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JL MAG Rare-Earth Industry Price Briefing 12-06~12-10

Week 50，2021

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、镝铁和铽的价格较为稳定。亚洲金属网周末价格: 镨钕金属价格1050-1060元/KG；金属钕价格1110-1120元/KG；镝铁合金价格2910-2930元/KG；金属铽价格14150-14200元/KG。

This week, prices of PrNd, Nd metal, Tb and DyFe were stable. Prices from Asian Metal at the end of this weekend presented: PrNd metal 1050-1060 RMB/KG, Nd metal 1110-1120 RMB/KG, DyFe alloy 2,910-2,930 RMB/KG, and Tb metal 14,150-14,200/KG.

2.     业内人士分析Analysis of Professional Insiders

本周稀土市场整体波动较小，高位下的敏感与畏高虽在本周表现不明显，由于业界一度认为原料趋紧，价格还将继续上行，故而惜售心态偶有贯穿，但周末期，北方稀土挂牌价与市场预期过低，担忧情绪滋扰，市场趋弱较明显。

The rare earth market fluctuated little this week. Although the sensitivity and fear of high were not obvious this week, the industry once believed that raw materials were tight and prices would continue to rise, so the reluctance to sell occasionally ran through. However, over the weekend, the listing price of North Rare Earth was too low and market expectations were disturbed, and the market weakened significantly.

本周初始，金属镨钕的成交量与成交价稳固了氧化镨钕的价格，且延续上周末的高位走势，周末期出货与成交价格双双回调。镝铽产品在本周的缅甸矿再度封关的谣言中，不断试探冲高，但需求始终难以放量，又对集团重组后的市场走势报有强烈信心，高价惜售观望。

At the beginning of this week, the volume and transaction price of PrNd metal stabilized the price of PrNd oxide, and continued the high trend of the weekend, the weekend shipment and transaction prices both back. Dy and Tb products in Myanmar mine closure rumors this week, continued to test high, but demand has been difficult to volume, and the group after the restructuring of the market has a strong confidence, wait and see at high prices.

就稀土行业而言：虽上半年大宗原材料价格暴涨未有带动稀土价格的提升，下半年在一系列政策及进口、库存影响下，稀土价格高歌猛进。镨钕短期现货供应不足的状态随着进口矿及明年配额的执行在陆续缓解，中游金属企业的产能供给虽仍显短缺，但上游氧化镨钕的供给相对金属也较多，本周无论是上游部分惜售还是下游金属的采购，均在一定程度上趋稳价格，然这一现状随着北方稀土的挂牌，下游采购开始推迟观望，期货订单的增多，价高的风险也随之滋长，对年底及明年一月的市场预判在不断调整。（瑞道稀土资讯）

In terms of the rare earth industry: although the price of bulk raw materials skyrocketed in the first half of the year, the price of rare earth soared in the second half of the year under the influence of a series of policies, imports and inventories. PrNd short-term spot supply status gradually ease as imported ore and execution of quotas in next year, the middle metal enterprise supply capacity is still shortage, but the upstream supply metal also more relative to PrNd oxide; this week, both upstream partial selling and downstream metal purchases have stabilized prices to some extent; however, with the listing of rare earth in the north, the downstream procurement began to delay and wait, the increase of futures orders, the risk of high prices also grows, and the market forecast for the end of the year and next January is constantly adjusting.（Ruidow Rare Earth Info)

北方稀土高科技股份有限公司发布12月稀土产品挂牌价格

Listing Price of North Rare earth High-tech Co., Ltd. issued in Dec.

南方稀土发布12月07日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Dec. 07th 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)

2021年12月10日

Dec. 10th, 2021