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JL MAG Rare-earth Industry Price Briefing 2236（Issue No. 437）10-31~11-04

Week 44，2022

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780-790元/KG；金属钕价格910-920元/KG；镝铁合金价格2260-2280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 780-790 RMB/KG; Nd metal 910-920 RMB/KG; DyFe alloy 2,260- 2,280 RMB/KG; Tb metal 16,500-16,7 00RMB/KG.

10月31日，中国稀土集团与广东省广晟控股集团有限公司在广州签署战略合作协议。本次签约是国务院国资委举办的中央企业专业化整合项目集中签约仪式的一部分，国务院国资委党委委员、副主任翁杰明见证签约并讲话。中国稀土集团党委副书记、总经理刘雷云，广晟集团党委副书记、总经理陈胜光代表双方签署战略合作协议。

China Rare Earth Group and Guangdong Rising Holding Group Co., LTD. signed a strategic cooperation agreement in Guangzhou on Oct 31. This signing is a part of the centralized signing ceremony of the central enterprise professional integration project held by SASAC of The State Council. Weng Jieming, Party member and deputy director of SASAC of The State Council witnessed the signing and made a speech. Liu Leiyun, Deputy Party Secretary and General Manager of China Rare Earth Group, and Chen Shengguang, Deputy Party Secretary and General Manager of Rising Group, signed the strategic cooperation agreement on behalf of the two sides.

2. 业内人士分析Analysis of Professional Insiders

本周稀土市场活跃度较上周表现要好，轻稀土镨钕在询单活跃中，价格企稳，重稀土在暗淡的消息面下，大致与轻稀土同步回稳。在全球经济缓慢衰退中，需求大幅收缩的状态下，稀土价位保持现有低迷状态暂停回暖。

The rare earth market activity this week was better than that of last week. The price of light rare earth PrNd stabilized in the active inquiry, and the heavy rare earth stabilized roughly in sync with the light rare earth under the gloomy news surface. Amid a slow global recession, demand has contracted sharply, and rare earth prices have remained depressed.

本周初，随着镨钕金属阶段性补采集中，贸易商散货陆续收紧，氧化物价格试探企稳，随后，金属镨钕价格围绕北方挂牌价波动，从上到下都有企稳的意图，周中期后，市场开始趋稳，镨钕成交小幅度有轻微升温，但仍以刚需为主，大幅采购的现象在需求收缩的状态下，难以看到。镨钕低位货源开始收缩，厂家开始试探上调，等待成交重心上移。但随着短暂的刚需采购结束，临近北方挂牌，镨钕成交的热度或许会有所降温，也许在此之前镨钕保持大致稳定的概率会比较大。

At the beginning of this week, with PrNd metal periodic filling acquisition, traders bulk was gradually tightening, oxide price tempted to stabilize. Then PrNd metal prices around the north listing price fluctuations, from top to bottom of stabilization intentions, weeks after the midterm, market has stabilized, PrNd clinch a deal the small amplitude can be mild, but still is given priority to with just need. It was hard to see the big purchase phenomenon under the conditions of demand contraction. PrNd low source began to shrink, manufacturers began to test upward, waiting for the transaction center of gravity shift. However, with the end of the short demand just-in-need procurement and the approaching listing in the north, the heat of the transaction of PrNd may cool down. Maybe before that, the probability of PrNd maintaining roughly stable will be relatively large.

此外，国储预期稍微提升了中重稀土的投入意向，本周镝贸易热度小幅升温，贸易询价频繁，但询单多维持在区间低价。因大厂镝铽报价居高暂稳，散货交投成为贸易主流。（瑞道稀土资讯）

In addition, the State Reserve's expectations slightly increased the investment intention of medium and heavy rare earths. Dy trade heat increased slightly this week, with frequent trade inquiries, but most inquiries maintained at the low range price. Due to the high price of Dy and Tb, bulk trading has become the mainstream trade. (Ruidow Rare Earth Information)

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

2022年11月04日

Nov.04th, 2022