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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 05-20~05-24
Week 21, 2019
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹，鏑鐵和鋱價格暴漲。 亞洲金屬網(wǎng)價格: 鐠釹金屬價格400-405元/KG (上海有色，440-460元/KG)，鏑鐵合金價格1930-1950元/KG (上海有色，1950-2000元/KG)，金屬鋱價格4450-4500元/KG (上海有色，4500-4600元/KG)。
This week, prices of PrNd, DyFe and Tb skyrocketed. Price from Asian Metal at this weekend presented: PrNd metal 400-405RMB/KG (price from SMM: 440-460RMB/KG), DyFe alloy 1930-1950RMB/KG (price from SMM: 1950-2000RMB/KG), and Tb metal 4450-4500RMB/KG (price from SMM: 4500-4600RMB/KG).
萊納斯與美國德克薩斯州的Blue Line公司發(fā)表聯(lián)合文告，宣布簽署了解備忘錄，明年在德克薩斯州合作設(shè)廠，這個合資企業(yè)的大股東為萊納斯。澳洲萊納斯公司宣布在美國設(shè)立稀土分離廠，但該公司強(qiáng)調(diào)將不會離開大馬，并有信心萊納斯能達(dá)到相敦馬哈迪所設(shè)下的條件，即凈化運入大馬的原料和繼續(xù)留在大馬運作。
Lynas and the Blue Line Company of Texas, USA, issued a joint statement announcing the signing of a memorandum of understanding to set up a factory in Texas next year. The major shareholder of the joint venture is Lynas. Lynas of Australia announced the establishment of a rare earth separation plant in the United States, but the company stressed that it would not leave Malaysia and was confident that Lynas would meet the conditions set by Prime Minister Tun Mahathir to purify the raw materials shipped into Malaysia and continue to operate in Malaysia.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
稀土市場火熱，整體價格暴漲，受緬甸封關(guān)影響，中重稀土原材料供應(yīng)收緊，價格偏強(qiáng)，加之中美貿(mào)易戰(zhàn)關(guān)稅落實，稀土地位更顯突出，主流媒體和資本市場對于稀土市場關(guān)注加大，股票與現(xiàn)貨市場雙雙走紅，價格呈現(xiàn)快速上漲。
The rare earth market is hot, the overall price is skyrocketing, affected by the closure of Myanmar, the supply of medium and heavy rare earth raw materials is tightening, the price is stronger, the Sino-US trade war tariff is implemented, the status of rare earth trump card is more prominent, and the mainstream media and capital market pay attention to the rare earth market. Both stocks and spot markets became popular, and prices rose rapidly.
受緬甸封關(guān)影響，中重稀土價格持續(xù)走強(qiáng)，5月20日，習(xí)總書記赴江西金力永磁考察調(diào)研，期間強(qiáng)調(diào)，稀土是重要的戰(zhàn)略資源，也是不再生資源。“中東有石油，中國有稀土"一時間，關(guān)于中美貿(mào)易戰(zhàn)中稀土的地位突出異常，主流媒體稀土報道增多，資本市場對稀土也格外關(guān)注，利好消息頻發(fā)，稀土現(xiàn)貨市場價格呈現(xiàn)暴漲狀態(tài)，股票也紛紛漲停。 至本周五，市場情緒紛紛有所冷靜，上游報價漲幅有所減緩，以便下游用戶緩沖接受。
Influenced by the closure of Myanmar, the price of medium and heavy rare earth continued to strengthen. On May 20th, General Secretary Xi Jinping visited JL MAG in Jiangxi Province for investigation and research. During the visit, he emphasized that rare earth is an important strategic resource as well as a non-renewable resource. “There is oil in the Middle East, and China has rare earth." For a time, the status of rare earth in the Sino-US trade war was prominent. Reports on rare earths by mainstream media have increased, and the capital market has paid special attention to rare earth. Favorable news has been frequently reported. The spot market price of rare earth has skyrocketed, and stocks have also risen by the daily limit. By this Friday, market sentiment has calmed down, and the upstream offer has slowed down so that downstream users can absorb it.
周初稀土市場上游價格的過快的變化一時間造成了“有價無市"的錯覺，不少持貨廠家觀望惜售情緒濃厚，隨著市場高漲情緒的逐步冷靜，漲幅速度于本周五稍顯冷靜，各大廠家紛紛表示，稀土價格緩慢變化更易下游接受適應(yīng)，利于整體稀土產(chǎn)業(yè)健康發(fā)展。經(jīng)過多年的行業(yè)整合，稀土價格平穩(wěn)變化更有利于行業(yè)發(fā)展，扎實推進(jìn)稀土行業(yè)平穩(wěn)運行仍應(yīng)是當(dāng)前形勢下的主旋律。（瑞道金屬網(wǎng)）
At the beginning of the week, the rapid change in the upstream price of the rare earth market caused the illusion of “have price but no sales". Many stockholders have a strong sentiment to wait and reluctant to sell, and with the gradual calmness of the market's rising sentiment, the rate of increase is slightly calmer this Friday. Major manufacturers have said that the slow change of rare earth prices is easier for downstream to accept adaptation, which is conducive to the healthy development of the overall rare earth industry. After years of industry integration, the steady change of rare earth prices is more conducive to the development of the industry. Steady progress in the smooth operation of the rare earth industry should still be the main theme under the current situation. (Rui Dao Metal Network)
南方稀土發(fā)布5月20日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on 20th May from Southern Rare Earth
單位：萬元/噸（出廠含稅價）
Unit: 10 thousand RMB/ton (EXW incl. Tax)
3. 趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2019年5月24日
May 24, 2019
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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