JL MAG Rare-earth Industry Price Briefing 2327(Issue No. 471)07-24~07-28
Week 31,2023
1. 重要新闻简报Briefing of Important News
本周稀土市场行情,镨钕、金属钕以及金属铽价格出现小幅上涨,镝铁合金价格和上周持平。亚洲金属网周末价格: 镨钕金属价格565-575元/KG;金属钕价格570-580元/KG;镝铁合金价格2180-2200元/KG;金属铽价格9150-9350元/KG。
This week, prices of PrNd, Nd metal and Tb increased slightly, DyFe kept stable. Prices from Asian Metal at this weekend presented: PrNd metal 565-575 RMB/KG; Nd metal 570-580 RMB/KG; DyFe alloy 2180-2200 RMB/KG; Tb metal 9150-9350 RMB/KG.
2.业内重要新闻News of Rare-Earth Industry
本周(7.24-28日)稀土市场的浮沉至稳行情,周初,市场活跃询盘,价格走高,以镨钕为代表的稀土品种,报价与成交价齐飞,持货企业信心爆棚,追高报价与预期出货并存,但随着金属镨钕提价后成交遇冷,业界心态开始龟裂,抢跑现象稍有出现,镨钕价格开始有轻微让利。
This week (7.24-28) rare earth market has changed to a stable market. At the beginning of this week, the enquiries keep active and high-price. Rare earth varieties represented by praseodymium and neodymium, offer and transaction prices fly. The confidence of enterprises holding goods is booming, high prices and expected shipments coexist, but with the metal price increase, the transaction cold, the industry mentality began to crack, the phenomenon of running slightly appeared. The price of praseodymium and neodymium began to yield slightly.
本周值得一看的几点是:1.龙头企业对氧化镨钕的适当采买,一定程度上支撑起镨钕的稳定。2.废料分离企业逢低补货,废料贸易企业小幅让利,氧化物价格在成本支撑下或难有回调的动力。3.低位散货库存不多,散单价格很难主动让价。4.镝铽走势虽暂有分歧,但市场普遍流通不多,低价散货较少,加之缅甸雨季,矿产出口减少,镝铽的韧性或依旧存在。
Some points worth looking at this week are: 1. The appropriate purchase of PrNd oxide by leading enterprises has supported the stability of PrNd to a certain extent. 2. Waste separation enterprises replenished at a low price, waste trading enterprises give up profits slightly, and oxide prices are difficult to have the power of correction under the support of costs. 3. Low bulk stock, the price of bulk order is difficult to take the initiative to let the price. 4. Although there are differences in the trend of Dy and Tb, the market is generally not much circulation, less low-cost bulk goods, coupled with Myanmar's rainy season, mineral exports are reduced, Dy and Tb's toughness still exists.
诚然,需求依旧低迷,各主要稀土品种价格频繁震荡,镨钕大厂挺价态度不变,下周北方挂牌在即,镨钕价位可能会在当下价位区间内窄幅震荡。镝在繁杂的各种消息面的充斥中,或继续保持稳健。(瑞道稀土资讯)
It is true that demand is still depressed, the price of the main rare earth varieties frequently shocks, PrNd manufacturers to support prices remains unchanged. Next week the North listing is imminent, PrNd prices may be in a narrow range within the current price range. Dy in the complex variety of information flooded, or may continue to remain stable. (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28日
July 28th, 2023