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JL MAG Rare-Earth Industry Price Briefing 02-01~02-05

Week 5,2021

1. 重要新闻简报Briefing of Important News

值此牛年春节即将到来之际，as电玩永磁全体同仁恭祝海内外各界朋友牛年大吉、生意兴隆、阖家欢乐、万事如意！

Dear friends from all walks of life at home and abroad, on the approach of the Spring Festival of the Ox, all colleagues of JL MAG wish you a fortunate new year, a booming business, a happy family reunion and all the best in everything.

本周稀土市场行情，镨钕、金属钕和铽的价较为稳定，镝铁价格继续上涨。亚洲金属网周末价格: 镨钕金属价格570-575元/KG，金属钕价格705-710元/KG，镝铁合金价格2330-2350元/KG，金属铽价格11150-11200元/KG。

This week, prices of PrNd, Nd metal and Tb are relatively stable while the price of DyFe continued to rise. Prices from Asian Metal at this weekend presented: PrNd metal 570-575 RMB/KG, Nd metal 705-710 RMB/KG, DyFe alloy 2,330-2,350 RMB/KG, and Tb metal 11,150-11,200 RMB/KG.

2. 业内人士分析Analysis of Professional Insiders

本周虽临近年底，但市场仍然相对活跃，主流产品报价及成交继续上涨，市场询盘频繁，虽然有物流限制，但主流产品成交依然可观。

Although it is approaching to the end of the year this week, the market is still relatively active. The quotation and transaction of mainstream products continue to rise, and market inquiries are frequent. Even there are logistics restrictions; the transaction of mainstream products is still considerable.

部分上游加工厂在本周步入休整，但主流大厂多数反馈虽节间调整有所减产但并无停产计划。与此同时下游期货预定仍在进行，主产品镨钕现货依然相对紧张，上游挺价与下游买涨相互支撑，镨钕成交本周有明显涨幅。重稀土价位受需求支撑及企业挺价双重影响本周亦表现稳健。虽然镝铽刚需采购为主，但镝铽并未因当下高位出现停滞。

Some upstream processing plants in this week into the rest, but the majority of mainstream factories feedback that they would reduce production during the New Year but there are no plans to stop production. At the same time, the downstream futures are still scheduled, the main product spot PrNd is still relatively tight, with mutual support of keeping stable price in upstream and continuing purchase in downstream, and trading of PrNd products this week has increased significantly. Heavy rare earth prices, affected by both factors of demand support and enterprise’s firm price, also performed well this week, although the majority of Dy and Tb purchasing is in rigid demand, the supply of Dy and Tb have not stagnated due to the current high level.

重稀土节后有可能面临新一轮的政策任务，在此之前挺价、稳价行为仍会持续，虽然经历了数次高位波动调整，但重稀土整体走势保持向上，且较大概率贯穿至年后。（瑞道稀土资讯）

Heavy rare earth is likely to face a new round of policy tasks after the Chinese New Year, and the price support and price stabilization behavior will continue before this, although experienced several high volatility adjustment, the overall trend of heavy rare earth remains upward, which will be more likely to last until after the Chinese New Year. (Ruidow Rare Earth Information)

北方稀土高科技股份有限公司发布2021年2月稀土产品挂牌价格

Listing Price of Rare Earth Oxides in January 2021 from China Northern Rare Earth

南方稀土发布2月1日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Feb. 01st 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)

2021年2月05日

Feb. 05th, 2021