JL MAG Rare-Earth Industry Price Briefing 05-01~05-06

Week 18，2023

1. 重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、镝铁合金、金属铽的价格均存在小幅下跌。亚洲金属网周末价格: 镨钕金属价格535-545元/KG；金属钕价格540-550元/KG；镝铁合金价格1850-1870元/KG；金属铽价格10400-10600元/KG。

This week, the price of PrNd, Nd metal, DyFe and Tb has decreased slightly. Prices from Asian Metal at this weekend presented: PrNd metal 535-545 RMB/KG; Nd metal 540-550 RMB/KG; DyFe alloy 1850-1870 RMB/KG; Tb metal 10400-10600 RMB/KG.

2. 业内人士分析Analysis of Professional Insiders

5月6日，主要稀土品种主流价格小幅上行，市场活跃度提升，或吹响了价格行情反弹的号角，而利好已然连营。据业内反映，渠道低价货源几近消失。

On May 6, the mainstream price of the main rare earth varieties rose slightly, the market activity increased, or sounded the horn of the price rebound, and the good news has already been camp. According to the industry, the channel of low-priced goods almost disappeared.

其次，据外媒、综合lynas定期官宣，若马来西亚彭亨关丹莱纳斯稀土厂营运执照中的多项禁令在2023年7月1日后继续存在，莱纳斯准备2023年7月起暂时关闭该稀土厂三个月。然后再维持一段时间的低产量，直到卡尔古利稀土加工厂生产的混合稀土碳酸盐送到马来西亚为止。

Secondly, according to foreign media and lynas regular official announcement, if the various bans in the operating license of Linus Rare Earth plant in Pahang, Malaysia continue to exist after July 1, 2023, Lynas is prepared to temporarily shut down the rare earth plant for three months from July 2023. It then keeps production low for a while until mixed rare earth carbonates from the Kalgoorlie rare earth processing plant are sent to Malaysia.

另据美媒4月18日报道——在缅甸克钦邦(Kachin)开采稀土矿的中国企业承诺停止开采活动，此前有1000多名当地居民提出抗议，认为开采稀土会对环境造成破坏。稀土元素对智能手机等许多日常高科技设备的生产至关重要。

According to US media, April 18——Chinese companies mining rare earth minerals in Myanmar's Kachin state promised to stop their activities after more than 1,000 local residents protested that the mining would cause damage to the environment. Rare earth elements are crucial to the production of many everyday high-tech devices, such as smartphones.

另外，根据《全省深入整治规范矿产资源保护开发利用专项行动实施方案》，江西5月开始集中整治矿产资源保护开发利用——集中整治(5月1日至7月31日)。

In addition, according to the “Implementation Plan of the Special Action on the Protection, Development and Utilization of Mineral Resources” in the Province, Jiangxi began to concentrate on the protection, development and utilization of mineral resources in May (from May 1 to July 31).

增量方面，海外稀土项目在推进中，行业发展被政治诉求绑架。所以，不是稀土价格高低所能促进和阻拦的。截止2023年5月的消息，2023-2024上半年没有任何新项目投产放量的可能。

In terms of increment, while overseas rare earth projects are being pushed forward, the industry's development is being held hostage by political demands. Therefore, it is not the price of rare earths that can promote or discourage. As of May 2023, no new projects are expected to come on stream in the first half of 2023-2024.

综上所述，当前稀土市场行情迎来全面反弹的可能性大。（产业前沿）

To sum up, the current rare earth market is likely to usher in a full rebound. (Industry Frontier)

北方稀土高科技股份有限公司发布2023年5月稀土产品挂牌价格

单位：元/吨（出厂含税价）

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

2023年05月06日

May 06^th,2023

提示：以上信息仅供参考！

Notes: the information above is for reference only!