太阳集团城娱8722稀土行情简报1602期（总第 118期）01-10~01-16

JL MAG Rare-earth Industry Price Briefing01-10~01-16

2016年第2周

Week 2, 2016

1. 重要新闻简报Briefing of Important News

n 本周稀土市场价格相对稳定，镝铁价格小幅下滑。亚洲金属网价格:镨钕金属330-335元/KG，镝铁合金价格1330-1360元/KG，铽金属价格3200-3300元/KG。

This week the market price of rare earth is relatively stable while DyFe fell slightly. Prices from Asian metal at the weekend present: PrNd 330-335RMB/KG, DyFe 1330-1360RMB/KG and Tb 3200-3300RMB/KG.

n 2015年新疆地勘成果丰硕，新发现稀土矿体估算资源总量达30万吨。

In 2015, the geological prospecting in Xinjiang is fruitful, according to new discovery of rare earth ore, the total amount is estimated to be 300,000 tons.

2. 业内人士分析Analysis of Professional Insiders

近日，美国稀土矿商莫利矿业也开始企业破产出售事宜。而中国继续承担着全球90%以上的稀土供应.

Recently, the rare earth miner of the US Molycorp has begun its bankruptcy and sale. China continues to undertake more than 90% of the world's rare earth supply.

值得注意的是，在出口政策放宽和薄利多销的思路共同作用下，我国稀土出口呈现出量增价跌的不利局面，上市稀土开采冶炼公司业绩表现差强人意。业内人士指出，“中国已经在超限度的履行国际稀土的供应义务。中国在卖出稀土的同时，也牺牲自己的环境，‘黑稀土'及薄利多销造成稀土出口大幅增加，但产品价格却出现大幅下跌，坦白的说中国企业是变相的补贴了西方国家。"

Worthy of note is that under the interaction of relaxed export policy and the idea of small profits but quick turnover, China's rare earth export showing an unfavorable situation with volume increase but price decrease. Performance of listed rare earth mining and smelting companies turns out to be unsatisfactory. Insiders pointed out that China has been in the ultra limit to fulfill the international rare earth supply. China sells rare earth at the expense of its environment, “black rare earth" and the idea of small profits but quick turnover has caused a substantial increase in rare earth export, but sharp drop of price. Frankly speaking Chinese enterprises are subsidizing western countries in disguised form. "

业内人士表示，包括大型集团、中小企业在内的所有稀土企业的发展，离不开良好的市场环境。虽然，目前打击黑色(或地下)稀土产业链已取得一定成效，但非法采运、无证选冶、无票买卖等违规违法经营活动依然存在，如不打击，就必然会产生“劣币驱逐良币"效应，就必然是“散兵游勇打败正规军"。

Insiders said that the development of all the rare earth enterprises, including large groups, small and medium enterprises cannot be fulfilled without a good market environment. Although the attack against black (or underground) rare earth industry chain has achieved some results at present, illegal mining operation, unlicensed smelting, sale without rare earth special invoice and other illegal business activities still exist. Without thorough attack on illegal acts, the inevitable result will be "bad money drives out good money" and "lone warriors beat the regular army".

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

2016年1月16日

Jan 16th, 2016

提示：以上信息仅供参考！