金力永磁稀土行情简报1914期(总第276期)04-九游会网址j9

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金力永磁稀土行情简报1914期(总第276期)04-08~04-12

jl mag rare-earth industry price briefing 04-08~04-12

week 15, 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,镝铁和铽价格保持平稳。 亚洲金属网价格: 镨钕金属价格337-342元/kg (上海有色,342-347元/kg),镝铁合金价格1450-1470元/kg (上海有色,1460-1480元/kg),金属铽价格4050-4100元/kg (上海有色,4020-4050元/kg)。

this week, the price of prnd continued to fall slightly, dyfe and tb price remained stable. price from asian metal at this weekend presented: prnd metal 337-342rmb/kg (price from smm: 342-347 rmb/kg), dyfe alloy 1450-1470rmb/kg (price from smm: 1460-1480rmb/kg), and tb metal 4050-4100rmb/kg (price from smm: 4020-4050rmb/kg).

业内人士分析analysis of professional insiders

本周(4.8-4.12)稀土市场再度开启两级分化走势。然而镨钕下滑趋势减缓,而镝铽经过一周时间的企稳巩固后再度回转上扬,钆钬系产品停止上涨保持稳定。

this week (4.8-4.12), the rare earth market once again began a polarized trend. however, the decline in prnd slowed down, while dyfe and tb turned up again after a week of stabilization and consolidation, while gdho products stopped rising and remained stable.

镨钕系产品下滑至此,市场开始流传企业限产、停产消息,但目前并无厂家对此反馈,另外镨钕产品目前徘徊在成本边缘,不过成本边缘同时意味着逼近成本与经营亏损平衡点,可让利的空间压缩,后续下滑速度必然放缓。

prnd products has shrank, the market begins to spread the news of enterprise limiting production, stopping production, but there is no feedback from manufacturers at present, prnd products are hovering at marginal cost now, marginal cost means close to cost and management deficit balance point at the same time, the space that can make profit is squeezed, there is slower rate of shrink subsequently.

镝铽系产品经历月初的轻微下调,在下游接受程度普遍后随即恢复到调整前水平,且成流通较之上一波涨势有所回暖,成量的支撑下镝铽系产品的涨势更显充实合理。缅甸稀土预计再度闭关消息越发频繁,未来的再一次涨幅仍存期望。

dytb products have recovered to their pre-adjustment levels after a slight decrease at the beginning of the month after widespread acceptance from downstream, and deal flow has recovered compared to the previous rally. the dytb product rally is more substantial and reasonable supported by trading volume. the news that myanmar rare earth is expected to close again becomes frequently, another increase is expected in the future.

钆钬系产品并没有借势镝铽上涨并保持平稳。钆铁与钬铁的作用在于替代稀土永磁中一部分钕,在合理的范围内以牺牲部分矫顽力的代价稳定剩磁并降低成本。随着镨钕金属的一路下滑和钆钬产品的上调,钆钬合金代替钕已失去降低成本的作用,且矫顽力性能反不如增加钕的比例。随着替代产品价格严重低迷,钆钬系产品也达到了其性价比允许的高价格点。不过,重稀土的供应减少同样存在,预计钆钬系产品近期以稳定为主。(瑞道稀土资讯)

gdho hasn't taken advantage of dytb's rise and held steady. gdfe and hofe is replacement of nd in rare earth permanent magnet, stabilize br and reduce cost at a reasonable range by sacrificing part of hcb. with the decline of prnd and the increase of gdho product, the replacement of nd with gdho alloy has lost the role of reducing cost, and the hcb is not as good as the increase of the proportion of nd. with the price of replacement products seriously depressed, gdho products have also reached the highest price point that their cost performance allows. however, there is also a reduction in the supply of heavy rare earth, gdho products expected to remain stable in the near future. (ruidow rare earth information)

北方稀土高科技股份有限公司发布4月稀土产品挂牌价格

listing price on april from china northern rare earth high-tech co., ltd.

1577783754184743.png

南方稀土发布4月8日稀土氧化物挂牌价

listing price on april 8th from china southern rare earth

单位:万元/吨(出厂含税价)

unit: 10,000rmb/ton (exw price incl. vat)

1577783760520310.png

2. 趋势图(参考亚洲金属网)tendency chart (refer to asian metal)

2019年4月12日

april 12, 2019

提示:以上信息仅供参考!

notes: the information above is for reference only!



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