JL MAG Rare-Earth Industry Price Briefing 07-12~07-16

Week 29，2021

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、铽和镝铁的价格小幅上涨。亚洲金属网周末价格: 镨钕金属价格687-692元/KG；金属钕价格687-692元/KG；镝铁合金价格2460-2480元/KG；金属铽价格8850-8900元/KG。

This week, prices of PrNd, Nd metal, Tb and DyFe have a slight rising. Prices from Asian Metal at the end of this weekend presented: PrNd metal 687-692 RMB/KG, Nd metal 687-692 RMB/KG, DyFe alloy 2,460-2,480 RMB/KG, and Tb metal 8,850-8,900/KG.

2.     业内人士分析Analysis of Professional Insiders

稀土市场在经历上周镨钕回调、镝铽发力的情况下，本周轻重稀土均出现价格全线上涨，货紧，缺矿是金属厂和分离厂对外的一致论调，前期金属厂备货太空，或者超卖的情况，在现阶段提现出来，金属货紧是愈发的明显。上周离子矿小幅回调了那么一点，本周伴随稀土价格全面上涨，缅甸雨季疫情人工等原因，离子矿通关速度及产量均受到影响，矿价上涨。

After the rare earth market experienced last week's pullback of PrNd and explosion of Dy and Tb, the prices of light and heavy rare earths have risen across the board this week. The shortage of goods is the unanimous argument of metal factories and separation plants. The situation of no stock and over-selling has been revealed at this stage, and the tightness of metal goods is becoming more and more obvious. Last week, the ion mine has slightly adjusted back. This week, with the overall increase in rare earth prices and the labor, epidemic in Myanmar during the rainy season, the speed of ion mine customs clearance and output have been affected, and the price of mine has risen.

 受腾冲封关影响，镝铽的拉涨态势同样存在，市场趋向冷静观望比较浓，成交量有所收缩，整体来看，镝铽，镨钕回调的可能性较小，业内仍看稳或看好后市。（瑞道稀土资讯）

Affected by the closure of Tengchong, the upward trend of Dy and Tb also exists. The market tends to be calm and wait-and-see, and the trading volume has contracted. Overall, the possibility of Dy, Tb, PrNd price decreasing is relatively small, and the industry is still stable or optimistic at after-market. (Ruidao Rare Earth Information)

南方稀土发布7月12日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Jul. 12th from China Southern Rare Earth

单位：万元/吨（出厂含税价）

Unit: 10 thousand RMB/ ton (EXW price incl. tax)

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

2021年07月16日

July 16^th, 2021

提示：以上信息仅供参考！

Notes: the information above is for reference only!