jl mag rare-earth industry price briefing 05-22~05-26
week 21,2023
重要新闻简报briefing of important news
本周稀土市场行情,镨钕、金属钕、镝铁合金、金属铽的价格均存在小幅上涨。亚洲金属网周末价格: 镨钕金属价格575-585 元/kg;金属钕价格585-595 元/kg;镝铁合金价格2060-2080 元/kg;金属铽价格10500-10700 元/kg。
this week, the price of prnd, nd metal, dyfe and tb metal has increased slightly. prices
from asian metal at this weekend presented: prnd metal 575-585 rmb/kg; nd metal
585-595 rmb/kg; dyfe alloy 2,060-2,080 rmb/kg; tb metal 10,500-10,700rmb/kg.
2. 业内人士分析analysis of professional insiders
本周(5.22-26 日)稀土市场整体走势依旧向上,但氧化物及金属细微处略有不同。主产品氧化物坚挺上调,尤其镨钕氧化物现货库存凸显不足,但金属端需求短板问题仍未出现明显好转,导致氧化物与金属倒挂继续加深。氧化物坚挺试探向上,金属中位艰难维稳,少量流通散货成交小幅拉升市价。
this week (may 22-26th), the overall trend of rare earth market remained positive, but
oxide and metal were slightly different. the main oxides product were raised strongly,
especially the spot inventory of prnd oxides was highlighted as insufficient, but there
was still no significant improvement in the metal end demand, which resulting in the
upside down of oxides and metals continued to deepen. oxide has firm up, metal was
difficult to maintain stability, a small amount of transaction has slightly pull up the
market price.
与上周相比,镨钕上调速度加快,且峰值持续走平,其价格走势与上周多有类似,下游虽采购谨慎及观望,但上游心态仍偏向积极,且产业链各端暂时均无看空想法,与月初相比,当前上游冒进意识明显强于下游,下游略显理性。镝铽上调速度有所缓和,部分散货有畏高出货,相对而言,缅甸进口矿步入雨季,其产量有缩,导致追涨仍占一定比重,其对市场消息面的敏感要远远大于镨钕,使得镝铽产品价格相对坚挺。
compared with last week, the increase speed of prnd was accelerated, and the peak
continued to level off. its price trend was similar to last week. although the downstream
purchased cautiously and watched, the upstream attitude was still positive, and there were no bearish thoughts at all ends of the industrial chain. the increase rate of dy and tb has slowed down, and some bulk commodities are afraid of overshooting. relatively
speaking, the output of imported mines in myanmar has contracted in the rainy season,
which still accounts for a certain proportion of the chasing price. myanmar is much more sensitive to market news than prnd, which makes the dy and tb products price relatively strong.
短期来看,市场的惯性走势依旧会适用于下周,镨钕方面,上游的短缺,缅甸方面的进口担忧,亦对氧化物品种有一定支撑,无论从成本支撑还是大厂动作,均不太可能让镨钕价格出现明显下滑。镝铽产品在拉涨与出货行为同时存在的情况下,下周大厂间的合作或依旧存在。整体来看,当前的稀土市场有一定幅度是脱离当下供需环境,短期内其压力与谨慎依旧存在,但稳健的态势有望继续。(瑞道稀土资讯)
in the short term, the market's inertia trend will still apply to next week. in terms of pr
and nd, the upstream shortage and import concerns of myanmar also have some support for oxide varieties. no matter in terms of cost support or big factory action, the price of prnd is unlikely to decline significantly. with dy and tb products both pulling up and shipping activity, big factory cooperation is likely to remain in place next week. overall,the current rare earth market is somewhat out of the current supply and demand environment. in the short term, the pressure and caution still exist, but the steady trend is expected to continue. (ruidow rare earth information)
3.趋势图(参考亚洲金属网)tendency chart (refer to asian metal)
2023 年05 月26 日
may 26th, 2023
提示:以上信息仅供参考!
notes: the information above is for reference only!