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當前位置：金力永磁稀土行情簡報201638期（總第154期）09-26~09-30
JL MAG Rare-earth Industry Price Briefing09-26~09-30
2016年第40周
Week 40, 2016
1.重要新聞簡報Briefing of Important News
本周稀土市場鐠釹價格有小幅下跌，鏑鐵和鋱價格相對穩(wěn)定。亞洲金屬網(wǎng)價格:鐠釹金屬316-321元/KG，鏑鐵合金價格1240-1270元/KG，鋱金屬價格3550-3650元/KG。
This week the market price of PrNd has dropped slightly while the price of DyFe and Tb was relatively stable. Prices from Asian Metal of this weekend present: PrNd 316-321 RMB/KG, DyFe 1240-1270RMB/KG, Tb metal 3550-3650RMB/KG.
2016年8月，中國稀土永磁體的出口量為2635 噸，較去年同期增長30.7%，環(huán)比增長12.6%；出口平均單價為46.4 美元/千克，較去年同期下滑15.5%，環(huán)比下滑4.3%。2016年1-8月，中國稀土永磁體的出口總量為17560 噸，同比增長14.3%；平均出口價格為49.3 美元/千克，同比下滑15.7%。
In August 2016, China's exports of rare earth permanent magnets was 2635 tons, increased 30.7% compared to the same period of last year, rose 12.6% compared to the last period; The average export unit price was $46.4 / kg, fell 15.5% compared to the same period of last year, fell by 4.3% compared to the last period. From January to August 2016, Chinese exports of rare earth permanent magnets were 17560 tons, year-on-year growth was 14.3%; the average export price was $49.3 / kg, fell 15.7%.
2.業(yè)內(nèi)人士分析Analysis of Professional Insiders
轉(zhuǎn)眼間，2016年第三季度已經(jīng)結(jié)束，回顧今年前三季度稀土市場的變化情況，可謂“跌跌不休"。今年前三季度，主要稀土氧化物產(chǎn)品中，雖然氧化鑭、氧化鐠、氧化鋱及氧化鈥價格與年初相比有不同程度的上漲外，其他產(chǎn)品的價格都是大幅下跌。
Instantly, the third quarter of 2016 has ended, and reviewing the change of rare earth market in the first three quarters of this year, it is a "stumble endlessly". In the first three quarters of this year, although the price of Lan oxide, Pr oxide,Te oxide and Ho oxide has increased at different degree compared to the early year, the other products prices went down sharply in the main rare earth oxide products.
根據(jù)以往的經(jīng)驗，進入第四季度以后，稀土產(chǎn)品的價格或許會出現(xiàn)些積極的變化，主要是由于歐洲暑休已經(jīng)結(jié)束，同時在西方圣誕節(jié)前夕，國外客戶都或多或少的會有些采購，因此在這段時間可能會出現(xiàn)一波小的行情。但是在經(jīng)濟增速下行壓力增大的情況下，稀土市場任何情況也都有可能出現(xiàn)，畢竟供需失衡的矛盾關系沒有發(fā)生根本性的變化。
Based on past experience, after entering the fourth quarter, the price of rare earth products may appear some positive changes, mainly due to the summer break in Europe is over, at the same time because of Christmas Eve, foreign customers will more or less have some purchasing, during this time there may be a small rally. But in the cases of economic growth is under the pressure of downwards the rare earth market may happen any situation, after all, the imbalance between supply and demand contradiction relations do not have the fundamental change.
目前，困擾稀土行業(yè)的問題還是供需失衡的矛盾，雖然國家相關部門已經(jīng)采取了一系列的措施，來進行供給結(jié)構(gòu)性改革，以達到去產(chǎn)能、去庫存的目的，但是現(xiàn)實的市場情況依然很嚴峻。而下游應用端則沒有明顯的增量，因此供需失衡，價格下跌是必然的結(jié)果。
At present, the problems in the rare earth industry is imbalance between supply and demand contradictions, although the government has adopted a series of measures to make structurally reform between supply and demand so that to reach the purpose of cutting capacity and inventories, but the reality of the market situation is still grim. The downstream application side does not have obvious increment, so the supply and demand is mismatched, and the prices fell is inevitable result.
