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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 05-20~05-24
week 21, 2019
1. 重要新闻简报briefing of important news
本周稀土市场行情，镨钕，镝铁和铽价格暴涨。 亚洲金属网价格: 镨钕金属价格400-405元/kg (上海有色，440-460元/kg)，镝铁合金价格1930-1950元/kg (上海有色，1950-2000元/kg)，金属铽价格4450-4500元/kg (上海有色，4500-4600元/kg)。
this week, prices of prnd, dyfe and tb skyrocketed. price from asian metal at this weekend presented: prnd metal 400-405rmb/kg (price from smm: 440-460rmb/kg), dyfe alloy 1930-1950rmb/kg (price from smm: 1950-2000rmb/kg), and tb metal 4450-4500rmb/kg (price from smm: 4500-4600rmb/kg).
莱纳斯与美国德克萨斯州的blue line公司发表联合文告，宣布签署了解备忘录，明年在德克萨斯州合作设厂，这个合资企业的大股东为莱纳斯。澳洲莱纳斯公司宣布在美国设立稀土分离厂，但该公司强调将不会离开大马，并有信心莱纳斯能达到相敦马哈迪所设下的条件，即净化运入大马的原料和继续留在大马运作。
lynas and the blue line company of texas, usa, issued a joint statement announcing the signing of a memorandum of understanding to set up a factory in texas next year. the major shareholder of the joint venture is lynas. lynas of australia announced the establishment of a rare earth separation plant in the united states, but the company stressed that it would not leave malaysia and was confident that lynas would meet the conditions set by prime minister tun mahathir to purify the raw materials shipped into malaysia and continue to operate in malaysia.
2. 业内人士分析analysis of professional insiders
稀土市场火热，整体价格暴涨，受缅甸封关影响，中重稀土原材料供应收紧，价格偏强，加之中美贸易战关税落实，稀土地位更显突出，主流媒体和资本市场对于稀土市场关注加大，股票与现货市场双双走红，价格呈现快速上涨。
the rare earth market is hot, the overall price is skyrocketing, affected by the closure of myanmar, the supply of medium and heavy rare earth raw materials is tightening, the price is stronger, the sino-us trade war tariff is implemented, the status of rare earth trump card is more prominent, and the mainstream media and capital market pay attention to the rare earth market. both stocks and spot markets became popular, and prices rose rapidly.
受缅甸封关影响，中重稀土价格持续走强，5月20日，习总书记赴江西金力永磁考察调研，期间强调，稀土是重要的战略资源，也是不再生资源。“中东有石油，中国有稀土"一时间，关于中美贸易战中稀土的地位突出异常，主流媒体稀土报道增多，资本市场对稀土也格外关注，利好消息频发，稀土现货市场价格呈现暴涨状态，股票也纷纷涨停。 至本周五，市场情绪纷纷有所冷静，上游报价涨幅有所减缓，以便下游用户缓冲接受。
influenced by the closure of myanmar, the price of medium and heavy rare earth continued to strengthen. on may 20th, general secretary xi jinping visited jl mag in jiangxi province for investigation and research. during the visit, he emphasized that rare earth is an important strategic resource as well as a non-renewable resource. “there is oil in the middle east, and china has rare earth." for a time, the status of rare earth in the sino-us trade war was prominent. reports on rare earths by mainstream media have increased, and the capital market has paid special attention to rare earth. favorable news has been frequently reported. the spot market price of rare earth has skyrocketed, and stocks have also risen by the daily limit. by this friday, market sentiment has calmed down, and the upstream offer has slowed down so that downstream users can absorb it.
周初稀土市场上游价格的过快的变化一时间造成了“有价无市"的错觉，不少持货厂家观望惜售情绪浓厚，随着市场高涨情绪的逐步冷静，涨幅速度于本周五稍显冷静，各大厂家纷纷表示，稀土价格缓慢变化更易下游接受适应，利于整体稀土产业健康发展。经过多年的行业整合，稀土价格平稳变化更有利于行业发展，扎实推进稀土行业平稳运行仍应是当前形势下的主旋律。（瑞道金属网）
at the beginning of the week, the rapid change in the upstream price of the rare earth market caused the illusion of “have price but no sales". many stockholders have a strong sentiment to wait and reluctant to sell, and with the gradual calmness of the market's rising sentiment, the rate of increase is slightly calmer this friday. major manufacturers have said that the slow change of rare earth prices is easier for downstream to accept adaptation, which is conducive to the healthy development of the overall rare earth industry. after years of industry integration, the steady change of rare earth prices is more conducive to the development of the industry. steady progress in the smooth operation of the rare earth industry should still be the main theme under the current situation. (rui dao metal network)
南方稀土发布5月20日稀土氧化物挂牌价
listing price of rare earth oxides on 20th may from southern rare earth
单位：万元/吨（出厂含税价）
unit: 10 thousand rmb/ton (exw incl. tax)
3. 趋势图（参考亚洲金属网）tendency chart (refer to asian metal)
2019年5月24日
may 24, 2019
提示：以上信息仅供参考！
notes: the information above is for reference only!