳大利亚2018年稀土产量亦小幅上升，至2万吨。另外，usgs关于全球稀土产量和储量数据表明，俄罗斯储量发生变化，减少600万吨至1200万吨。全球稀土产量从2017年的132000吨增长至2018年的170000吨，增幅为28.8%。
in 2018, china's output has reached to 120,000 tons which is an increase by 15,000 tons. the us restarted mountain pass mining, raising production from zero to 15,000 tons. in addition, malaysia, vietnam slightly increased production; output in brazil and thailand fell slightly; burundi and myanmar entered the statistical ranking for the first time, with output of 1,000 tons and 5,000 tons respectively. australia, the world's second-largest producer by output, also had a small increase in rare earth production to 20,000 tons in 2018. besides, usgs data on global rare earth production and reserves indicate that russia's reserves have changed, there's a reduction of 6 million tons to 12 million tons. global rare earth production rose from 132,000 tons in 2017 to 170,000 tons in 2018, which is an increase of 28.8%.
南方稀土发布3月4日稀土氧化物挂牌价
listing price on march 4 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)
2019年3月8日
march 8, 2019
提示：以上信息仅供参考！
notes: the information above is for reference only!