金力永磁稀土行情简报2001期(总第312期)12-88038威尼斯

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金力永磁稀土行情简报2001期(总第312期)12-30~01-03

jl mag rare-earth industry price briefing 12-30~01-03

week 1, 2020

1.重要新闻简报briefing of important news

本周稀土市场行情,镨钕,镝铁和铽价格相对稳定。亚洲金属网周末价格: 镨钕金属价格358-363元/kg,镝铁合金价格1670-1690元/kg,金属铽价格4450-4500元/kg。

this week, price of prnd, dyfe and tb is relatively stable. price from asian metal at the weekend presented: prnd metal 358-363 rmb/kg, dyfe 1,670-1,690 rmb/kg and tb metal 4,450-4,500 rmb/kg.

2.业内人士分析analysis of professional insiders

本周稀土市场整体趋向稳定,具体表现在镨钕弱势暂停,成交向稳,而镝铽动力愈加微弱,成交不再上调并保持稳定;其余产品有不同方向小幅波动。

the rare earth market as a whole tended to be stable this week. the decreasing price of prnd tended to be stable. however, the increasing price of dy and tb slowed down and transactions stopped increasing and became stable. the rest of products fluctuated slightly in small range.

本周初成交维持节前冷清状态,镨钕虽然处于低位且不再有明显下调,但下游企业仍保持克制观望,业内对镨钕心态低落,磁材厂大多等待最后的采购时机。元旦过后首个工作日,北方稀土立即对下游观望做出表态,挂牌价位镨钕产品暂稳而单钕产品上调,给相对低迷的镨钕市场注入信心。下游亦不再期盼挂牌后镨钕继续下行的可能,加上各家库存不足,节后补货陆续开展。

earlier in this week, the transaction remained cold in a pre-holiday state. although price of prnd was at a low level, but there was no longer a significant downward adjustment. while downstream companies still remained calm and waited. the industry's expectation for prnd was low, and most of the magnetic material factories were waiting for the final purchase opportunity. on the first working day after new year's day, northern rare earth immediately responded to those buyers who were waiting with stabilizing prices of prnd and increasing the price of nd. this motion injected confidence into the relatively depressed prnd market. the downstream companies were longer looking forward to get cheaper prnd after the listing. in addition, the shortage of stocks led to continuous replenishment after the holiday.

节后镝铽等重稀土产品需求并未出现明显改善,此外集团对氧化镝收购价位近期以来保持稳定,因大型企业托市与业内对后续机会的期待,镝铽并未出现下调。

the demand for heavy rare earth products such as dy and tb had not improved significantly after the holiday. in addition, the group's purchase price of dy oxide had remained stable recently. due to the large-scale enterprises' market support and industry expectations of subsequent opportunities, price of dy and tb had not been reduced.

短期预测:春节前镨钕无论下行还是上调均会受到成本和压价的阻力,近期较有可能保持在现有低位平稳运行;镝铽产品元旦后市场散货出货意愿有所增加,原有虚高报价将会向主流收敛,成交价位可能出现小幅回调,但近期内仍将保持在一定价位水平上。(瑞道稀土资讯)

short-term forecast: no matter whether the price of prnd would be adjusted lower or higher before the spring festival, the price would be hindered by cost and price reduction. it would be more likely to maintain stable at the current low level in the near future; the willingness to sell bulk products after the new year's day market would increase, the previous high quotations would converge to the mainstream price, and the transaction price might show a slight reverse, but it would remain at a certain pricing level in the near future. (ruidao rare earth information)

北方稀土高科技股份有限公司发布1月稀土产品挂牌价格

listing price on january from china north rare earth

1585208776149159.png

南方稀土发布12月30日稀土氧化物挂牌价

listing price on dec 30th from china south rare earth

单位:万元/吨(出厂含税价)

unit: 10,000rmb/ton (exw price incl. vat)

1585208807881659.png

3.趋势图(参考亚洲金属网)tendency chart (refer to asian metal)

2020年1月3日

jan 3rd 2020

提示:以上信息仅供参考!

notes: the information above is for reference only!      



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