as电玩

欢迎进入江西as电玩永磁科技股份有限公司官方网站!
股票代码

A股:300748.SZ
H股:06680.HK

Language

稀土资讯

稀土简介
稀土行情周报
当前位置:首页 > 稀土资讯 > 稀土行情周报
as电玩永磁稀土行情简报201637期(总第153期)09-19~09-23

as电玩永磁稀土行情简报201637期(总第153期)09-19~09-23

JL MAG Rare-earth Industry Price Briefing09-19~09-23

2016年第39周

Week 39, 2016

1.重要新闻简报Briefing of Important News

本周稀土市场镨钕价格有小幅下跌,镝铁和铽价格相对稳定。亚洲金属网价格:镨钕金属316-321元/KG,镝铁合金价格1240-1270元/KG,铽金属价格3550-3650元/KG。

The price of PrNd has a slight decrease on the rare earth market of this week while DyFe and Tb are relatively stable. The prices from Asian metal at the weekend present: PrNd is 316-321RMB/KG, DyFe is 1240-1270RMB/KG and Tb is 3550-3650RMB/KG.

2.业内人士分析Analysis of Professional Insiders

从知情人士处获悉,原定于本周举行的稀土国储会议已被国家发改委取消,至于具体召开时间,知情人士表示,“应该推迟到下周举行了,因为之前有一种说法是9月底之前落实稀土国储事宜"。此前,有媒体报道,稀土国储招标确定在本周召开,本次招标量大高于预期,参与招标企业有:中铝、厦钨、广晟、赣矿、中色。

From informed sources, the State Reserve of rare earth meeting which was scheduled to be held this week has been cancelled by the National Development and Reform Commission. For the specific holding time, informed sources said "it should be postponed to next week, because there is a saying previously that State Reserve of rare earth must be implemented by the end of September". Previously, the media reported that the State Reserve of rare earth bidding is determined to be held this week, the tender amount is higher than expected, participate in the bidding enterprises are: Chinalco, Xiamen Tungsten Co., Ltd., Rising Nonferrous Metals Share Co., Ltd., Ganzhou Rare Earth Mineral Industry Co., Ltd., and CNMC.

据澎湃新闻9月22日消息,上述招标会推迟消息在另一位业内人士处也得了证实。该业内人士表示,“目前,参与招标的企业还没有收到招标书,也没有上交保证金"。据该人士所说,参与企业收到招标书以及上交保证金,这两项是国储招标会议正式启动的前提。

According to The Paper news on September 22nd, the news of the above tender meeting will be delayed has also been confirmed from another insider. The insider indicated that at present, the enterprises involved in the tender has not received the invitation of tender and not paid the deposit". According to the person, the participating enterprises'receiving the invitation as well as to pay the deposit are the two premises for the official start of the national reserve tender meeting.

按照2016年3月30日国家发改委组织六大稀土集团召开的收储会议决定,六大稀土集团应分三批完成商业收储,收储目标分别为1300吨、1600吨、2600吨,共计5500吨。此前的6月7日,国家发改委管理的司局级机构国储局召开了一次稀土国储招标会,但结果是9个品种全部流标。当时有业内人士表示,流标原因主要在于招标价格不符合稀土集团预期。低价之下,国储局有意收储,企业却不愿意在此节点交付。在流标之后的6月22日,国家发改委专门召开了一次稀土国储会议。对该次会议,业内人士称,意在“动员企业,强调稀土国储的重要性"。

According to the decision made on the reserve meeting organized by National Development and Reform Commission on March 30, 2016 that the six rare earth group should be divided into three batches to complete commercial reserve and the targets were 1300 tons, 1600 tons, 2600 tons, a total of 5500 tons. Prior to June 7th, the departmental agency and bureau managed by National Development and Reform Commission Management held the first rare earth State Reserve bidding, but the result is 9 varieties all failed to win the bids. Insiders said at the time, the main reason is that the tender price is out of the rare earth group's expectation. At low price, the Bureau intends to reserve while enterprises are not willing to deliver at this node. On June 22nd, the National Development and Reform Commission held a special rare earth reserve meeting. The insiders said, the meeting intended to mobilize the enterprise and emphasize the importance of rare earth storage".

不过,从目前的国储进程来看,“动员"效果并不好。中债资信在9月初的一份研究报告中指出,今年年初,受益于国家稀土收储预期及商业收储利好,稀土价格大幅上涨。国储流标后开始回调,目前主要稀土产品价格仍处于历史低位水平。预计本次收储价格仍将低于主要稀土生产企业心理价位,流标的可能性较大。

However, from the current state of the reserve process, mobilization effect is not good. China Credit Rating Co., Ltd. pointed out that in a research report in early September, at the beginning of this year, benefit from the state reserve expectation and commercial reserve fearless, rare earth prices rose sharply. After the state reserve failed bids it began to call back, the main rare earth product price is still at the low level of historical status. It is expected that the reserve price will remain below the psychological price of the main rare earth production enterprise and the possibility of failing the bids is big.

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

2016年09月23日

Sep. 23, 2016

提示:以上信息仅供参考!

Notes: the information above is for reference only!


江西as电玩永磁科技股份有限公司

86-797-8068888

地址:江西省赣州市经济技术开发区金岭西路81号
网址:http://www.mn4mn.com
传真:86-797-8068000
邮箱:sales@jlmag.cn

as电玩