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JL MAG Rare-Earth Industry Price Briefing 03-30~04-03

Week 14, 2020

1. 重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕和铽的价格略有下降，镝铁价格相对稳定。亚洲金属网周末价格: 镨钕金属价格336-341元/KG，金属钕价格370-375元/KG，镝铁合金价格1770-1790元/KG，金属铽价格5150-5200元/KG。

This week, price of PrNd and Tb fall slightly, while DyFe was relatively stable. Price from Asian Metal at this weekend presented: PrNd metal 336-341 RMB/KG, Nd metal 370-375 RMB/KG, DyFe alloy 1770-1790 RMB/KG and Tb metal 5150-5200RMB/KG.

2. 业内人士分析Analysis of Professional Insiders

本周稀土市场仍旧呈现弱势，除镝铽外各系产品价位均处于历史较低水平，镨钕产品倒挂幅度加深。

The rare earth market remained weak this week, with prices at historically low levels of all products except Dy and Tb. PrNd products inverted range deepened. .

国内疫情控制步入收尾阶段，生产恢复接近正常。就稀土行业而言，目前国内稀土企业生产目前几乎不再受到疫情直接限制，且前段时间的复工热潮还带来了一次行业的短暂提振。

Domestic epidemic control has entered the final stage, and production has returned to normal. For the rare earth industry, the production of domestic rare earth companies is  no longer directly restricted by the epidemic now, and the boom in resumption of work recently also brought a brief boost to the industry.

后市预测：国外企业已发出的通告多将停产日期持续至4月下旬，但按照目前疫情发展情况其复工日期有可能延后，包括传统汽车、消费电子以及本该迎来抢装热潮的风电行业均难免负增长的结果。而与镨钕需求环境相似，钆、钬、镝、铽等产品同样承受着需求缩水带来的下行压力。此外，重稀土集团对市场的稳定作用仍然有一定效果，但是否能抵消需求的负面影响仍需观望。（瑞道稀土资讯）

Future forecast: Most of the notices issued by foreign companies state that the production stop will continue to the end of April, but according to the current epidemic situation, the resumption date may be delayed, including traditional cars, consumer electronics and the wind power industry that should usher in a rush to install. The results of negative growth are unavoidable. With Similar demand environment of PrNd, Ga, Ho, Dy, Tb and other products are also under the downward pressure caused by the shrinking demand. In addition, the heavy rare earth group still has a certain effect on the market stabilization, but whether it can offset the negative impact of demand or not needs to wait and see. (Ruidao Rare Earth Information)

南方稀土发布3月30日稀土氧化物挂牌价

Listing price on Mar 30th from China South Rare Earth

单位：万元/吨（出厂含税价）

Unit: 10,000RMB/Ton (EXW price incl. VAT)

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

2020年04月03日

Apr 03rd, 2020

提示：以上信息仅供参考！

Notes: the information above is for reference only!