JL MAG Rare-Earth Industry Price Briefing 08-31~09-04

Week 36, 2020

1.     重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕和金属钕的价格较为稳定，镝铁和铽的价格小幅下调。亚洲金属网周末价格: 镨钕金属价格438-443元/KG，金属钕价格455-460元/KG，镝铁合金价格1750-1770元/KG，金属铽价格6250-6300元/KG。

This week, price of PrNd, Nd metal was relatively stable while DyFe and Tb declined a little. Price from Asian Metal at this weekend presented: PrNd metal 438-443 RMB /KG, Nd metal 455-460 RMB/KG, DyFe alloy 1,750-1,770 RMB/KG, and Tb metal 6,250-6,300RMB /KG.

2.       业内人士分析Analysis of Professional Insiders

本周稀土市场整体走势欠佳，重稀土镝铽等产品成交有所下滑，但镨钕弱势趋缓并逐步企稳。从成交热度来看，镨钕产品经过短暂的回落调整开始缓慢恢复。

The general rare earth market did not do well this week, with heavy rare earth like Dy and Tb trading down, but PrNd weakness has eased and gradually stabilized. From the heat of the deal, PrNd products began to recover slowly after a short fall adjustment.

本周龙头企业及大厂对氧化镨钕采取适当范围适当数量的收购，一定程度上支撑起镨钕的稳定，此外，龙头集团的出货策略继续保持一定的收紧状态。随着低位镨钕货源收缩，部分下游企业开始弥补回落期暂停的订单，部分磁材大厂开始招标采购，与此同时下游其他工厂跟风买进，镨钕走势在本周实现了止跌企稳。

This week, leading companies and major manufacturers have adopted an appropriate range and amount of acquisitions of PrNd oxide, which supports the stability of PrNd to a certain extent. In addition, the leading group's shipment strategy continues to maintain a certain degree of tightening. As the supply of low-level PrNd shrinks, some downstream companies have begun to make up for orders suspended during the decline period, and some major magnetic materials manufacturers have begun bidding for procurement. At the same time, other downstream factories have followed suit. The trend of PrNd has stabilized this week.

未来预测：镨钕企业挺价态度不变，虽然原料端库存充足但中间环节仍未出现较多扩张，下游现货需求仍在，期货订单虽然不似上月火热但也有所延长，短期内镨钕较有可能在当下高位区间小幅波动，且下周有望出现小幅上调。（瑞道稀土资讯）

Future forecast: The attitude of PrNd companies will remain unchanged. Although the raw material end inventory is sufficient, the intermediate links have not seen much expansion. The downstream spot demand is still there. Although the futures orders are not as hot as last month, they have also been extended. It is more likely to fluctuate slightly in the current high range, and a slight upward adjustment is expected next week. ( Ruidow Rare Earth Information)

南方稀土发布08月31日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Aug 31st from CSRE

单位：万元/吨（出厂含税价）

Unit: 10 thousand RMB/ ton (EXW price incl. tax) 

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

2020年09月04日

Sept 04th 2020

提示：以上信息仅供参考！

Notes: the information above is for reference only!