太阳集团城娱8722稀土行情简报201801期（总第214期）01-01~01-05

Week 1, 2018

1. 重要新闻简报Briefing of Important News

本周稀土市场行情镨钕，镝铁和铽价格相对稳定。亚洲金属网价格: 镨钕金属价格405-415元/KG，镝铁合金价格1150-1180元/KG (5日百川资讯, 镝铁合金价格1170-1180元/KG )，铽金属价格3850-3900元/KG。This week, the price of PrNd, DyFe and Tb is relatively stable in the rare earth market. Price from Asian Metal at this weekend presented: PrNd metal is 405-415 RMB/KG, DyFe alloy is 1150-1180RMB/KG (DyFe alloy is 1170-1180 RMB/KG on 5th from Baichuan News) and Tb metal is 3850-3900RMB/KG.

2. 业内人士分析Analysis of Professional Insiders

据业内人士分析，1月份上游稀土分离企业会出现停产，导致供给量下降。由于春节在2月份，加上前后物流停运影响，下游会备2月库存，成量增加。1月份北方稀土挂牌价格会影响市场，预计以稳为主。春节前商家回笼资金，氧化物出货量增加，预计下周氧化镨钕价格到35万元/吨。(百川资讯杜帅兵)

According to the analysis of insiders, the upstream rare earth separation enterprises will stop production in January, resulting in decreased supply. Due to the Spring Festival in February, combined with the impact of logistics outage, the downstream will prepare stocks of February, volume increased. In January the listed price of rare earths in Northern Rare Earth will affect the market, which is expected to be stable. Merchants will return the funds before the Spring Festival, oxides shipments increase, and the price of PrNd oxide will be expected to 350,000RMB/TON next week. (By Du Shuaibing from Baichuan News)

从稀土供给端看, 我们预期2018年初相关条例将会落地, 这将地规范稀土的供给,长期有效地根治滥采现象。政策的持续支持表明国家在通过一系列举措规范稀土行业后,进一步在行业结构调整上下功夫,提高产业附加值,鼓励稀土向更高水平发展的决心。需求端看,新能源汽车销售良好,各路产业资本纷纷进军新能源汽车产业将加大对于稀土永磁材料的需求。另外,在收储的预期下,价格得保证。

From the supply side of the rare earth, we expect that the relevant regulations will be implemented at the beginning of 2018, which will greatly regulate the supply of rare earth and effectively eradicate the phenomenon of indiscriminate exploitation for long term. The continued support of policies shows the determinations after a series of measurements about regulating the rare earth industry to be taken, the state further work on the adjustment of industry structure, improve the industrial added value and encourage the development of rare earth to a higher level. From the demand side, various industrial capital are moving to the new energy automotive industry due to new energy vehicles are well-selling, which will increase the demand for the rare earth permanent magnet materials. In addition, the price is guaranteed under the expectation of the storage.

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

2018年1月5日

Jan. 5th, 2018

提示：以上信息仅供参考！

Notes: the information above is for reference only!