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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 06-24~06-28
week 26, 2019
1. 重要新闻简报briefing of important news
本周稀土市场行情，镨钕，镝铁和铽价格有所回落。 亚洲金属网价格: 镨钕金属价格460-465元/kg，镝铁合金价格1950-1970元/kg，金属铽价格5320-5370元/kg。
this week, prices of prnd, dyfe and tb have a little drop . price from asian metal at this weekend presented: prnd metal 460-465rmb/kg, dyfe alloy 1,950-1,970rmb/kg, and tb metal 5,320-5,370rmb/kg.
海关出口数据显示，2019年5月碳酸稀土进口3620吨，同比增加40.4%环比突增81.4%。其中从缅甸进口3284吨，同比上升29%，环比激增73%。2019年5月未列名稀土氧化物进口1362.680吨，同比陡增106%，环比锐减50%。其中从缅甸进口107.5吨，同比大增144.2%，环比下降50.4%。
customs export data showed that in may 2019, 3,620 tons of carbonate rare earth were imported, up 40.4% year-on-year and 81.4% month-on-month. among them, 3,284 tons were imported from myanmar, up 29% year-on-year and 73% month-on-month. in may 2019, the import of unlisted rare earth oxides was 1,362.680 tons, up 106% year-on-year and down 50% month-on-month. among them, imports of 107.5 tons from myanmar which increased 144.2% year-on-year and decreased 50.4% month-on-month.
2019年1-5月份，腾冲暂时稀土通关的缓冲期内，缅甸稀土进口总量折合氧化物同比增加10%。缅甸通关缓冲期已过，后续在缅稀土生产持续受限且部分库存已近出清，预计未来进口量将逐步收缩且尚存在产矿区成本较高，随着国内库存的消耗，重稀土中远期走势仍有看点。
from january to may of 2019, during the temporary rare earth clearance buffer period in tengchong, myanmar's total imports of rare earth increased by 10% year-on-year. the buffer period for myanmar's customs clearance has passed, and the production of rare earth in myanmar has been restricted and some stocks have been cleared. it is expected that the import volume will gradually shrink in the future and there are still high production and mining costs. with the consumption of domestic stocks, there are still some interesting trends of heavy rare earth in the medium and long term
2. 业内人士分析analysis of professional insiders
本周稀土整体表现不佳。中美贸易战协商释放缓和信号，相关稀土政策推动也暂无消息，稀土整体价格适应市场规律自我调整。
rare earth has fared poorly overall this week. the trade talks between china and the united states have shown signs of easing, and there is no news on the relevant rare earth policy. the overall price of rare earth products adjusts itself in line with market rules.
市场畏高情绪引发下的让价出货愈演愈烈，从小厂及贸易商影响到大厂报价。大厂虽有下调但价位明显高于市场成，出货不畅也并未影响大厂报价策略，经营长远定位，大厂多认为此次回调与前两次相似，后续仍有挽回空间。
the shipment with discount caused by fear of high price in the market is more and more intense, from small factories and traders finally affect the big factory quotation. although the big factory has cut down but the price is obviously higher than the market transaction, the poor shipment did not affect the big factory quotation strategy, the operation long-term positioning, the big factory thinks that this callback is similar to the previous two times; the follow-up still has redemption space.
二轮环保督察即将展开，对于稀土矿山及稀土分离企业而言无疑是另一大挑战。虽然中国南部地区在产稀土矿山，但配合缅甸供给收缩源头产能将有所控制。分离企业无论从大气、污水监管都存在一定隐患，此次开头重戏同样会促进分离企业绿色发展，不仅产能有收缩可能，环保成本的上升同样对稀土氧化物有所支撑。（瑞道金属网）
a second round of environmental inspection is about to begin, which is a challenge for rare earth mines and separation companies. although there are only a handful of rare earth mines in southern china, the source of the supply contraction in myanmar will be controlled. there are certain hidden dangers from the atmosphere and sewage supervision of the separation enterprises, the beginning of the heavy play will also be the promotion on the separation of enterprises green development, not only the production capacity is likely to shrink, the increase of environmental protection costs also support the rare earth oxide. (ruidow)
近期市场对宏观环境的不确定性决定交易的不活跃，镨钕市场情绪分化，供需关系主导，厂家随市调价，谨慎看待市场，下游和贸易商观望情绪较浓，起底建仓预期略显不足。中重稀土方面随需求调整市场走向，起底建仓情绪较镨钕偏好，成本和供应变化依然对后市提供较强支撑。（我的有色网）
recently, the uncertainty of macro environment in the market determines the inactivity of trading, and the sentiment of prnd market is divided, dominated by supply and demand, manufacturers adjust prices with the market, cautious view of the market, the downstream and traders' wait-and-see sentiment is strong, starting from the base position is expected to be slightly insufficient. heavy rare earth with demand to adjust the direction of the market, starting from the bottom of the sentiment of preference over prnd, cost and supply changes still provide strong support for the future. (my nonferrous metals net)
南方稀土发布6月24日稀土氧化物挂牌价
listing price on june 24 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28日
june 28, 2019
提示：以上信息仅供参考！
notes: the information above is for reference only!