太阳集团城娱8722稀土行情简报201738期（总第204期)10-23~10-27

Week 43.2017

1. 重要新闻简报Briefing of Important News

本周稀土市场行情镨钕和铽价格均有下跌，镝铁价格小幅上涨。亚洲金属网价格: 镨钕金属价格500-510元/KG，镝铁合金价格1190-1240元/KG，铽金属价格4450-4500元/KG。

Prices of PrNd, Tb declined in the rare earth market this week, while the price of DyFe rose slightly. Price from Asian Metal at this weekend presented: PrNd500-510RMB/KG, DyFe1190-1240 RMB/KG, and Tb 4450-4500 RMB/KG.

2. 业内人士分析Analysis of Professional Insiders

国内稀土市场自9月中旬开始震荡下滑，双节过后稀土市场跌势加速，镨、钕系列商品价格持续下滑，且市场报价混乱，虽然大厂价格基本稳定为主，小厂价格多有松动。截止到10月26日，镨钕氧化物国内出厂参考报价在400000元/吨，较9月初下跌18.37%；镨钕合金国内出厂参考报价515000元/吨，较9月初下跌18.90%，氧化镨出厂主流报价在505000元/吨，较9月初下跌11.40%，金属钕报495000元/吨，较9月初跌16.10%。

Since mid-September domestic rare earth market began to decline in shock, and the price decline accelerated after National Day and Midautumn Day with disordered market quotation. The prices of big enterprises are basically stable, the prices of small enterprises are more relaxed. By the end of October 26th, domestic factory reference quotation of PrNd oxide was about 400000RMB/ton, fell 18.37% compared with the beginning of September; domestic factory reference quotation of GL-PNJS was about 515000RMB/ton, fell 18.90% compared with the beginning of September; domestic factory mainstream quotation of praseodymium oxide was about 505000RMB/ton, fell 11.4% compared with the beginning of September; quotation of PrNd was about 495000RMB/ton, fell 16.10% compared with the beginning of Septemer.

在大厂收货和国储消息刺激下，大部分上游供货商纷纷表示不再愿意低价出货，10月下旬稀土市场出现了企稳迹象，且氧化镝报价还有所提升，但26日当天镨、钕金属类商品再度出现大幅下滑，市场积弱难返。

Stimulated by the news of large enterprises receiving goods and national storage, most of the upstream suppliers said they were no longer willing to ship at low prices. In late October, the rare earth market appeared signs of stabilization, and the price of dysprosium oxide was also be raised. However, on 26th metal goods like PrNd fell sharply again, the market was weak and difficult to return.

稀土市场近期之所以节节下滑主要原因还是上游原材料前期涨势过猛过速而终端的产品却不能提价，给下游生产加工企业造成很大压力，双方博弈从而导致市场下滑。

The rare earth market recently has been steadily decline is mainly due to the upstream raw material early gains excessive speed while the terminal products cannot raise prices, causing a lot of pressure to the downstream production and processing enterprises, the game can lead to the market decline.

关于国储局即将收储的消息给稀土市场带来一定利好，但大部分商家都很谨慎采取观望态度，试探市场的反应，市场并没有因一条消息而变得火热起来，部分业内人士还是对大集团收货是否为持续性的行为表示怀疑。但从目前市场情况看，稀土的价格几乎已经跌到了低点，虽然价格还有继续下探的可能，但空间已经不大了。如果稀土收储重新启动有望给市场带来利好引导，下游磁材企业对金属镨钕需求或进一步增加，后期镨钕价格有望小幅反弹，鉴于当前各方消息尚不明朗，稀土市场短期内或难摆脱低迷。

Information about the upcoming purchase and storage of the State Reserve Bureau will bring some positive results to the rare earth market. But most businesses are very cautious to take a wait-and-see attitude meanwhile testing the market response, the market has not become hot because of a message, some of the insiders are skeptical about the sustainability of the group's receipt. But from the current market situation, the price of rare earth has almost fell to a low point, although the price there may continue to test a lower, but the space is not big. If restarting the rare earth reserve market is expected to bring positive guidance, the demand of PrNd may be further increased for downstream magnets enterprises, and later the price of PrNd is expected to rebound slightly. In view of the current news is not clear, the rare earth market may be difficult to get rid of the downturn in a short time.

3. 趋势图（参考亚洲金属网）Tendency Chart (refer to Asian Metal)

2017年10月27日

October. 27th, 2017

提示：以上信息仅供参考！

Notes: the information above is for reference only!