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as电玩永磁稀土行情简报2422期(总第514期)07-01~07-05

JL MAG Rare-Earth Industry Price Briefing 07-01~07-05

Week 27,2024

1. 重要新闻简报Briefing of Important News

本周稀土市场行情,镨钕,金属钕以及镝铁合金价格出现小幅上涨,金属铽价格出现小幅下跌。亚洲金属网周末价格: 镨钕金属价格446-451/KG;金属钕价格446-456/KG;镝铁合金价格1770-1790/KG;金属铽价格6500-6700/KG。

In the rare earth market this week, the price of PrNd、Nd and DyFe rose slightly, the price of Tb metal down a little. Asian metal weekend price: PrNd metal price 446-451 RMB/KG; Nd metal price is 446-456 RMB /KG; DyFe alloy price is 1770-1790RMB /KG; Tb metal price is 6500-6700 RMB /KG. 

2. 业内人士分析Analysis of Professional Insiders

本周(7.1-7.5)情绪面利好再次引发价格调涨,供需矛盾的加深进一步打破涨价幻想,造成本周市场价格跌回涨价前,成交再次遇冷。

This week (7.1-7.5) the positive mood once again triggered a price increase, the deepening of the contradiction between supply and demand further broke the illusion of price increases, causing the market price to fall back to the level before its increasing this week, and the transaction was cold again.

伴随稀土产品低位成交信息的频繁,对于尤为敏感的镨钕产品,在相对冷清的成交量下不断向低位靠拢,而基于需求普遍低迷的共识,上游库存积压何时变现成为各方考虑的主要问题,使得部分一直稳价的分离厂,虽然明面报价相对滞后稍显“稳定”,但实际也不得不适度让价掩护出货。

With the frequent low transaction information of rare earth products, for particularly sensitive PrNd products, they continue to move closer to the low level under the relatively cold volume, and based on the consensus of generally depressed demand, when the upstream inventory backlog can be realizable has become the main issue for all parties to consider, making some of the separation plants that have been stable prices, although the open price is relatively lagging slightly "stable". But the actual price has to be moderately let cover the shipment.

短预测:7月下游需求整体不温不火,从官方公布的数据来看,新能源车及空调,二轮电动车等均有一定增长,大型磁材厂反馈预计开工率维持常态,不会有较大起色。但是随着价格不断达到心里价位后,下游必将有补充意识,采购判断基于观望试探,由于目前上游走势略弱,预计采购策略刚需为主,对可能出现的涨跌幅不宜做过高预判。(瑞道稀土资讯)

Short forecast: the overall downstream demand in July is lukewarm, from the official data, new energy vehicles and air conditioners, two-wheel electric vehicles, etc., have a certain growth, large magnetic material factory feedback is expected to maintain normal operating rates, there will be no greater improvement. However, as the price continues to reach the psychological price, the downstream will have supplementary awareness, procurement judgment is based on wait-and-see testing, because the current upstream trend is slightly weak, it is expected that the procurement strategy is just needed, and there should not be excessive predictions on possible rise and fall. (Ruidao Rare Earth Information)

 3.趋势图(参考亚洲金属网)Tendency Chart (refer to Asian Metal)

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20240708

July 08th, 2024

 提示:以上信息仅供参考!

Notes: the information above is for reference only!

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