新闻资讯 ???News
联系我们???Contact
你的位置:首页 >  »  新闻资讯  »  行业资讯

中国稀土市场周报(08月17日-08月21日)

2020/8/26 15:10:27?????点击:

一、挂牌价

1、北方稀土集团挂牌价

表一 中国北方稀土高科技术股份有限公司每月挂牌价格

数据来源:北方稀土

2、南方稀土集团挂牌价

表二 中国南方稀土2020年中重稀土氧化物挂牌价

数据来源:南方稀土

二、稀土市场

1、中国稀土市场评述

本周镨钕涨势放稳,镝、铽、钬、钆均随市放稳部分回调。

This week, the praseodymium and neodymium gains stabilized, and dysprosium, terbium, holmium, and gadolinium all pulled back as the market stabilized.

2、市场报价

表三 2020年08月17日-08月21日主流稀土产品报价(万元/吨)

数据来源:我的有色

3、市场成交

表四 2020年08月17日-08月21日主流稀土产品成交一览(万元/吨)

数据来源:我的有色

三、市场分析

轻稀土方面:

本周镨钕市场延续上升涨势,价格上行至主要关口,引导市场成交和持货报货增加,市场现货供应短期恢复,价格涨势减缓向稳,市场观望主流出货策略交易为主。周初氧化镨钕价格上探至34.0-34.5万元/吨,市场成交有所恢复,下游需求以及部分游资入市意愿增加,金属厂逐步补充远期签单所需氧化镨钕库存,游资追涨情绪以及部分刚需采购意愿尚存,氧化镨钕价格推涨至34.8-35.0万元/吨,金属现款推至44.2-44.5万元/吨,月结价格至44.8-45.0万元/吨,市场出货变现情绪随市增加,截至本周五氧化镨钕报货逐步回调至34.5-34.8万元/吨,金属报价部分主流维稳至44.8-45.0万元/吨,部分持货现款出货报至43.8-44.0万元/吨,月结报至44.5以内。从成交整体走势看来,镨钕金属现货整体报货在价格上涨期间仍相较氧化镨钕偏紧,价格运行至一定价位引导市场成交增加,在氧化物中间货源近期累库本周降库后,市场流通性随之减弱,预计下周上下游主要市场维稳情绪增加,镨钕价格或小幅调整释放虚涨和畏高情绪,金属回归至下游心理成交价位,氧化镨钕回调空间随市场稳价情绪和中长期预期仍显不大,资金看稳逢低入市意愿尚存。

This week, the neodymium praseodymium market continued its upward trend, and the price rose to a major threshold, leading to an increase in market transactions and holdings. The spot supply in the market resumed short-term. The price increase slowed and stabilized. The market waited and saw mainstream shipment strategy transactions. At the beginning of the week, the price of praseodymium and neodymium oxide rose to 340-345,000 yuan/ton, and market transactions recovered. Downstream demand and willingness to enter the market for some hot money increased. Metal factories gradually replenished the inventory of praseodymium and neodymium oxide required for long-term orders. And the willingness to purchase some just needs, the price of praseodymium oxide and neodymium oxide has been pushed up to 348,000 to 35.0 million yuan/ton, the metal cash is pushed to 442-445 million yuan/ton, and the monthly closing price is 448,000 to 45 thousand yuan/ton. Monetization sentiment increased with the market. As of this Friday, the delivery of praseodymium oxide and neodymium oxide gradually adjusted to 345,000-348,000 yuan/ton, and some mainstream metal quotations maintained stability to 448,000-45 million yuan/ton, and some cash shipments reported to 43.8- 440 thousand yuan/ton, the monthly report is within 44.5. Judging from the overall trend of transactions, the overall spot delivery of neodymium praseodymium metal is still tighter than neodymium praseodymium oxide during the period of price increase. The price movement to a fixed price has led to an increase in market transactions. , The market liquidity will be weakened. It is expected that the main upstream and downstream markets will increase stability next week. The price of neodymium praseodymium may be adjusted slightly to release the false rise and fear of high sentiment. The metal returns to the downstream psychological transaction price. Sentiment and mid-to-long-term expectations remain modest, and the willingness to enter the market on dips remains stable.

