JL MAG Rare-Earth Industry Price Briefing 11-14~11-18

Week 46，2022

1. 重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、镝铁和铽的价格较为稳定。亚洲金属网周末价格: 镨钕金属价格790-800元/KG；金属钕价格900-910元/KG；镝铁合金价格2280-2300元/KG；金属铽价格16450-16650元/KG。

This week, the price of PrNd, Nd metal, DyFe and Tb is relatively stable. Prices from Asian Metal at this weekend presented: PrNd metal 790-800 RMB/KG; Nd metal 900-910 RMB/KG; DyFe alloy 2,280-2,300 RMB/KG; Tb metal 16,450-16,650 RMB/KG.

2. 业内人士分析Analysis of Professional Insiders

11月16日是市场混乱的一天，伴随各种消息面的来袭，询单，捂货，高价充斥市场，这一天是本周的中期，在此之前，市场看跌心态极齐，甚至下游磁材的刚需补货仍能拿到低价，同样，不管是分离厂还是贸易商也在小幅度让利促成交，但这一天之后到周末，不管是工厂还是贸易商出货的节奏放缓，低位收紧，同样，磁材厂的询单也再次进入观望。

Nov. 16th was a chaotic day in the market along with the attack of various news, inquiries for orders and high prices flooded the market. It was in the middle of this week and before that, the bearish attitude of the market was extremely uniform, and even those who just needed replenishment of downstream magnetic materials could still get low prices. Meanwhile, no matter it is the separation factory or the trader, they are willing to close the deal with discount. But after that, the delivery pace is slowing down and unwilling to sell in the low price, the magnetic material factory's inquiries are again entering the wait-and-see situation.

至去年达到天花板后，稀土价格不断回归理性，但由于上游的原料始终处于高位，分离厂左右为难，金属厂缩利瞻前顾后，期货订单也显得谨慎与大胆并存，长单可供的企业一方面表现出可嘉的诚信精神，一方面也在纠结中继续。短期来看，在下游刚需订单及长协的制衡下，镨钕上浮空间或会在理性范围内波动，也许更要警惕炒作风险。重稀土方面，镝铽的高位，使得采购愈发谨慎，市场有畏高情绪，下周上浮速度或可放缓，小幅稳健的概率依旧存在。（瑞道稀土资讯）

After reaching the peak last year, the price of rare earth kept returning to rationality, but due to the upstream raw materials were still at a high level, the separation plant was in a dilemma. The metal plants were cautious and the futures orders were also both cautious and bold. On the one hand, the enterprises with long orders showed the commendable spirit of integrity, on the other hand, they also continued in the struggle. In the short term, under the balance of the downstream rigid demand orders and long-term association, the floating space of PrNd may fluctuate within a rational range. Perhaps we should be more vigilant about the risk of speculation. In the case of heavy rare earths, high levels of Dy and Tb have led to more cautious in purchasing, and the market is afraid of high sentiment. The flotation speed may slow next week and there’s a small probability of robustness. (Ruidow Rare Earth Information)

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

2022年11月18日

Nov 18^th, 2022

提示：以上信息仅供参考！

Notes: the information above is for reference only!