JL MAG Rare-Earth Industry Price Briefing 02-26~03-01
Week 9,2024
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下跌。亚洲金属网周末价格: 镨钕金属价格443-448元/KG;金属钕价格445-455元/KG;镝铁合金价格1760-1780元/KG;金属铽价格6400-6600元/KG。
This week, prices of PrNd, Nd metal dropped slightly, Tb metal and DyFe alloy has went through a slight decrease. Prices from Asian Metal at this weekend presented: PrNd metal 443-448 RMB/KG; Nd metal 445-455 RMB/KG; DyFe alloy 1760-1780 RMB/KG; Tb metal 6400-6600 RMB/KG.
2. 业内人士分析Analysis of Professional Insiders
本周(2.26-03.01,下同)金属市场销售受阻的常态依旧存在,价格战愈演愈烈,虽倒挂未有缓解,但当前倒挂在不断加深。然而,下游仍无较多新单的备货需求,金属厂的销售仍以实单销售为主要目的,导致金属议价范围不断扩大,从本周走势上来看,难掩趋稳迹象。
This week (02.26- 03.01, the same below), the situation of hindered sales in the metal market still exists, and the price war is intensifying. Although the inversion has not been alleviated, the current inversion is deepening. However, there is still no need for more new orders in the downstream, and the sales of metal factories are still based on actual sales. As a result, the scope of metal bargaining continues to expand. Judging from the trend this week, it is difficult to conceal the signs of stabilization.
下游采购克制,但下周也将是逼近采购的临近时间节点,整体价格下行至此已是近三年低点,低价底线不断突破,风险也随之降低,部分业内抄底的心态在不断扩大,同时衡量上下游交易的成本差异,排除个别工厂抛售抢跑的情况,下周稀土价格有望降幅趋稳。(瑞道稀土资讯)
Downstream procurement is restrained, but next week will also be the approaching time for procurement. The overall price has dropped to a low in the past three years. The bottom line of low prices continues to break through, and risks are also reduced. The mentality of some in the industry to buy the bottom is expanding. At the same time, measuring the cost difference between upstream and downstream transactions and excluding the situation of individual factories selling off and rushing away, the price of rare earths is expected to decline and stabilize next week. (Ruidao Rare Earth Information)
北方稀土高科技股份有限公司发布2024年03月稀土产品挂牌价格
Listing Price of Rare Earth Products from CNRE of Mar. 2024
单位:元/吨(出厂含税价)
Unit: RMB/T (ex-work price including tax)
产品目录 Product List | 产品指标 Product Index | 02月挂牌价 Listing price Of Feb. | 03月挂牌价 Listing price of Mar. | 涨跌 Rise/Fall |
氧化镧 La Oxide | TREO≥97.5% La2O3/REO≥99.99% | 4100 | 4100 | 0 |
氧化铈 Ce Oxide | TREO≥99% CeO2/REO≥99.95% | 6500 | 7600 | 0 |
氧化镨钕 PrNd Oxide | TREO≥99% (Pr6O11+ Nd2O3)/REO≥99.5% | 404900 | 365700 | -39200 |
氧化钕 Nd Oxide | TREO≥99% Nd2O3/REO≥99.5% | 413200 | 374000 | -39200 |
金属镨钕 PrNd Metal | TREM≥99% (Pr6O11+ Nd2O3)/REO≥99.5% | 502000 | 455000 | -47000 |
金属钕 Nd Metal | TREM≥99% Nd/REM≥99.5% C≤0.05% | 512000 | 465000 | -47000 |
3.趋势图(参考亚洲金属网)Tendency Chart (refer to Asian Metal)
2024年03月01日
March 01st, 2024
提示:以上信息仅供参考!
Notes: the information above is for reference only!