jl mag rare-earth industry price briefing 03-22~03-26
week 10,2021
1. 重要新闻简报briefing of important news
本周稀土市场行情,镨钕和镝铁的价格小幅上涨,金属钕和铽的价格较为稳定。亚洲金属网周末价格: 镨钕金属价格730-735元/kg;金属钕价格828-833元/kg;镝铁合金价格3030-3050元/kg;金属铽价格12200-12250元/kg。
this week, prices of prnd and dyfe rose slightly, while prices of nd and tb were relatively stable. prices from asian metal at this weekend presented: prnd metal 730-735 rmb/kg; nd metal 828-833 rmb/kg; dyfe alloy 3,030-3,050 rmb/kg; tb metal 12,200-12,250 rmb/kg.
2. 业内人士分析analysis of professional insiders
本周稀土市场整体稳中向好,借助环保因素镨钕小幅拉涨,且因追涨买涨成交情况有所改善,然而涨幅明显集中在分离端,溢价现象难以在产业链纵向延伸。
this week, the overall rare earth market was stable and goog. with the help of environmental protection factors, prnd rose slightly, and the transaction situation was improved due to chasing up. however, the increase was obviously concentrated in the separation end, and the premium phenomenon was difficult to extend vertically in the industrial chain.
上下游的分化僵持导致主流产品成交区间再度拉宽,集团与大厂仍旧挺立在高位附近,但其他厂家保持随行入市。
the division deadlock between the upstream and downstream leads to the widening of the transaction range of mainstream products again. the group and large manufacturers still stand near the high position, but other manufacturers keep following the market.
镨钕本周继续倒挂且有所加重,金属端上下承压,这在以往因供不应求而顺势上涨的过程中从未出现。分析本周镨钕上涨,直接助力在于赣州地区分离厂单方面收购氧化镨钕,一方面赣州分离厂需要补充因环保影响而缺失的部分供给,而另一方面氧化镨钕对应的涨幅并未在金属端的实单采购中体现,大部分金属企业仍采用先前的低位原料库存来维持生产。(瑞道稀土资讯)
prnd continued to hang upside down this week, and the metal end was under pressure, which never occurred in the process of rising due to the shortage of supply in the past. this week's rise in prnd directly contributed to ganzhou's unilateral acquisition of prnd oxide. on the one hand, ganzhou separation plant needs to make up part of the supply shortage which is missing due to environmental impact; on the other hand, the corresponding increase of prnd oxide is not reflected in the actual purchase of metal end. most metal enterprises still use the previous low price raw material inventory to maintain production. (ruidow rare earth info)
南方稀土发布3月22日稀土氧化物挂牌价
listing price of rare earth oxides on march 22nd 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)
2021年03月26日
mar 26th, 2021
提示:以上信息仅供参考!
notes: the information above is for reference only!