太阳集团城娱8722稀土行情简报201620期(总第136期)05-22~05-27
JL MAG Rare-earth Industry Price Briefing05-22~05-27
2016年第22周
Week 22, 2016
1. 重要新闻简报Briefing of Important News
本周稀土市场镝铁价格小幅下滑,镨钕铽价格相对稳定。亚洲金属网价格:镨钕金属343-348元/KG,镝铁合金价格1310-1340元/KG,铽金属价格3680-3780元/KG。
This week, the price of DyFe has a slight decline while PrNd and Tb is relatively stable. Prices from Asian Metal of this weekend present: PrNd is 343-348RMB/KG, DyFe is 1310-1340RMB/KG and Tb metal is 3680-3780RMB/KG.
2.业内人士分析Analysis of Professional Insiders
稀土价格短期回调 长期仍有机会。
Rare earth prices callback in short term and still have the opportunity for long term.
本周稀土价格出现小幅下滑,主要还是前期稀土价格涨幅过快,主流品种价格开始下调,出货量多,询盘人少,镝铽市场基本少有,终端客户备有库存,近期拿货不多,上游观望市场,等待政策推动。
This week the prices of rare earth occurred a slight decline, which mainly because rare earth prices rose too fast previously and prices of mainstream varieties began to decrease, multiple shipments and less inquiries, there's little deal on Dy and Tb market. Terminal clients had inventory and did not purchase too much recently, while upstream market took a wait-and-see attitude, waiting for the policy to promotion.
以目前形势来看,供需情况并不乐观,没有政策的支持,稀土价格只会出现大幅的下跌,商家更是恐慌出售。而托市重要的打黑情况影响力较大,必然导致供给收缩,价格上涨幅度会很大,以目前对国内的形势了解,以及稀土行业重视度,未来稀土价格反弹上扬的可能性较大。
Currently, the supply and demand situation is not optimistic, rare earth prices will only have a substantial decline without policy support and the merchants are also panic to sell. While the influence of crackdown on the illegal rare earth which is the most important action for holding the market is quite huge, which will inevitably lead to supply contraction and big price increase. According to the understanding of current domestic situation and unprecedented attention on rare earth industry, rare earth price has larger possibility to rebound in the future.
本周稀土市场就是下行,主流品种回落,下降幅度还是存在,虽然各种对后市的预期存在,但市场上采购减少,不断出货的商家让市场行情担忧。本次镝的跌价趋势较为明显,主要原因还是量大。而铽市场相对较好,出货量不大,虽然询盘不多,量少,整体市场上没有动作,基本还是处于稳定。镨钕市场,价格也有小幅回调,下降空间还有,市场还在等待机会。供给收缩所面临的问题,收储和打黑何时执行,政府的态度不明朗,忽冷忽热很容易导致市场感冒。不过,重申今年的政策力度依旧感觉不同往昔,供给收缩会成为必然,价格的机会并不遥远。
This week the rare earth market is in the downturn situation, the mainstream varieties fall and decline is still there. Although various expectation on market outlook exists, the purchasing on market is decrease; it makes people worry about the further market condition because of constantly shipping business. The decline trend of Dy is obvious and the main reason is the large quantity. While Tb market is relatively good, the shipping volume is not too much, although there's not much inquiries and less trading volume, the overall market is basically stable. The price of PrNd has a slightly callback and also has space for decline. The market is still waiting for the opportunity. Problems faced by supply contraction, implementation time for purchase & storage and crackdown on illegal rare earth, government's unclear attitude and blow hot and cold in turn can easily lead to market cold. However, reiterated this year's policy is still different from the past, the supply contraction will become inevitable and the opportunity of good price is not far away.
3.趋势图(参考亚洲金属网)Tendency Chart (refer to Asian Metal)
2016年05月27日
May 27th, 2016
提示:以上信息仅供参考!
Notes: the information above is for reference only!