JL MAG Rare-Earth Industry Price Briefing 11-27~12-01
Week 49,2023
1. 重要新闻简报Briefing of Important News
本周稀土市场行情,镨钕、镝铁合金和金属铽价格出现小幅上涨,金属钕价格出现小幅下跌。亚洲金属网周末价格: 镨钕金属价格585-590元/KG;金属钕价格595-605元/KG;镝铁合金价格2560-2580元/KG;金属铽价格9750-9950元/KG。
This week, prices of PrNd, DyFe alloy and Tb metal increased a little, and Nd metal fell slightly. Prices from Asian Metal at this weekend presented: PrNd metal 585-590 RMB/KG; Nd metal 595-605 RMB/KG; DyFe alloy 2560-2580 RMB/KG; Tb metal 9750-9950 RMB/KG.
2. 业内人士分析Analysis of Professional Insiders
本周(11.27-12.1,下同)稀土市场延续上周走势,重涨轻跌,整体市场表现不佳,需求短板在年尾即显,受买涨不买跌的影响,出货相对积极而采购亦有观望,这在一定程度上加深了稀土市场的低迷程度。
This week (Nov.27th-Dec.1st, the same below), the rare earth market continued its trend from last week, with heavy RE rise and light RE losses. The overall market performance was poor, and the demand weakness was evident at the end of the year. Affected by the mind of buy when the prices are going up instead of going down, shipments were relatively active while procurement was also wait-and-see, which to some extent deepened the sluggish of the rare earth market.
在需求没有改善的情况下,做空再补又一次成为从上到下的操作策略。就上中游企业反馈而言,镨钕系产品抢占销售额,迅速变现仍是首要任务,故有可能在极限降低成本的情况,先销再补以摊平成本。镝铽产品异于其他品种,在于大企业给的底气,但当前价位也是一个敏感点位,业内也投入了更多的关注和风险预判。
In the absence of improvement in demand, short selling and then making up has once again become a top-down operational strategy. In terms of feedback from upstream and midstream enterprises, the primary task is for PrNd products to seize sales revenue and quickly monetize them. Therefore, it is possible to sell them first and then make up for the cost while minimizing costs. Dysprosium terbium products are different from other varieties due to the confidence given by large enterprises, but the current price is also a sensitive point, and the industry has invested more attention and risk prediction.
轻重走势虽有分歧,但两方互有制约亦存共生,轻稀土的弱势及重稀土的强势或可能陆续出现调整。(瑞道稀土资讯)
Although there are differences in the trend of light and heavy rare earths, both sides have constraints and coexist. The weakness of light rare earths and the strength of heavy rare earths may gradually undergo adjustments. (Ruidao Rare Earth infos)
北方稀土高科技股份澳门尼威斯人网站发布2023年12月稀土产品挂牌价格
Listing Price of Rare Earth Products from CNRE of Dec. 2023
单位:元/吨(出厂含税价)
Unit: RMB/T (ex-work price including tax)
3.趋势图(参考亚洲金属网)Tendency Chart (refer to Asian Metal)
2023年12月01日
December 1st, 2023
提示:以上信息仅供参考!
Notes: the information above is for reference only!