jl mag rare-earth industry price briefing 06-17~06-21
week 25, 2019
1. 重要新闻简报briefing of important news
本周稀土市场行情,镨钕,镝铁和铽价格继续上涨。 亚洲金属网价格: 镨钕金属价格475-480元/kg (上海有色,465-475元/kg),镝铁合金价格2020-2040元/kg (上海有色,1980-2020元/kg),金属铽价格5500-5550元/kg (上海有色,5300-5400元/kg)。
this week, prices of prnd, dyfe and tb kept increasing. price from asian metal at this weekend presented: prnd metal 475-480rmb/kg (price from smm: 465-475rmb/kg), dyfe alloy 2,020-2,040rmb/kg (price from smm: 1,980-2,020rmb/kg), and tb metal 5,500-5,550rmb/kg (price from smm: 5,300-5,400rmb/kg).
2. 业内人士分析analysis of professional insiders
本周稀土市场整体稳健,但随着涨速放缓,稀土产品稳定时间较长,拉涨效果消失,稀土价位小幅下调回归市场。此次回调以轻稀土较为明显,重稀土则保持已有涨幅稳定,且轻稀土回调幅度较小,对比涨前成价位,属市场正常调整。
the rare earth market was stable overall this week, but with the growth rate slowing down, rare earth products have been stable for a long time, and the effect of pulling the increase disappeared, rare earth prices slightly reduced back to the market. the price correction to light rare earth is more obvious, heavy rare earth has maintained a steady rise, and light rare earth correction range is small. compared with the pre-upgrade price, it is a normal adjustment of the market.
此次镨钕成虽然回落,但大厂报价多保持稳定不变,挺价信心明显,贸易商虽小幅让价出货,但周五镨钕价格迅速止跌企稳,市场心态再次稳定。重稀土除镝铽钆钬等应用量较多的产品保持了一定涨幅外,氧化铒、氧化钇同样受南方矿源收紧预期实现小幅上涨。
although the deal of prnd fell back, but the price of big factory remains stable, the confidence to support the price is obvious, although the traders let out the goods with a small concession, prnd price quickly stopped falling and stabilized on friday, the market mentality is stable again. heavy rare earth products, such as dy, tb, ga, ho and other widely used products, maintained a certain increase, er oxide and yt oxide are also expected to increase slightly due to the tightening of southern ore sources.
自贸易战稀土受关注以来,镨钕经历了三次涨势与回落,每次涨幅逐渐趋缓,且三次回落幅度亦逐渐缩小。表明市场对镨钕上涨因素判断渐渐理性化,并对后续空间保持积极的信心。
the rare earth has been concerned since the trade war began; the price of prnd has seen three rallies and three declines, each of which has tapered off and drop range also gradually narrows. it shows that the market for prnd rising factor judgment gradually rationalized, and maintaining positive confidence in the follow-up space.
就目前已有的政策推动而言,其对稀土提振效果恐接近峰值,后续稀土走势有望保持稳健,但若要再度实现更高涨幅则需要新的政策助力。而贸易战的深化,必然要求稀土行业发挥自身价值,通过减库存、加应用等一系列市场及政策手段,推动稀土至中上价位,实现出口调控与附加值。(瑞道金属网)
as far as the existing policy promotion is concerned, its effect on rare earth is likely to be close to the peak. the following trend of rare earth is expected to remain stable, but new policies will be needed to achieve a higher increase again. the deepening of the trade war will inevitably require the rare earth industry to play its own value by reducing inventory, increasing application and a series of market and policy means to push the price of rare earth to the middle and upper level, and realize export regulation and added value. (ruidow.com)
南方稀土发布6月17日稀土氧化物挂牌价
listing price on june 17 from china southern 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)
2019年6月21日
june 21, 2019
提示:以上信息仅供参考!
notes: the information above is for reference only!