金力永磁稀土行情简报2401期（总第493期）01-02~01-05

更新时间：2024-01-08 10:01:00　点击次数：609

JL MAG Rare-Earth Industry Price Briefing 01-02~01-05

Week 1，2024

1. 重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、镝铁合金和金属铽价格出现小幅下跌。亚洲金属网周末价格: 镨钕金属价格520-525元/KG；金属钕价格520-530元/KG；镝铁合金价格2280-2300元/KG；金属铽价格8800-9000元/KG。

In the rare earth market this week, the prices of Nd, DyFe and Tb fell slightly. Weekend prices on Asian Metal: PrNd metal price is RMB 520-525 /KG; Nd metal price is RMB 520-530 /KG, DyFe is RMB 2,280-2,300 /KG; Tb price is RMB 8,800-9,000 /KG.

2. 业内人士分析Analysis of Professional Insiders

本周，上游竞价仍显严重，小厂及贸易商贴近市场低价积极出货，加上原有生产成本较高，导致部分生产企业干脆直买稀土产品，据采购反馈来看，氧化镨钕及金属镨钕本周成交虽有放量但压价及现货交期仍十分明显。重稀土主流产品虽也同步回调，但工厂让利仍显“扭捏”，贸易企业从相对充足的原料端而首选出货。整体来看，稀土产品价格回落，市场主动权偏向买方。

This week, upstream bidding is still serious. Small factories and traders are actively shipping goods at low prices close to the market, coupled with the original high production costs, leading to some manufacturers simply directly buy rare earth products. According to procurement feedback, the transaction volume of PrNd oxide and PrNd metal was heavy this week, but price pressure and spot delivery were still very obvious. Although the mainstream heavy rare earth products have also been adjusted back simultaneously, factory profit margins are still "twitchy", and trading companies prefer to ship from the relatively abundant raw materials side. Overall, the prices of rare earth products have fallen, and the market initiative is biased towards buyers.

节后企业资金压力有所缓解，各企业或有可能同时加入竞价中来，买方市场账期成交对现款交易或可能造成较大压力，即使下游克制采购，但下周也将逐渐逼近采购期限，当前整体价格下行已至2020年中的价位水平，上游到中游及下游的原料库存处于低水平状态，虽然已有部分采购避免春节前集中备采的上涨风险而提前采购，但基于下周成交的改善，且同时衡量采购对现货的要求，不排除个别体量的成交有止稳的可能。（瑞道稀土资讯）

After the holiday, the financial pressure on enterprises has eased, and each enterprise may participate in the bidding at the same time. The buyer's market transaction period may put greater pressure on cash transactions. Even if the downstream restrains procurement, the procurement deadline will gradually approach next week. The current overall price has dropped to the price level in mid-2020, and raw material inventories from upstream to midstream and downstream are at low levels. Although some purchases have been made in advance to avoid the rising risk of concentrated procurement before the Spring Festival, based on the transaction volume next week improvement, and at the same time, measuring the purchase requirements for spot goods, do not rule out the possibility that transactions of individual volumes may be stabilized. (Ruidao Rare Earth Information)

北方稀土高科技股份有限公司发布2024年01月稀土产品挂牌价格

Listing Price of Rare Earth Products from CNRE of Jan. 2024

单位：元/吨（出厂含税价）

Unit: RMB/T (ex-work price including tax)