as电玩

JL MAG Rare-Earth Industry Price Briefing 06-29~07-03

Week27,2020

1. 重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕，金属钕和铽的价格小幅上涨，镝铁价格较为稳定。亚洲金属网周末价格: 镨钕金属价格370-375元/KG，金属钕价格378-383元/KG，镝铁合金价格1860-1880元/KG，金属铽价格5900-5950元/KG。

This week, price of PrNd, Nd Metal, Tb has a slight increase while DyFe is relatively stable. Price from Asian Metal at this weekend presented: PrNd metal 370-375RMB/KG, Nd metal 378-383RMB/KG, DyFe alloy 1,860-1,880RMB/KG, and Tb metal 5,900-5,950 RMB/KG.

2. 业内人士分析Analysis of Professional Insiders

本周国内轻中重稀土产品走势开始变缓，价格不再激进，下游按需采购。

This week, the tendency of domestic light, medium and heavy rare earth products started to slow down, prices are no longer aggressive, and downstream purchases are made on demand.

轻稀土方面，氧化镨钕价格先是延续前期上涨势头，平稳后小幅回落。本周氧化镨钕市场总体交投清淡，前期价格一路拉涨至29万元/吨的价位时，下游观望氛围浓厚，对这一价格的接受度有限，市场进入博弈。从市场库存方面来看，包括分离厂在内的持货商总体库存量并不高，因此在该价位行情开始盘整。截至本周五，氧化镨钕价格为28.8-29.2万元/吨，较上周五持平。

In terms of light rare earth, the price of PrNd oxide continued to increase as it did in the previous period, and then fell slightly after being stable after a while. This week, the PrNd oxide market was generally trading lightly. When the previous price rose all the way to the price of 290,000 rmb/ton, the downstream kept strongly wait-and-see atmosphere, and the acceptance of this price was limited. The market entered the game. From the perspective of market inventory, the overall inventory of the holders including the separation plant is not so much, so the market began to adjust at this price. As of this Friday, the price of PrNd oxide was 288,000-292,000 rmb/ton, which was the same as last Friday.

中重稀土方面，氧化铽、氧化钬等产品近期表现抢眼。尤其是氧化铽，价格已持续上涨至近八年来的最高点，市场情绪已被充分调动起来，持货商信心较足。目前氧化铽的市场供应相对紧张，加上中重稀土的收储预期叠加影响，因此此轮上涨有一定的坚实基础。当然在触达目前价位时，部分持货商的报价和出货积极性有所提高，适当出货；也有部分商家依旧看好后市，出货犹豫。（上海有色网）

In terms of medium and heavy rare earths, Tb oxide, Ho oxide and other products had performed well recently especially Tb oxide, which price has continued to rise to the highest point within past eight years. The market sentiment has been fully mobilized, and the confidence of the holders is sufficient. At present, the market supply of Tb oxide is relatively tight. The influence of storage of medium and heavy rare earth gave this round of rise a certain solid foundation. Of course, the quotation and shipment enthusiasm of some holders has increased when reaching the current price with making appropriate shipments; while some merchants were still optimistic about the market outlook and hesitate to sell. (Shanghai Nonferrous)

南方稀土发布6月29日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Jun 29th from China Southern 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07月03日

July 3rd, 2020