On January 6, the rare earth index was 338, down 1 point from yesterday, 66.20% from the highest point in the cycle, 1000 (2011-12-06), and 24.72% higher than the lowest point, 271, on September 13, 2015. (Note: cycle refers to 2011-12-01 to now).
|PVA 2088 (PVA BP20)|
The average price of neodymium, dysprosium and praseodymium is 367000 yuan / ton, 2125000 yuan / ton and 650000 yuan / ton respectively. The average price of praseodymium neodymium oxide, dysprosium oxide, praseodymium oxide, neodymium oxide and neodymium oxide are 280000 yuan / ton, 1715000 yuan / ton, 332500 yuan / ton and 291000 yuan / ton respectively. The price of praseodymium neodymium alloy is 359000 yuan / ton, and the average price of dysprosium ferroalloy is 1685000 yuan / ton.
The price trend of heavy and rare earth in the rare earth market has declined. The domestic supply policy of heavy and rare earth market, the export of heavy and rare earth are normal. Myanmar unilaterally closed the customs clearance port, the domestic supply has decreased, and the domestic price trend of heavy and rare earth has declined slightly. In addition, the demand for permanent magnet has not changed much in the near future, the market trend of PR nd series products is general, the on-site supply is normal, the demand for light rare earth is general in the near future, and the market price is slightly lower. The price fluctuation of rare earth market is related to the national environmental protection supervision. Rare earth production has particularity, especially some products have radiation hazards, which makes the environmental protection supervision more strict. Under the strict inspection of environmental protection, the manufacturer reasonably controls the sales, but the downstream demand has not changed much in the near future, and the price trend of most rare earths is mainly stable.
Recently, Geng Shuang, spokesman of the Ministry of foreign affairs, said that China is the world’s largest country in rare earth reserves and production, and plays an important role in the global rare earth industry chain. China has been adhering to the principle of openness, coordination and sharing, promoting the development of domestic rare earth industry, and is willing to meet the legitimate needs of the development of all countries in the world with rare earth resources and products, so as to promote China’s economy and the world Economic development plays an active role. China’s rare earth production accounts for 73% of the world’s total, ranking first in the world and playing an important role in the game between big countries. Rare earth PR nd and Dy TB are mainly used in NdFeB magnetic steel. Recently, the Ministry of industry and information technology and the Ministry of natural resources jointly issued a notice to release the total amount control indicators of rare earth mining and smelting separation and tungsten mining in 2019. The Ministry of industry and information technology of China announced that the total amount of rare earth mining and smelting separation in 2019 was 132000 tons and 127000 tons respectively, while the quota of rare earth mining in 2018 was 120000 tons, an increase of 12000 tons, and the data in 2019 It’s the highest year since 2014. In addition, the Ministry of industry and information technology, together with relevant departments, drafted the development plan of new energy vehicle industry (2021-2035). After 15 years of continuous efforts, China’s core technology of new energy vehicles will reach the international leading level. By 2025, the proportion of new energy vehicle sales will reach about 25%. Driven by national policies, the supply and demand pattern of rare earth industry is expected to further improve, and China’s domestic demand is expected to further improve The price of heavy rare earth in the domestic rare earth market remained high.
Rare earth analysts of business news agency predict that the intensity of domestic environmental protection inspection will not be reduced in the near future. In addition, the domestic export market of rare earth industry has been supported, and the supply and demand pattern is improving in a better way. It is expected that the price of heavy rare earth in the rare earth market will remain high, while the price of light rare earth will fluctuate mainly.