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當前位置：金力永磁稀土行情簡報201607期（總第 123期）02-21~02-27
JL MAG Rare Earth Industry Price Briefing 02-21~02-27
2016年9周
Week 9, 2016
1.重要新聞簡報Briefing of Important News
n 本周稀土市場鐠釹價格稍有上浮，鏑鐵價格有所下跌，鋱價格相對穩(wěn)定。亞洲金屬網(wǎng)價格:鐠釹金屬331-336元/KG，鏑鐵合金價格1250-1280元/KG，鋱金屬價格3200-3300元/KG。
This weekend PrNd price rise slightly, DyFe price fall and Tb price keeps relatively stable. Prices from Asian Metal present: PrNd 331-336 RMB/KG, DyFe 1250-1280 RMB/KG, Tb 3200-3300 RMB/KG.
n 稀土聯(lián)盟再傳捷報，針對稀土永磁產(chǎn)業(yè)技術(shù)創(chuàng)新戰(zhàn)略聯(lián)盟（“聯(lián)盟"）向日立金屬株式會社（“日立金屬"）提起的6,491,765和6,537,385兩項美國的無效請求，美國商標局審判和上訴委員會于近日做出了終審書面裁決，裁定前述中涉訴的全部權(quán)利要求無效。
Alliance of Rare-Earth Permanent Magnet Industry recently achieved a comprehensive patent victory against Hitachi Metals, Ltd. on its U.S. Patent No. 6,491,765 and 6,537,385, the United States Patent and Trademark Office (USPTO) and its Patent Trial and Appeal Board (PTAB) have made the final written decisions in recent days, they determined that every claim challenged by the Alliance was invalid.
2.業(yè)內(nèi)人士分析Analysis of Professional Insiders
近日，國土資源部下發(fā)《關(guān)于下達2016年度稀土礦鎢礦開采總量控制指標（一批）的通知》（以下簡稱“通知"），通知提出，2016年度稀土礦（稀土氧化物REO）開采總量控制指標為52500噸，一批鎢精礦（三氧化鎢含量65%）開采總量控制指標為45650噸。
Recently, Ministry of Land and Resources issued "first notice total amount control on 2016 rare earths tungsten mining index (hereinafter referred to as the "notice"): 2016 annual national first batch of rare earth mining (rare earth oxide) total amount control index is 52,500 tons, the first batch of tungsten concentrate (65% tungsten trioxide content) exploitation total amount control index is 45,650 tons.
從2011年起，對于稀土礦開采總量的指標控制，國家已經(jīng)實施了幾年了。以前我國總是將稀土賣了“白菜價"，歐盟、美國、日本在進口我國的稀土后進行精加工，再以幾百倍甚至數(shù)千倍的價格出售，這對于我國的稀土業(yè)發(fā)展是不利的。
Since 2011, total amount control for the rare earth mining index has been implemented for several years. Before China was always selling rare earth at low price, the European Union, the United States, Japan did precision work after import rare earth from China, then sell at prices of hundreds or even thousands of times, it is unfavorable to the development of China's rare earth industry.
其實，稀土開采總量不僅影響著稀土價格，更關(guān)乎資源可持續(xù)利用，實施總量控制是保護資源的必要手段。這幾年，在我國稀土市場好的時候，國內(nèi)一些小的礦山就亂開采，直接影響了國家的調(diào)控。另外，在出口方面，由于小礦山不規(guī)范的開采，非正常渠道出口的稀土達到了整個出口量的1/3。
In fact, rare earth mining not only affects prices, but also relates to resources sustainability, the implementation of total amount control is necessary means to protect resources. In the recent years, disorderly exploitation of domestic small mines, directly affect the national control. In addition, in terms of export, small non-licensed mines take 1/3 of the total export of rare earth through illegal channel.
正因如此，我國稀土資源一直被亂采濫挖等現(xiàn)象困擾，因而國家對稀土行業(yè)的調(diào)控有兩個指令性計劃，一個是國土資源部管理的礦產(chǎn)品的總量控制計劃，另一個是工信部管理的冶煉分離產(chǎn)品的總量控制計劃。
Because of this, China rare earth always face illegal mining phenomenon, there are two mandatory plans for national regulation of rare earth industry, one is the total mining amount control from Ministry of Land and Resources, the other is the total smelting separation amount from Ministry of Industry and information.
此次國家在宏觀層面對稀土進行開采總量控制，無論是上游、中游還是下游的公司都將受控，未來稀土業(yè)的附加值肯定會獲得提升。對稀土資源實施總量控制，直接目的是防止過度開采、盲目競爭，促進對優(yōu)勢礦產(chǎn)資源的有效保護、科學(xué)利用。
This time the government is taking control on the total rare earth mining amount at the macro level, upstream, midstream and downstream companies will be all under the control, the added value of rare earth industry will be promoted in the future. The direct purpose of total rare earth mining amount control is to prevent overexploitation and blind competition, to promote the effective protection and scientific use of mineral resources on which China has dominant position.
當然，對稀土開采總量控制，根本的是抓好開采指令性計劃的執(zhí)行。在落實中要加大執(zhí)行力，要有鐵腕。要形成事前、事中、事后全過程管控的長效機制，要各稀土省區(qū)聯(lián)動治理。Of course, the most fundamental thing of total rare earth mining control is paying special attention to the implementation of mandatory exploitation plans; to increase executive force in the implementation; to form whole process long-term policy; to implement joint-control of all rare earth provinces.
3.趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2016年2月28日
Feb 28th, 2016
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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