金力永磁稀土行情简报1948期（总第310期）12-澳门凯发

jl mag rare-earth industry price briefing 12-16~12-20

week 51, 2019

1. 重要新闻简报briefing of important news

本周稀土市场行情，镨钕价格相对稳定，镝铁和铽价格有小幅上涨。亚洲金属网价格: 镨钕金属价格361-366元/kg，镝铁合金价格1650-1670元/kg，金属铽价格4420-4470元/kg。

this week, the price of prnd is relatively stable while dyfe and tb increases slightly. price from asian metal at this weekend presented: prnd metal 361-366 rmb/kg, dyfe alloy 1,650-1,670 rmb/kg, and tb metal 4,420-4,470 rmb/kg.

2. 业内人士分析analysis of professional insiders

本周轻重稀土走势分化，轻稀土镨钕成延续下滑，重稀土镝铽报价稳步上调。因缅甸封关带来的影响持续发酵，但持续时间未明，期待高低存异，业内相对谨慎，加上近期下游整体需求不佳，镝铽后期涨势趋缓。

this week, the trends of light and heavy rare earth were differentiated, the transaction of light rare earth prnd continued to decline, and the quotation of heavy rare earth dy and tb steadily increased. due to the continuing impact of myanmar ban and unclear duration, the expectation was different, and people in the industry were relatively cautious, coupled with the overall demand of the downstream in the near future was not good, the rise of dy and tb slowed down in the late stage.

缅甸单方面针对稀土封关，出现了新一波重稀土看涨热潮，氧化镝铽询单升温，部分厂家出现惜售。缅甸封关并未对镨钕走势出现改善，镨钕成走弱，但主流大厂报价出现短暂坚持。临近年末，磁材企业虽无采购集中但仍有需求，鉴于镨钕弱势磁材企业重归刚需模式，金属厂反馈询价尚可。

myanmar's unilateral bans rare earths, and a new wave of heavy rare earth bullish upsurge appeared. inquiry lists of dy oxide and tb oxide increased, and some manufacturers were reluctant to sell. myanmar's ban did not improve the trend of prnd, the transaction of prnd weakened, but mainstream large factories persisted for a short time on quotation. near the end of the year, although there's no centralized procurement for magnetic material enterprises, there's still demand. in view of prnd weak magnetic material enterprises returning to rigid demand mode, the metal factories feedback that inquiries are acceptable.

短期预测：镨钕虽处弱势，但元旦前后仍有一定采购备货，加上近期镨钕交弱势趋缓，下周走势有望稳定。据业内反馈，由于春节与元旦相近，物流问题恐提前显现，部分厂家有计划提前备货，对减缓镨钕弱势有一定助力。镝铽金属需求正值淡季，下游采购较为谨慎克制，但供给缩减预期同样存在，缓慢涨速也有助于下游接受，镝铽短期内较有可能进入稳定。（瑞道稀土资讯）

short term forecast: although prnd is in a weak position, there are still certain procurement and stock up around new year. with the weak trend of prnd transactions slowing down recently, the trend is expected to be stable next week. according to feedback of industry, logistics problems may appear in advance because the spring festival is close to new year's day, and some manufacturers have plans to prepare goods in advance, which will help to slow down the weakness of prnd. the demand for dy and tb metal is in slack season, and the downstream procurement is more cautious and restrained. however, the expectation of supply reduction also exists. the slow increase speed also helps the acceptance from downstream, dy and tb are more likely to stabilize in the short term. (ruidow information)

南方稀土发布12月16日稀土氧化物挂牌价

listing price on december 16 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12月20日

december 20, 2019

提示：以上信息仅供参考！

notes: the information above is for reference only!