jl mag rare-earth industry price briefing 04-27~04-30
week 18, 2020
1. 重要新闻简报briefing of important news
本周稀土市场行情,镨钕、金属钕,镝铁和铽的价格相对稳定。亚洲金属网周末价格: 镨钕金属价格332-337元/kg,金属钕价格355-360元/kg,镝铁合金价格1760-1780元/kg,金属铽价格5000-5050元/kg。
this week, prices of prnd, nd metal, dyfe & tb were relatively stable. price from asian metal at this weekend presented: prnd metal 332-337 rmb/kg, nd metal 355-360 rmb/kg, dyfe alloy 1,760-1,780 rmb/kg, and tb metal 5,000-5,050 rmb/kg.
2. 业内人士分析analysis of professional insiders
本周稀土市场整体波动较小,成本高压及需求收紧双向作用将各系产品成交范围继续压缩。与上周相比,国内稀土供给自我收缩范围增加,但也是基于需求被动调整。
the overall fluctuation of rare earth market is relatively small this week, and the bidirectionals effect of high cost and tight demand will continue to compress the transaction scope of various products. compared with last week, domestic rare earth supply has increased its self-shrinking range, but it is also based on passive adjustment of demand.
重稀土受国储的远期预期有所衰减,大厂虽仍维持高位报价但稳价压力递增。镝铽中高价位带来的利益促使缅甸稀土开采加快,本就严重失衡的供需环境更为严峻,本周镝铽产品表现小幅下调,但整体仍维持大致稳定。其余重稀土产品与镨钕处境相同,虽然同处于需求偏冷的状态,但镨钕保持稳定,未见下滑。(瑞道稀土资讯)
the long-term expectation of heavy rare earth affected by the state reserve has declined. though large factories still maintain high quotations, the pressure of price stabilization is increasing. the benefits brought by the high price of dysprosium and terbium have accelerated the rare earth mining in myanmar. the supply and demand environment, which is seriously unbalanced, is even more severe. this week, the prices of dysprosium and terbium products slightly decreases, but the overall situation remains roughly stable. the rest of the heavy rare earth products are in the same situation with praseodymium and neodymium. although they are in the same state of cold demand, but praseodymium and neodymium remain stable without price decline. (ruidow rare earth info)
继lynas有限公司(asx:lyc, otc:lysdy)(“lynas”)于2020年3月23日和2020年4月15日发布的公告之后,马来西亚政府已将移动控制命令(“mco”)延长至2020年5月12日,根据mco, lynas马来西亚工厂仍在维护和保养中。马来西亚莱纳斯公司已经实施了严格的健康和卫生规程,达到并超过了卫生部的要求,正在等待政府对我们重新启动业务的批准申请的决定。莱纳斯马来西亚工厂生产的产品对关键行业的制造供应链至关重要,包括汽车、医疗设备(包括呼吸器)、炼油和机械设备。(产业前沿)
following the announcements of lynas limited (asx: lyc, otc: lysdy) ("lynas") claimed on march 23rd, 2020 and april 15th, 2020, the malaysian government has extended the mobile control order ("mco") to may 12th, 2020, according to which the lynas malaysian plant is still under maintenance. lynas malaysia has implemented strict health and hygiene regulations that meet and exceed the requirements of the ministry of health, and are waiting for the decision of the government to approve the application for business restart. the products produced at the lynas malaysia plant are critical to the supply chain of key manufacturing industries, including automobiles, medical equipment (including respirators), refining and mechanical equipment. (industry frontier)
南方稀土发布4月27日稀土氧化物挂牌价
listing price of rare earth oxides on apr. 27th from china southern rare earth
单位:万元/吨(出厂含税价)
unit: 10 thousand rmb/ton (exw price incl. tax)
3. 趋势图(参考亚洲金属网)tendency chart (refer to asian metal)
2020年4月30日
apr 30th, 2020
提示:以上信息仅供参考!
notes: the information above is for reference only!