jl mag rare-earth industry price briefing 09-07~09-11
week 37, 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、镝铁和铽的价格小幅下调。亚洲金属网周末价格: 镨钕金属价格435-440元/kg,金属钕价格452-457元/kg,镝铁合金价格1720-1740元/kg,金属铽价格6220-6270元/kg。
this week, price of prnd, nd metal, dyfe and tb declined a little. price from asian metal at this weekend presented: prnd metal 435-440 rmb /kg, nd metal 452-457 rmb/kg, dyfe alloy 1720-1740rmb/kg and tb metal 6220-6270rmb /kg.
2. 业内人士分析analysis of professional insiders
本周稀土市场整体弱势,多数主流产品呈现不同幅度下调,但总体下滑幅度不大。轻重代表产品价位均已达到业内普遍的成本临界,虽然成本支撑效应越来越强,但短期内供需仍欠缺上涨动力并急需利好契机。
the rare earth market was generally weak this week and most of the mainstream products showed different levels of downward adjustment, but the overall decline was not large. the price of the light and heavy products have reached the common cost threshold in the industry. although the cost support effect is getting stronger and stronger, in the short term, supply and demand still lack momentum and they are in urgent need of favorable opportunities.
镨钕本周虽然弱势延缓,但业内心态并无明显好转,北方稀土挂牌小幅下调。然而以镝为代表的重稀土产品仍有其期待,虽然短时间内下滑难以避免,但业内始终存在参与者等待低位补入。
although the weakness of prnd has been delayed this week, the mentality of the industry has not improved significantly, and the listing price of north rare earth was slightly lower. however, heavy rare earth products represented by dy still have their expectations. although a short-term decline is inevitable, there are always participants in the industry waiting for low-level supplements.
近期来看稀土整体供需失衡很难出现起色,但供给端则各个环节变化不同,长期则有可能因中间环节的异常积累而出现变动。订单的周期波动,例如国庆节前的常规补货则有望出现新的转机,不过基于产能与订单周期变化的自我调整同样很难出现明显波动,新的行情则仍需利好刺激。(瑞道稀土资讯)
in the near term, the overall supply and demand imbalance of rare earths is unlikely to improve, but the changes in each link on the supply side are different, and changes may occur in the long term due to abnormal accumulation of intermediate links. the cyclical fluctuations of orders, such as regular replenishment before national day, are expected to have a new turnaround. but self-adjustment based on changes in production capacity and order cycle is also difficult to show significant fluctuations, and new market conditions still need to be stimulated. (ruidow rare earth information)
北方稀土高科技股份有限公司发布9月稀土产品挂牌价格
listed price presented by cnre for the second time in september
南方稀土发布09月07日稀土氧化物挂牌价
listing price of rare earth oxides on september 7th from csre
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09月11日
sept. 11th, 2020
提示:以上信息仅供参考!
notes: the information above is for reference only!