Commentaire de l'après-midi du 31 juillet sur les terres rares – SMM

Hongda Electronics a déclaré sur sa plateforme interactive que le taux d'utilisation actuel de ses capacités pour les condensateurs au tantale et les MLCC se situe dans une fourchette raisonnable. L'entreprise continuera à surveiller la dynamique du marché et à améliorer continuellement son portefeuille de produits en fonction de la demande.

[SMM Analysis: Pr-Nd Oxide Production in July Down 11% MoM; Can Demand Recover in August to Break the Deadlock?] In July, the supply side of China's rare earth oxide market saw a notable contraction. According to statistics, Pr-Nd oxide production this month declined by 11% MoM. This decrease was not due to a single factor, but rather the combined effect of simultaneous production cuts by both ore separation enterprises and scrap recycling enterprises. Some ore separation companies proactively halted production while awaiting further policy guidance. The scrap recycling side was even weaker, with companies that had already been cutting production not only failing to recover, but some further reduced output. The price inversion between scrap prices and product selling prices intensified, and the operational pressure in the recycling segment remained greater than in the ore separation sector. Medium-heavy rare earth oxide production was also impacted, with an equally significant MoM decline.