jl mag rare-earth industry price briefing 01-17~01-21
week 4,2022
1. 重要新闻简报briefing of important news
本周稀土市场行情,镨钕、金属钕和铽的价格上涨,镝铁价格较为稳定。亚洲金属网周末价格: 镨钕金属价格1140-1150元/kg;金属钕价格1280-1290元/kg;镝铁合金价格2970-2990元/kg;金属铽价格16250-16450元/kg。
this week, prices of prnd, nd metal and tb increased, dyfe is stable. prices from asian metal at this weekend presented: prnd metal 1140-1150 rmb/kg, nd metal 1280-1290 rmb/kg, dyfe alloy 2,970-2,990 rmb/kg, and tb metal 16,250-16,450/kg.
2. 业内人士分析analysis of professional insiders
本周稀土市场在期货交单,废料高价,下游补采的情绪带动下,整体价格继续走高,虽然部分物流停运,小量散单无法配送,在节后集体看涨的气氛下,延期配送的订单也陆续增多。整体来看,临近春节的这一周总结如下:
this week, driven by the emotions of futures delivery, high waste prices and downstream supplementary mining, the overall price of rare earth market continued to rise. although some logistics were shut down and small bulk orders could not be distributed, the orders for delayed distribution also increased in the collective bullish atmosphere after the festival. on the whole, it is summarized as follows for the week approaching the spring festival:
1.上月签的期货单,在临近交期时,有缺货情况,导致市场现货询盘较多,拉高了现货镨钕氧化物的价格。
1. the futures order signed last month was out of stock near the delivery date, resulting in more spot inquiries in the market and raising the price of spot prnd oxide.
2. 稀土价格的高企,钕铁硼废料的热度不减,年底,月初磁材厂集中出废料后,已无多少库存,加之大企的废料回收,故整体废料方面出货偏少,货源相对偏紧,个别分离厂高价采买巩固了镨钕的价格。
2. with the high price of rare earth, the heat of ndfeb waste remains unabated. at the end of the year and the beginning of the month, there is not much inventory after the waste is concentrated by the magnetic material factory. in addition, due to the waste recycling of large enterprises, the overall waste shipments are relatively small and the supply of goods is relatively tight. individual separation plants purchase at high prices, consolidating the price of prnd.
3.春节期间正常生产的上中下游企业,在备料补货中有真实的订单需求,趁物流可运的几天内,询单下单,拉高了主流产品的采购价格。
3. during the spring festival, the upstream, middle and downstream enterprises that normally produce have real order demand in material preparation and replenishment. they inquire for orders and place orders within a few days of logistics, which has raised the purchase price of mainstream products.
4.分离及金属厂等中游端在交单及排期中,出货并不积极,贸易商到这一阶段,要不留少量库存以备节后,要不已经出货差不多了,所以整体市场可询可买的氧化物及金属并不多。
4. at the midstream end such as separation and metal plant, the shipment is not active during document delivery and scheduling. at this stage, traders either leave a small amount of inventory for saving, or they have almost shipped. therefore, there are not many oxides and metals available for inquiry and purchase in the overall market.
5.本周氧化钬现货趋紧,价格看涨至160万元/吨以上,一钬难求的局面从上周延续到本周,下游买不到用不起,钬铁采购不断加价。
5. this week, the spot price of ho oxide has tightened, and the price is bullish to more than 1.6 million rmb/ ton. the situation that ho is difficult to find has continued from last week to this week. the downstream can not afford to buy and use, and the purchase price of ho iron has been increasing.
6.镝铽在周末也由情绪带动,为节后做铺垫,成交价格不断上调。(瑞道稀土资讯)
6. dy and tb were also driven by emotions at the weekend, paving the way for the post festival, and the transaction price continued to rise. (ruidow rare earth info)
南方稀土发布1月17日稀土氧化物挂牌价
listing prices of csre on jan 17th
单位:万元/吨(出厂含税价)
unit: 10 thousand rmb/t (exw price incl. vat)
3. 趋势图(参考亚洲金属网)tendency chart (refer to asian metal)
2022年1月21日
jan 21st, 2022
提示:以上信息仅供参考!
notes: the information above is for reference only!