jl mag rare-earth industry price briefing 12-03~12-07
week 49, 2018
1. 重要新闻简报briefing of important news
本周稀土市场行情,镨钕,镝铁和铽价格继续小幅上涨。亚洲金属网价格: 镨钕金属价格407-412元/kg,镝铁合金价格1220-1240元/kg,金属铽价格3840-3890元/kg(上海有色,3900-3950元/kg)。
this week, prices of prnd, dyfe and tb continue to increase slightly. price from asian metal at this weekend presented: prnd metal 407-412rmb/kg, dyfe alloy 1220-1240 rmb/kg and tb metal 3840-3890rmb/kg (price from smm: 3900-3950rmb/kg).
吉隆坡12月6日电- - -如果澳大利亚矿商lynas有信心就其pahang稀土冶炼业务提起法律诉讼,马来西亚政府准备将lynas告上法庭。
kuala lumpur, 6th, dec (reuters) - malaysian government is preparing to take australian miner lynas to court if lynas is confident of filing a lawsuit against his pahang rare earth smelting business.
能源、绿色技术、科学、气候变化和环境部长杨比因(yeo bee yin)表示,政府的立场是明确的:lynas履行承诺,清除过去6年累积的45万吨放射性废物。她还说,马来西亚政府没有为lynas现有牌照设定新的条件,并强调从马来西亚清除废物是该公司在马来西亚更新业务的先决条件之一。马来西亚法律允许20公吨的垃圾或180天的临时垃圾储存期限。lynas申请了一项豁免,在6年的时间里,它积累了数十万的废物。因此,我认为lynas作为一家上市公司应该信守承诺。她说,lynas把垃圾留在这里对所有马来西亚人来说都是一种风险。
yeo bee yin, minister of energy, green technology, science, climate change and the environment, said the government's position was clear: lynas must keep its promise to remove 450,000 tons of radioactive waste accumulated over the past six years. she added that the malaysian government had not set new conditions for lynas's existing license and stressed that removing waste from malaysia was one of the prerequisites for the company to renew its operations in malaysia. malaysian law allows a temporary storage of 20 metric tons waste or 180 days. lynas applied for an exemption that accumulated hundreds of thousands of waste over a period of 6 years. therefore, i think that lynas as a listed company should keep its promise. she said that it is a risk for all malaysians to keep the garbage here.
2. 业内人士分析analysis of professional insiders
当前稀土市场观望氛围较浓,南方稀土挂牌价接连小涨,工信部开展稀土行业秩序整顿,均利好市场,现阶段氧化物市场上游商家普遍看涨,而下游商家则观望居多,目前,因下游回暖速度较缓,而氧化物行情持续偏好,中游金属厂压力日益增加。(富宝资讯)
at present, rare earth markets wait-and-see atmosphere is strong, and the listing price of rare earths in the south has risen steadily. the ministry of industry and information technology has comprehensively carried out the order rectification of the rare earth industry, which is beneficial to the market. at this stage, the upstream enterprises in the oxide market are generally bullish, while the downstream businesses are mostly watching. currently, due to the slower recovery rate of the downstream, and the continued preference of the oxide market, the pressure on the midstream metal plant is increasing. (fubao information)
接近年末,企业常规硬性囤货开始筹划,而缅甸稀土断供持续、莱纳斯困境层出不穷,供给收缩趋势已定。供需再度倾斜,价格稳势愈坚。氧化镨钕报价区间不变但主流交小幅上移,分离厂保价信心十足,下游亦是接受心态。镝铽氧化物虽过信息发酵期而涨势趋缓,但交价位仍居高不下,供需天平略有倾斜,稀土价格上行仍有小幅空间。(瑞道稀土资讯)
towards the end of the year, enterprises began to plan for regular and hard stockpiling. however, as the supply outage of rare earth in myanmar continues and lynas' dilemma keeps emerging, the supply contraction trend has been set. supply and demand are tilted again, and the price is getting stronger and stronger. quotation range of prnd oxide is unchanged but the mainstream transaction is slightly shifted upwards; the separation factory is confidence in price protection, and downstream is also in acceptance mentality. dy and tb oxide have slowed down after the information fermentation period, but the transaction price remains high, the balance of supply and demand is slightly tilted, and there is still a small space for rare earth prices to rise. (ruidao rare earth information)
南方稀土发布12月3日稀土氧化物挂牌价
listing price of rare earth oxides on 3rd dec from southern rare earth
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12月7日
dec 7th, 2018
提示:以上信息仅供参考!
notes: the information above is for reference only!