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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 09-26~09-30
Week 41，2021
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹和金屬釹的價格較為穩(wěn)定，鋱和鏑鐵的價格小幅上漲。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格733-738元/KG；金屬釹價格763-768元/KG；鏑鐵合金價格2670-2690元/KG；金屬鋱價格10950-11000元/KG。
This week, prices of PrNd 2,670-2,690d and Nd metal were relatively stable, while the prices of DyFe and Tb have a slightly rise. Prices from Asian Metal at the end of this weekend presented: PrNd metal 733-738 RMB/KG, Nd metal 763-768 RMB/KG, DyFe alloy 2,670-2,690 RMB/KG, and Tb metal 10,950-11,000/KG.
工信部：2021年的稀土開采總量控制指標(biāo)為16.8萬噸，高于去年的14萬噸。
MIIT: The total control index for rare earth mining in 2021 is 168,000 tons, which is higher than last year's 140,000 tons.
美媒路透發(fā)文稱，中國周四將其年度稀土產(chǎn)量配額同比提高20%，達到歷史最高水平，因為該國尋求緩解制造商的供應(yīng)緊張局面。
US media reported that China raised its annual rare earth production quota by 20% on Thursday from a year earlier to a record high as it seeks to ease supply constraints for manufacturers.
控制指標(biāo)中，冶煉分離總量控制指標(biāo)為16.2萬噸，也比去年增加了20%。
Among the control targets, the total smelting and separation control target was 162,000 tons, which was also an increase of 20% over last year.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
臨界國慶，稀土市場整體趨穩(wěn)走勢明顯，節(jié)前的部分采購暫時支撐了本已走弱的鐠釹市場，且在一定程度上拉升了鐠釹成交價格。鏑鋱產(chǎn)品雖有小幅反彈但力度較弱，下游對節(jié)后的各種預(yù)判及當(dāng)前的高位，各省的拉閘限電的影響，也使得節(jié)前的采購多了些謹(jǐn)慎。
As the National Day approaches, the overall trend of stability of the rare earth market is obvious, some purchases before the holiday temporarily supported the weakened PrNd market, and to a certain extent, pulled up the transaction price of PrNd. Dy and Tb products have rebounded slightly, but the strength was relatively weak. Downstream forecasts for post-holiday and current high levels, as well as the impact of provincial power cuts, also made purchases before the holiday more cautious.
在經(jīng)歷了上周三大集團整合的消息后，業(yè)內(nèi)心態(tài)逐漸趨于理性，對重稀土產(chǎn)品普遍給出穩(wěn)步向上，長期趨緊的走勢。所以本周鏑鋱產(chǎn)品的價格穩(wěn)步提升，氧化鋱從870萬元/噸到880萬元/噸，小量成交可見。由于對磁材下游節(jié)前備貨的預(yù)期較高，但現(xiàn)實比較“骨感”，簽單價格普遍不高，雖大廠堅守底線，但鐠釹金屬的成交逐步向下位區(qū)靠攏，伴隨部分分離廠的停產(chǎn)消息的放出，鐠釹價格在周末期回溫勢頭較明顯，市場低價貨源開始出清收斂。（瑞道稀土資訊）
After being experienced the news of the three large group integration last week, the mentality of the industry gradually tends to be rational, the heavy rare earth products generally showed a steady upward, long-term trend of tightening. Therefore, the prices of Dy and Tb products have steadily increased this week, with Tb oxide from 8.7 million RMB/ton increased to 8.8 million RMB/ton, small volume of trading can be seen. Due to the high expectations for the pre-holiday stocking of magnetic materials downstream, the reality is not good as expectations, and the signing price is generally not high. Although the big manufacturers stick to the bottom line, the transactions of PrNd metals are gradually moving closer to the lower position. Along with the release of the news of the suspension of production among some separation factories, the price of PrNd has shown a clear trend of warming up during the weekend, and the market's low-priced supply of goods has begun to clean up. (Ruidow Rare Earth Info)
南方稀土發(fā)布9月26日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on Sep 26th from China Southern Rare Earth
單位：萬元/噸（出廠含稅價）
Unit: 10 thousand RMB/ ton (EXW price incl. tax)
3. 趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2021年09月30日
September 30, 2021
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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