jl mag rare-earth industry price briefing 08-07~08-11
week 33,2023
1. 重要新闻简报briefing of important news
本周稀土市场行情,镨钕和镝铁合金价格小幅上涨,金属铽和金属钕价格和上周持平。亚洲金属网周末价格: 镨钕金属价格580-590元/kg;金属钕价格585-595元/kg;镝铁合金价格2230-2250元/kg;金属铽价格9100-9300元/kg。
this week, prices of prnd and dyfe alloy rose slightly, and the prices of nd and tb metal flatted. prices from asian metal at this weekend presented: prnd metal 580-590rmb/kg; nd metal 585-595 rmb/kg; dyfe alloy 2230-2250 rmb/kg; tb metal 9100-9300 rmb/kg.
2. 业内人士分析analysis of professional insiders
本周(8.7-8.11,下同)稀土市场虽整体成交不及预期,但走势却相对稳固,主要品种现货趋紧,一定程度的惜售,拉高了可成交的现货价格,部分分离及金属厂的补单交期行情,支撑了需求偏弱的市场,且在一定程度稳固了主流产品价格走势向上的趋势。
this week (8.7-8.11, the same below) rare earth market although the overall transaction is less than expected, but the trend is relatively stable, the main varieties of spot tightening, a certain degree of reluctance to sell, pulling up the spot price can be traded, part of the separation and metal factory's order delivery market, supporting the weak demand of the market, and to a certain extent stabilized the mainstream product price trend upward.
七月中旬以来,磁材端陆续补货行情,随补随高,当下金属端价格已高于北方挂牌价,磁材的敏感点位日趋绷紧,镨钕产品博弈状态也使得分离及金属厂在陆续交单中保持谨慎,高价成交暂有难度,镨钕僵持或会继续。指令性计划何时下发,增量多少成为上下游关注的焦点和隐忧。镝铽本周交易虽淡但价稳,高度集中的镝铽库存使得其回调力度加大。
since the middle of july, the magnetic end of the supply market, with the high, the current metal end price has been higher than the north listed price, the sensitive point of the magnetic material is increasingly tight, prnd product game state also makes the separation and metal factory in the delivery of documents to remain cautious, high price transaction is temporarily difficult, prnd stalemate or will continue. when the mandatory plan is issued, how much increment has become the focus and hidden concern of upstream and downstream. dy and tb have been trading thin but steady this week, with highly concentrated inventories adding to the pullback.
短期来看,整体产业链供需紧平衡的状态难有改善,即使阶段性波动在所难免。(瑞道稀土资讯)
in the short term, the tight balance between supply and demand of the overall industrial chain is difficult to improve, even if periodic fluctuations are inevitable. (ruidao rare earth information)
3.趋势图(参考亚洲金属网)tendency chart (refer to asian metal)
2023年08月11日
august 11th, 2023
提示:以上信息仅供参考!
notes: the information above is for reference only!