as电玩永磁稀土行情简报2417期(总第509期)05-20~05-24
JL MAG Rare-Earth Industry Price Briefing 05-20~05-24
Week 21,2024
1. 重要新闻简报Briefing of Important News
本周稀土市场行情,镨钕、金属钕、镝铁合金以及金属铽价格均出现小幅下跌。亚洲金属网周末价格: 镨钕金属价格475-480元/KG;金属钕价格475-485元/KG;镝铁合金价格1970-1990元/KG;金属铽价格8050-8250元/KG。
This week, prices of PrNd, Nd metal, DyFe alloy and Tb metal went through a slight dip. Prices from Asian Metal at this weekend presented: PrNd metal 475-480RMB/KG; Nd metal 475-485RMB/KG; DyFe alloy 1970-1990RMB/KG; Tb metal 8050-8250RMB/KG.
2. 业内人士分析Analysis of Professional Insiders
本周(5.20-24日,下同)稀土市场显露出需求后继不足的常规疲态,稀土主流产品在上周的小V高点的走势下,尽管表象稳定,但弱趋势已显。其实自4月中旬下游采购小幅峰值已显渐逝,本月上旬一直在以环保,大企的支撑为看点,然频繁拉涨回落,市场已疲,目前亦无利好消息面传出。
This week (5.20-24, the same below) rare earth market revealed the regular weakness of insufficient demand. rare earth mainstream products moved linearly so far with the small surge from last week,but weak trend has been shown already. In fact, the small peak of downstream procurement has ended gradually since mid-April. The trend market pulled up and down frequently,even taking into the consideration of environmental protection and the support of large enterprises, the market appear to have entered weakness, there is no good news at present.
本周美联储公布了一季度通胀数据,其对抑通胀表现出的担忧也侧面反映出对降息的信心不足,甚至一部分“鹰派”认为仍要继续加息。地缘政治的因素导致当前普遍以区域经济为主要载体,就稀土当前需求而言,其基于现有订单基本定型,此前涨价刺激了下游过快过长的下单,导致当前买家市场,决定磁材端压价加力及采购计划放缓,距离下次北方挂牌仅有一周时间,目前实质的利好层面缥缈难询,寄希望于头部企业的稳价是唯一的“光亮”。(瑞道稀土资讯)
This week, the Fed Reserved released first-quarter inflation data, one of its concern about suppressing inflation reflects a lack of confidence in interest rate cuts, some "hawks" believe that interest rates should continue to rise. Geopolitical factors led to the current general regional economy as the main carrier. In terms of the current demand for rare earth, the existing orders fixed already before and the downstream have placed the orders too soon due to the price increase from last time, which lead to the current buyer market decided to add price pressure from the end of magnetic and slow down procurement plan. Until now, only one week from the next northern listing, but current substantive positive level is elusive. The only "light" may come from the head company to stabilize the price . (Ruidow Rare Earth Information)
3.趋势图(参考亚洲金属网)Tendency Chart (refer to Asian Metal)
2024年05月24日
May 24th, 2024
提示:以上信息仅供参考!
Notes: the information above is for reference only!