在當前經(jīng)濟增速下行壓力加大的情況下，如何能夠使稀土行業(yè)走出目前的困局是所有稀土人應該考慮的問題。業(yè)內(nèi)人士認為，先應該正確認識稀土，稀土并不稀，不像有些危言聳的論調(diào)所說的中國的稀土將要枯竭，外國某些勢力以此來遏制中國的發(fā)展，其實世界各地都有新的稀土礦在被發(fā)現(xiàn)，而且某些重稀土元素在國外礦山的儲量也并不低，所以要加強科普宣傳，使更多的人走出以前對稀土認識的誤區(qū)。其次，國家相關部門進一步加大打擊“黑礦"的力度，做好頂層設計，平衡好中央與地方，地方與企業(yè)、企業(yè)與企業(yè)之間的利益關系，做到市場的歸市場，政府的歸政府，做到市場在資源配置的決定性作用，因此才能淘汰落后產(chǎn)能，鼓勵更多的企業(yè)的發(fā)展。
In the current economic growth which is under the condition of downward pressure, how to make the rare earth industry out of the dilemma is the problem that all rare earth people should consider. The professional insider thinks, first of all, we should have a correct understanding of rare earth, rare earth is not rare, it is not like some of them said that the Chinese rare earth will be dried up, so some foreign forces want to contain China's development by this reason, in fact, some new rare earth mines are found all over the world ,and some heavy rare earth elements in overseas mining reserves is not low, so we must strengthen the popular science propaganda, make more people out of the erroneous zone on rare earths. Secondly, the national related department to further intensify their efforts to crack down on illegal mines, complete the top-level design, to make a good balance interests relationship between central and local, local and enterprise, enterprise and enterprise, to achieve market belong to market, government owned by the government, to achieve the market to be the decisive role in the allocation of resources, therefore to close down backward production facilities and encourage the development of more outstanding enterprises.
另外，稀土雖然在材料工業(yè)中有著非常重要的地位，但是用量畢竟非常小，因此，加強推廣應用，使得稀土在更多的領域得應用，使其開花，才能提高用量。只有應用端做的好，才能使稀土行業(yè)逐漸步入順暢發(fā)展的正規(guī)上來，因此，建議國家相關部門在做好上游礦產(chǎn)品管控的同時，可以將更多的精力轉(zhuǎn)移到稀土下游的推廣應用上來，相關行業(yè)協(xié)會和學會進一步發(fā)揮好政府與企業(yè)之間的橋梁作用，為稀土的推廣應用創(chuàng)造更好的條件。
In addition, although rare earth has a very important position in material industry, but after all, the usage is very small, therefore, we need strengthen the popularization and application, make the rare earth be applied in more fields, make it open up everywhere, and then to increase the usage. Only the application side does well, it can make the rare earth industry gradually go to the smooth and formal development, therefore, we suggest that when the national related departments in well upstream of minerals in the management of the minerals, they can transfer more energy to the popularization and application of rare earth in the downstream, and relevant industry associations and academy associations should play an good role to be a good bridge between the government and enterprises and to create better conditions for application of rare earth.
稀土行業(yè)能否健康的發(fā)展，關鍵在于能否做好疏堵結(jié)合，上游做好“打黑"工作，淘汰落后產(chǎn)能，堵住來自源頭的壓力，下游加強推廣應用，使稀土產(chǎn)品在各個領域廣泛應用，增加使用量。如此，才有可能將稀土行業(yè)的發(fā)展引向健康的軌道，但此路依然任重道遠，需要我們稀土人不斷的努力和探索。
Whether the rare earth industry will be developed healthily, the main key lies in how to dredge and combine, the upstream should do a good job on crackdown the illegal mines, eliminate backward production capacity, plug pressure from source, the downstream should strengthen the popularization and application, make rare earth products are widely used in all fields and increase the usage. So, it is likely to lead the development of the rare earth industry to a sound track, but it is still a long way, we need rare earth people constant efforts and exploration.
3.趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2016年09月30日
Sep. 30, 2016
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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