JL MAG Rare-earth Industry Price Briefing 2415(Issue No.507)05-06~05-11
Week 19,2024
1. 重要新闻简报Briefing of Important News
本周稀土市场行情,镨钕、金属钕、镝铁合金以及金属铽价格均出现小幅上涨。亚洲金属网周末价格: 镨钕金属价格500-505元/KG;金属钕价格500-510元/KG;镝铁合金价格2050-2070元/KG;金属铽价格8250-8450元/KG。
This week, prices of PrNd, Nd metal, DyFe alloy and Tb metal has went through a slight increase. Prices from Asian Metal at this weekend presented: PrNd metal 500-505RMB/KG; Nd metal 500-510RMB/KG; DyFe alloy 2050-2070RMB/KG; Tb metal 8250-8450RMB/KG.
2. 业内人士分析Analysis of Professional Insiders
节后归来的一周(5月6日-5月11日),稀土市场稳中继续向上拉升,伴随北方稀土的高挂(镨钕金属涨幅7.3%),当前价位在敏感与畏惧中不断波动,继续上涨的预判有之,畏高回调的预判亦有之。故,持货惜售与套现并存,成交价位窄幅波动。
In the week after the holiday (May 6 - May 11), the rare earth market continued to pull up steadily, with the high hanging of China North Rare Earth (PrNd rose 7.3%), the current price is constantly fluctuating in sensitivity and fear, there are predictions of continued rises, and also predictions of high correction too. Therefore, the sale of goods and cash coexist, and the transaction price fluctuates in a narrow range.
本周稀土价格涨幅缩窄,涨跌速度变快。成交量上看,氧化镨钕分离厂货源仍然紧张,除长期合作厂商外出售不多,频繁的波动让上游厂家囤货惜售心理更为沉重,出厂定价也更显谨慎,相互询盘观望愈加频繁。金属镨钕市场依旧难成气候,上游报价过猛让下游买家难以接受。镝铽在本周的表现由周初的透明到周末的一抹“亮色”,在前期趋弱中缓慢回调,市场整体参与度较低,但周末期,询采增多,成交价格再度拉升,部分散货持货商有种待价而沽的意味。(瑞道稀土资讯)
Rare earth price gains narrowed this week, and the pace of rises and falls has accelerated. In terms of volume, the supply of PrNd oxide separation plant is still tight, in addition to long-term cooperation manufacturers sell not much, frequent fluctuations make upstream manufacturers hoard goods and hesitate to sell, Ex-work pricing is more cautious, mutual inquiries are more frequent. The market of PrNd is still difficult to develop, and the upstream offer is too fierce to make downstream buyers difficult to accept. Dy and Tb in this week's performance from the beginning of the week transparent to a "bright color" at the weekend, in the early weakening slowly back, the overall market participation is low, but over the weekend, inquiries increased, transaction prices again pulled up, some bulk holders have a sense of waiting for the price to sell. (Ruidow Rare Earth Information)
3. 趋势图(参考亚洲金属网)Tendency Chart (refer to Asian Metal)
2024年05月11日
May 11th, 2024
Investor Relations