JL MAG Rare-earth Industry Price Briefing 2435(Issue No.527)10-21~10-25
Week 43,2024
1. 重要新闻简报Briefing of Important News
本周稀土市场行情,镨钕、金属钕和镝铁合金价格出现小幅下降,金属铽价格维持不变。亚洲金属网周末价格: 镨钕金属价格518-521元/KG;金属钕价格522-527元/KG;镝铁合金价格1680-1700元/KG;金属铽价格7150-7350元/KG。
This week's rare earth market trend saw a slight decrease in the prices of praseodymium neodymium, neodymium metal, and dysprosium iron alloy, while the price of terbium metal remained unchanged. Asian Metal weekend prices: Praseodymium neodymium metal prices range from 518-521 RMB/KG; The price of neodymium metal is 522-527 RMB/KG; The price of dysprosium ferroalloy is 1680-1700 RMB/KG; The price of terbium metal is 7150-7350 RMB/KG.
2. 业内人士分析Analysis of Professional Insiders
本周(10月21日到25日,下同),镨钕产品市场询报价活跃度有所提升,氧化物报价持续坚挺,价格走势偏强;金属镨钕尽管市场询单量有所增加,但应用端采购谨慎,成交量不足,价格呈现弱稳趋势。镝、铽产品受缅甸进口受阻影响,价格持续上涨,但由于应用端近年来生产需求减量,加之对高价原料接受程度不高,总体成交量有限。
This week (Oct. 21st-25th, the same below), the market inquiry and quotation activity of praseodymium neodymium products has increased, and the oxide quotation continues to be firm with a strong price trend; Although the market inquiry volume for praseodymium neodymium metal has increased, the application side procurement is cautious, which shows insufficient trading volume and a weak stable price trend. Dysprosium and terbium products have been affected by import restrictions from Myanmar, resulting in continuous price increases. However, due to reduced production demand on the application side in recent years and low acceptance of high priced raw materials, overall trading volume is limited.
整体来看,当前稀土市场供需博弈僵持,未来价格走势仍面临较大波动性和不确定性。对于后市判断,需密切关注终端需求、政策效应以及国际环境等一系列形势变化,特别是终端需求能否出现显著的回暖,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)
Overall, the current supply and demand game in the rare earth market is deadlocked, and the future price trend still faces significant volatility and uncertainty. For future market judgment, it is necessary to closely monitor a series of changes in the situation such as terminal demand, policy effects, and international environment, especially whether there can be a significant rebound in terminal demand, which will directly have an important impact on the trend of rare earth prices and require 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10月28日
October 28th, 2024
Investor Relations