JL MAG Rare-earth Industry Price Briefing 2432(Issue No.524)09-09~09-20
Week 38,2024
1. 重要新闻简报Briefing of Important News
本周稀土市场行情,镨钕、镝铁合金和金属钕价格下降,金属铽价格上涨。亚洲金属网周末价格: 镨钕金属价格519-522元/KG;金属钕价格522-527元/KG;镝铁合金价格1720-1740元/KG;金属铽价格7100-7300元/KG。
This week, the rare earth market has seen a decrease on prices of PrNd, DyFe alloy and Nd metal, but an increase on price of Tb metal. Asian Metal at this weekend presented: PrNd metal 519-522 RMB/KG; Nd metal 522-527 RMB/KG; DyFe alloy 1720-1740 RMB /KG; Tb metal 7100-7300 RMB /KG.
2. 业内人士分析Analysis of Professional Insiders
本周(9月18日-9月20日)稀土产品价格小幅上涨。镨钕产品价格上涨较为明显,市场活跃度上升,订单量小幅增加。市场询单活跃,但报价谨慎,持货商挺价意愿强烈,捂货惜售,市场低价货源难求。相比之下,镝铽产品表现平淡,贸易商询单增量,企业按需补货,整体成交量上涨有限。
This week (Sep. 18th to Sep. 20th), prices of rare earth products rose slightly. The price of PrNd products increased obviously, while the market activity increased and the orders increased slightly. The inquiry is active, but the quotation is cautious, the cargo holder has a strong willingness to support the price, and the market is difficult to find low-cost goods. In contrast, Dy and Tb products have been flat, traders have asked for incremental orders, enterprises have replenishment on demand, and the overall volume has risen limited.
金属市场方面,下游涌现少量订单,磁材企业按需补货,金属镨钕市场的询报盘活跃度增加。金属生产商接近交货期,相较于氧化镨钕,金属镨钕更受青睐。
In the metal market, a small number of downstream orders have emerged, magnetic materials companies have replenished on demand, and the inquiry of PrNd market has increased. Metal producers are close to delivery time, and PrNd metal is preferred over PrNd oxide.
与氧化物市场相似的是,金属企业的现货库存有限,出货意愿不高。下游磁材企业大部分处于观望状态,磁材厂订单有所增加,但多因报价不理想,接货意愿不强,维持刚需采购。
Similar to the oxide market, metal companies have limited spot inventories and they are not so willing to sell. Downstream magnetic material companies are mostly in a wait-and-see state, and magnetic material factory orders have increased, but most of them have not strong willingness to sell because of bad quotations, so the need to purchase is maintained.
此外,周内美联储宣布降息50个基点,提振金属市场收阳。尽管不确定性尚存,但整体而言,市场情绪积极盼稳,期待后市稳健向好。(包头稀土产品交易所)
In addition, during the week, the Federal Reserve announced a 50 basis point interest rate cut, which boosted the metal market. Despite the uncertainty, the overall market sentiment is positive for stability and looks forward to a stable market in the future. (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20日
September 20th, 2024
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