JL MAG Rare-earth Industry Price Briefing 2325(Issue No. 469)07-10~07-14
Week 29,2023
1. 重要新闻简报Briefing of Important News
本周稀土市场行情,镨钕、金属钕、金属铽的价格均下跌,镝铁合金出现小幅上涨。亚洲金属网周末价格: 镨钕金属价格540-550元/KG;金属钕价格545-555元/KG;镝铁合金价格2010-2030元/KG;金属铽价格9000-9200元/KG。
This week, prices of PrNd, Nd, Tb metal and DyFe alloy rose slightly. Prices from Asian Metal at this weekend presented: PrNd metal 540-550 RMB/KG; Nd metal 545-555 RMB/KG; DyFe alloy 2010-2030 RMB/KG; Tb metal 9000-9200 RMB/KG.
2.业内重要新闻News of Rare-Earth Industry
本周(7.10-14)稀土市场与天气相符,节气上入伏,阳气升华,稀土价格也从一片看弱中恢复到火热,且轻重稀土均出现强势扭转,探涨苗头不断上窜,氧化物价格直追上周均价,如过山车式行情在本周上演。
This week (7.10-14) rare earth market is in line with the weather, on the solar terms. Rare earth prices have also recovered from a weak to hot and both light and heavy rare earths have a strong turnaround, with signs of rising continuously. Oxide prices catch up with the average price last week, like a roller coaster market in this week.
需求的淡季,弱势的格局,已然根深下游心里,总体市场供需关系本周并未改善,需求仍以低位试探补采为业内主流态度,在理性及订单占据主导的情况下,消息面提振显得较为乏力,但是做空及毛坯成本,使得下游采购一方面影响其价位预期,一方面犹豫咬牙出手。
The off-season of demand and the weak pattern have already taken root in the hearts of downstream consumers; the relations of overall market supply and demand did not improve this week. Demand is still low test for the mainstream attitude of the industry. In the case of rationality and orders dominated, the news surface boost is relatively weak. However short and blank costs, making downstream procurement on the one hand affect its price expectations, on the one hand hesitate to bite.
后续判断:随着下游需求及成本的博弈,短期内镨钕较大可能继续震荡反复,但幅度及长度均不易报高期望。重稀土的信心较强,从矿价及分离厂的现货成本及库存来看,下周或值得期待。(瑞道稀土资讯)
Subsequent judgment: With the game of downstream demand and cost, PrNd may continue to fluctuate repeatedly in the short term, but the amplitude and length are not easy to report high expectations. Confidence in heavy rare earths is strong, and from the perspective of ore prices and spot costs and inventory of separation plants, next week may be worth looking forward to. (Ruidow Rare Earth Information)
3. 趋势图(参考亚洲金属网)Tendency Chart (refer to Asian Metal)
2023年07月14日
July 14th, 2023