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JL MAG Rare-Earth Industry Price Briefing 06-10~06-14

Week 24, 2019

1. 重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕，镝铁和铽价格继续上涨。 亚洲金属网价格: 镨钕金属价格468-473元/KG (上海有色，462-482元/KG)，镝铁合金价格1980-2000元/KG (上海有色，1980-2020元/KG)，金属铽价格5200-5250元/KG (上海有色，5100-5200元/KG)。

This week, prices of PrNd, DyFe and Tb kept increasing. Price from Asian Metal at this weekend presented: PrNd metal 468-473RMB/KG (price from SMM: 462-482RMB/KG), DyFe alloy 1980-2000RMB/KG (price from SMM: 1980-2020RMB/KG), and Tb metal 5200-5250RMB/KG (price from SMM: 5100-5200RMB/KG).

据BN Americas网站报道，巴西矿业公司塞拉贝尔德公司将投资1.5亿美元在戈亚斯州的米纳苏市建设一座稀土选矿厂。戈亚斯州环境和可持续发展厅将向该公司正式颁发此项目的环境许可证。报道称，塞拉贝尔德已经在该地区投资7000万美元进行勘探。博尔赫斯认为，米纳斯可能是世界上大离子型稀土矿之一。博尔赫斯强调，目前只有中国在生产离子型稀土。但是，中国使用的是硫酸铵萃取方法，价格昂贵，对巴西来说需要进口。塞拉贝尔德公司将采用食用盐来萃取，用其开发的技术能实现的稀土回收，而且水可以完全循环利用。根据美国地质调查局的数据，在世界1.2亿吨稀土储量中，巴西稀土储量为2200万吨。主要分布在戈亚斯、里约热内卢和亚马逊等州。

According to the BN Americas website, Brazilian mining company Serra Verde will invest $150 million to build a rare earth concentrator in Minasu, Goias. The SEMAD of Goias will officially issue an environmental permit for this project to the company. According to reports, Serra Verde has invested $70 million in exploration in the region. Borges believes that Minas is probably one of the largest ionic rare earth mines in the world. Borges stressed that only China is producing ionic rare earths currently. However, China uses ammonium sulfate extraction methods, which are expensive and need to be imported for Brazil. Serra Verde will use the edible salt to extract  rare earths using technology developed by the company, and the water can be completely recycled. According to the US Geological Survey, of the world's 120 million tons of rare earths, Brazil has 22 million. They are mainly distributed in the states of Goias, Rio de Janeiro and Amazon.

2. 业内人士分析Analysis of Professional Insiders

由发改委、工信部组成的稀土调研团队初步进驻包头、广东等地的各大集团及其辖下企业，依照发改委两次稀土座谈会议达成的方向，对稀土矿山、分离、冶炼及下游磁材领域做出深入调查并对相关企业做出重要指示。

The Rare Earth Research Team consisting of the National Development and Reform Commission (NDRC) and the Ministry of Industry and Information Technology has initially entered the major groups of Baotou, Guangdong and other places and their enterprises. According to the direction reached at the two rare earth symposiums of the NDRC, in-depth investigations will be made on rare earth mining, separation, smelting and downstream magnetic materials and important instructions will be given to relevant enterprises.

调研团队提出，稀土分离企业要严格执行国家政策法规，坚持科技创新，绿色发展，同时详细了解了主要产品生产情况和下游应用。对矿山企业，调研人员详细了解了矿山开采工艺、企业经营情况及矿区环保情况，提出要重视稀土作为国家战略资源的地位，加强稀土资源利用并确保矿山生态环境实现可持续发展。同时，对冶炼企业提出要进一步拓展下游应用，提升稀土产品附加值。

The research team proposed that rare earth separation enterprises should strictly implement national policies and regulations, adhere to scientific and technological innovation, and green development, and learn more about the production of major products and downstream applications. For mining enterprises, the researchers learned in detail about the mining technology, business operations and environmental protection of the mining area, and proposed to pay attention to the status of rare earth as a national strategic resource, strengthen the efficient use of rare earth resources and ensure the sustainable development of the mine ecological environment. At the same time, it is proposed for smelting enterprises to further expand downstream applications and increase the added value of rare earth products.

此次调研再次引发业内对后续利好政策的猜想，打黑、环保等常规政策预计在近期将有开展。此外，对于收储之可能，业内的判断比重再次增加。市场反馈，伴随着调研进行，部分集团开始收紧销售，受供应及政策双重提振，氧化镨钕与氧化铽明显上涨。伴随着暴涨，氧化铽厂家囤货心态高涨。（瑞道金属网）

The survey once again triggered speculation in the industry on follow-up favorable policies. Conventional policies such as blackout and environmental protection are expected to be launched in the near future. In addition, for the possibility of purchasing and storing, the proportion of judgment in the industry has increased again. In market feedback, some groups began to tighten sales as research was carried out. Boosted by supply and policy, PrNd oxide and Tb oxide rise significantly. With the skyrocketing, the Tb oxide manufacturers have a very high mentality to stock up. (Ruidow.com).

北方稀土高科技股份有限公司发布6月稀土产品挂牌价格

Listing price of June from China Northern Rare Earth

南方稀土发布6月10日稀土氧化物挂牌价

Listing price on June 10 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)

2019年6月14日

June 14, 2019

提示：以上信息仅供参考！

Notes: the information above is for reference only!