jl mag rare-earth industry price briefing 02-20~02-24
week 08,2023
1. 重要新闻简报briefing of important news
本周稀土市场行情,镨钕、金属钕、镝铁和铽的价格小幅下调。亚洲金属网周末价格: 镨钕金属价格835-845元/kg;金属钕价格910-920元/kg;镝铁合金价格2190-2210元/kg;金属铽价格16200-16400元/kg。
rare earth market this week, the price of praseodymium neodymium, metal neodymium, dysprosium iron and terbium fell slightly. asian metal net weekend price: prnd price 835-845 cny /kg; nd price 910-920 cny /kg; dyfe price 2190-2210 cny /kg; tb price 16200-16400 cny /kg.
2. 业内人士分析analysis of professional insiders
本周稀土市场在轻重走势中继续分歧,整体市场表现不佳,需求短板持续体现,轻稀土从试探走向僵持,重稀土依旧不断靠下,同时,在买卖均偏少的情况下,一定程度也冲淡了稀土市场下行幅度。
需求偏弱明显:以稀土永磁为首的下游应用表现平平,就部分磁材企业反馈,年后订单并未较多增长,企业开工率仅在60%左右徘徊,上游行情逆转失败延续弱稳,采购亦是谨慎克制,小批量成交很难撑起明显走势,且成交均在不断压价。
供给维持正常:基于价格低迷与询单偏少,金属厂按单生产,优先消耗库存,在上周氧化物补采后,本周氧化物整体询单偏淡,周初有试探调涨但奈何市场调节,价格持稳。同时,少量金属成交,部分竞价已接近极限,下游试探压价询单多让金属厂表示无力再让,但等待上游继续下调,似乎空间也有限,故本周在互相买卖不旺中,寻找平衡点。(瑞道稀土资讯)
this week, the rare earth market continued to diverge in the trend of severity, the overall market performance was poor, the demand weakness continued to reflect, light rare earth from testing to deadlock, heavy rare earth is still falling, at the same time, in the case of less trading, it also diluted the decline of rare earth market to some extent.
demand is obviously weak: the performance of downstream applications led by rare earth permanent magnet is flat. according to the feedback of some magnetic materials enterprises, orders did not increase much after the new year, the operating rate of enterprises is only hovering around 60%, the reversal failure of upstream market continues to be weak and stable, and the procurement is cautious and restrained. small batch transaction is difficult to hold up an obvious trend, and the transaction is constantly reducing the price.
supply maintained normal: due to the low price and low requisitions, metal mills produced according to requistions and gave priority to inventory consumption. after the oxide replenishment last week, the overall requistions of oxides were low this week. at the beginning of the week, there was a tentative increase, but the price remained stable due to market adjustment. at the same time, a small amount of metal trading, part of the bidding has been close to the limit, the downstream test price inquiry many metal mills said that they could not make any more concessions, but waiting for the upstream to continue to reduce, it seems that the space is limited, so this week in the mutual trading is not strong, looking for a balance point. (ruidao rare earth information)
3. 趋势图(参考亚洲金属网)tendency chart (refer to asian metal)
2023年02月24日
february 24th, 2023
提示:以上信息仅供参考!
notes: the information above is for reference only!