JL MAG Rare-earth Industry Price Briefing 2440(Issue No.532)11-25~11-29
Week 48,2024
1. 重要新闻简报Briefing of Important News
本周稀土市场行情,镨钕和金属钕价格小幅上涨,金属铽价格不变,镝铁合金价格出现小幅下跌。亚洲金属网周末价格: 镨钕金属价格508-511元/KG;金属钕价格510-515元/KG;镝铁合金价格1610-1630元/KG;金属铽价格7180-7280元/KG。
In the rare earth market this week, the prices of PrNd and Nd metal rose slightly, Tb metal remained unchanged, and DyFe alloy fell slightly. Prices from Asian Metal at this weekend presented: PrNd metal 508-511 RMB/KG; Nd metal 510-515 RMB/KG; DyFe alloy 1610-1630 RMB/KG; Tb metal 7180-7280 RMB/KG.
2. 业内人士分析Analysis of Professional Insiders
本月稀土产品价格走势呈震荡下跌态势,市场活跃度虽高,然成交量受限。
The price trend of rare earth products has shown a fluctuating downward trend this month, and although the market activity is high, the trading volume is limited.
分离厂因生产成本因素,出货时颇为踌躇,报价亦趋于谨慎。金属厂以订单交付为主,对锁仓单。终端订单增长缓慢,市场整体情绪较为低迷。
Due to production cost factors, separation plants are hesitant to ship, and quotation tends to be cautious. The metal factories mainly focus on order delivery and lock the warehouse receipt. The growth of terminal orders was slow and the overall market sentiment was relatively subdued.
临近月底,部分企业常规补货以维持生产运作,另有少数企业则表示待北方稀土挂牌价公布后,再规划采购事宜。总体来看,终端订单未达预期水平,供大于求的格局尚未改善,上下游处于价格博弈之中,下游承压力向上传导,上游稳价为主,当前缺乏利好信息支撑,价格上涨空间极为有限,短期内价格震荡下跌的趋势恐将延续。(包头稀土产品交易所)
As the end of the month approaches, some companies are regularly restocking to maintain production operations, while a few others have stated that they will plan procurement matters after listing prices from China Northern Rare Earth are announced. Overall, the terminal orders have not reached the expectations, and the oversupply situation has not improved. The upstream and downstream are in a price-bargaining situation, and the downstream pressure is being transmitted upwards. The upstream is mainly aiming to maintain prices, and there is currently a lack of favorable information to support price increases. The price increase potential is extremely limited, and the trend of price fluctuations and decline in the short term is likely to continue. (Baotou Rare Earth Products Exchange)
3. 趋势图(参考亚洲金属网)Tendency Chart (refer to Asian Metal)
2024年11月29日
November 29th, 2024
Investor Relations