JL MAG Rare-Earth Industry Price Briefing 02-07~02-11

Week 7，2022

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕和铽的价格上涨，镝铁价格较为稳定。亚洲金属网周末价格: 镨钕金属价格1200-1210元/KG；金属钕价格1340-1350元/KG；镝铁合金价格2990-3010元/KG；金属铽价格17400-17600元/KG。

This week, prices of PrNd, Nd metal and Tb increased, DyFe is stable. Prices from Asian Metal at this weekend presented: PrNd metal 1200-1210 RMB/KG, Nd metal 1340-1350 RMB/KG, DyFe alloy 2990-3010 RMB/KG, and Tb metal 17400-17600/KG.

 “找磁材”周末价格：镨钕金属价格1260-1270元/KG；金属钕价格1390-1400元/KG；镝铁合金价格3080-3100元/KG；金属铽价格18100-18300元/KG。

Prices from “Zhaocicai.com”at this weekend presented: PrNd metal 1260-1270 RMB/KG, Nd metal 1390-1400 RMB/KG, DyFe alloy 3080-3100 RMB/KG, and Tb metal 18100-18300RMB/KG.

2.  业内人士分析Analysis of Professional Insiders

本周稀土市场迎来十年内的最狂一周，迅速拉涨的稀土价格与不断惜售的稀土产品，碰撞上包头地区的全线停产，稀土的涨速达到了十年以来的峰值，各主流产品价格也达到了了十年的新高。

This week, the rare earth market ushered in the craziest week in a decade. The rapidly rising rare earth prices and the reluctance to sell rare earth products have collided with the shutdown of all production lines in the Baotou area. The growth rate of rare earths has reached a peak in the past ten years, and the prices of various mainstream products increasing have also reached a ten-year high.

当下，受美联储加快升息缩表的预期下降，美元继续走强、通胀加速，油价及大宗品价格节节攀升，同时，为提高稀土供应量，春节前最后一工作日，工信部下达稀土开采首批配额，2022年北方稀土上半年开采指标为6.02万吨，同比增长36.5%，占指标总额的67.41%，配额占据半壁江山。

At present, due to the decline in the expectation of the Federal Reserve to accelerate interest rate hikes and shrink the balance sheet, the US dollar continues to strengthen, inflation accelerates, and oil prices and commodity prices continue to rise. At the same time, in order to increase the supply of rare earths, the Ministry of Industry and Information Technology issued the first batch of rare earth mining quotas on the last working day before the Spring Festival. In the first half of 2022, the northern rare earth mining index is 60,200 tons, a year-on-year increase of 36.5%, accounting for 67.41% of the total index, and the quota accounts for half of the country.

本周少量的需求，憋涨了价格的高起，节后少量补单可见，目前也确实看到了高位敏感期，市场整体需求及成交并不十分明朗，即使春节假期的正常生产，仍对供给反应不及而出现了价格炒涨。一年多的调整，四个多月的上行行情，稀土整体供需格局早已发生变化，近日，协会公布2021年磁性材料产量，钕铁硼毛坯21.7万吨，与此前各界预估值偏低。（瑞道稀土资讯）

A small amount of demand this week has caused the price to rise. After the holiday, a small amount of supplementary orders can be seen. At present, we have indeed seen a high-level sensitive period. The overall market demand and transactions are not very clear. Even if the normal production during the Spring Festival holiday, the supply still fails to respond in time, resulting in price speculation. After more than one year of adjustment and more than four months of upward market, the overall supply and demand pattern of rare earths has already changed. Recently, the association announced the output of magnetic materials in 2021: 217,000 tons NdFeB blocks, which is lower than the previous estimates.(Ruidow Rare Earth Info)

北方稀土高科技股份有限公司发布2月稀土产品挂牌价格

Listing Price of China Northern Rare Earth issued in Feb.

南方稀土发布2月9日稀土氧化物挂牌价

Listing Prices of CSRE on Feb. 19th.

单位：万元/吨（出厂含税价）

Unit: 10 Thousand RMB/T (EXW price incl. VAT)

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

2022年2月11日

提示：以上信息仅供参考！

Notes: the information above is for reference only!