太阳集团城娱8722稀土行情简报201615期（总第131期）04-17~04-23

JL MAG Rare-Earth Industry Price Briefing 04-17~04-23

2016年17周

Week 17, 2016

1.重要新闻简报Briefing of Important News

■.本周稀土市场金属价格都有小幅上涨。亚洲金属网价格:镨钕金属329-334元/KG，镝铁合金价格1240-1270元/KG，铽金属价格3020-3120元/KG。

This week the price of rare earth metal has a slight increase. Prices from Asian Metal at weekend present: PrNd: 329-334RMB/KG, DyFe: 1240-1270RMB/KG, Tb Metal: 3020-3120RMB/KG.

2.业内人士分析Analysis of Professional Insiders

受稀土商储影响，4月18日，稀土主流品种价格出现不同程度上涨，氧化镨钕含税报价涨至26万元/吨以上。氧化镝询盘大幅增加，多数商家持货观望不出，报价已经上调到120万元/吨；氧化铽报价也已升至230万元/吨。

Affected by the rare earth commercial storage, prices of main kinds of rare earth rise in varying degrees, the tax-included price of PrNd oxide was increasing to over 260,000 RMB/ton. Also enquiries of Dy oxide was largely increased, most of sellers hold their stock to wait and see, the price has increased to 1,200,000 RMB/ton; price of Tb oxide has increased to 2,300,000 RMB/ton.

从中国稀土网站获悉，国家发展改革委日前会同有关部门召开稀土企业商业储备动员大会，由稀土企业集团自发开展的稀土商业储备正式启动。这标志着稀土行业企业层面的供给侧结构性改革进入实质性攻坚阶段。据了解，国家层面的相关改革措施短期内也将付诸实施。

According to information from the website of China Rare Earth, National Development and Reform Commission recently hold a meeting with relevant departments about commercial reserve of rare earth enterprises, the rare earth commercial reserve which carried out by rare earth groups spontaneously has officially launched. This means the supply side reform of rare earth industry has entered a substantive stage. It is understood that relevant reform measures from national level will be implemented in the short term.

记者从业内人士处获悉，参与此次商储的稀土企业包括中色股份以及北方稀土、中铝公司、厦门钨业、中国五矿、广东稀土、南方稀土六大稀土企业集团，但具体收储量目前尚未知。

Reporters has got info from industry insiders that rare earth enterprises participated in the commercial storage include China NFC, China Northern Rare Earth, Aluminum Corporation of China, Xiamen Tungsten, China Minmetals, Guangdong Rare Earth Group, China Southern Rare Earth, however, specific storage volume is still unknown.

会议明确了稀土商业储备的原则、配套措施、实施主体、运行模式、具体方案和进程。虽然此次收储为企业自发开展，但由国家倡导，以稀土行业供给侧结构性改革为重要目标，是稀土战略储备体系建设的重要组成部分。

The meeting mapped out the principles, supporting measures, practical subject, the operation mode, the specific program and process of rare earth commercial reserves. Although the storage was carried out spontaneously by enterprises themselves, but it is an important part of the system construction of rare earth strategic reserve, because it was initiated by the government, and with rare earth industry supply side structural reform as its important goal.

中国稀土学会副秘书长张安文在接受上证报记者采访时表示：“商业收储作为国家收储的重要补充，对行业目前产大于求的现状是一种有效缓解手段。仅靠商业储备一种手段对行业的影响并不大，关键要配合多重政策，比如总量控制、打黑等结合开展，多管齐下打出政策组合拳，才会对行业有稳定甚至回升价格的作用。"

Zhang Anwen, Deputy Secretary-General of China Rare Earth Association said when interviewed by reporters of Shanghai Securities News “as an important supplement to the national rare earth storage, commercial storage can effectively alleviate the current situation of overcapacity. And there won't be big effect on the industry only we only reply on the rare earth commercial storage, the key is to use multiple policies, such as total quantity control as well as the crackdown on illegal mining. Only by multi-pronged policy, can we make the rare earth prices stable and even rise."

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

2016年04月23日

Apr 23rd, 2016

提示：以上信息仅供参考！

Notes: the information above is for reference only!