太阳集团城娱8722稀土行情简报201642期（总第158期）10-31~11-05

JL MAG Rare-earth Industry Price Briefing10-31~11-05

2016年第45周

Week 45, 2016

1.重要新闻简报Briefing of Important News

本周稀土市场稀土价格相对稳定。亚洲金属网价格:镨钕金属314-319元/KG，镝铁合金价格1230-1260元/KG，铽金属价格3560-3610元/KG。

This week the price of rare earth was relatively stable. The price at weekend from Asian Metal presents as: PrNd 314-319 RMB/KG, DyFe 1230-1260 RMB/KG and Tb metal 3560-3610RMB/KG.

日前，新疆金风科技股份有限公司（以下简称“公司"）全资子公司Goldwind USA, INC.（以下简称“美国金风"）与Viridis Eolia LLC（以下简称“Viridis"）签订了排他性意向协议，美国金风将为Viridis持有的位于美国怀俄明州，总容量为1870MW的Viridis Eolia风电场项目提供风电机组，上述项目将采用公司2.5MW及3.0MW永磁直驱机组，项目交付期为2017年至2022年；此外，美国金风还将为该项目的运行及维护提供长期服务。这是金风科技开拓海外市场获得的又一个成绩，尤其是针对美国的企业。6年的交付期，相对于1870MW的装机总容量，可能近1千吨级别的钕铁硼磁钢。

Currently, Goldwind USA INC. (hereinafter referred to as the "Goldwind USA") which is wholly owned by Xinjiang Goldwind Sci & Tech Co., Ltd (hereinafter referred to as "the company") has signed an intent exclusive agreement with Viridis Eolia LLC (hereinafter referred to as "Viridis"), Goldwind USA will provide the wind turbine to wind power project which is hold by Viridis in Wyoming with a total capacity of 1870MW, which will use 2.5MW and 3.0MW permanent magnet direct drive unit and the delivery period of this project is from 2017 to 2022. In addition, the Goldwind USA will also provide long-term support services to the operation and maintenance. This is another achievement of company to open up the overseas markets, especially for the United States enterprises. The 6 years delivery period, which compared to the total installed capacity of 1870MW will possibly use 1000 tons of NdFeB magnet.

印度地质学家在拉贾斯坦邦的巴尔梅尔区发现具重要战略意义的丰富的稀土新资源。烃源岩的实验室分析结果表明稀土金属的数量可能具备商业价值，稀土元素在核能和航天领域以及风能，军工，化工，电子工业领域不可或缺。

India geologist discovered the new rich rare earth resources which has important strategic significance in Rajasthan Balmer region. Laboratory analysis on source rocks indicates that the number of rare earth metals may have commercial value, the rare earth elements in the nuclear and aerospace fields as well as wind power, military, chemical industry, electronics industry is essential. 奥地利科学家研制出一种特殊的3D打印机，能打印出拥有复杂形状和定制磁场（磁性传感器需要）的磁体。新方法快捷且性价比高，为制造特殊磁体开辟了新途径。

Recently, scientists in Austria have developed a special kind of 3D printer, which can print out the permanent magnet with complex shape and precise custom magnetic field (magnetic sensor needs). The new method is fast and cost-effective, which opens up a new way to manufacture the special magnet.

2. 业内人士分析Analysis of Professional Insiders

11月5日稀土市场暂稳运行，分离厂开工率逐步摆脱8月环保检查影响，9、10月小有回升，供应量有所放大；虽下游询盘似较前期活跃，分离厂也有出于为年底节前备库而生产的考虑，然而实际需求和供应时间的过剩矛盾并未缓解，目前显然中重稀土更受市场青睐，其原本供需失衡程度也较轻。SMM认为，轻中重分化状态将持续。

In November 5th, the rare earth market operation was temporary stable, separation factory operating rate gradually get rid of the environmental inspection in August. There is a small rebound in September and October, and the supply has been enlarged. Although the downstream inquiry is relative active, the separation plant also considered preparing stock before the end of year, the actual contradiction between the demand and excess supply does not get relief. Currently it is obviously that the heavy rare earth is more favored by the market, the supply and demand imbalance degree is also light. SMM believes that the differentiation status of light and heavy rare earth will continue.

5日SMM主流报价如下，氧化镧厂家含税价11,500-12,500元/吨。氧化铈主流厂家含税价9,300-10,000元/吨。氧化镨主流厂家含税价310,000-315,000元/吨，氧化钕 253,000-255,000元/吨，金属钕31.4-31.9万元/吨，镧铈金属2.4-2.6万元/吨，氧化镨钕主流厂家含税244,000-246,000元 /吨，镨钕金属主流厂家含税价312,000～316,000元/吨。

In November 5th, SMM mainstream quote as follows, the manufacturer of lanthanum oxide tax included price is 11,500-12,500 RMB/T. Cerium oxide mainstream manufacturers tax included price is 9,300-10,000 RMB/T. Praseodymium oxide mainstream manufacturers tax included price is 310,000-31,5000 RMB/T, Neodymium oxide is 253,000-255,000 RMB/T, Neodymium metal is 31,4000-31,9000 RMB/T, lanthanum cerium metal is 24,000-26,000 RMB/T, praseodymium neodymium oxide mainstream manufacturers tax included price is 24,4000-24,6000 RMB/T, praseodymium neodymium metal mainstream manufacturers tax price included is 31,2000 ~ 31,6000 RMB/T.

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

2016年11月07日

Nov. 7th, 2016

提示：以上信息仅供参考！

Notes: the information above is for reference only!