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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 01-13~01-17
week 3, 2020
1. 重要新闻简报briefing of important news
本周稀土市场行情，镨钕，镝铁和铽的价格相对稳定。亚洲金属网周末价格: 镨钕金属价格355-360元/kg，金属钕价格367-372元/kg，镝铁合金价格1670-1690元/kg，金属铽价格4480-4530元/kg。
this week, price of prnd, dyfe and tb is relatively stable. price from asian metal at the weekend presented: prnd metal 355-360 rmb/kg, nd metal 367-372 rmb/kg, dyfe 1,670-1,690 rmb/kg and tb metal 4,480-4,530 rmb/kg.
据海关数据统计，2019年12月份，我国共出口稀土产品3657.3吨, 同比下降32.54%。12月份稀土产品出口均价7.68usd/kg，同比下降6.61%。2019年全年累计出口稀土总量为46330.4吨，相较于2018年，出口数量下滑12.6%；年度出口均价9.50usd/kg,同比下降2.07%。
according to customs statistics, in december 2019, china exported a total of 3657.3 tons of rare earth products, a year-on-year decrease of 32.54%. the average export price of rare earth products in december was 7.68usd / kg, a year-on-year decrease of 6.61%. the total accumulated exports in 2019 was 4,6330.4 tons, compared with 2018, the number of exports fell by 12.6%, the average annual export price was 9.50usd/kg, a year-on-year decrease of 2.07%.
2. 业内人士分析analysis of professional insiders
本周是稀土市场节前备货扫尾，因稀土物流在15日左右停运，大部分生产企业已在上周完成备货，本周仅有少量省内现货成交及部分节后期货预定。受成交静态影响，上游企业报价大多维持不变，市场整体走势保持平衡。
this week is the tailing-up of the rare earth market before the holiday. due to the outage of the logistics around the 15th, most manufacturers have completed the stocking last week. this week, only a small amount of spot transactions in the province and some post-holiday futures are scheduled. affected by the static status of the transaction, most of the quotations of upstream companies remained unchanged, and the overall market trend remained balanced.
1月16日，中美签署第一轮贸易协定，中方将扩大自美进口量，清单中包含了稀土金属、钐、钇，然而美国目前虽有稀土资源但暂无稀土金属产能，且自美进口稀土金属矿加税尚未改变。部分业内人士分析，美为避免中国稀土掣肘近年来对本土稀土扶持及其他各国稀土产品的拉拢十分频繁，但中方始终没有明确表态会限制对美稀土出口，若后续稀土出口保持正常，美国对新兴稀土势力的扶持必然削弱，失去政治的扶持将逐步转变为市场经济从而产生价格竞争，美国影响下产生的新兴稀土产业必然承受中国庞大成熟的稀土产业链强势绞杀，而将稀土金属纳入采购清单，无疑是美国为自己后续撤力的可能留好后路。
on january 16th, china and the united states signed the first round of trade agreement. china will expand its imports from the united states. the list includes rare earth metals, sm and yt. although the united states currently has rare earth resources, it has no rare earth metal production capacity. the tax increase on imported rare earth metal ore has not changed. some industry analysts have analyzed that in order to avoid the constraints of china’s rare earth, the united states has attracted local rare earth support and other rare earth products in recent years. however, china has never made a clear statement that it will restrict the export of rare earth to the united states. the support of the rare earth power will inevitably weaken, and the loss of political support will gradually transform into a market economy and generate price competition. the emerging rare earth industry generated under the influence of the united states will inevitably withstand the strong strangulation of china's large and mature rare earth industry chain and include rare earth metals in the purchase list. it is no doubt that the united states has set a good course for its subsequent withdrawal.
1月17日，应缅甸政府邀请我国领导人出访缅甸，此次国事访问是否将对近期的稀土封锁进行磋商有待跟进，但毫无疑问的是，此次出访必然会为两国扩大贸易合作创造更好的环境，缅甸稀土进口从此恢复常态亦存在可能。
on january 17th, at the invitation of the myanmar government, chinese leaders visited myanmar. whether this state visit will discuss the recent rare earth blockade remains to be followed up. but there is no doubt that it will definitely expand trade cooperation between the two countries and create a better environment. it is also possible for myanmar's rare earth imports to return to normal.
节后预判：除去政策因素影响，节后初期走势将维持短暂现状，但依然偏向于买方市场，走势有一定的下滑风险。基于目前镨钕处于较低水平，成本压力较大，下滑空间必然不大，整体应保持弱稳。其他重稀土产品亦会受镨钕影响。（瑞道稀土资讯）
pre-holiday prediction: excluding the influence of policy factors, the initial trend after the holiday will remain short-term, but it is still biased towards the buyer's market, and the trend has certain downside risks. based on the current low level of prnd, the cost pressure is large, and the downside is bound to be small. the whole should remain weak and stable. other heavy rare earth products will also be affected by prnd. (ruidow rare earth information)
南方稀土发布1月13日稀土氧化物挂牌价
listing price on jan. 13th 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)
2020年1月17日
提示：以上信息仅供参考！
notes: the information above is for reference only!