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金力永磁稀土行情簡報1929期(總第291期)07-29~08-02

 JL MAG Rare-Earth Industry Price Briefing 07-29~08-02

Week 31, 2019

1. 重要新聞簡報Briefing of Important News


本周稀土市場行情,鐠釹,鏑鐵和鋱價格企穩并小幅上調。亞洲金屬網價格: 鐠釹金屬價格378-383元/KG,鏑鐵合金價格1840-1860元/KG,金屬鋱價格5070-5120元/KG。


This week, prices of PrNd, DyFe and Tb kept stable and increased slightly. Price from Asian Metal at this weekend presented: PrNd metal 378-383RMB/KG, DyFe alloy 1840-1860RMB/KG, and Tb metal 5070-5120RMB/KG.


2. 業內人士分析Analysis of Professional Insiders


本周稀土走勢實現扭轉,弱勢停止企穩探漲,且因中美貿易戰升級,稀土政策利好溫床再現,稀土走向瞬間升溫,為再度飛漲創造了初步條件。


This week, the trend of rare earth has been reversed, and the weak position has stopped stabilizing and rising. Due to the escalation of Sino-US trade wars, the rare earth policy has benefited from the hotbed reappearance, and the rare earth has warmed up instantaneously, creating preliminary conditions for the soaring.


隨著中美8月底談判收效甚微,美國隨即宣布對5000億清單中剩余3000億產品于9月1日加收10%關稅,稀土政治高度再次提升,之前停滯的各項政策利好再次出現實施的可能性與緊迫性,政策預期瞬間改變業內心態,市場轉入賣方主動權,詢單大增而惜售情緒明顯,且未來預期空間可觀。


With the slightest effect of the negotiations between China and the United States at the end of August, the United States immediately announced that the remaining 300 billion products in the 500 billion lists will be subject to a 10% tariff on September 1st. The political level of rare earth has increased once again. And the possibility and urgency of implementing the previously stalled policies have appeared again. The policy expectation has instantly changed the mentality of the industry. The market transferred to the seller's initiative, the inquiry is greatly increased and the reluctance to sell is obvious, and the future expectation is considerable.


此外,6月緬甸稀土進口數據暴跌,先前尚能來往的隴川地區也因雨季問題更加受阻,緬甸雨季時間較長,未來均難看到進口量增長,對國內重稀土而言無疑再添支撐。


In addition, the import data of rare earth in Myanmar plummeted in June, further hampering the previously accessible Longchuan region due to the rainy season. The rainy season in Myanmar was long, and the import volume growth was unsightly in the future, which will undoubtedly add support to domestic heavy rare earths.


雖然澳洲、加拿大、日本及蒙古國已初步向美國示好,美國陣營版的“稀土聯盟"初顯雛形,但僅僅依靠這些國家的產量來解決美國稀土短缺仍遠遠不足,此外中國稀土行業的競爭力仍可再次摧毀國外稀土勢力。中國稀土分離技術,新建工廠至少三年五載才能滿足量產條件;重稀土資源中國得天獨厚,雖然澳洲部分企業擬發展鏑元素分離項目但無疑遠水近火,杯水車薪;中國稀土產業發展完善,成本競爭力無任何一家國外工廠(包括Lynas)可與拼比,即使短期內有美國政府的投資支持,仍會對國外稀土投資者造成巨大壓力和猶豫。


Although Australia, Canada, Japan and Mongolia have made initial overtures to the United States, the "Rare Earth Alliance" of the United States camp version has taken shape. However, relying solely on the output of these countries to solve the shortage of rare earth in the United States is still far from sufficient, and the competitiveness of rare earth industry in China can destroy the power of foreign rare earth once again. The rare earth separation technology in China is far ahead of the rest of the world, it will take at least three to five years for a new factory to be ready for mass production; China is blessed with heavy rare earth resources. Although some Australian enterprises plan to develop dysprosium separation projects, there is no doubt that the water is far from the fire, and it all fell apart. Rare earth industry of China is well-developed, and no foreign factory (including Lynas) can compete with it in cost competitiveness. Even if there is short-term investment support from the U.S. government, it will still cause great pressure and hesitation for foreign rare earth investors.


政策助推已具備其意義和必要,稀土上漲的齒輪開始轉動,未來一段時間內,稀土有可能再次迎來飛躍。(瑞道稀土資訊)


The policy boost has already had its meaning and necessity. The gears of rising rare earths began to turn. In the future, rare earths are likely to usher in a leap again. (Ruidow Rare Earth Information)


南方稀土發布7月29日稀土氧化物掛牌價

Listing price on July 29th from China Southern Rare Earth


單位:萬元/噸(出廠含稅價)


Unit: 10,000RMB/ton (EXW price incl. VAT)

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3. 趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)

2019年8月2日

August 2nd, 2019

提示:以上信息僅供參考!

Notes: the information above is for reference only!


上一篇:金力永磁稀土行情簡報1930期(總第292期)08-05~08-09
下一篇: 金力永磁稀土行情簡報1928期(總第290期)07-22~07-26

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