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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 03-18~03-22
week 12, 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363-368元/kg (上海有色，370-375元/kg)，镝铁合金价格1390-1410元/kg (上海有色，1400-1430元/kg)，金属铽价格3980-4030元/kg (上海有色，3980-4030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 363-368rmb/kg (price from smm: 370-375 rmb/kg), dyfe alloy 1390-1410rmb/kg (price from smm: 1400-1430rmb/kg), and tb metal 3980-4030rmb/kg (price from smm: 3980-4030rmb/kg).
2. 业内人士分析analysis of professional insiders
数据显示，重稀土氧化镝价格3月以来累计涨近8%，据业内人士表示，缅甸进口突然收缩，国内重稀土开采技术问题短期仍难以突破，同时环保政策趋严抑制重稀土产量增长的背景下，重稀土供应缺口将难以弥补，涨价将是确定性事件。
data shows that heavy rare earth dy oxide prices have risen nearly 8% since march, according to insiders, myanmar's imports suddenly contracted, while the domestic heavy rare earth mining technical problems is still difficult to break in short-term. at the same time, under the background of environmental protection policy restraining production growth of heavy rare earth, supply gap of heavy rare earth will be difficult to make up, price increases will be a certainty event.
近期氧化镝价格出现大前进，今年以来累计涨幅为13.22%。生意社稀土分析师陈玲表示近期，重稀土价格上涨主要是受市场供需格局影响。一方面，缅甸进口突发收缩，将导致市场供应减少；另一方面，春节过后，在供应端减少预期利好支撑下，市场询盘行为增加，需求端出现显著增长。
dy oxide prices have recently shown a swagger, rising 13.22% so far this year. chen ling, rare earth analyst at business news, said the recent rise in heavy rare earth prices is mainly affected by the supply and demand pattern in the market. on the one hand, myanmar's sudden import contraction will lead to a reduction in market supply; on the other hand, after the spring festival, the market inquiry behavior increased and the demand side showed a significant growth under the support of the reduced expectation on the supply side.
我国曾是全球大的稀土供应国，且“黑稀土"泛滥导致我国稀土行业长期处于供大于求状态。不过，随着政府在政策端的发力，稀土“打黑"和整合六大稀土集团等重磅政策频繁出台，行业整治带来我国稀土矿供应持续收缩。同时，也推动我国稀土矿开采行业人才流向东南亚、美国等地，推动当地稀土采选技术大幅提升，进而成为我国的主要稀土矿来源国。缅甸就是我国重要的进口稀土矿供应源，若缅甸矿确定关闭，则以后每年减少的镝供应量或超过30%。
china used to be the world's largest supplier of rare earth, and the proliferation of "black rare earth" has led to a long-term oversupply of china's rare earth industry. however, with the government force in the policy, heavy policies such as "cracking down on the black rare earth" and integrating six major rare earth groups have been issued frequently, and the industry renovation has resulted in the continuous contraction of the supply of rare earth minerals in china. at the same time, china has also promoted the talents flow of rare earth mining industry to southeast asia, the united states and other places, and significantly promoted the local rare earth mining technology, thus make them becoming the main source countries of rare earth mines in china. myanmar is an important source of supply for china's imported rare earth mines. if the mines in myanmar are determined to close, the dysprosium supply may be reduced by more than 30% every year.
对于后市，华泰研究所有色金属分析师表示，不同以往收储行情，此次稀土涨价是由于缅甸进口减少导致中重稀土供需趋紧，看好中重稀土行情。
for the future market, huatai institute of non-ferrous metals analysts said, unlike the previous stock prices, the raise of rare earth price is due to the reduction of myanmar imports which led to tight supply and demand of rare earth, heavy rare earth market will bullish.
南方稀土发布3月18日稀土氧化物挂牌价
listing price on march 18th 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22日
march 22nd, 2019
提示：以上信息仅供参考！
notes: the information above is for reference only!