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JL MAG Rare-earth Industry Price Briefing 2410（Issue No.502）03-18~03-22

Week 12，2024

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕和镝铁合金价格保持不变，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430-435元/KG；金属钕价格430-440元/KG；镝铁合金价格1750-1770元/KG；金属铽价格6350-6550元/KG。

This week's rare earth market situation, the prices of PrNd, Nd metal, and DyFe alloy remained unchanged, while the price of Tb showed a slight decline. Prices from Asian Metal at this weekend presented: PrNd metal 430-435 RMB/KG; Nd metal 430-440 RMB/KG; DyFe alloy 1750-1770 RMB/KG; Tb metal 6350-6550 RMB/KG.

2.    业内人士分析Analysis of Professional Insiders

自春节以来的一个月，镨钕市场已回调12.7个百分点，深跌之后必有回涨，这是市场规律。稀土价格周初再次触底且本周（3.18-22）又现反弹，速度由缓慢到加速，与上周昙花一现的快速上涨相比，本周中期前，回升速度较慢，每一个价位都走的相对扎实，周末期的突然加速拉涨，措手不及。

Since the Spring Festival, the PrNd market has rebounded by 12.7 percentage, and there will be a rebound after a deep decline, which is a market trend. Rare earth prices hit bottom again at the beginning of the week and rebounded again this week (3.18-22), with a slow to accelerating speed. Compared to last week's short-lived rapid rise, the rebound speed was slower before the middle of this week, and each price level was relatively solid. The sudden acceleration of the weekend period pulled up, catching us off guard.

稀土产业相对大宗有色市场规模较小，信息传递较快，弱稳持续已久，产业链各端时刻准备触底起跑，市场情绪变化和一点点信号都会打破脆弱的平衡，但经过上周快速拉涨及回调，已经严重损害下游利益的基础上，本周，下游多以补货行情居多，对待高价金属多保持一定的敏感并理性。

The rare earth industry has a relatively small scale compared to the bulk non-ferrous metal market, with fast information transmission and long-term weak stability. All ends of the industry chain are always ready to start from the bottom, and changes in market sentiment and even a little signal will break the fragile balance. However, after a rapid rise and correction last week, it has seriously damaged downstream interests, downstream markets are mostly dominated by replenishment prices, and high priced metals are often treated with sensitivity and rationality in this week,.

短期预测：下周月末尾声，磁材库存不足但采购刚需不温不火，金属销售策略短期内或继续有可能拖沓市场走势。稀土价格在坚挺及空涨中，成本压力有所缓减，但金属厂对原料的采购却保持克制，下周或仍将有僵持观望的可能，概率维持缓涨势头。（瑞道稀土资讯）

Short term forecast: At the end of next month, there will be a shortage of magnetic material inventory but the purchasing demand will be lukewarm. The metal sales strategy may continue to drag down the market trend in the short term. Rare earth prices are experiencing strong and bearish increases, and cost pressures have eased to some extent. However, metal factories have maintained restraint in their procurement of raw materials, and there may still be a possibility of a stalemate next week, with the probability of maintaining a slow upward trend. (Ruidao Rare Earth Information)

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

2024年03月22日

March 22^nd, 2024