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JL MAG Rare-Earth Industry Price Briefing 06-01~06-05

Week 23, 2020

1.     重要新闻简报Briefing of Important News

本周稀土市场行情，镝铁，镨钕，金属钕和铽的价格持续小幅上涨。亚洲金属网周末价格: 镨钕金属价格347-350元/KG，金属钕价格358-363元/KG，镝铁合金价格1900-1920元/KG，金属铽价格5300-5350元/KG。

This week, prices of DyFe, PrNd, Nd metal and Tb increased slightly. Price from Asian Metal at this weekend presented: PrNd metal 347-350 RMB/KG, Nd metal 358-363 RMB/KG,  DyFe alloy 1,900-1,920RMB/KG, and Tb metal 5,300-5,350RMB/KG.

2.       业内人士分析Analysis of Professional Insiders

本周稀土走势整体向上，虽然政策利好预期暂时平静，但需求面的恢复与集中强力上托，刚需采购造成上游现货暂时短缺，部分产品成交均有明显幅度提升。

This week, the trend of rare earth is generally upward, although the policy positive expectations are temporarily calm, the recovery and concentration of the demand side is strongly supported, the purchase of rigid demand causes a temporary shortage of upstream spot products, and some products have significantly improved the transaction.

虽然在国储预期中不被看好，但本周上涨较为明显的反而是与国储关联度较小的产品：镨钕、钆、钬。与之相反，长期以来备受国储青睐的镝铽产品在本周仅维持稳定。需求面再度成为主导市场的主因，且需求构筑的涨势更为坚实且易于接受。

Although the reserve is expected to be negative, but the more obvious rise this week is the reserve's less related products: PrNd, Gd, and Ho. By contrast, the products of Dy, Tb, that favored by the State Reserve for a long time, held steady only this week. The demand side is again dominating the market, and the demand built rally is firmer and more acceptable.

后市预测：镨钕、钆钬等产品目前仍处于现货短缺的状态，后续涨幅空间仍在，但与此同时供给端的恢复也在加速进行，与上次国内复工引发的上涨相比，本次上涨有望持续更长时间，但同时要注意现货库存的变化，且随着价位的走高，涨速较有可能放缓。 (瑞道稀土资讯)

Subsequent forecast: PrNd, Gd, Ho and other products are still in the condition of the spot shortages; subsequent rise space is still in, but at the same time the recovery on the supply side is accelerating. The rally is expected to last longer than the last one triggered by the resumption of domestic work, but at the same time we should pay attention to the change of spot inventory, and with higher price, rising speed is more likely to slow. (Ruidow Rare Earth Information)

南方稀土发布6月1日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on June 1st from China Southern Rare Earth

单位：万元/吨（出厂含税价）

Unit: 10 thousand RMB/ton (EXW price incl. Tax)

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

2020年6月5日

June 05th, 2020

提示：以上信息仅供参考！

Notes: the information above is for reference only!