jl mag rare-earth industry price briefing 09-20~09-26
week 40,2021
1. 重要新闻简报briefing of important news
本周稀土市场行情,镨钕和金属钕的价格小幅下降,铽和镝铁的价格小幅上涨。亚洲金属网周末价格: 镨钕金属价格737-742元/kg;金属钕价格763-768元/kg;镝铁合金价格2640-2660元/kg;金属铽价格10750-10775元/kg。
this week, prices of prnd, nd metal dropped slightly, prices of tb and dyfe rose slightly. prices from asian metal at this weekend presented: prnd metal 737-742 rmb/kg; nd metal 763-768 rmb/kg; dyfe alloy 2,640-2,660 rmb/kg; and tb metal 10,750-10,775 rmb/kg.
2. 业内人士分析analysis of professional insiders
市场现状:国庆前虽有一定节间采购备货,但镨钕价格仍处于下行,磁材厂反馈在后端订单及资金、成本考虑下,会控制采购量且对镨钕后市抱有谨慎态度,节前备货对走势支撑力度有所削弱。目前各大分离厂仍有一定程度的产量控制,指令计划迟迟未有下发,,短期内生产及各厂家库存供应仍难缓解,供应上不利于下行走势。腾冲难有开关可能,短期缅甸矿及南方离子矿的趋紧程度依旧会继续,加上集团重组消息充斥市场,镝铽钬产品信心强劲,后续价格稳上行的概率较大。
current situation of market: although there are certain inter-junction purchases and stocks before national day, the price of prnd is still falling. the magnetic material factory reported that it will control the purchase volume and be cautious about the future market of prnd under the consideration of back-end orders, capital and cost. pre-holiday stocking has weakened the support for the trend. at present, major separation plants still have a certain degree of output control, instruction plans have not been issued for a long time, prices of scrap material are high, production and inventory supplies of various manufacturers are still difficult to ease in the short term, and the supply is not conducive to the downward trend. tengchong is unlikely to open the strategic pass; and the short-term tightening of myanmar mines and southern ion mines will continue. in addition, the news of the group restructuring floods the market, confidence in products of dy, tb and ho is strong, and there is a greater probability that subsequent prices will rise steadily.
后市预测:不考虑突发因素条件,镨钕稳弱的走势仍将持续,并有可能在节后延续较长时间,且因为原本矿产供给的紧张及普遍原料库存成本的坚挺,镨钕价格回调幅度或不会太大;镝铽在节前稳走的可能性较大,在消息面利好释放后,镝铽市场有望在当前成本线上出现维稳。(瑞道稀土资讯)
forecast in future market: regardless of unexpected factors, the steady and weak trend of prnd will continue, and it may continue for a long time after the holiday, and because of the tight supply of minerals and the strong cost of general raw material inventory, the price of prnd will callback. the magnitude may not be too great; dy and tb are more likely to move steadily before the holiday. the dy and tb market are expected to maintain stability at the current cost line after the release of positive news. (ruidao rare earth information)
南方稀土发布9月22日稀土氧化物挂牌价
listing price of rare earth oxides on september 22nd from china southern rare earth
单位:万元/吨(出厂含税价)
unit: 10 thousand/ton (incl tax price)
3. 趋势图(参考亚洲金属网)tendency chart (refer to asian metal)
2021年09月26日
september 26th, 2021
提示:以上信息仅供参考!
notes: the information above is for reference only!