At the end of the hottest year, the rare earth mar

2022-10-13
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The probability of rare earth market at the end of the year maintained stable operation

from December 17 to December 21, the rare earth market performance did not have a big rise. 2 The color of the experimental procedure continued from December 10 to December 14, and the weak trend fell, but gradually stabilized around December 20. From the perspective of varieties, the market prices of medium and heavy rare earth elements have declined to varying degrees. The reason is that before the new year's Day holiday, the upstream enterprises in the rare earth industry were eager to withdraw funds, and the willingness to support prices was insufficient, while the downstream enterprises were basically in a state of little stock or no purchase. Based on demand, the price negotiation between the supply and demand sides was in a stalemate, and the market was in low order and operation

as of December 21, the quotations of rare earth oxides of various varieties were: market quotation of lanthanum oxide (ex factory tax included, cash exchange) 12500 yuan/ton - 13000 yuan/ton; Cerium oxide Market Quotation (ex factory tax included, cash exchange) 12500 yuan/ton - 13000 yuan/ton; Neodymium oxide Market Quotation (ex factory tax included, cash exchange) 313000 yuan/ton - 315000 yuan/ton; Praseodymium and neodymium oxide Market Quotation (ex factory tax included, cash exchange) 315000 yuan/ton - 317000 yuan/ton; Dysprosium oxide Market Quotation (ex factory tax included, cash exchange) 1.2 million yuan/ton - 1.22 million yuan/ton; Terbium oxide Market Quotation (ex factory tax included, cash exchange) 2.94 million yuan/ton - 2.97 million yuan/ton; Gadolinium oxide Market Quotation (ex factory tax included, cash exchange) 132000 yuan/ton - 135000 yuan/ton

however, according to the analysis of the market trend of rare earth oxides, at present, the positive information supporting the strengthening of the market price of rare earth oxides, which has reduced the weight of aircraft, is no longer available. Under the effect of the relationship between supply and demand, the balance of the rare earth oxide market gradually tilts towards the supplier. Affected by this, the previously inflated quotation in the rare earth oxide market began to gradually callback. In this process, it is worth noting that the price decline is relatively small, and the previous market price is also relatively low except for special regulations, so there is limited room for decline

in this regard, ruidao metal analysts believe that the market price of rare earth oxides will stop falling and stabilize in the near future, and the market price of light rare earth will return to the average price level in November. In terms of heavy rare earth market analysis, due to the upside down of corresponding metals, the poor delivery of electrolytic plants has fallen, but it still maintained a certain increase compared with November. The subjective judgment of the market on rare earth resources in Myanmar still tends to be significantly reduced. Therefore, the market supply and demand sides are still relatively optimistic about the future of heavy rare earth

as of December 21, the quotations of various rare earth metals are: the market quotation of metal praseodymium and neodymium (ex factory tax included, cash exchange) of 404000 yuan/ton - 407000 yuan/ton; Cerium metal market quotation (ex factory tax included, cash exchange) 36000 yuan/ton - 38000 yuan/ton; Dysprosium iron market quotation (ex factory tax included, cash exchange) 1.21 million yuan/ton - 1.23 million yuan/ton; Market quotation of metal terbium (ex factory tax included, cash exchange) 3.9 million yuan/ton - 3.93 million yuan/ton; Gadolinium iron market quotation (ex factory tax included, cash exchange) 140000 yuan/ton - 143000 yuan/ton

from the data analysis, compared with rare earth oxides, praseodymium neodymium series products fell relatively significantly, but the decline of heavy rare earth metals was relatively flat due to the previous upside down. Towards the end of the year, the pressure of enterprise production funds is becoming increasingly severe, and the demand for withdrawal funds is increasing. Some metal plants have to reduce prices to realize cash. However, the general problem has caused bidding in the metal market, and the metal price has declined as a whole. According to the current market analysis, the market price of rare earth metals has been at a low level, and the concession space of rare earth metal manufacturers in terms of price is extremely limited, while rare earth gold and most of the experimenters lack maintenance and protection experience, which belongs to the downstream industry, and enterprises have the demand for rigid stock between nodes. The current market price is easier to be accepted by the downstream, and the market trading volume has rebounded

as for the current market trend of rare earth industry, analysts of ruidao metal said that the current supply and demand of both light rare earth and heavy rare earth are basically in a balanced state. At the end of the year and the beginning of the year, the interference of market information is almost calm, and the balanced supply and demand sides are deadlocked. Considering the demand for capital withdrawal, oxide manufacturers may make a small concession in price, but it will not last for too long. Before the holiday, The market price of rare earth will probably maintain the current state

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