Rare Earth Prices Show Overall Strength in August, and Short-term Prices to Remain Firm

๊ฒŒ์‹œ๋จ: Aug 30, 2024 17:07
์ถœ์ฒ˜: SMM
At the beginning of August, driven by the listing prices of China Northern Rare Earth, market confidence was significantly boosted. By late August, the Ministry of Industry and Information Technology (MIIT) and the Ministry of Natural Resources released the second batch of rare earth mining quotas.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
7์—ฐ์† ์ƒ์Šน ๋งˆ๊ฐ! ๋ฐ”์˜ค๊ฐ•์—ฐํ•ฉ์ฒ ๊ฐ•๊ณผ ์ค‘๊ตญ๋ถ๋ฐฉํฌํ† ์˜ 3๋ถ„๊ธฐ ํฌํ† ๋ฅ˜ ์ •๊ด‘ ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ ์ „๋ถ„๊ธฐ ๋Œ€๋น„ ์†Œํญ ํ•˜๋ฝ! ใ€SMM ์ฝ”๋ฉ˜ํŠธใ€‘
2์‹œ๊ฐ„ ์ „
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๋” ๋ณด๊ธฐ
7์—ฐ์† ์ƒ์Šน ๋งˆ๊ฐ! ๋ฐ”์˜ค๊ฐ•์—ฐํ•ฉ์ฒ ๊ฐ•๊ณผ ์ค‘๊ตญ๋ถ๋ฐฉํฌํ† ์˜ 3๋ถ„๊ธฐ ํฌํ† ๋ฅ˜ ์ •๊ด‘ ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ ์ „๋ถ„๊ธฐ ๋Œ€๋น„ ์†Œํญ ํ•˜๋ฝ! ใ€SMM ์ฝ”๋ฉ˜ํŠธใ€‘
7์—ฐ์† ์ƒ์Šน ๋งˆ๊ฐ! ๋ฐ”์˜ค๊ฐ•์—ฐํ•ฉ์ฒ ๊ฐ•๊ณผ ์ค‘๊ตญ๋ถ๋ฐฉํฌํ† ์˜ 3๋ถ„๊ธฐ ํฌํ† ๋ฅ˜ ์ •๊ด‘ ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ ์ „๋ถ„๊ธฐ ๋Œ€๋น„ ์†Œํญ ํ•˜๋ฝ! ใ€SMM ์ฝ”๋ฉ˜ํŠธใ€‘
2์‹œ๊ฐ„ ์ „
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ์ „๋ฐ˜ ์ƒ์Šน, ํ„ฐ๋ธ€๊ณผ ํ™€๋ฎด ๊ฐ€๊ฒฉ ๊ณ„์† ์ƒ์Šน [SMM ํฌํ† ๋ฅ˜ ์ผ์ผ ๋ฆฌ๋ทฐ]
7์‹œ๊ฐ„ ์ „
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ์ „๋ฐ˜ ์ƒ์Šน, ํ„ฐ๋ธ€๊ณผ ํ™€๋ฎด ๊ฐ€๊ฒฉ ๊ณ„์† ์ƒ์Šน [SMM ํฌํ† ๋ฅ˜ ์ผ์ผ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ์ „๋ฐ˜ ์ƒ์Šน, ํ„ฐ๋ธ€๊ณผ ํ™€๋ฎด ๊ฐ€๊ฒฉ ๊ณ„์† ์ƒ์Šน [SMM ํฌํ† ๋ฅ˜ ์ผ์ผ ๋ฆฌ๋ทฐ]
