JLMAG Rare-Earth Industry Price Briefing 08-05~08-09
Week 32,2024
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹與金屬鋱價格出現(xiàn)小幅上漲,鏑鐵合金價格較上周不變。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格456-461 元/KG;金屬釹價格456-466元/KG;鏑鐵合金價格1660-1680元/KG;金屬鋱價格6350-6550元/KG。
In the rare earth market this week, the prices of PrNd and Nd metal and Tb metal all rose. DyFe alloy price keep the same with the last week. Asian Metal at this weekend presented: PrNd metal 456-461 RMB/KG; Nd metal 456-466 RMB/KG; DyFe alloy 1660-1680 RMB/KG; Tb metal 6350-6550 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
本周(8.5-9日,下同)稀土市場再次經(jīng)歷沖高回落的行情,隨著上周的信心高漲,到本周修復的行情。輕稀土方面,普遍信心仍在,所以本周顯得僵持,重稀土方面由于可見的成本較高,即使消息面悲觀,底線仍在堅守。
This week (8.5-9, the same below) rare earth market once again experienced a rise and fall market, with last week's confidence high, to this week's repair of the market. In terms of light rare earths, the general confidence is still there, so this week seems to be deadlocked, and the HRE are still sticking to the bottom line due to the high cost of visible rare earths, even if the news is pessimistic.
本周,鐠釹價格不斷在37萬以上震蕩,實質(zhì)成交轉(zhuǎn)向小量的詢單與期貨問詢,下游雖認為訂單會陸續(xù)進來,但采購卻顯得謹慎;鏑鋱受多方影響從高成交腰斬,隨后操作更傾向謹慎。緬甸雨季仍在繼續(xù),礦價高居不下,廢料拉高有部分積極變現(xiàn),但分離廠的成本仍居高位,金屬企業(yè)的倒掛在陸續(xù)緩解后,本月簽單壓力不大,出貨節(jié)奏變慢,整體市場在僵持中找突破。
This week, the price of PrNd continued to fluctuate above 370,000, and the actual transaction turned to a small number of inquiries and futures inquiries. Dy and Tb were cut in half from high trading due to the influence of many parties, and then the operation was more cautious. The rainy season in Myanmar continues, the mine price remains high, and some of the scrap is actively realized, but the cost of the separation plant is still high, and the inversion of metal companies is gradually eased.
從基本面來看:磁材當下訂單熱度明顯好于上月,預期至少將貫穿下月,需求的支撐決定了稀土各產(chǎn)品走勢保持趨穩(wěn)的勁頭,故本周雖有調(diào)整但暴跌絕無可能,且多數(shù)預判仍有保持上漲的可能。一方面,虛高的報價與拉漲卻有阻礙磁材企業(yè)訂單的交收進度;另一方面,經(jīng)過高位調(diào)整后的走勢,勢必在上下游博弈中達到共識,雖需求決定了前景向上但漲勢也必然是相對穩(wěn)定且可控 。(瑞道稀土資訊)
From a fundamental point of view: the current order heat of magnetic materials is significantly better than last month, and it is expected that it will run through at least next month, and the support of demand determines the trend of rare earth products to maintain a stable momentum, although there is an adjustment this week, it is impossible to plummet, and most predictions still have the possibility of maintaining a rise. On the one hand, the inflated quotation and the rise have hindered the delivery progress of the orders of magnetic material enterprises; On the other hand, after the high-level adjustment, the trend is bound to reach a consensus in the upstream and downstream games, although the demand determines the upward outlook, the rise is bound to be relatively stable and controllable. (Ruidao rare earth information)
3.趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2024年08月09日
August 09th, 2024
提示:以上信息僅供參考!
Notes: the information above is for reference only!