jl mag rare-earth industry price briefing 03-14~03-18
week 11,2022
1. 重要新闻简报briefing of important news
本周稀土市场行情,镨钕、金属钕、铽和镝铁价格小幅下降。亚洲金属网周末价格: 镨钕金属价格1270-1280元/kg;金属钕价格1355-1365元/kg;镝铁合金价格2930-2950元/kg;金属铽价格18300-18500元/kg。
this week, the prices of prnd, nd metal, tb and dyfe fell slightly. prices from asian metal at the end of this weekend presented: prnd metal 1,270-1,280 rmb/kg; nd metal 1,355-1,365 rmb/kg; dyfe alloy 2,930-2,950 rmb/kg; tb metal 18,300-18,500 rmb/kg.
2. 业内人士分析analysis of professional insiders
稀土下游面临原料价格下跌及全国多地疫情造成的部分停摆,使得新增订单萎靡,原有交单延迟,造成整体稀土市场成交量持续低迷,上下游开始自我收缩调整,降库、观望,压价,试探成为本周的主旋律。
rare earth downstream is facing the decline of raw material prices and the partial shutdown caused by the epidemic in many places across the country, which makes new orders sluggish, and the delivery of original orders is delayed. as a result, the trading volume of the whole rare earth market continues to be depressed, and upstream and downstream began to shrink and adjust themselves, temptation became the main theme of the week.
急于出货的企业把主流价位不断拉低,上周分离及金属厂部分由于成本而在多方压力下力挺报价,在本周也纷纷向现实折腰,但调整幅度相对较慢,整体价位在当下低位中徘徊下探。
companies which are eager to ship are keeping driving mainstream price lower. last week, the separation and metal factories supported their quotations under pressure from various parties due to cost. they also yield to reality this week, but the adjustment rate was relatively slow, the overall price was hovering and dropping in the low level.
镨钕方面:春节后价格的飙涨,微量成交带动了高价,使得节后涨幅超15.8%。实际自涨价以来,从矿山至磁材,产业链各端均在有序压低库存,降低采购,提升频次,导致镨钕整体库存均不高,继续收缩库存未必会持续,至周末期,下游试探询单开始增多,被压制的需求在观望中,也开始有蠢蠢欲动的感觉,短期来看,镨钕价格或会在春节前价位附近稳住。重稀土方面,镝铽产品在本周实际成交降幅远比网站表面报价要残酷,镝铽大幅回调固然与集团拉高后突然架空有关,然而另一方面在市场陷入镝铽恐慌的同时,前期偏紧的镝铽,此时的出货量却明显增多,下游在如此高价下,需求明显缩量。(瑞道稀土资讯)
in terms of prnd: the price soared after the spring festival, and the small transaction drove the high price, which made the post-holiday increase of more than 15.8%. in fact, since the price increase, from mines to magnetic materials, all ends of the industrial chain have been reducing inventory in an orderly manner, reducing purchases, and increasing the frequency, resulting in a low overall inventory of prnd, and continued shrinking of inventory may not continue until the end of the week. probing inquiries have begun to increase, and the suppressed demand is on the sidelines, and there is also a feeling of being ready to move. in the short term, the price of prnd may stabilize near the price before the spring festival. in terms of heavy rare earths, the actual transaction decline of dy and tb products this week is far more cruel than the price quoted on the website. the sharp correction of dy and tb is of course related to the sudden overhead after the group has been raised. on the other hand, the market is gripped in dy and tb funk, the shipment volume of dy and tb which has been a bit tight in the early days at this time increased significantly, and the downstream demand has shrunk significantly at such a high price. (raidao rare earth information)
南方稀土发布3月7日稀土氧化物挂牌价
listing price of rare earth oxides on mar. 07th 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)
2022年03月18日
march 18th, 2022
提示:以上信息仅供参考!
notes: the information above is for reference only!