JL MAG Rare-earth Industry Price Briefing 2405(Issue No.497)01-29~02-04
Week 5,2024
1. 重要新闻简报Briefing of Important News
本周稀土市场行情,镨钕、金属钕和镝铁合金价格维持不变,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495-500元/KG;金属钕价格495-505元/KG;镝铁合金价格1900-1920元/KG;金属铽价格7000-7200元/KG。
This week's rare earth market sentiment, PrNd, Nd metal and DyFe alloy prices remain unchanged, the price of Tb metal appeared to fall slightly. Weekend prices on Asia Metals.com: PrNd metal prices 495-500 RMB/KG; Nd metal prices 495-505 RMB/KG; DyFe alloy prices 1900-1920 RMB/KG; Tb metal prices 7000-7200 RMB/KG.
2.业内重要新闻News of Rare-Earth Industry
本周(1.29-2.2,下同)年底成交备货收尾,稀土市场保持趋稳态势,主流现货产品有小幅度持稳震荡。稀土上下游企业交易陆续步入歇业状态,下游磁材除大厂仍在生产,中小企业亦开始年前的休整。
后续预测:需求诚然低迷,但价格同时也走向了底点,两者在年前达到平衡。过节期间,上下游企业仍在继续生产,加之当前交易多以期货备货为主,随着节后开工之初,届时成交或会有一定幅度的改善,平衡点继续会向买方倾斜。预计,节后镨钕市场或会出现企稳微回调,镝铽系产品有同步的可能。(瑞道稀土资讯)
This week (1.29-2.2, the same below) the end of the year deal for the end of the stock, the rare earth market to maintain a stabilizing trend, the mainstream spot products have a small degree of stabilization oscillation. Rare earths upstream and downstream enterprises trading one after another into a state of closure, downstream magnet materials in addition to large factories are still in production, small and medium-sized enterprises also began to rest before the year.
Follow-up prediction: demand is admittedly low, but the price is also towards the bottom, the two reached a balance before the year. During the holiday period, upstream and downstream enterprises are still continuing production, coupled with the current trading more futures-based stocking, with the beginning of the post-holiday start, when the transaction or there will be a certain degree of improvement, the balance continues to be tilted to the buyer. It is expected that the post-holiday PrNd market may appear stabilized slightly retracement, Dy-Tb products have the possibility of synchronization. (Ruidao rare earth information)
3. 趋势图(参考亚洲金属网)Tendency Chart (refer to Asian Metal)
2024年02月02日
February 02nd, 2024
Investor Relations