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JL MAG Rare-Earth Industry Price Briefing 08-02~08-06

Week 32，2021

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕和铽的价格小幅上涨，镝铁价格较为稳定。亚洲金属网周末价格: 镨钕金属价格773-778元/KG；金属钕价格780-785元/KG；镝铁合金价格2680-2700元/KG；金属铽价格10800-10850元/KG。

This week, prices of PrNd, Nd metal and Tb have a slightly rise, while the price of DyFe was relatively stable. Prices from Asian Metal at the end of this weekend presented: PrNd metal 773-778 RMB/KG, Nd metal 780-785 RMB/KG, DyFe alloy 2,680-2,700 RMB/KG and Tb metal 10,800-10,850/KG.

2.     业内人士分析Analysis of Professional Insiders

本周稀土市场波动有所收窄，甚至一度在周初出现畏高出货看弱走势的局面，当然无论轻稀土镨钕还是重稀土镝铽，其走势均开始出现缓和，市场成交热度降温，且金属相对氧化物依旧存在一定程度的倒挂，整体来看，稀土价格临近五年新高后，市场可能面临的挑战与压力并存。

Rare earth market fluctuations has narrowed this week, in the beginning of this week, it even shows a fear of heights and weak in trend. And of course, no matter it is light rare earth such as PrNd or heavy rare earth Dy and Tb, the trend is start to moderate and the market transaction heat start to cooling. Compare to the oxide, metal is still exist a certain kind of upside down. Overall, the rare earth prices have reached the peak within five years, the market has faced the challenge and pressure at the same time.

短期来看，镨钕涨势的速度或将会减缓，成本压力下，会维持镨钕走势相对稳健，然而当前镨钕接近历史峰值后，伴随风险也随之加大。镝铽及钆钬在受到离子矿趋紧的态势下，现阶段涨价动力依旧存在，但业内普遍对后市预期保持相对理性，走势短期来看或不会过快或趋于平缓，然而当前价位畏高情绪也会随时间推移越来越浓，稀土价格或会出现左右试探的可能。（瑞道稀土资讯）

In the short term, the speed of the rise of PrNd might be slowed down, and under the cost pressure, it will maintain the trend to be relatively stable, as the current PrNd price is closed to the historical peak, the risk will also increase. Under the tightening of mine, the motivation for price increases of Dysprosium&terbium and gadolinium&holmium is still exist, but generally the industry is relatively rational about the future expectations. The trend in the short term will not be too fast or flatten out, however, the current price and emotions may be growing over time, and the rare earth prices may be tempted to go either ways. （Ruidow Rare Earth Info)

南方稀土发布8月2日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Aug. 2^nd from China Southern Rare Earth

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)

2021年8月6日

August 6^th, 2021