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JL MAG Rare-Earth Industry Price Briefing 11-23~11-27

Week 46, 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、镝铁和铽的价格大幅上涨。亚洲金属网周末价格: 镨钕金属价格537-542元/KG（上海有色网均价552.5元/KG），金属钕价格598-603元/KG（上海有色网均价630元/KG），镝铁合金价格1860-1880元/KG（上海有色网均价1885元/KG），金属铽价格7770-7820元/KG（上海有色网均价7850元/KG）。

This week, prices of PrNd, Nd, DyFe and Tb rose substantially. Prices from Asian Metal at this weekend presented: PrNd metal 537-542 RMB/KG (average price 552.5 RMB/KG from SMM), Nd metal 598-603 RMB/KG (average price 630 RMB/KG from SMM), DyFe alloy 1,860-1,880 RMB/KG (average price 1885 RMB/KG from SMM), and Tb metal 7,770-7,820RMB/KG (average price 7850 RMB/KG from SMM).

2.       业内人士分析Analysis of Professional Insiders

本周稀土市场出现较多转折，镨钕产品周初延续上周的涨势且出现了短暂的暴涨，随着价位快速拉涨下游不及消化，镨钕价位趋于冷静。随后重稀土镝开始接力上涨，其余重稀土产品则保持持续稳健。

This week, rare earth market appeared more turning points. Early this week, the price of PrNd products still grown up and shown a brief surge then closed to a stable level due to the price pulling up too fast to be digested. Subsequently, heavy rare earth Dy began to rise relay by relay, while other heavy rare earth products remained stable.

暴涨模式的出现令人始料未及，其上涨速度由日均5%上升为周二的10%，而暴涨期间业内普遍存在的畏高心态导致上游部分企业望风而动率先出货，虚高报价泡沫迅速破灭，镨钕成交开始高位回落，但支撑原有涨势的供需基础仍在，高位回落并未出现暴跌，调整幅度相对缓和。

The appearance of the soaring mode is unexpected, growth rate rising from ave. 5% to 10% on Tuesday. During the soaring period, the prevailing mentality of high tide in the industry has led the upstream enterprises to take the lead in shipping, and the bubble price burst rapidly. Although PrNd transactions began to fall down from a high level, the supply and demand foundation that supporting the original rise is still in place, a moderate falls instead of a slump appeared.

后续预测：镨钕本周虽然冲高回落但支撑其涨势的基础仍在。报价的虚高部分已迅速破灭，少部分厂家及贸易商畏高出货虽然造成了镨钕回落但并不明显，主流大厂在本轮波动中始终保持着谨慎的态度，预计此次回落不会出现暴跌，且将在下周内出现趋稳的迹象。（瑞道稀土资讯）

Follow-up forecast: this week, despite the going up and down of PrNd price, the foundation to supporting this rising trends still works, the bubble have been busted quickly. Although a small number of manufacturers and traders fear high shipment, the decline of PrNd is not obvious. The mainstream manufacturers have always maintained a cautious attitude in this round of fluctuations. It is expected that this fall will not fall sharply and will show signs of stabilizing in the next week. (Ruidow Rare Earth Information)

南方稀土发布11月23日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Nov. 23rd 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11月27日

Nov. 27th, 2020

提示：以上信息仅供参考！

Notes: the information above is for reference only!