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JL MAG Rare-Earth Industry Price Briefing 08-23~08-27

Week 35，2021

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、铽和镝铁的价格较为稳定。亚洲金属网周末价格: 镨钕金属价格748-753元/KG；金属钕价格772-777元/KG；镝铁合金价格2570-2590元/KG；金属铽价格10350-10400元/KG。

This week, prices of PrNd, Nd metal and Tb are relatively stable. Prices from Asian Metal at the end of this weekend presented: PrNd metal 748-753 RMB/KG, Nd metal 772-777 RMB/KG, DyFe alloy 2,570-2,590 RMB/KG and Tb metal 10,350-10,400/KG.

2.     业内人士分析Analysis of Professional Insiders

本周稀土市场未迎来期盼的高潮，周初期市场乐观情绪仍在，周中期伴随各种传言，需求未见增量，市场畏高而恐慌的心态悄然蔓延，主流产品价格再一次应声回调，整体市场弱势继续，虽然微调但本周幅度有所拉大，而市场伴随小量的低价成交后，主流价格应声而落，在缺少量的支撑配合下，在资金愈发紧张的时期，分离厂及金属厂都在为交期货订单而铆劲生产，采购交易不活跃，市场显示出僵持博弈的状态。

The climax of rare earth market this week did not show as expected, optimism is still in the beginning of this week with all sorts of rumors, but when there’s no incremental demand, the fear and panic mentality quietly spread. The mainstream product price syntony once again, the overall market weakness still continue. Although fine-tuning range is widened, after clinching a deal with small amount of low price, the mainstream prices fell and without the support of quantity, as well as tight period of capital, separation plants and metal plants are riveting production for futures orders, procurement transactions are not active and the market shows a stalemate status.

整体八月，稀土价格一直在高位盘整，低价货充斥市场。过高的金属价格确实已对下游的需求有所遏制，部分中小磁材厂的刚需抵触情绪依旧存在，并对70万元/吨以上的金属镨钕的接受程度有所降低，所以综合来看，下游的需求是有明显的缩量。8月截止，今年下半年的指令性开采指标未有下达，导致大集团的生产也显得被动，在挤压贸易商库存的同时，市场供需或陆续趋于平衡，而资金趋紧却随着年底的临近缓和系数有所提升，整体来看，短期内稀土价格小幅盘整的概率依旧存在，直到后端的采购订单出现支撑或有可能稳固。（瑞道稀土资讯）

The overall August, prices have been consolidating at high prices, low-priced goods flooding the market. High metal prices have curbed the demands of downstream, part of the small magnets factory resistance emotion still exist, and the acceptance is lower for the metal neodymium praseodymium with price more than 700,000 CNY/Ton, overall the downstream demand is shrank obviously. As of August, the mandatory development index do not issued for the second half of this year, the large groups of production is passive, the traders inventory is squeezing at the same time, market supply and demand is gradually tend to balance, while a tighter money coefficient increased with the approaching of the end of the year. As a whole, the probability of short term price slightly consolidation is still exist, until the purchase order of downstream can support or likely to be stable.（Ruidow Rare Earth Info)

南方稀土发布8月23日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Aug. 23^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27日

August 27^th, 2021