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當(dāng)前位置：金力永磁稀土行情簡(jiǎn)報(bào)1841期（總第254期）10-29~11-02
Week 44, 2018
1. 重要新聞簡(jiǎn)報(bào) Briefing of Important News
本周稀土市場(chǎng)行情，鐠釹，鏑鐵和鋱價(jià)格保持平穩(wěn)，與上周持平。亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格405-410元/KG，鏑鐵合金價(jià)格1160-1180元/KG，金屬鋱價(jià)格3850-3900元/KG。
This week, price of PrNd, DyFe and Tb still kept stable and unchanged from last week. Price from Asian Metal at this weekend presented: PrNd metal 405-410RMB/KG, DyFe alloy 1160-1180RMB/KG and Tb metal 3850-3900RMB/KG.
《國(guó)務(wù)院關(guān)于促進(jìn)稀土行業(yè)持續(xù)健康發(fā)展的若干意見》發(fā)布以來，稀有金屬部際協(xié)調(diào)機(jī)制成員單位聯(lián)合地方開展了多輪打擊稀土違法違規(guī)行為專項(xiàng)行動(dòng)，行業(yè)秩序有所好轉(zhuǎn)。為進(jìn)一步深化部門協(xié)作配合，切實(shí)落實(shí)地方政府的監(jiān)管職責(zé)，保持對(duì)稀土違法違規(guī)行為的高壓態(tài)勢(shì)，從今年開始由稀有金屬部際協(xié)調(diào)機(jī)制成員單位聯(lián)合組織對(duì)稀土產(chǎn)區(qū)的秩序整頓工作開展情況進(jìn)行督查。
Since the publication of the 《Several Opinions of the State Council on Promoting the Sustainable and Healthy Development of the Rare Earth Industry》, members of the Rare Metals Inter-Ministerial Coordination Mechanism have carried out several rounds of special actions jointly to combat the illegal and irregular acts of rare earth, the industry order has improved. In order to further deepen the coordination and cooperation of the departments, effectively implement the local government's supervisory duties, and maintain the high-pressure situation of rare earth illegal violations, the members of the Rare Metals Inter-Ministerial Coordination Mechanism jointly organized the supervision of the order rectification work in key rare earth producing areas from this year.
本次督查由工業(yè)和信息化部、自然資源部、發(fā)展改革委、應(yīng)急部、海關(guān)總署、稅務(wù)總部、市場(chǎng)監(jiān)管總局等部門的司局級(jí)帶隊(duì)，行業(yè)協(xié)會(huì)、及主流新聞媒體參加，分成8個(gè)督查組，為期1個(gè)月，檢查地方政府整頓工作部署落實(shí)、稀土企業(yè)政策落實(shí)、舉報(bào)線索查處等情況。通過曝光和通報(bào)違法違規(guī)企業(yè)，警示行業(yè)內(nèi)企業(yè)不去觸碰違法違規(guī)行為的紅線，為合法企業(yè)營(yíng)造規(guī)范有序的市場(chǎng)秩序和良好的營(yíng)商環(huán)境，提升稀土行業(yè)發(fā)展質(zhì)量，促進(jìn)上下游產(chǎn)業(yè)協(xié)同發(fā)展。（工信部原材料司）
The inspection was led by the department-level leaders of the Ministry of Industry and Information Technology, the Ministry of Natural Resources, the Development and Reform Commission, the Emergency Department, the General Administration of Customs, the Headquarters of Taxation and the General Administration of Market Supervision, with the participation of trade associations, experts and the mainstream news media. It was divided into eight inspection teams for a period of one month, focusing on the inspection and implementation of local government rectification work, Rare Earth Enterprise policy implementation, report clues investigation and other situations. By exposing and notifying illegal and illegal enterprises, warning enterprises in the industry not to touch the red line of illegal and illegal acts, at the same time improving the quality of rare earth industry development, promoting the coordinated development of upstream and downstream industries, which create a standardized and orderly market order and a good business environment for legitimate enterprises. (Ministry of Industry and Information Technology of the People's Republic of China)
2. 業(yè)內(nèi)人士分析 Analysis of Professional Insiders
稀土走勢(shì)先抑后揚(yáng)，價(jià)格觸底外加利好頻出，企業(yè)類似商儲(chǔ)操作，低迷行情初顯一縷曙光。10月31日關(guān)于企業(yè)收購(gòu)氧化物的消息得證實(shí)，上游分離廠不再急于讓價(jià)出貨轉(zhuǎn)變?yōu)闀簳r(shí)觀望，同時(shí)看漲心態(tài)萌生，隨著消息的進(jìn)一步蔓延，分離廠家開始試探上調(diào)價(jià)格，氧化物采購(gòu)亦隨著活躍。
Rare earth trend first restrains and then rises, the price hit the bottom plus the frequent positive, leading enterprises are similar to the operation of commercial reserves, the downturn is beginning to show a ray of dawn. On October 31st, news about the acquisition of oxides by leading companies was confirmed. The upstream separators were no longer eager to make a concession to arrange shipment and turn into a temporary wait-and-see. At the same time, the bullish mentality sprang up. With the further spread of the news, separators began to try to raise the price, and oxide procurement became active.
周初冶煉廠競(jìng)爭(zhēng)依舊，低位小幅刷新，隨著上游氧化物的提振信號(hào)，金屬?gòu)S迅速抓住機(jī)遇試探小幅上調(diào)，大廠成位相對(duì)上浮1000-2000元/噸，隨后亦步入穩(wěn)定。本輪提振集中在輕稀土，重稀土金屬類比于氧化物同樣未受帶動(dòng)。11月分離廠雖相繼停產(chǎn)限產(chǎn)，但當(dāng)下而言庫(kù)存與需求之間仍存在落差，預(yù)計(jì)下周氧化物將繼續(xù)維持漲后價(jià)位保持平穩(wěn)；金屬價(jià)位下周初期有望保持穩(wěn)定。(瑞道稀土)
At the beginning of the week, the smelter competition remained unchanged and the low level was refreshed slightly. With the boosting signal of the upstream oxides, the metallurgical plant seized the opportunity to test a slight increase. The turnover of the large smelter rose by 1000-2000 RMB/TON, and then stepped into stability. The current round is concentrated on light rare earths, and heavy rare earth metals are similar to oxides. Although the separation plant shut down in November to limit production successively, there is still a gap between inventory and demand. It is expected that the price of oxide will remain stable after rising next week, and the price of metal is expected to remain stable at the beginning of next week. (Rui Dao Rare Earth)
南方稀土發(fā)布10月29日稀土氧化物掛牌價(jià)
Listing price on Oct 29thfrom China South Rare Earth
單位：萬元/噸（出廠含稅價(jià)）
unit: 10 thousand rmb/ton (exw price incl. vat)
3. 趨勢(shì)圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2018年11月2日
Nov 2, 2018
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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