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JL MAG Rare-earth Industry Price Briefing 2347（Issue No.491）12-18~12-22

Week 52，2023

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、镝铁合金和金属铽价格均出现小幅下跌。亚洲金属网周末价格: 镨钕金属价格535-540元/KG；金属钕价格535-545元/KG；镝铁合金价格2560-2580元/KG；金属铽价格9500-9700元/KG。

This week, prices of PrNd, Nd metal, DyFe alloy and Tb metal fell slightly. Prices from Asian Metal at this weekend presented: PrNd metal 535-540 RMB/KG; Nd metal 535-545 RMB/KG; DyFe alloy 2560-2580 RMB/KG; Tb metal 9500-9700 RMB/KG.

2.业内重要新闻News of Rare-Earth Industry

本周（12.18-22，下同）市场围绕第三批指令性计划开始，尽管全年总量与去年相比增加约23.6个百分点，但对于这一利空消息，市场反馈实际较淡。尽管本周市场仍显弱势，但下滑速度明显减弱，基于政策利空出尽与成本高压的双重影响，本周走势相对平稳。

This week (12.18-22, the same below) the market starts with the third batch of mandatory plan, although the annual volume increased 23.6% compared to last year, for this negative news, the market feedback is actually weak. The market is still weak this week, but the rate of decline is significantly weakened, based on the dual impact of policy interest and cost pressure, this week's trend is relatively stable.

从当前市场来看，稀土行业急需一场强劲利好的提振，故周末期，放出消息的采购使得低价开始收紧，但不同于以往的投机炒作，业内对应当下的供需环境判断均很理性，虽然出现了小幅询价的升温，但整体交投依旧低迷，且镨钕产品仍未有完全止跌，只是缓和了弱势的程度，其余重稀土产品亦在促单中让利继续。

From the current market point of view, the rare earth industry is in urgent need of a strong positive boost, so over the weekend, the low price began to tighten, but different from the past speculation, the industry corresponds to the current supply and demand environment judgment are very rational. Although there is a small increase in inquiries, but the overall trading is still depressed, and PrNd products have not completely stopped falling. Only to ease the degree of weakness, the rest of the heavy rare earth products are also continue in the promotion with less profit.

从当前稀土需求来看，似乎正处于“小冰河期”，国内稀土企业或要负重潜行，但在成本高压，维稳意愿下，下周稀土各系产品或可能艰难维稳。（瑞道稀土资讯）

Based on the current rare earth demand, it seems to be in the "small ice age", the domestic rare earth enterprises need to burden and keep going, but under the pressure of high cost, next week rare earth products might be difficult to maintain stability. (Ruidow Rare Earth Information)

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

2023年12月22日

December 22^nd, 2023