In July 2018, the price of NdFeB raw materials fluctuated continuously. In the middle of this month, only a small rebound in antimony oxides and metals was also smoothed by the subsequent decline, and continued to decline. All NdFeB raw materials are currently available. Among them, only metal bismuth showed a more optimistic market due to reduced production capacity. The impact of environmental inspections on upstream supply has gradually subsided, and companies have gradually resumed production; in the near future, many metal factories have survived due to falling metal prices, environmental inspections and high temperature effects, and some have been shut down. At the beginning of the month, the two major rare earth groups in the north and the south successively issued the guidance price for rare earths in July. The listing price of rare earths in the north is relatively optimistic, which is intended to provide confidence to the market: bismuth oxide, antimony oxide and antimony metal are all raised by 2,000 yuan/ton. The increase was 3,000 yuan / ton, but from the price trend in July, it is counterproductive, the market does not buy. On the contrary, the southern rare earth listing price seems to have a "previous vision". At the beginning of July, the price of lanthanum, cerium, lanthanum, cerium, lanthanum, cerium and lanthanum was lowered, and the market later "copied" the guidance. Price trend. At present, the much-anticipated rare earth reserves are also delayed. The second environmental protection inspection in the second half of the year is also a foggy one. Under the support of no certainty, the price of NdFeB raw materials It is also difficult to recover, and it will continue to fall or will continue.
In July 2018, the start of the NdFeB industry started to run smoothly in June. Environmental inspections led to the suspension of production of some non-compliant magnetic materials companies. New orders due to trade wars have recently decreased, orders for large magnetic materials companies have increased, and some magnetic material manufacturers and individual households have struggled and prices have declined.
In July, the overall operation of the NdFeB industry was general, the order demand did not fluctuate significantly, and the price of NdFeB declined. The small decline in raw material prices is also good news for some downstream NdFeB companies. Affected by environmental supervision and trade wars, orders from some downstream magnetic material manufacturers have declined. Small magnetic materials companies and self-employed households have struggled. Although driven by new energy vehicles and servos, short-term demand is difficult to rise sharply. High-end magnetic materials applications will continue to be the main direction of industry development.