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當(dāng)前位置：金力永磁稀土行情簡報201732期（總第198期）09-04~09-09
JL MAG Rare-earth Industry Price Briefing09-04~09-09
2017年第36周
Week 36.2017
1.重要新聞簡報Briefing of Important News
本周稀土市場鐠釹價格穩(wěn)步上漲，鏑鐵和金屬鋱價格有小幅下跌。亞洲金屬網(wǎng)價格: 鐠釹金屬價格655-665元/KG，鏑鐵合金價格1300-1350元/KG，鋱金屬價格5000-5050元/KG。
This week the price of PrNd has been steadily rising, the price of DyFe and Tb fall slightly. Price from Asian Metal on this weekend presented: PrNd 655-665 RMB/KG, DyFe 1300-1350 RMB/KG, Tb 5000-5050 RMB/KG.
海關(guān)總署9月8日公布，中國8月份出口稀土4184.5噸，7月份出口稀土4353.5噸，1-8月份稀土出口總量為34757.4噸，去年同期累計為30771.1噸，同比增加17.2%。9月8日稀土指數(shù)為467點，較周期內(nèi)高點1000點(2011-12-06)下降了53.30%，較2015年09月13日低點271點上漲了72.32%。(注：周期指2011-12-01至今)。
According to the data of General Administration of Customs published on Sep. 8th, the export of China Rare Earth is 4184.5 tons in August, 4353.5 tons in July. The total export from Jan. to Aug. is 34757.4 tons, which increased 17.2% year on year compared to last year's 30771.1 tons. The rare earth index is 467 points on 8th Aug. fell 53.3% than the highest 1000 points (2011-12-06) within cycle, rose 72.32% than the lowest of 271 points (2015-09-13). (Note: cycle refers to 2011-12-01 so far).
2.業(yè)內(nèi)人士分析Analysis of Professional Insiders
在低迷的8月末，市場希望通過北方稀土掛牌價主導(dǎo)行情的走勢。然而高開的掛牌價并沒有支撐起行情，甚至一周之內(nèi)即上演了此前的價格盤整過程。
In the doldrums late August, the market hopes to dominate the trend of market through the Northern rare earth listing price. However, the high opening listing price did not support the market, even staged the previous price consolidation process within a week.
雖然市場上中間環(huán)節(jié)的存貨會較大影響價格走向，特別是成量低迷的情況下，但是供應(yīng)是否真的那么緊張，有沒有額外的貨在出來進去（比如這些年累計的庫存，不帶票的貨）；需求是否那么剛性，多大范圍的使用已經(jīng)暫緩（比如停產(chǎn)的磁體廠們），政策會不會變動。分析動態(tài)變化的供需關(guān)系，體會市場交易的情緒，才是做價格預(yù)判的方式，當(dāng)然短期應(yīng)該不會再用期盼著收儲消息提振價格了吧。
Although the market inventory in the middle will greatly influence the price trend, especially in the case of low volume, the supply is tight or not, whether there are goods flowing (for example, the cumulative stock of these years and the goods without the tickets); whether the demand is so rigid, how much the use range has been suspended (such as the closed factories for magnet); policy will change or not. It is right way to predict price by analyzing the changing relationship between supply and demand and experiencing the market trading mood. Of course, it should not look forward to pick up the message to boost the price in short-term.
氧化鐠釹周一的價格在49萬元/噸左右，周二、周三時受包鋼國貿(mào)掛牌價格影響上漲到51萬元/噸，周四周五由于下游客戶不接單，價格又回落到了50萬元/噸。截止到發(fā)稿時為止，市場上有貿(mào)易商在出貨，氧化鐠釹成價格低在48-48.5萬元/噸左右。金屬鐠釹的價格在周二時開始由平均63萬元/噸上漲到65萬元/噸，到周五上午市場上有更低的價格出現(xiàn)，但成量很少。氧化釓的價格也跟著鐠釹的價格在周二時開始上漲，平均價格由13萬元/噸上漲到14萬元/噸。氧化鏑市場本周繼續(xù)下探，價格由125萬元/噸跌到了近120-123萬元/噸。氧化鈥的市場本周未發(fā)生大的變化價格基本上穩(wěn)定在50萬元/噸左右。氧化鋱市場持穩(wěn)定，價格在380-385萬元/噸左右。氧化鉺市場波動也不大，平均價格在19萬元/噸左右。
The price of praseodymium oxide on Monday is about 490000RMB/T, rose to 510000 RMB/T on Tuesday and Wednesday affected by Bao Tou Steel international trading listing price. Due to downstream customers rejecting to receive orders, the price on Thursday and Friday has dropped to 500000RMB/T. As reported, some traders are shipping on the market, the lowest dealing price of praseodymium oxide is about 48-48.5 RMB/T. the price of Metal praseodymium neodymium rose to 650000 RMB/T from an average of 630000 RMB/T on Tuesday, to Friday morning the lower price appeared in the market, but the volume is small. The price of gadolinium oxide rose on Tuesday following PrNd, average price rose to 140000 RMB/T from 130000 RMB/T. The price of Dy oxide still decline, closed 1200000-1230000 RMB/T from 1250000 RMB/T. Ho oxide is stable, the price is about 3800000-3850000 RMB/T. Er oxide is also stable, average price is about 190000 RMB/T.
至于下一周稀土市場的走勢，從今天的消息來看小幅回調(diào)或者維持穩(wěn)定的可能性比較大，氧化鐠釹的價格可能在48-50萬元/噸之間徘徊。
As to the rare earth market trend in next week, according to the information today, it is possible to fall slightly or keep stable, the price of PrNd may hover between 480000-500000 RMB/T.
3.趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2017年09月09日
September.9th , 2017
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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