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JL MAG Rare-earth Industry Price Briefing 2242（Issue No. 443）12-12~12-16

Week 50，2022

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上涨。亚洲金属网周末价格: 镨钕金属价格840-850元/KG；金属钕价格925-935元/KG；镝铁合金价格2410-2430元/KG；金属铽价格17000-17200元/KG。

In the rare earth market this week, the prices of PrNd, Nd metal, DyFe and Tb rose slightly. Asian metal weekend price: PrNd metal 840-850 RMB/KG; Nd metal 925-935 RMB/KG; DyFe alloy 2,410-2,430 RMB/KG and Tb metal is 17,000-17,200 RMB/KG.

2. 业内人士分析Analysis of Professional Insiders

我国稀土资源丰富，是唯一具有稀土完备产业链的国家。经过多年的行业政策规范，我国稀土已进入集约化发展的新阶段。在全球能源结构升级的背景下，以钕铁硼为代表的永磁材料需求空间打开，我国稀土产业链的全球领先地位将持续深化，稀土的战略资源价值有望持续提升。

Our country is rich in rare earth resources and is the only country that has a complete industrial chain of rare earth. After many years of industry policy regulation, our country rare earth has entered a new stage of intensive development. Under the background of global energy structure upgrading, the needs space of permanent magnet material represented by NdFEB is opened up. The global leading position of China's rare earth industry chain will continue to deepen, and the strategic resource value of rare earth is expected to continue to increase.

2021年以前，我国稀土应用多以中低端领域为主，需求平稳增长，稀土价格变化多由供应端主导。2021年之后，以永磁电机为代表的下游应用规模迅速扩张，稀土价值中枢提升。当前来看，在国内总量管控，海外增量有限背景下，随着高端需求空间进一步打开，我们预计未来 2-3年全球稀土短缺格局或将持续，稀土价值有望长期维持较高水平。（产业前沿）

Before 2021, China's rare earth applications were mainly in the middle and low-end sectors, with steady growth in demand and price changes dominated by the supply side. After 2021, the downstream application scale represented by permanent magnet motors has expanded rapidly, and the value center of rare earth has been enhanced. At present, in the context of domestic volume control and limited overseas increment, as the high-end demand space is further opened, we expect that the global rare earth shortage pattern may continue in the next two to three years, and the value of rare earth is expected to maintain a high level for a long time. (Industry Frontier)

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

2022年12月16日

Nov.16th, 2022