太阳集团城娱8722稀土行情简报1810期（总第223期）03-19~03-23

Week 12, 2018

1. 重要新闻简报Briefing of Important News

本周稀土市场行情镨钕，镝铁和铽价格继续出现小幅回落。亚洲金属网价格: 镨钕金属价格445-455元/KG (23日上海有色，450-455元/KG)，镝铁合金价格1200-1230元/KG (23日上海有色，1230-1240元/KG)，金属铽价格4180-4230元/KG (23日上海有色，4200-4250元/KG)

This week, the price of PrNd, DyFe and Tb in the rare earth market continue to fall slightly. Price from Asian Metal at this weekend presented: PrNd metal is 445-455 RMB/KG (price from SMM on Feb. 23rdpresented: 450-455 RMB/KG), DyFe 1200-1230 RMB/KG (price from SMM on Feb. 23rd presented: 1230-1240 RMB/KG) and Tb 4180-4230 RMB/KG (price from SMM on Feb. 23rd presented: 4200-4250 RMB/KG).

2. 业内人士分析Analysis of Professional Insiders

上周（3.19-3.23）稀土市场跌势为主，市面又一波压价致使镨钕、镝等多个品种报价混乱；厂家受累承压，报价跟随市价回落，跌幅超出预期，但出厂让价有度，冷观超低价询盘；稀土阴雨行情于周四五止跌转稳，报价摆脱混乱，显露修复迹象。

Last week (3.19-3.23) rare earth market keeps a decline trend, the market price resulting in another wave of PrNd, Dy and other varieties of price confusion; bearing manufacturers involved, follow the market price to move down, and it plunged than expected, but there's a degree for the reduction of selling price, look coldly at the super low price inquiry; The rare-earth cloudy market fell to a steady drop on Thursday and Friday, giving out confusion and showing signs of repair.

不过，大多数供应方并非无度让价，对34.5万以下的氧化镨钕询盘抵触心态较为明显。镝、铽类方面，市场近乎被镨钕的情绪波动所覆盖，上周（3.19-3.23）镝、铽报价负压下行，截至目前，氧化镝含税报价1190元-1200元/千克，氧化铽含税报价3150元-3200元/千克，刚需订单缺少状况未有缓解，在镨钕转稳后，镝、铽询盘小增，但成跟进缓慢，市面仍较多看弱情绪。

However, most of the suppliers are not excessive to make a price concession, more obvious conflict of mind about PrNd oxide inquiry less than 345,000. For Dy and Tb, the market almost covered by mood swings of PrNd. last week (3.19-3.23), quotation of Dy and Tb performed downward, up to now, Dy oxide with tax offer 1,190RMB -1,200RMB /kg, Tb oxide with tax price 3,150RMB-3,200RMB/kg, the lack of status of rigid demand order is not remission. After PrNd stabilized, the enquiry of Dy and Tb has a small increase, but transaction follow up slowly, the market is still more to see weak.

整体看，稀土现货市场已由跌转稳，预计下周大概率为行情修复，继续持稳，或小幅向上试探，而时间上，已至三月底，重合季度末，可了解关注刚需订单情况。（富宝资讯马雷）

Overall, the rare earth spot market has stabilized from decline, it is expected to the maximum probability for the market repair next week, continue to hold steady or slightly upward, and as it is the end of March, coincides with the end of the quarter, can understand the concern for the rigid demand order. (Ma Lei, Fubao information)

海关统计数据表明，从近5年1-2月出口量数据分析，近2年中国稀土出口量增幅开始呈下降趋势。2018年1-2月中国稀土出口量8341吨，同比增长5.9%；比2017年同期的9.3%的增幅少了近4个百分点。

According to the statistics of the customs, the amplification of export volume of China's rare earth in the last 2 years has been declining from the analysis of the export volume data of Jan. to Feb. in the last 5 years. From Jan. to Feb. of 2018, the export volume of rare earth in China was 8,341 tons, increase 5.9% from the same period, and nearly 4% less than that of 9.3% in the same period of 2017.

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