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JL MAG Rare-Earth Industry Price Briefing 08-10~08-14

Week 33, 2020

1.     重要新闻简报Briefing of Important News

本周稀土市场行情，镝铁的价格较为稳定，镨钕，金属钕和铽的价格持续上涨。亚洲金属网周末价格: 镨钕金属价格418-423元/KG，金属钕价格435-440元/KG，镝铁合金价格1790-1810元/KG，金属铽价格6080-6130元/KG。

This week, price of DyFe was relatively stable while PrNd, Nd metal and Tb continued to rise. Price from Asian Metal at this weekend presented: PrNd metal 418-423 RMB /KG, Nd metal 435-440 RMB/KG, DyFe alloy 1,790-1,810 RMB/KG, and Tb metal 6,080-6,130RMB /KG.

2.       业内人士分析Analysis of Professional Insiders

本周整体稀土市场继续上扬，其中镨钕、铽系产品涨势最为明显。镨钕与铽产品询单继续升温，流通现货更为紧张，业内心态高涨，种种迹象加重了业内对利好临近的推测，对未来走势充满信心。

This week, the overall rare earth market continued to rise, among them PrNd and Tb products showed the most obvious rise. Inquiries for products of PrNd and Tb product continued to increase, the spot goods were more tense and the industry mentality rose high, all kinds of signs have intensified the speculation of approaching good news in the industry with full confidence in the future trend.

镨钕经过短暂的冷静与犹豫期后，北方稀土挂牌出台，如预料中大幅上涨，且龙头企业镨钕出货量仍保持克制状态，业内畏高情绪迅速打消，镨钕恢复上周快速上涨的状态。就分离厂及冶炼厂反馈，目下因现货不足订单频繁，镨钕预定单甚至排至9月下旬，交期紧张导致部分镨钕生产企业不再接受现货订单。

After a short period of calm and hesitation, the northern rare earth listing appeared on the stage and PrNd rose sharply as expected. PrNd shipment of the leading enterprise still kept a restrained state, fear mood in the industry quickly dispelled, PrNd resumed the state of rapid rise last week. According to the feedback from the separation plants and smelter plants, due to the shortage of spot goods and frequent orders, the pre-orders of PrNd have even been scheduled to the end of September, some PrNd production enterprises no longer accept spot orders because of tight delivery time.

短期预测：未来不稳定因素增加，大幅波动恐将继续，但就目前各集团、大厂产销策略，各方消息与市场动态综合来判断，短期内利好因素仍将大于风险。（瑞道稀土资讯）

Short term forecast: unstable factors will increase in the future, and large fluctuations are likely to continue. However, judging from the current production and marketing strategies of various groups and large factories, news from all parties and market dynamics, the favorable factors will still outweigh the risks in the short term. (Ruidow Rare Earth Info)

北方稀土高科技股份有限公司发布8月稀土产品挂牌价格

Listing Price of Rare Earth Oxides in August from China Northern Rare Earth

南方稀土发布08月10日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on August 10th 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08月14日

August 14th, 2020

提示：以上信息仅供参考！

Notes: the information above is for reference only!