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當前位置：JL MAG Rare-Earth Industry Price Briefing 11-29~12-03
Week 49，2021
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹、金屬釹、鏑鐵和鋱的價格小幅上漲。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格1050-1060元/KG；金屬釹價格1090-1100元/KG；鏑鐵合金價格2910-2930元/KG；金屬鋱價格14150-14200元/KG。
This week, prices of PrNd, Nd metal, DyFe and Tb rose slightly. Prices from Asian Metal at this weekend presented: PrNd metal 1,050-1,060 RMB/KG; Nd metal 1,090-1,100 RMB/KG; DyFe alloy 2,910-2,930 RMB/KG; and Tb metal 14150-14200 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周稀土市場整體走勢從強變?nèi)?，雖供應面仍是偏緊，但低價散貨的偶有報出，氧化物強勁勢頭難有延續(xù)，金屬及磁材的畏高謹慎及對后市的捉摸不透，均保持穩(wěn)健觀望的態(tài)度，整體走勢偏弱穩(wěn)。
The overall trend of the rare earth market has changed from strong to weak this week. Although the supply side was still tight, low-price of bulk cargo occasionally reported. The strong momentum of oxides was difficult to continue. Metal and magnetic fear high caution and unpredictable to the future market, all maintained a steady wait-and-see attitude, and the overall trend was weak and stable.
經(jīng)歷上周的暴漲，價格回歸于市場，雖然需求的支撐面仍可見，但在過高價位后的冷靜與理性逐漸占據(jù)主導，當金屬廠訂單欠弱，鐠釹對鎖小量補單的高成交后，市場又歸于平靜。其中鐠釹主動讓利表現(xiàn)為高位被動下壓；鏑鋱產(chǎn)品走勢不明表現(xiàn)為高報價少成交；釓鈥產(chǎn)品本周穩(wěn)步上揚表現(xiàn)為少量成交帶動高價持穩(wěn)。
After last week’s surge, prices returned to the market. Although the supporting surface of demand was still visible, calmness and rationality gradually dominate after excessively high prices. When purchase orders from metal factories are weak, for PrNd locking a small amount of orders have a high turnover, the market returned to calm. Among them PrNd actively yield the high passive pressure; Dy and Tb products unknown performance for high price less transaction; Ga and Ho products have been steadily rising this week as high prices held steady on light volume.
短期預測：從本周走勢來看，由漲趨穩(wěn)，下游的需求支撐仍存在，但目前大集團，平抑及穩(wěn)價的意味已經(jīng)很明顯，短期內(nèi)鐠釹產(chǎn)品主流價位或?qū)⒕S系在當下，區(qū)間或會收窄，同樣，進入到年尾，各企業(yè)的資金回籠及指標陸續(xù)完成后，在操作上相對保守及克制。中重稀土方面，消息面比較雜、亂，真實信息尚需一段時間來辯，但鏑鋱較大概率有弱調(diào)的可能，當然，市場各參與方在謹慎與觀望中并存。后續(xù)來看鏑鋱有比鐠釹更高的風險，但同樣基于高礦價的成本支撐與集團的穩(wěn)控效應，調(diào)整空間或趨緩。（瑞道稀土資訊）
Short-term forecast: Judging from the trends this week, from the rise to stabilization, downstream demand support still exists, but at present, the meaning of stabilization and price stability for large groups is obvious. In the short term, the mainstream price of PrNd products may remain at the present. The range may be narrowed. Similarly, as the end of the year, companies will be relatively conservative and restrained in operation after their capital withdrawals and indicators are completed one after another. In terms of medium and heavy rare earths, the news more mixed, and it will take some time to debate the real information. However Dy and Tb are likely to be weak. Of course, all market participants are cautious and wait-and-see. In the future, Dy and Tb have a higher risk than PrNd, but also based on the cost support of high mine prices and stable control effect of the group, the adjustment space may slowed down. (Ruidao Rare Earth Information)
南方稀土發(fā)布11月29日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on November 29th 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12月03日
December 03rd, 2021
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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