7월 31일 SMM 희토류 오후 거래 논평

홍다전자는 자사의 소통 플랫폼을 통해 현재 탄탈럼 커패시터와 MLCC 제품의 가동률이 합리적인 수준이라고 밝혔다. 회사는 시장 동향을 지속적으로 모니터링하고 시장 수요에 따라 제품 라인업을 꾸준히 개선해 나갈 계획이다.

[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.