JL MAG Rare-earth Industry Price Briefing 2320(Issue No. 464)06-05~06-09
Week 23,2023
1. 重要新闻简报Briefing of Important News
本周稀土市场行情,镨钕、金属钕和镝铁合金的价格出现小幅上涨,金属铽的价格存在小幅下降。亚洲金属网周末价格: 镨钕金属价格600-610元/KG;金属钕价格610-620元/KG;镝铁合金价格2030-2050元/KG;金属铽价格10250-10450元/KG。
In the rare earth market this week, the prices of PrNd, Nd metal, and DyFe alloy rose slightly, and Tb fell slightly. Asian metal weekend price: PrNd metal 600-610 RMB/KG; Nd metal 610-620 RMB/KG; DyFe alloy 2,030-2,050 RMB/KG and Tb metal is 10,250-10,450 RMB/KG.
2. 业内人士分析Analysis of Professional Insiders
本周(6.5-9日)稀土市场循环了上周的走势,周初拉涨后,在双弱的局面下,价格微调震荡,氧化物与金属倒挂继续加深,整体市场需求表现乏力,可见成交也偶有低价。
This week (June 5-9) rare earth market has repeated last week's pattern. After pulling up at the beginning of the week, the price fine-tuned shock in the situation of double weakness, oxides and metals upside down continue to deepen, the overall market demand performance is weak, it can be seen that there are occasionally low prices
当前处于年中节点,较大概率价格仍会小幅向上,即使有主动出货也或保持窄幅波动。从海关统计来看,前5个月稀土出口20987.2吨,同比降4.4%,需求有收缩迹象,但国内分离及金属厂的产能也同步调整,恶劣的需求环境促使上下游均在收缩原料库存,导致市场现货出现短暂的短缺。
At present, it is in the middle of the year, and there is a high probability that the price will still rise slightly, even if there is an active shipment, a narrow range may remain. According to customs statistics, rare earth exports of 20,987.2 tons in the first five months has 4.4% year-on-year decline and there are signs of contraction in demand, but the production capacity of domestic separation and metal plants is also adjusted simultaneously, and the harsh demand environment has prompted the upstream and downstream to shrink raw material inventories, resulting in a brief shortage of spot in the market.
整体来看,现货在短期内仍有一定的议价能力,且业界普遍认为氧化物价格易涨难降。市场供需仍是以需为主导,散货市场靠终端订单的零散需求来带动也有些偏难,上下游两种行情暂有脱轨迹象,倒挂或越来越严重。(瑞道稀土资讯)
Overall, the spot still has a certain bargaining power in the short term, and the industry generally believes that the price of oxide is easy to rise and difficult to fall. Market supply and demand is still demand-dominated, the bulk market by the fragmented demand of terminal orders to drive is also somewhat difficult, upstream and downstream markets temporarily have signs of derailment, upside down may be more serious. (Ruidao Rare Earth Information)
3. 趋势图(参考亚洲金属网)Tendency Chart (refer to Asian Metal)
2023年06月09日
June 9th, 2023