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JL MAG Rare-earth Industry Price Briefing 2235（Issue No. 436）10-24~10-28

Week 43，2022

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、镝铁和铽的价格小幅下降。亚洲金属网周末价格: 镨钕金属价格800-810元/KG；金属钕价格920-930元/KG；镝铁合金价格2280-2300元/KG；金属铽价格16500-16700元/KG。

This week, the prices of PrNd, Nd metal, DyFe and Tb dropped slightly. Prices from Asian Metal at this weekend presented: PrNd metal 800-810 RMB/KG; Nd metal 920-930 RMB/KG; DyFe alloy 2,280-2,300 RMB/KG; Tb metal 16,500-16,700 RMB/KG.

【包钢股份：调整稀土精矿关联交易价格】包钢股份公告，拟将供应北方稀土的稀土精矿价格调整为不含税37230元/吨（干量，REO=50%），REO每增减1%，不含税价格增减744.60元/吨（干量），从2022年7月1日起执行。双方将就本次确定的价格事宜重新签订《稀土精矿供应合同》，并按照新签订的合同执行稀土精矿日常关联交易。（财联社）

[BAO GANG UNITED STEEL: Adjusting the price of related party transactions of rare earth concentrates] BAO GANG UNITED STEEL announced that it is planned to adjust the price of rare earth concentrates to 37,230 CNY/ton (dry volume, REO=50%) excluding tax. For every 1% increase or decrease in REO, the price excluding tax will increase or decrease by 744.60 CNY/ton (dry volume), which will be implemented from July 1, 2022. The two parties will re-sign the "Rare Earth Concentrate Supply Contract" for the price determined this time, and execute the daily related party transactions of rare earth concentrates in accordance with the newly signed contract. (CLS)

2. 业内人士分析Analysis of Professional Insiders

本周稀土市场由向上的冲力转为动力不足，供需劣势依旧存在，市场疲软回调。

This week, the rare earth market turned from an upward momentum to insufficient momentum, supply and demand disadvantages still existed, and the market was weak and pulled.

周初受收储传言的消息面影响，业内信心高涨，与此同时，下游磁材的刚需阶段性补采的询单及废料贸易企业的活跃采补，使得整体市场在投机式的拉涨与抬价中，稀土主流产品报价与小量的成交价出现上涨。

At the beginning of the week, the confidence in the industry was high due to the influence of the rumor about the collection and storage. At the same time, the inquiry form of the just needed periodic supplementary procurement of the downstream magnetic materials and the active procurement of the waste trade enterprises made the overall market rise in the speculative pull up and price rise, and the price of the rare earth mainstream products rose with the small volume.

周中，以镨钕及镝为代表的稀土品种开始出现抢跑出货的局面，同时，理性的畏高情绪开始变得浓厚， 下游及贸易商对此时的价格莫名的开始抵触，基于前几次类似的涨跌波动，部分散货及贸易商降价出货，市场信心进一步动摇。随后，大厂也开始让价成交，市价进一步走弱。（瑞道稀土资讯）

In the middle of the week, rare earth varieties represented by PrNd and Dy began to rush out of the market. At the same time, rational fear of heights began to become strong. Downstream and traders began to resist the price inexplicably at this time. Based on the previous similar fluctuations, some bulk suppliers and traders cut prices, further shaking the market confidence. Subsequently, large manufacturers also began to give way to transactions, and the market price further weakened. (Ruidow Rare Earth Info)

3.    趋势图（参考亚洲金属网）Tendency Chart (refer to Asian Metal)

2022年10月28日

Oct.28th, 2022