Recently, the price of domestic rare earth market has been falling continuously. Influenced by the domestic policy and the reopening of Myanmar gateway, the trend of domestic rare earth market has declined sharply. According to the business society rare earth sector index, on November 5, the rare earth index was 339, flat with yesterday, 66.10% lower than the cycle’s highest point of 1000 (2011-12-06), and 25.09% higher than the lowest point of 271 on September 13, 2015. (Note: cycle refers to 2011-12-01 to now).
As of November 6, the average price of neodymium, dysprosium and praseodymium was 363500 yuan / ton, 2.05 million yuan / ton and 660000 yuan / ton respectively. The average price of praseodymium neodymium oxide, dysprosium oxide, praseodymium oxide, neodymium oxide and neodymium oxide are 287500 yuan / ton, 1515000 yuan / ton, 355000 yuan / ton and 289500 yuan / ton respectively. The prices of praseodymium neodymium alloy and dysprosium ferroalloy are 363500 yuan / ton and 1515000 yuan / ton respectively.
In recent years, the price trend of domestic heavy rare earth dysprosium and terbium series has declined significantly. Myanmar has passed the customs, the supply pattern of domestic heavy rare earth market has changed, and the domestic supply has increased. In addition, the recent domestic demand is limited, and the domestic price has dropped sharply. In recent years, the domestic policy is still in fermentation, which brings some good expectations for the domestic heavy rare earth market.
The price of light rare earth in the domestic rare earth market changes frequently. The prices of praseodymium and neodymium products mainly fall. The prices of neodymium oxide and praseodymium and neodymium oxide fall. In addition, the downstream demand for light rare earth is not significantly improved. A small amount of replenishment is needed by downstream businesses. The actual transaction price is still at a low level, and there is a strong wait-and-see mood in the market. In the middle of October, the market prices of light rare earth dropped successively, but at the end of October, the light rare The price of the soil market has increased, but the increase is a flash in the pan. 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. Metal enterprises and downstream magnetic material enterprises are weak in purchasing after and before the festival due to the surplus of purchasing before the festival. In addition, the price of rare earth has declined compared with the previous period, and the wait-and-see mood is strong. Under the strict environmental protection inspection, rare earth separation enterprises in many provinces have stopped production, resulting in the general market supply of rare earth oxides, especially some mainstream rare earth oxides, which are in normal supply, and the market price trend of rare earth is declining. In the near future Large enterprise groups in the market are reluctant to sell, rare earth market is general, and trading volume has little change.
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In the near future, the national environmental protection department has made unremitting efforts to inspect the rare earth industry. Jiangxi Province has strengthened the supervision of the rare earth industry, which has a great impact on the rare earth industry. The rare earth industry has a relatively low start-up situation, and the market situation is cold, which has brought some good support to the rare earth market. Recently, the supervision group of the State Council went to Jiangxi Province to supervise rare earth enterprises. This supervision focused on the major deployment of the Party Central Committee and the State Council, highlighted the key and difficult issues in the field of economic operation and reform and development, focused on the strong blocking points and pain points reflected by the people and market subjects, and promoted the implementation of various work. In addition, the national development and Reform Commission and the relevant departments have taken effective measures to rectify and standardize the industry, innovated and improved the relevant management mechanism, accelerated the construction of an industry development pattern with reasonable industrial structure, advanced scientific and technological level, effective resource protection and orderly production and operation, effectively utilized the special value of rare earth as a strategic resource, and the supply of raw ore resources in the upstream of the rare earth industry has shrunk , people in the domestic arena are waiting for the specific good news of the policy and the national reserve.
Rare earth analysts of the business society expect that in the near future, the intensity of strict environmental inspection in China will not be reduced. In addition, the order of the rare earth industry will be rectified in China, and the rare earth industry in Jiangxi will be rectified. The supply may maintain a low level, but the downstream demand for rare earth will not improve in the near future, and the rare earth market is expected to maintain a low level.
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