jl mag rare-earth industry price briefing 06-15~06-19
week 25, 2020
1. 重要新闻简报briefing of important news
本周稀土市场行情,镨钕,金属钕和镝铁价格较为稳定,铽的价格持续上涨。亚洲金属网周末价格: 镨钕金属价格358-363元/kg,金属钕价格368-373元/kg,镝铁合金价格1880-1900元/kg,金属铽价格5650-5700元/kg。
this week, prices of prnd, nd metal, dyfe were relatively stable while tb continued to rise. price from asian metal at this weekend presented: prnd metal 358-363rmb/kg, nd metal 368-373rmb/kg, dyfe alloy 1,880-1,900rmb/kg, and tb metal 5,650-5,700 rmb/kg.
2. 业内人士分析analysis of professional insiders
本周稀土市场轻重走势分化,轻稀土短暂回落迅速企稳再涨,重稀土则继续保持稳健但涨势有所衰减。整体来看,本周走势仍然偏强,后续来看,各系产品均有一定的上调空间。
this week, rare earth market showed divergent trends of light and heavy rare earth, light rare earth briefly fell back, quickly stabilized and rose again, while heavy rare earth remain stable but rising trend decreased. overall, trend is still strong this week. in the future, there’s a certain upward space for all series of products.
上周镨钕及钆钬产品快速拉涨,其负面效应产生的回落仍在本周延续,周初镨钕产品让利出货仍在进行,但随之而来的成本高压迫使镨钕下滑趋势趋缓,并在周三达到稳定。镨钕企稳打消了下游采购的疑虑,刚需补货开始跟进,而与此同时镨钕低位货源收缩,主流开始向上偏移,轻微涨幅再度刺激采购积极性,镨钕产品进一步小涨。
prnd, ga and ho products rose rapidly last week, the fall caused by its negative effects continues this week. at the beginning of this week, prnd products were still in the process delivery with reduced profit, but the subsequent high cost pressure forced decline trend of prnd price to slow down, and then reached stability on wednesday. the stabilization of prnd dispelled the doubts of downstream procurement, rigid demand replenishment began to follow up. at the same time, low price supply of prnd contracted, and mainstream price began to shift upward, the slight price increase stimulated enthusiasm of procurement once again, and prnd products further increased slightly.
短期来看,需求仍有恢复空间,短期内镨钕钆钬仍可维持当下企稳状态,然而供给覆盖需求也只是时间问题,且供需差目前已相对缩小,中远期判断,当下的小幅回暖仍不足以冲淡隐存的风险。 (瑞道稀土资讯)
in the short term, there is still room for demand to recover, prnd, ga and ho can still maintain the current stable state. however, supply to cover demand is only a matter of time, and the gap between supply and demand has been relatively narrowed. judging in the medium and long term, the current slight recovery is not enough to dilute hidden risks. (ruidow rare earth info)
南方稀土发布6月15日稀土氧化物挂牌价
listing price of rare earth oxides on jun 15th 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6月19日
jun 19th, 2020
提示:以上信息仅供参考!
notes: the information above is for reference only!