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ์ „๋ฐ˜ ์ƒ์Šน, ํ„ฐ๋ธ€๊ณผ ํ™€๋ฎด ๊ฐ€๊ฒฉ ๊ณ„์† ์ƒ์Šน [SMM ํฌํ† ๋ฅ˜ ์ผ์ผ ๋ฆฌ๋ทฐ]
[SMM ํฌํ† ๋ฅ˜ ์ผ์ผ ์‹œํ™ฉ: ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ์ „๋ฐ˜ ์ƒ์Šน, ํ…Œ๋ฅด๋ธ€ ๋ฐ ํ™€๋ฎด ๊ฐ€๊ฒฉ ์ง€์† ์ƒ์Šน] ์ „๋ฐ˜์ ์œผ๋กœ Pr-Nd ์ œํ’ˆ ๊ฐ€๊ฒฉ์€ ์„ ๋ฌผ ๊ฐ€๊ฒฉ ์ƒ์Šน์˜ ์˜ํ–ฅ์„ ๋ฐ›์•„ ๊ณต๊ธ‰์—…์ฒด๋“ค์˜ ์ €๊ฐ€ ํŒ๋งค ์˜์ง€๊ฐ€ ์•ฝํ™”๋˜๊ณ  ํ˜„๋ฌผ ํ˜ธ๊ฐ€๊ฐ€ ์†Œํญ ์ƒ์Šนํ–ˆ์Šต๋‹ˆ๋‹ค. ํ…Œ๋ฅด๋ธ€ ๋ฐ ํ™€๋ฎด ์‹œ์žฅ ๊ฐ€๊ฒฉ์€ ๊ณ„์† ์ƒ์Šนํ•œ ๋ฐ˜๋ฉด, ๋””์Šคํ”„๋กœ์Š˜ ๋ฐ ๊ฐ€๋Œ๋ฆฌ๋Š„ ์ œํ’ˆ ๊ฐ€๊ฒฉ์€ ๋น„๊ต์  ์•ˆ์ •์„ธ๋ฅผ ์œ ์ง€ํ–ˆ์Šต๋‹ˆ๋‹ค. ๋‹จ๊ธฐ์ ์œผ๋กœ๋Š” ๊ฐ•์„ธ ์‹ฌ๋ฆฌ์— ํž˜์ž…์–ด Pr-Nd ์ œํ’ˆ ๊ฐ€๊ฒฉ์ด ์†Œํญ ์ƒ์Šนํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋ฉ๋‹ˆ๋‹ค.
7์‹œ๊ฐ„ ์ „
ํ•œ๊ตญ, CEPA ํ˜‘์ •์œผ๋กœ ๋ชฝ๊ณจ์‚ฐ ํฌํ† ๋ฅ˜ ๋ฌด๊ด€์„ธ ์ˆ˜์ž…
8์‹œ๊ฐ„ ์ „
ํ•œ๊ตญ, CEPA ํ˜‘์ •์œผ๋กœ ๋ชฝ๊ณจ์‚ฐ ํฌํ† ๋ฅ˜ ๋ฌด๊ด€์„ธ ์ˆ˜์ž…
๋” ๋ณด๊ธฐ
ํ•œ๊ตญ, CEPA ํ˜‘์ •์œผ๋กœ ๋ชฝ๊ณจ์‚ฐ ํฌํ† ๋ฅ˜ ๋ฌด๊ด€์„ธ ์ˆ˜์ž…
ํ•œ๊ตญ, CEPA ํ˜‘์ •์œผ๋กœ ๋ชฝ๊ณจ์‚ฐ ํฌํ† ๋ฅ˜ ๋ฌด๊ด€์„ธ ์ˆ˜์ž…
ํ•œ๊ตญ ์ด์žฌ๋ช… ๋Œ€ํ†ต๋ น์ด ์šธ๋ž€๋ฐ”ํ† ๋ฅด ์ •๋ถ€์ฒญ์‚ฌ์—์„œ ๋ชฝ๊ณจ ํ›„๋ ์ˆ˜ํ ๋Œ€ํ†ต๋ น๊ณผ ์ •์ƒํšŒ๋‹ด์„ ๊ฐ–๊ณ , ๊ณต๋™์„ ์–ธ์„ ํ†ตํ•ด ํฌ๊ด„์ ๊ฒฝ์ œ๋™๋ฐ˜์žํ˜‘์ •(CEPA)์˜ ์›์น™์  ํƒ€๊ฒฐ์„ ๋ฐœํ‘œํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด์— ๋”ฐ๋ผ ํ•œ๊ตญ์€ ๊ธฐ์กด ๋ชฝ๊ณจ์‚ฐ ๊ตฌ๋ฆฌ, ๋ชฐ๋ฆฌ๋ธŒ๋ด, ํฌํ† ๋ฅ˜์— ๋ถ€๊ณผํ•˜๋˜ 2~5%์˜ ์ˆ˜์ž… ๊ด€์„ธ๋ฅผ ์ฆ‰์‹œ ์ฒ ํํ•ฉ๋‹ˆ๋‹ค.
8์‹œ๊ฐ„ ์ „