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當前位置：JL MAG Rare-Earth Industry Price Briefing 05-22~05-26
Week 21，2023
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹、金屬釹、鏑鐵合金、金屬鋱的價格均存在小幅上漲。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格575-585元/KG；金屬釹價格585-595元/KG；鏑鐵合金價格2060-2080元/KG；金屬鋱價格10500-10700元/KG。
This week, the price of PrNd, Nd metal, DyFe and Tb metal has increased slightly. Prices from Asian Metal at this weekend presented: PrNd metal 575-585 RMB/KG; Nd metal 585-595 RMB/KG; DyFe alloy 2,060-2,080 RMB/KG; Tb metal 10,500-10,700 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周（5.22-26日）稀土市場整體走勢依舊向上，但氧化物及金屬細微處略有不同。主產(chǎn)品氧化物堅挺上調(diào)，尤其鐠釹氧化物現(xiàn)貨庫存凸顯不足，但金屬端需求短板問題仍未出現(xiàn)明顯好轉(zhuǎn)，導(dǎo)致氧化物與金屬倒掛繼續(xù)加深。氧化物堅挺試探向上，金屬中位艱難維穩(wěn)，少量流通散貨成交小幅拉升市價。
This week (May 22-26th), the overall trend of rare earth market remained positive, but oxide and metal were slightly different. The main oxides product were raised strongly, especially the spot inventory of PrNd oxides was highlighted as insufficient, but there was still no significant improvement in the metal end demand, which resulting in the upside down of oxides and metals continued to deepen. Oxide has firm up, metal was difficult to maintain stability, a small amount of transaction has slightly pull up the market price.
與上周相比，鐠釹上調(diào)速度加快，且峰值持續(xù)走平，其價格走勢與上周多有類似，下游雖采購謹慎及觀望，但上游心態(tài)仍偏向積極，且產(chǎn)業(yè)鏈各端暫時均無看空想法，與月初相比，當前上游冒進意識明顯強于下游，下游略顯理性。鏑鋱上調(diào)速度有所緩和，部分散貨有畏高出貨，相對而言，緬甸進口礦步入雨季，其產(chǎn)量有縮，導(dǎo)致追漲仍占一定比重，其對市場消息面的敏感要遠遠大于鐠釹，使得鏑鋱產(chǎn)品價格相對堅挺。
Compared with last week, the increase speed of PrNd was accelerated, and the peak continued to level off. Its price trend was similar to last week. Although the downstream purchased cautiously and watched, the upstream attitude was still positive, and there were no bearish thoughts at all ends of the industrial chain. The increase rate of Dy and Tb has slowed down, and some bulk commodities are afraid of overshooting. Relatively speaking, the output of imported mines in Myanmar has contracted in the rainy season, which still accounts for a certain proportion of the chasing price. Myanmar is much more sensitive to market news than PrNd, which makes the Dy and Tb products price relatively strong.
短期來看，市場的慣性走勢依舊會適用于下周，鐠釹方面，上游的短缺，緬甸方面的進口擔憂，亦對氧化物品種有一定支撐，無論從成本支撐還是大廠動作，均不太可能讓鐠釹價格出現(xiàn)明顯下滑。鏑鋱產(chǎn)品在拉漲與出貨行為同時存在的情況下，下周大廠間的合作或依舊存在。整體來看，當前的稀土市場有一定幅度是脫離當下供需環(huán)境，短期內(nèi)其壓力與謹慎依舊存在，但穩(wěn)健的態(tài)勢有望繼續(xù)。（瑞道稀土資訊）
In the short term, the market's inertia trend will still apply to next week. In terms of Pr and Nd, the upstream shortage and import concerns of Myanmar also have some support for oxide varieties. No matter in terms of cost support or big factory action, the price of PrNd is unlikely to decline significantly. With Dy and Tb products both pulling up and shipping activity, big factory cooperation is likely to remain in place next week. Overall, the current rare earth market is somewhat out of the current supply and demand environment. In the short term, the pressure and caution still exist, but the steady trend is expected to continue. (Ruidow Rare Earth Information)
3.趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2023年05月26日
May 26th, 2023
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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