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當(dāng)前位置：金力永磁稀土行情簡報(bào)1704期（總第170期）02-06~02-10
JL MAG Rare-Earth Industry Price Briefing 02-06~02-10
2017年第6周
Week 6, 2017
1.重要新聞簡報(bào)Briefing of Important News
本周稀土市場價(jià)格均有小幅上漲。亞洲金屬網(wǎng)價(jià)格:鐠釹金屬339-342元/KG，鏑鐵合金價(jià)格1230-1250元/KG，鋱金屬價(jià)格3920-3970元/KG。
This week the price of rare earth has a slight increase. Prices from Asian Metal at the weekend presented: PrNd: 339-342RMB/KG, DyFe: 1230-1250RMB/KG and Tb Metal: 3920-3970RMB/KG.
今日稀土維持看漲氛圍，在節(jié)前招標(biāo)成功量已達(dá)3000多噸及節(jié)后補(bǔ)庫預(yù)期的支撐下，雖實(shí)際仍未明顯放大，但鐠釹鏑鋱產(chǎn)品廠家認(rèn)為漲價(jià)邏輯成立，已開始不同程度提價(jià)。
Now prices of rare earth sustain bullish atmosphere, under the support of more than 3000 tons of success bidding before the holiday and expected replenishment after the holiday, although the actual turnover is not significantly enlarged, the PrNd, Dy and Tb manufacturers believe the logic of price rise holds and they have begun to increase price on different degrees.
2.業(yè)內(nèi)人士分析Analysis of Professional Insiders
據(jù)了解，商家普遍認(rèn)為稀土價(jià)格將會出現(xiàn)上漲，主要原因在于收儲中標(biāo)的推動(dòng)，以及市場復(fù)蘇帶來的消費(fèi)量增加。十三五期間，我國將大力推進(jìn)稀土資源規(guī)范開發(fā)，淘汰和化解過剩產(chǎn)能，在市場集中度的提升下，行業(yè)盈利水平有望改善。
It is said that businesses generally believe that the rare earth prices will rise up, the main reason is the promotion of purchasing bid success and increasing consumption by market recovery. During the 13th Five-Year Plan, China will vigorously promote the standardized development of rare earth resources, eliminate and resolve excess capacity. The industry profitability is expected to be improved under the promotion of market concentration.
供過于求、產(chǎn)能過剩是制約稀土行業(yè)發(fā)展的瓶頸因素，也是近年來稀土價(jià)格持續(xù)低迷的重要原因之一。但如今，隨著霧霾等環(huán)保問題頻出引發(fā)政府高度重視，產(chǎn)業(yè)升級以及側(cè)供給改革深化的刺激下，嚴(yán)控環(huán)保必成大勢所趨，稀土也是環(huán)保核查行業(yè)之一，考慮到成本因素，江西江蘇廣西等省份大面積停產(chǎn)。
Oversupply, overcapacity is a bottleneck restricting the development of rare earth industry, and also one of the important reasons for the continued downturn in rare earth prices in recent years. But now, with frequent haze and other environmental problems caused by government attaches great importance, the stimulation of industrial upgrading and the deepening reform of supply side, strict control of environmental protection will become the general trend, and rare earth is also one of the key environmental protection verification industry, considering the cost factor, Jiangxi, Jiangsu and Guangxi provinces will be out of production with large area.
此外，監(jiān)管上，近期，江西、上海、福建等省市分別根據(jù)工信部等八部委聯(lián)合開展打擊稀土違法違規(guī)專項(xiàng)行動(dòng)的方案也各自進(jìn)行了自查，根據(jù)相關(guān)安排，此次專項(xiàng)行動(dòng)一直會持續(xù)到4月，“打黑"行動(dòng)對于規(guī)范稀土行業(yè)秩序肯定會起到積極的作用。
In addition, on supervision, recently, Jiangxi, Shanghai, Fujian Provinces have respectively carried out self-examination according to the special action plan that MIIT and other eight ministries jointly launched to fight against illegal rare earth. According to the relevant arrangements, this special action will continue until April, crackdown on illegal rare earth will certainly play a positive role on standardizing the order of the rare earth industry.
業(yè)內(nèi)人士表示，經(jīng)過幾年連續(xù)下跌，目前稀土價(jià)格已經(jīng)回落至2010年前后水平，基本處于歷史性底部，企業(yè)承受較大經(jīng)營壓力，隨著6大稀土集團(tuán)市場影響力進(jìn)一步增強(qiáng)、行業(yè)秩序進(jìn)一步規(guī)范，加之大宗商品價(jià)格進(jìn)一步回暖，初步預(yù)計(jì)2017年稀土市場有望企穩(wěn)回升。
Insiders indicated, after several years of continuous decline, the current price of rare earth has dropped to the level of around 2010 which is basically at historic bottom, enterprises bear greater pressure on the operation, with 6 rare earth groups further influence the market, industry order gets more standardized and commodity prices are warming further, it is preliminary estimated that rare earth market of 2017 will rebound.
3.趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2017年02月10日
Feb 10th, 2017
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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