L MAG Rare-earth Industry Price Briefing 2324(Issue No. 468)07-03~07-07
Week 28,2023
1. 重要新闻简报Briefing of Important News
本周稀土市场行情,镨钕、金属钕、金属铽以及镝铁合金均出现小幅下跌。亚洲金属网周末价格: 镨钕金属价格548-558元/KG;金属钕价格560-570元/KG;镝铁合金价格2000-2020元/KG;金属铽价格9350-9550元/KG。
This week, the prices of PrNd, Nd metal, DyFe and Tb fell slightly. Prices from Asian Metal at this weekend presented: PrNd metal 548-558 RMB/KG; Nd metal 560-570 RMB/KG; DyFe alloy 2000-2020 RMB/KG and Tb metal 9350-9550 RMB/KG.
2.业内重要新闻News of Rare-Earth Industry
本周(7.3-7日)稀土整体走势不容乐观,各系产品周初均出现不同程度的明显下滑,但后期主流产品弱势趋缓,后续预期虽仍有下行空间但幅度及走向或许存在差异。
This week (July 3-7), the overall trend of rare earths is not optimistic, with various series of products showing varying degrees of significant decline at the beginning of the week. However, the weakness of mainstream products has slowed down in the later stage. Although there is still room for a downward trend in future an expectation, there may be differences in amplitude and direction.
镨钕氧化物及金属抛售增多,出货让利幅度增大,再次加剧了市场的抢跑心理。本周最低价位出现在周初,成交价格不断向采购价靠拢,而采购成本只有更低没有最低。然而就真实的供应而言,并不至于发展到如此弱势,激烈的竞价后,工厂开始坚守底线,周中后期,在补空单及频繁询价中,镨钕产品的成交逐步向中位靠拢。
The increase in selling of PrNd oxide and metals, as well as the increase in profit margins for shipments, has once again exacerbated the market's competitive mentality. The lowest price of this week appeared at the beginning of the week, with transaction prices constantly approaching the purchase price, and the purchase cost is only lower without a minimum. However, in terms of actual supply, it did not develop to such a weak point. After intense bidding, the factory began to adhere to the bottom line. In the middle and later stages of the week, during the filling of short orders and frequent inquiries, the transaction of PrNd products gradually approached the middle level.
镝铽产品价格本周无意外的双双下行,缺少集团护航的镝铽产品,本周回归了其本来的轨道,进口矿价格的回调也再次影响了现货氧化物,镝铁和金属铽少量的低询低采,又一次拉低了市价。
The prices of Dy and Tb products have not unexpectedly declined this week. Without the protection of the group, Dy and Tb products have returned to their original track this week. The correction in import ore prices has once again affected spot oxides, and a small amount of low inquiry and low mining of Dy iron and metal Tb has once again lowered the market price.
三季度并无过多需求亮点,磁材行业大概率仍以刚需采购为主,轻稀土方面在下半年配额及精矿价位调整方面或许影响着镨钕走向;重稀土方面在合金级金属备采后,需求明显减弱,其仍有缓慢向下的可能,当然,不排除有政策利好的可能,后续走势或面临诸多挑战。(瑞道稀土资讯)
There were not many demand highlights in the third quarter, and the magnetic material industry is still likely to focus on just in demand procurement. The adjustment of quotas and concentrate prices for light rare earths in the second half of the year may affect the direction of PrNd. After the preparation and mining of alloy grade metals, the demand for heavy rare earths has significantly weakened, and there is still a possibility of a slow downward trend. Of course, there is a possibility of policy benefits, and the subsequent trend may face many challenges. (Ruidao Rare Earth Information)
3. 趋势图(参考亚洲金属网)Tendency Chart (refer to Asian Metal)
2023年07月07日
July 07th, 2023