language
現在の位置： > レアアース情報 > 業界情報速報jl mag rare-earth industry price briefing 03-11~03-15
week 11, 2019
1.重要新闻简报briefing of important news
本周稀土市场行情，镨钕价格继续小幅下跌，镝铁和铽价格继续保持上涨趋势。 亚洲金属网价格: 镨钕金属价格367-372元/kg (上海有色，370-375元/kg)，镝铁合金价格1320-1340元/kg (上海有色，1330-1380元/kg)，金属铽价格3860-3910元/kg (上海有色，3950-4000元/kg)。
this week, price of prnd fell slightly while dyfe and tb price continued their rising trend. price from asian metal at this weekend presented: prnd metal 367-372rmb/kg (price from smm: 370-375 rmb/kg), dyfe alloy 1320-1340rmb/kg (price from smm: 1330-1380rmb/kg), and tb metal 3860-3910rmb/kg (price from smm: 3950-4000rmb/kg).
英国《每日新闻》援引lynas澳大利亚总部的一份报告称，该公司在9月2日前清理其废弃物库存方面遇到了困难。该公司的牌照也将于9月2日到期续期。从现在的迹象来看，莱纳斯马来西亚工厂在经历了变动后将不得不面临处理掉之前残留废物的问题，但就已有信息来看，莱纳斯在这方面似乎是无计可施。按坏情况预计，假如马来西亚工厂9月关停后，莱纳斯有矿可采、无地可分离，虽然国外比如印度有一定分离产能，但国外稀土产品将避免不了地发生短缺，由此国内稀土矿来源和稀土产品去向格局将发生一定变化。（稀土在线）
daily news from uk quoted a report from lynas australia headquarter that the company had difficulties clearing its waste stockpiles by september 02nd. the company's license will also expire and to be renewed on september 02nd. from the current evidence, the lynas malaysian plant will have to face the problem of disposing of the remaining waste after the change, but according to the information available, lynas seems to be unable to do anything about it. according to worst-case scenario, if malaysia's factories shut down in september, lynas will have mines to be mined but no place to be separated. although foreign countries such as india have certain separation capacity, foreign rare earth products will inevitably be in short supply, thus the domestic rare earth sources and the pattern of rare earth products will change. (rare earth online)
2. 业内人士分析analysis of professional insiders
3月15日，工信部九游会网址j9官网发布“工业和信息化部、自然资源部关于下达2019年一批稀土开采、冶炼分离总量控制计划的通知"。稀土是国家严格实行开采、冶炼分离总量控制管理的产品，任何单位和个人不得无计划和超计划生产。2019年度一批稀土开采、冶炼分离总量控制计划按2018年度指标的50%下达，分别为60000吨、57500吨，二批计划将综合考虑市场需求和各集团的执行情况，于2019年6月底前下达。
on march 15th, the official website of the ministry of industry and information technology issued the "notice of the ministry of natural resources & the ministry of industry and information technology on the first batch of total control plan for rare earth mining, smelting and separation in 2019". rare earth is a product strictly controlled by the state in the total amount of mining, smelting and separation. no company or individual may produce without planning or beyond planning. the first batch of total control plan for rare earth mining, smelting and separation in 2019 was issued according to 50% of the 2018 index, 60,000 tons and 57,500 tons respectively. the second batch plan will be issued by the end of june 2019, taking market demand and the implementation of each group into account.
海关数据显示, 2019年1月混合碳酸稀土进口量是1480吨，其中缅甸进口量是963吨，相比2018年12月小幅下降。自从2018年11月腾冲海关开始实施进口限制措施以来，相比2018年前十个月每月平均进口量2395吨减少近一半以上，进口数量下降趋势明显。2018年从缅甸进口的离子型稀土矿约2.6万吨（核算稀土氧化物在2.3万吨，其中镝含量在850吨，铽含量在130吨）,占国内中重稀土矿消费量的比例接近50%。预计2019年从缅甸进口的离子型稀土矿的下降或将减少一半。
customs data show that the import volume of mixed rare earth carbonate in january 2019 was 1480 tons, of which the import volume of myanmar was 963 tons, a slight decrease compared with december 2018. since tengchong customs began to implement import restriction measures in november 2018, the import volume has been reduced by more than half compared with the average monthly volume of 2395 tons in the first ten months of 2018, and the decline trend of import volume is obvious. in 2018, about 26,000 tons of ionic rare earth ore were imported from myanmar (accounting for 23,000 tons of rare earth oxides, including 850 tons of dy and 130 tons of tb), accounting for nearly 50% of the domestic consumption of heavy rare earth ores. it is expected that the decrease in imports of ionic rare earth ores from myanmar will be halved in 2019.
业内人士周知，缅甸矿进口期现只剩近两个月时间，而南方离子型稀土矿的开采成本居高不下，即使目前国内中重稀土价格持续上涨，也不足以支撑商家进行国内矿开采，预计国内中重稀土开采量短期内并不会有明显改善，主要来源依旧依靠缅甸矿，因此腾冲海关严查的消息对国内中重稀土企业商家心态影响较大，短期内看涨情绪高涨。
industry insiders know that the import period of myanmar's mines is only about two months, while the mining cost of ionic rare earth mines in the south of china is still high. even if the domestic price of heavy rare earth keeps rising, it is not enough to support businesses to carry out domestic mining. it is expected that the domestic mining volume of heavy rare earth will not improve significantly in the short term. the main source is still myanmar's mines, so the news of the stringent censorship from tengchong customs has a big impact on the mentality of domestic heavy rare earth enterprises and businessmen, and the bullish mood is rising in the short term.
虽需求端增长缓慢，小幅抑制了镝铽产品价格的上涨速度，但供给端的收缩及下游库存的消耗，预计镝铽后市还有上行空间，且在5月份缅甸矿进口消息确定之前上涨动力仍旧强劲。（百川资讯）
despite the slow growth from demand side which has a slight restraint on the rising speed of dy and tb product prices, the contraction of supply side and the consumption of downstream stocks are expected to leave room of growth for dy and tb in the future market, and the momentum for increase is still strong until the news of myanmar's mining imports is confirmed in may. (baichuan info)
北方稀土高科技股份有限公司发布3月稀土产品挂牌价格
listing price of march from china northern rare earth
南方稀土发布3月11日稀土氧化物挂牌价
listing price on march 11 from china southern rare earth
单位：万元/吨（出厂含税价）
unit: 10,000rmb/ton (exw price incl. vat)
3. 趋势图（参考亚洲金属网）tendency chart (refer to asian metal)
2019年3月15日
march 15th, 2019
提示：以上信息仅供参考！
notes: the information above is for reference only!