金力永磁稀土行情简报2046期(总第357期)12-88038威尼斯

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金力永磁稀土行情简报2046期(总第357期)12-21~12-25

jl mag rare-earth industry price briefing 12-21~12-25

week 50, 2020

1.     重要新闻简报briefing of important news

本周稀土市场行情,镨钕、金属钕和镝铁价格较为稳定,铽的价格小幅上涨。亚洲金属网周末价格: 镨钕金属价格503-508元/kg,金属钕价格625-630元/kg,镝铁合金价格1860-1880元/kg,金属铽价格8720-8770元/kg。

this week, the price of prnd, nd metal, dyfe and tb was stable while tb rose slightly. price from asian metal at this weekend presented: prnd metal 503-508 rmb/kg, nd metal 625-630 rmb/kg, dyfe alloy 1,860-1,880 rmb/kg, and tb metal 8,720-8,770 rmb/kg.

2.       业内人士分析analysis of professional insiders

本周整体稀土趋势向上,各系产品或稳健或大涨,除主流镨钕镝铽产品外,其余重稀土产品亦有良好表现。就差异来看,镨钕涨势趋缓并进入瓶颈期,铽产品持续上涨拉动替代品镝,镝铽性价比差异不大,且基于两者库存的严重失衡,铽产品涨势仍未见明显抑制。

the overall trend of rare earth products was upward this week, with all categories of products either stable or surging. in addition to the mainstream products of prnd, dy and tb, other heavy rare earth products also performed well. in terms of differences, the rise of prnd is slowing down and entering a bottleneck period. tb products continue to rise, driving the replacement dy. dy and tb have little price-performance difference, and based on the serious imbalance between the two inventories, tb products have not significantly restrained the rise.

本周需求支撑仍在,加之镨钕产品步入理想状态的稳健走势,下游采购询单继续回暖,与此同时上游仍未放弃拉涨,试探上调本周更为频繁但收效一般,基于上下游共赢的走势追求及龙头控价,镨钕产品达到天花板位置,与此同时,当下价位突破艰难但仍在不停尝试碰撞突破。

this week support is still in demand, coupled with prnd products into the ideal state of steady, enquiry continue to pick up the downstream procurement, at the same time upstream still did not give up to pull up, sounding out to increase this week more frequent but modest effect, based on the pursuit of win-win situation between upstream and downstream and leading enterprises pricing, price of prnd products reach the ceiling, at the same time, the current price break difficultly but still constantly try to crash.

镨钕产品目前虽处于瓶颈期,但仍有较大可能突破,然而经历了长久调整,需求扩张速度开始平稳,后续涨幅空间更为有限。同时下游来年长单基本完成锁量,来年初期需求支撑仍将存在。(瑞道稀土资讯)

although prnd products are in the bottleneck period at present, they are still likely to break through. however, after a long period of adjustment, the demand expansion rate starts to be stable, and the subsequent growth space is more limited. at the same time, the number of locks is basically completed in the downstream, and demand support will still exist in the early of next year. (ruidow rare earth information)

南方稀土发布12月21日稀土氧化物挂牌价

listing price of rare earth oxides on dec. 21st from china southern rare earth

单位:万元/吨(出厂含税价)

unit: 10 thousand rmb/ ton (exw price incl. tax)

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

2020年12月25日

dec 25th, 2020

提示:以上信息仅供参考!

notes: the information above is for reference only!   





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