JL MAG Rare-Earth Industry Price Briefing 11-15~11-19

Week 47，2021

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕和金属钕价格较为稳定，铽和镝铁的价格小幅下降。亚洲金属网周末价格: 镨钕金属价格960-970元/KG；金属钕价格1010-1020元/KG；镝铁合金价格2890-2910元/KG；金属铽价格13000-13050元/KG。

This week, prices of PrNd, Nd metal were relatively stable, prices of Tb and DyFe declined slightly. Prices from Asian Metal at this weekend presented: PrNd metal 960-970 RMB/KG; Nd metal 1,010-1,020 RMB/KG; DyFe alloy 2,890-2,910 RMB/KG; and Tb metal 13,000-13,050 RMB/KG.

2.   业内人士分析Analysis of Professional Insiders

本周稀土市场整体运行不明朗，放量情况有所收窄，询单与成交价格上下摇摆，镨钕产品整体来看经历弱调、起稳；镝铽产品直线下走至观望回升。本周铽产品走出一个明显的底部向上跳空缺口的行情。

The overall operation of the rare earth market is uncertain this week, and the volume situation has narrowed. Inquiry and transaction prices have fluctuated up and down. As a whole, PrNd experienced adjusted slightly and stabilized; Dy and Tb products went straight down to wait for rebounding. This week, Tb products has come out of obvious rapidly rising.

继上周五镨钕氧化物出货较多且有让利空间的行情延续至本周初始，镨钕弱势开局，随之询单的小量增多，低价货源收窄的局面陆续表现为价格稳定波动，就目前的市场走势来看，镨钕稳的概率比较大，尤其在本周稀交所秒摘的情况下，更是把市场氛围烘托至稳中坚挺。从下游补货情况来看，本周整体补货有所减缓，金属镨钕出货速度明显减慢，价格也不断试探震荡。

Following last Friday’s market with more shipments of PrNd oxide and there is room for concessions continued to the beginning of this week. PrNd started weakly, followed by a small increase in inquiries, and the situation of narrowing low-priced supplies continued to show that the price was stable. Volatility, judging from the current market trend, the probability of stability of PrNd is relatively high. Especially in the case of the second pick of the rare exchange this week, the market atmosphere is even more stable and firm. Judging from the downstream replenishment situation, the overall replenishment has slowed down this week,and the delivery speed of PrNd has slowed down significantly, and the price has continued to fluctuation.

回看近期稀土产品价格高位持续震荡，下游及终端的接受一度频临极限，本周虽有畏高回调的趋势，但受限于供应及主流大厂报价保持高位坚挺，而避免了价格大幅度持续回调的走势，各主流产品成交区间周初在拉宽，且混乱报价下回升至当前价位水平。（瑞道稀土资讯）

Looking back at the recent high prices of rare earth products that continue fluctuating. The acceptance of downstream and terminal products was once at the limit. Although there is a trend of callbacks this week, it is limited by supply and mainstream manufacturers’ quotations which remain high and firm, and avoiding rising widely. The trading range of all mainstream products was widening at the beginning of the week, and the chaotic quotation rebounded to the current price level. (Redo Rare Earth Information)

南方稀土发布11月8日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on November 8^th 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11月19日

November 19^th, 2021

提示：以上信息仅供参考！

Notes: the information above is for reference only!