jl mag rare-earth industry price briefing 07-06~07-10
week 28, 2020
1. 重要新闻简报briefing of important news
本周稀土市场行情,镨钕和金属钕价格较为稳定,镝铁和铽价格小幅下降。亚洲金属网周末价格: 镨钕金属价格368-373元/kg,金属钕价格378-383元/kg,镝铁合金价格1830-1850元/kg,金属铽价格5850-5900元/kg。
this week, price of prnd and nd metal is relatively stable, while dyfe and tb declines slightly. price from asian metal at this weekend presented: prnd metal 368-373rmb/kg, nd metal 378-383rmb/kg, dyfe alloy 1,830-1,850rmb/kg, and tb metal 5,850-5,900 rmb/kg.
2、 业内人士分析analysis of professional insiders
本周稀土市场整体表现良好,轻稀土镨钕价位联续保持稳步上调,重稀土虽稍有弱势但也保持大致稳定。此次镨钕上涨行情主要源于供给的收缩与利好预期,但后续来看仍有一定的变化可能。
the rare earth market overall has performed well this week. price of light rare earth prnd continues to rise steadily, heavy rare earth remains roughly stable although slightly weak. the rise of prnd mainly stems from the supply of contraction and positive expectations, but there is still some possibility of changes in the future.
镨钕此次上涨幅度速度均表现健康,上游试探幅度微弱,下游接受能力尚可,对于生产链而言无疑是良好的状态,上下游出货采购均减少了风险,成交过程较为温和顺利。重稀土本周成交有所下滑,但集团大厂采取稳价不出,价格下滑幅度不明显,且因国储实施始终对市场存在期望支撑,散货流通也并无较多让价意愿。
the rising speed of prnd was healthy this time, the upstream trial amplitude was weak, and the downstream acceptance ability was fair . it is undoubtedly in a good state for the production chain. both upstream and downstream shipments and purchases have reduced risks, and the transaction process is relatively smooth. heavy rare earth transactions have declined this week, but the major manufacturers of the group have not adopted stable prices, the price decline has not been obvious. and because the implementation of the state reserve has always been expected to support the market, bulk cargo circulation is no more willing to let the price.
后续预测:本周镨钕缓慢上涨并无需求面的支撑,且供给端收缩并不明显,核查过后存在一定风险,虽然有传言国储对镨钕有所利好但目前尚无确切消息佐证,后续判断供给将有可能恢复常态,而目前镨钕价位虽处于中等,但上游企业顾虑一直存在,一旦核查带来的支撑消退,价位则有进一步弱化的空间。当然,若国储对于镨钕确有利好,则镨钕会有进一步上调的可能。(瑞道稀土资讯)
subsequent forecast: prnd rise slowly this week, while there is no support from the demand side; supply side contraction is not obvious, and there is a certain risk after verification. although rumors of the state reserve is good for prnd, there is no precise information. subsequent judgment supply is likely to be returned to normal, and prnd prices are now in the middle, but the upstream enterprise concern persist, once the support fades after verification, price will have further weakening space. of course, if the state reserve really positive for prnd, then price of prnd may move further upward.(ruidao rare earth information)
北方稀土高科技股份有限公司发布7月稀土产品挂牌价格
listing price of july from china northern rare earth
南方稀土发布07月06日稀土氧化物挂牌价
listing price on july 06th from china south rare earth
单位:万元/吨(出厂含税价)
unit: 10,000rmb/ton (exw price excl. vat)
3、趋势图(参考亚洲金属网)tendency chart (refer to asian metal)
2020年07月10日
提示:以上信息仅供参考!
notes: the information above is for reference only!