JL MAG Rare-Earth Industry Price Briefing 06-26~06-30

Week 27，2023

1. 重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、金属铽以及镝铁合金均出现小幅下跌。亚洲金属网周末价格: 镨钕金属价格558-568元/KG；金属钕价格570-580元/KG；镝铁合金价格2090-2110元/KG；金属铽价格10350-10550元/KG。

This week, prices of PrNd, Nd, Tb and DyFe have a slight drop. Prices from Asian Metal at this weekend presented: PrNd metal 558-568 RMB/KG; Nd metal 570-580RMB/KG; DyFe alloy 2090-2110 RMB/KG; Tb metal 10350-10550 RMB/KG.

2. 业内人士分析Analysis of Professional Insiders

本周（6.26-30日）稀土市场轻重涨跌各现，整体表现不佳，需求短板继续体现，冲高回落速度明显加快，轻重走势虽有分歧却趋势一致，企业间的竞价让步造成价格进一步下行，而下游订单收缩采购克制，受主流看跌情绪影响，稀土走势或暂无趋稳迹象。　

This week (6/26-6/30) rare earth market has up and down in light and heavy rare earth, the overall performance is not good, the short board of demand continues to reflect, the speed of high fall significantly accelerated. Although there are differences in the light and heavy trend but the trend is consistent, bidding concessions between enterprises caused prices to further decline, and downstream orders contracted procurement restraint, affected by the mainstream bearish sentiment, rare earth trend may have no signs of stability.

与端午节前的市场相比，本周低位成交信息频繁，镨钕受其影响尤为敏感，与相对冷清的成交量相比，成交重心不断突破当天低价，而基于需求普遍低迷的共识，减库存做空单的操作，也促使部分企业议价与掩护出货并存。

Compared with the market before the Dragon Boat Festival, this week's low transaction information is frequent shown, PrNd is particularly sensitive to its impact. Compared with the relatively cold volume, the transaction focus continues to break through the day's low price, and based on the consensus of generally depressed demand, the operation of reducing inventory and short orders also prompted some enterprises to negotiate and cover shipments.

本周重稀土虽有上调，跨步与金属倒挂拉大，金属厂销不抵本，生产企业接单困难，而报价上行亦受到下游客户抵触，下游以需求为据仍在压价或推迟采购，镝铽合金贸易相对冷清。

This week, although the heavy rare earth has increased, step with metal upside down is larger, metal factory sales do not meet the cost, production enterprises is difficult to receive orders, and the offer is also subject to downstream customer resistance, downstream demand is still in the price or delay procurement, DyFe alloy trade is relatively cold.

轻重走势虽有分歧但互有制约，亦存共生，可能仍需各自调整，预计镨钕弱势或将不断缓解而重稀土或面临砥砺前行的难度。（瑞道稀土资讯）

Although there are differences in the trend of light and heavy rare earth, there are constraints and symbiosis, which may still need to adjust, it is expected that the weakness of PrNd will continue to ease, and heavy rare earth may face the difficulty of moving forward. (Ruidow Rare Earth Information)

 
3.趋势图（参考亚洲金属网）Tendency Chart (refer to Asian Metal)

2023年06月30日

June 30^th, 2023

提示：以上信息仅供参考！

Notes: the information above is for reference only!