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JL MAG Rare-Earth Industry Price Briefing 09-26~09-30

Week 41，2021

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，铽和镝铁的价格小幅上涨。亚洲金属网周末价格: 镨钕金属价格733-738元/KG；金属钕价格763-768元/KG；镝铁合金价格2670-2690元/KG；金属铽价格10950-11000元/KG。

This week, prices of PrNd 2,670-2,690d and Nd metal were relatively stable, while the prices of DyFe and Tb have a slightly rise. Prices from Asian Metal at the end of this weekend presented: PrNd metal 733-738 RMB/KG, Nd metal 763-768 RMB/KG, DyFe alloy 2,670-2,690 RMB/KG, and Tb metal 10,950-11,000/KG.

工信部：2021年的稀土开采总量控制指标为16.8万吨，高于去年的14万吨。

MIIT: The total control index for rare earth mining in 2021 is 168,000 tons, which is higher than last year's 140,000 tons.

美媒路透发文称，中国周四将其年度稀土产量配额同比提高20%，达到历史最高水平，因为该国寻求缓解制造商的供应紧张局面。

US media reported that China raised its annual rare earth production quota by 20% on Thursday from a year earlier to a record high as it seeks to ease supply constraints for manufacturers. 

控制指标中，冶炼分离总量控制指标为16.2万吨，也比去年增加了20%。

Among the control targets, the total smelting and separation control target was 162,000 tons, which was also an increase of 20% over last year.

2.     业内人士分析Analysis of Professional Insiders

临界国庆，稀土市场整体趋稳走势明显，节前的部分采购暂时支撑了本已走弱的镨钕市场，且在一定程度上拉升了镨钕成交价格。镝铽产品虽有小幅反弹但力度较弱，下游对节后的各种预判及当前的高位，各省的拉闸限电的影响，也使得节前的采购多了些谨慎。

As the National Day approaches, the overall trend of stability of the rare earth market is obvious, some purchases before the holiday temporarily supported the weakened PrNd market, and to a certain extent, pulled up the transaction price of PrNd. Dy and Tb products have rebounded slightly, but the strength was relatively weak. Downstream forecasts for post-holiday and current high levels, as well as the impact of provincial power cuts, also made purchases before the holiday more cautious. 

在经历了上周三大集团整合的消息后，业内心态逐渐趋于理性，对重稀土产品普遍给出稳步向上，长期趋紧的走势。所以本周镝铽产品的价格稳步提升，氧化铽从870万元/吨到880万元/吨，小量成交可见。由于对磁材下游节前备货的预期较高，但现实比较“骨感”，签单价格普遍不高，虽大厂坚守底线，但镨钕金属的成交逐步向下位区靠拢，伴随部分分离厂的停产消息的放出，镨钕价格在周末期回温势头较明显，市场低价货源开始出清收敛。（瑞道稀土资讯）

After being experienced the news of the three large group integration last week, the mentality of the industry gradually tends to be rational, the heavy rare earth products generally showed a steady upward, long-term trend of tightening. Therefore, the prices of Dy and Tb products have steadily increased this week, with Tb oxide from 8.7 million RMB/ton increased to 8.8 million RMB/ton, small volume of trading can be seen. Due to the high expectations for the pre-holiday stocking of magnetic materials downstream, the reality is not good as expectations, and the signing price is generally not high. Although the big manufacturers stick to the bottom line, the transactions of PrNd metals are gradually moving closer to the lower position. Along with the release of the news of the suspension of production among some separation factories, the price of PrNd has shown a clear trend of warming up during the weekend, and the market's low-priced supply of goods has begun to clean up. (Ruidow Rare Earth Info)

南方稀土发布9月26日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Sept. 26th 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9月30日

September 30th, 2021