jl mag rare-earth industry price briefing 11-26~11-30
week 48, 2018
1. 重要新闻简报briefing of important news
本周稀土市场行情,镨钕,镝铁和铽价格回暖,与上周相比价格有所上涨,其中镝铁有明显涨幅。亚洲金属网价格: 镨钕金属价格406-411元/kg(上海有色,406-412元/kg),镝铁合金价格1210-1230元/kg(上海有色,1210-1230元/kg),金属铽价格3830-3880元/kg(上海有色,3900-3950元/kg)。
this week, prices of prnd, dyfe and tb recovered and increased compared, tb metal has an obvious increase. price from asian metal at this weekend presented: prnd metal 406-411rmb/kg (price from smm: 406-412rmb/kg), dyfe alloy 1210-1230rmb/kg (price from smm: 1210-1230rmb/kg) and tb metal 3,830-3,880rmb/kg (price from smm: 3900-3950rmb/kg).
11月27日,莱纳斯公司在发表的的一份声明中表示,由于没有获得生产批准,公司计划在12月暂时减产,预计氧化镨钕的产量可能减少约400吨,同时,莱纳斯在马来西亚能处理的物质数量的年限将在2019年1月1日被重新设定。
in a statement issued on november 27, lynas said it is planned to temporarily reduce production in december due to lack of production approval. it is expected that the production of prnd oxide will decrease by about 400 tons. meanwhile, the quantity of substances lynas can handle in malaysia will be re-set on january 01st, 2019.
2. 业内人士分析analysis of professional insiders
近期,下游磁材厂开始着手采购镨钕金属,镨钕金属价格有所上涨,今日氧化物镨钕报价依旧平稳,目前氧化镨钕含税31.8-32.2万元/吨,镨钕金属含税 40.5-40.9万元/吨;镝铽类稀土市场目前上游氧化物商家普遍看涨,持货惜售,而下游对高价货接受能力有限,因此近期实际成不多,因原料难采,镝铁价格近期有所上涨。(富宝资讯)
recently, downstream magnetic material factories began to purchase prnd metals, prnd metal price has risen, today's price of prnd oxide is still stable, at present, prnd oxide is 318,000-322,000 rmb/ton incl. vat, prnd metal is 405,000-409,000 rmb/ton; at present, the upstream oxides businessmen are generally in a bullish mood on dy and tb market, they hold goods and sell them sparingly, but the downstream has limited acceptance of high price goods, therefore, the recent actual deal is not much. due to the difficulty of raw material mining, dy price has recently risen. (fubao info)
关于此次价格上涨走势,一方面,此次上涨受原矿收紧影响,且镝铽钆等相较于小众的其他中重稀土,有较好的下游应用,上游收缩带来提振让不少业内人士看好未来走势;另一方面缅甸进口矿受阻的恢复时间并不确定,市场上现阶段的惜售也使得成偏少。(瑞道稀土资讯)
on one hand, the price rise is affected by the tightening of raw ore, and dy, tb and ga have better downstream applications than other heavy rare earths in minority, the upstream contraction has boosted the future trend for many industry insiders; on the other hand, the recovery time of imported ore from myanmar is uncertain, and the reluctance mood at the present also makes the market turnover keep on the low side. (ruidao rare earth information)
南方稀土发布11月29日稀土氧化物挂牌价
listing price of rare earth oxides on 29th nov. from southern rare earth
南方稀土更新挂牌指导价,不同于每周一南方稀土的常规挂牌指导价更新,由于近期氧化镝铽涨势迅猛,本周四南方稀土增加一次挂牌指导价,更新行情。
southern rare earth renewed their listing guidance prices, different from their regular listing guidance prices renewal every monday, due to the recent rapid rise of dy and tb oxide, this thursday southern rare earth renewed their listing guidance prices to update the market quotations.
单位:万元/吨(出厂含税价)
unit: 10 thousand rmb/ton (exw incl. tax)
3. 趋势图(参考亚洲金属网)tendency chart (refer to asian metal)
2018年11月30日
nov 30th, 2018
提示:以上信息仅供参考!
notes: the information above is for reference only!