JL MAG Rare-earth Industry Price Briefing 2431(Issue No.523)09-02~09-06
Week 36,2024
1. 重要新闻简报Briefing of Important News
本周稀土市场行情,镨钕、金属钕、镝铁合金和金属铽价格均上涨。亚洲金属网周末价格: 镨钕金属价格533-536 元/KG;金属钕价格536-541元/KG;镝铁合金价格1740-1760元/KG;金属铽价格7000-7200元/KG。
This week, the rare earth market has seen an increase on prices of PrNd, Nd, DyFe alloy and Tb Metal. Asian metal weekend price: PrNd metal 533-536 RMB/KG; Nd metal 536-541 RMB /KG; DyFe alloy 1740-1760 RMB /KG; Tb metal 7000-7200 RMB /KG.
2. 业内人士分析Analysis of Professional Insiders
本周,稀土主流产品价格整体呈现积极上扬的态势,加持北方稀土9月份挂牌价的大幅上调,充分提振了市场信心。氧化物市场,镨钕产品价格连续上涨,尽管因价格涨速过快导致成交量有所减少,但整体成交价格仍持续上移,中重稀土氧化物价格亦跟随上涨趋势,但各产品成交活跃度不一;金属市场现货紧张,企业报价坚挺,但下游磁材企业对高价原料接受度有限,采购态度谨慎,观望情绪较浓。总体来看,当前业内对后市价格走势谨慎看好,伴随原料端报价十分坚挺,或将传导终端订单量进一步释放,稀土产品价格有望阶段性平稳上涨。
This week, the prices of mainstream rare earth products have shown a positive upward trend overall, coupled with the significant increase in the listing price of CNRE in September, has fully boosted market confidence. In the Oxides market, the prices of PrNd products have continued to rise. Although the transaction volume has decreased due to the rapid price increase, the overall transaction price continues to rise. The prices of medium and heavy rare earth oxides have also followed the upward trend, but the activity of transactions varies among different products; the spot metal supply is tight in market, and enterprise quotations are firm. However, downstream magnetic material companies have limited acceptance to high priced raw materials, and their purchasing attitude is cautious, with a strong wait-and-see sentiment. Overall, the industry is cautiously optimistic about the future price trend. With strong raw material quotes, it may further release the volume of terminal orders, and rare earth product prices are expected to steadily rise in stages.
对于后市价格走势的判断,关键在于紧密关注行业旺季动态,以及需求端的实际变化情况,特别是终端需求能否出现显著的回暖迹象,这将直接对稀土价格的走势产生重要影响,需企业持续观察与分析。(包头稀土产品交易所)
The key to judge the future price trend closely lies in monitoring the industry's peak season development and actual changes in demand, especially whether there are significant signs of recovery in end-use demand. This will directly have important impact on the trend of rare earth prices and requires continuous observation and analysis by enterprises. (Baotou Rare Earth Products Exchange)
3. 趋势图(参考亚洲金属网)Tendency Chart (refer to Asian Metal)
2024年09月09日
September 09th, 2024
Investor Relations