中重稀土方面:

本周中重稀土涨跌互现,镝钆弱稳震荡,铽钬整体上扬周五小幅松动,铒波动较小,整体成交偏少。分离企业心态分歧,大部分企业报价犹豫,出货显谨慎,长协客户少量交付为主,部分分离企业随行就市,试探性报货出售。持货商报价有所增加,持有库存让利变现,个别中间商低价寻货对锁快单成交,或少量补库。截至周五,氧化镝报价177-182万元/吨,持货商报177万元/吨居多,厂家178-180集中,实际成交主流176-178万元/吨,集团走流量成交180万元/吨左右含部分承兑;氧化铽报货主流492-495万元/吨,冶炼企业495接货意愿低,厂家、持货商采购心理价格490,但货源较难寻,整体报价以及成交都有所减少;氧化钆价格偏弱走势,周五185左右成交,钆铁消费承压,钆铁厂家采购价位下压,分离企业被迫下调价格成交,部分钆铁厂家现货偏少,因此报价调整幅度??;氧化钬分离厂报价坚挺,现货少量交付期货为主,但对应钬铁成交偏难,且钬铁报价调整相对滞后,大部分钬铁厂代加工接单,减轻自身氧化物采购压力以及成本风险。预计,若无上游资金投入,单从基本面来看,铽或490-495区间维稳,镝弱稳延续幅度较小,钆钬上下游僵持以稳为主。

In the middle of this week, heavy rare earths were mixed, dysprosium and gadolinium were weak and stable, terbium and holmium rose slightly on Friday, and erbium fluctuated slightly, and overall transactions were small. Separated companies have different mentalities. Most companies are hesitant to offer prices, and shipments are cautious. Long-term customers mainly deliver small amounts of goods. Some companies follow the market and offer tentative sales. The quotations of the holders have increased, and the holdings of inventories have made profits, and individual middlemen searched for goods at low prices to lock fast orders, or replenish the inventory in a small amount. As of Friday, dysprosium oxide was quoted at RMB 1.77-1.82 million per ton, with holders reporting at most RMB 1.77 million per ton. Manufacturers were concentrated at 178-180. Actual transactions were mainstream at RMB 1.761.78 million per ton, and the group’s turnover was RMB 1.8 million. Per ton including partial acceptance; the mainstream of terbium oxide delivery is 4.92-4.95 million yuan/ton, smelting companies 495 have low willingness to receive goods, manufacturers and holders purchase psychological prices of 490, but the source of goods is difficult to find, and the overall quotation and transactions are The price of gadolinium oxide was weak, and the transaction was traded at around 185 on Friday. The consumption of gadolinium iron was under pressure. The purchase price of gadolinium iron manufacturers was under pressure. The separation companies were forced to lower their prices. Some gadolinium iron manufacturers had a small spot, so the price adjustment range Small; holmium oxide separation plants have strong quotations, and a small amount of spot delivery is mainly for futures, but it is difficult to deal with holmium iron, and the adjustment of holmium iron quotation is relatively lagging. Most holmium iron plants take orders on behalf of processing, reducing their own oxide purchase pressure and costs risk. It is expected that if there is no upstream capital investment, based on the fundamentals alone, terbium or the 490-495 range will maintain stability, dysprosium will be weak and stable, and the stalemate will be mainly stable.

市场总结:

我的有色网认为:本周镨钕价格涨至市场主要预期价位,引导市场报货成交恢复,企业试探出货带动贸易捂货累库环节出货降库,价格放缓走稳,从上游金属现货和远期排产看来,氧化镨钕调整空间相对理性,在中长期供需逻辑不变下,市场主要资金关注度尚存,预计下周镨钕主流仍以区间放稳为主,中重稀土方面,氧化铽本周价格上报试探性较强,在需求端和市场预期整体未出现方向性改变下,价格小幅回调引导市场供应放宽,主流资金低位稳价意愿尚存,镝方面短期随需求调整不变,主流持稳为主,市场资金交投活跃度不高,钆价格在本周五出货意愿增加,价格回调至上轮反弹价位,市场信心仍有随价格回调修复空间。

The price of neodymium praseodymium rose to the main expected market price this week, leading the market to resume the transaction of the market, and the enterprises tested the shipment to drive the trade to cover the inventory link and the shipment fell. The price slowed down and stabilized. From the perspective of upstream metal spot and forward scheduling The adjustment space for praseodymium and neodymium oxide is relatively rational. With the medium and long-term supply and demand logic unchanged, the market’s main capital attention will remain. While there is no directional change on the demand side and market expectations as a whole, a small price correction has led to a relaxation of market supply. The willingness of mainstream funds to stabilize prices at low levels still exists. In the short-term, Dysprosium will remain unchanged with demand adjustments, and the mainstream will remain stable. The activity of market capital trading is not high. Gadolinium prices have increased their willingness to ship this Friday, and the price has returned to the rebound price of the previous round. There is still room for market confidence to repair with the price correction.

来源:我的有色网

av片在线观看_日本老熟妇无码色视频网站_强壮的公么征服我完整版韩国