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JL MAG Rare-earth Industry Price Briefing 2403（Issue No.495）01-15~01-19

Week 3，2024

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕和金属钕价格维持不变，镝铁合金和金属铽价格出现小幅下跌。亚洲金属网周末价格: 镨钕金属价格495-500元/KG；金属钕价格495-505元/KG；镝铁合金价格1910-1930元/KG；金属铽价格7400-7600元/KG。

This week, the prices of PrNd, Nd metal remained unchanged. And the prices of DyFe alloy and Tb metal fell slightly. Prices from Asian Metal at this weekend presented: PrNd metal 495-500 RMB/KG; Nd metal 495-505 RMB/KG; DyFe alloy 1910-1930RMB/KG; Tb metal 7400-7600 RMB/KG.

2.业内重要新闻News of Rare-Earth Industry

本周（1.15-19，下同）稀土市场整体延续上周的走势，虽然轻重走势在一致中稍有分化，镨钕系产品持稳探涨到止稳，回调力度收敛；重稀土镝铽产品，经过一段时间的酝酿，突破低位，缓慢回涨。

This week (1.15-19, the same below), the rare earth market as a whole continued the trend of last week, although there was a slight differentiation in the trend of light and heavy. PrNd products remained stable and rose to a stop, with a convergence in the strength of the correction; Heavy rare earth Dy and Tb products, after a period of brewing, have broken through low levels and slowly rebounded.

从本周产业链各工厂所表现的态度来看，虽然报价依旧，但已无明显让利，工厂态度转变的有些猝不及防。另一方面，散货备货的少量高价接货亦表现出买家态度的坚挺。从南方企业对矿价加工费的让利纠结来看，镝铽预热期已到，且受氧化镝铽上浮影响，虽少量需求有所释放，成本压力迫使金属厂上调了报价，但本周只有为数不多的成交有少量上浮。镨钕金属成交价幅度变小，且最低成交价并未刷新，尽管与氧化物紧密匹配，冶炼企业保守追求变现，使得本周金属随氧化物步入底部稳定。

From the attitude exhibited by various factories in the industry chain this week, although the quotation remains the same, there are no obvious concessions, and the factory's attitude has changed somewhat unexpectedly. On the other hand, the small number of high-price receiving of bulk goods also shows the strong attitude of buyers. From the entanglement of southern enterprises in the concession of mining and processing fees, it can be seen that the preheating period for Dy and Tb has arrived, and is affected by the rise of Dy and Tb oxide. Although a small amount of demand has been released and cost pressure has forced metal factories to increase their prices, only a few transactions have seen a slight increase this week. The transaction price range of PrNd metal has decreased, and the lowest transaction price has not been refreshed. Even so it closely matches with the oxide; smelting enterprises are conservative in pursuing monetization, which has led to the metal entering a stable bottom with the oxide this week. 

诚然需求依旧低迷，但价格同时出现多方矛盾，一是矿价低位趋紧，高价接货困难；二是市场虽然不看好节后，但是放空同样不敢；三是低价找货依旧存在，但低价货源却很少；四是本周平衡点向卖方倾斜后，买方虽有跟单却显得扭捏。预计下周市场趋稳中，镨钕趋弱，零星散单或有高价，镝铽系产品虽延续小幅度回稳波动，撇弃外力，速度减弱，待望。（瑞道稀土资讯）

Undoubtedly, demand is still depressed, but there are multiple contradictions in prices. Firstly, low mining prices are tightening, making it difficult to receive high priced goods; Secondly, although the market is not optimistic about the post-holiday period, it is also hesitant to let go of the market; Thirdly, low-priced sourcing still exists, but low-priced sources are scarce; Fourthly, after the equilibrium point tilted towards the seller this week, while the buyer followed the order, it appeared hesitant. It is expected that the market will stabilize next week, and PrNd will weaken. Sporadic scattered orders may have high prices. Dy and Tb series products will continue to stabilize fluctuations in a small range, abandoning external forces, and the speed will weaken. (Ruidow Rare Earth Information)

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

2024年01月19日

January 19^th, 2024