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JL MAG Rare-Earth Industry Price Briefing 08-16~08-20

Week 34，2021

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、铽和镝铁的价格小幅下降。亚洲金属网周末价格: 镨钕金属价格750-755元/KG；金属钕价格765-770元/KG；镝铁合金价格2560-2580元/KG；金属铽价格10450-10500元/KG。

In the rare earth market this week, the prices of PrNd, Nd metal, Tb and DyFe dropped slightly. Asian Metal Weekend Price: PrNd metal price is 750-755 RMB/KG; Nd metal price is 765-770 RMB/KG; DyFe alloy price is 2560-2580 RMB/KG; Tb metal price is 10450-10500 RMB/KG.

2.     业内人士分析Analysis of Professional Insiders

本周稀土市场整体仍稍显弱势，幅度微弱调整且逐步趋稳，与此同时市场随着低价而有所放量，部分下游企业除刚需采购外，库存储备也稍有增加。目前判断，稀土各主流产品回调，虽然当前尚欠缺上涨动力，但业界普遍对后市抱有乐观与期待。

This week, the rare earth market as a whole is still slightly weak, with a slight adjustment and gradually stabilizing. At the same time, the market has increased with low prices. In addition to purchasing of rigid demand, some downstream companies have also slightly increased their inventory reserves. At present, it is judged that the major rare earth products have adjusted back. Although the current upward momentum is still lacking, the industry generally has optimism and expectations for the market outlook.

短期来看：因三季度稀土价格过快上涨导致的需求端利润压缩已传导至终端，市场却已出现刚需抵触情绪，当前，稀土供应经过一个多月的调整，供应紧张程度稍有缓解，另一方面，对比以往上涨势头来看，本周此次回调止稳暂未看出“强劲”的反弹势头，磁材端成本压力已陆续传导至终端，有终端采购强硬压价，有磁材端报价让利，甚至有小部分磁材企业选择停产待市，下游来看，涨价的试探心理在谨慎观望中均保持明显克制。虽本周镨钕止跌补货是主动，也曾一度出现“逢低备货”的准备，下周稀土价格较大概率会震荡上行。（瑞道稀土资讯）

In the short term: the demand-side profit compression caused by the rapid rise of rare earth prices in the third quarter has been transmitted to the terminal, but the market has already experienced rigid demand resistance. Currently, the supply of rare earths has been adjusted for more than a month, and the tightness of supply has eased slightly. On the one hand, compared with the previous upward momentum, this week correction has not yet seen a "strong" rebound momentum. The cost pressure on the magnetic material end has gradually transmitted to the terminal. For profit, even a small number of magnetic material companies choose to stop production and wait for the market. From the downstream point of view, the tentative psychology of price increases has maintained obvious restraint in the cautious wait-and-see. Although this week PrNd replenishment was active, there was also a preparation for "bargain hunting". The price of rare earths will fluctuate upward next week. (Ruidao Rare Earth Information)

南方稀土发布8月17日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Aug. 17^th 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20日

August 20^th, 2021