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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 07-01~07-05
Week 27，2024
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情，鐠釹，金屬釹以及鏑鐵合金價(jià)格出現(xiàn)小幅上漲，金屬鋱價(jià)格出現(xiàn)小幅下跌。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格446-451元/KG；金屬釹價(jià)格446-456元/KG；鏑鐵合金價(jià)格1770-1790元/KG；金屬鋱價(jià)格6500-6700元/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. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周（7.1-7.5）情緒面利好再次引發(fā)價(jià)格調(diào)漲，供需矛盾的加深進(jìn)一步打破漲價(jià)幻想，造成本周市場(chǎng)價(jià)格跌回漲價(jià)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.
伴隨稀土產(chǎn)品低位成交信息的頻繁，對(duì)于尤為敏感的鐠釹產(chǎn)品，在相對(duì)冷清的成交量下不斷向低位靠攏，而基于需求普遍低迷的共識(shí)，上游庫(kù)存積壓何時(shí)變現(xiàn)成為各方考慮的主要問(wèn)題，使得部分一直穩(wěn)價(jià)的分離廠，雖然明面報(bào)價(jià)相對(duì)滯后稍顯“穩(wěn)定”，但實(shí)際也不得不適度讓價(jià)掩護(hù)出貨。
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.
短預(yù)測(cè)：7月下游需求整體不溫不火，從官方公布的數(shù)據(jù)來(lái)看，新能源車及空調(diào)，二輪電動(dòng)車等均有一定增長(zhǎng)，大型磁材廠反饋預(yù)計(jì)開工率維持常態(tài)，不會(huì)有較大起色。但是隨著價(jià)格不斷達(dá)到心里價(jià)位后，下游必將有補(bǔ)充意識(shí)，采購(gòu)判斷基于觀望試探，由于目前上游走勢(shì)略弱，預(yù)計(jì)采購(gòu)策略剛需為主，對(duì)可能出現(xiàn)的漲跌幅不宜做過(guò)高預(yù)判。（瑞道稀土資訊）
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.趨勢(shì)圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2024年07月08日
July 08th, 2024
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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