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JL MAG Rare-Earth Industry Price Briefing 12-14~12.18

Week 49, 2020

1.     重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕和镝铁价格小幅下调，铽的价格继续上涨。亚洲金属网周末价格: 镨钕金属价格500-505元/KG，金属钕价格625-630元/KG，镝铁合金价格1880-1900元/KG，金属铽价格8480-8530元/KG。

This week, prices of PrNd and Nd metal fell slightly, while the price of Tb continued to rise. Prices from Asian Metal at this weekend presented: PrNd metal 500-505 RMB/KG, Nd metal 625-630 RMB/KG, DyFe alloy 1,880-1,900 RMB/KG, and Tb metal 8,480-8,530 RMB/KG.

2.       业内人士分析Analysis of Professional Insiders

本周稀土主流产品经过短暂的小幅回落调整迅速企稳，镨钕在持续的需求支撑下小幅反弹，镝产品因企业的拉动辅助亦有回暖，铽产品稳健走势转为加速上涨。随着本周内轻稀土漫长的供需拉锯临近平衡点，下游谨慎心态降温、采购逐步恢复，上游不再盲目拉涨，报价趋于正常。

This week, the mainstream rare earth products quickly stabilized after a short period of slight decline and adjustment. PrNd rebounded slightly under the support of continued demand, Dy products also recovered due to the support of enterprises, and the steady trend of Tb products turned to an accelerated rise. As the long supply-demand seesaw of light rare earths approaches the equilibrium point this week, the downstream cautious mindset has cooled down and procurement has gradually recovered. The upstream will no longer blindly increase prices and the quotations tend to be normal.

龙头集团本周仍保持对镨钕的抑价措施，但经过上周的调整过渡本周镨钕下行速度明显趋缓，各主流大厂报价缓慢调整到位，镨钕价位迅速稳定，下游畏跌心理缓和开始逐步补货。金属厂依据订单排产开始采购氧化物，低价散货镨钕快速出清，中小企业报价向主流大厂靠拢，竞价心态削弱。

Leading groups still maintains underpricing measures for PrNd this week, but after last week’s adjustment and transition, the downward speed of PrNd slowed down significantly this week. The quotations of major manufacturers slowly adjusted, the price of PrNd quickly stabilized, and fear of falling in the downstream market eased and began to replenish gradually. Metal factories began to purchase oxides based on order scheduling, and quickly cleared out low-priced bulk cargoes. The quotations of small and medium-sized enterprises moved closer to mainstream manufacturers, and the bidding mentality weakened.

短期预测：镨钕经历了多次反复，上下游漫长的对峙局面基本结束，当下价位既符合需求高温状态，也满足上下游共同的经营需要，后续过度上涨或下调是上下游都不想看到的局面，在共同的利益与目标驱使下，镨钕产品将继续保持稳健。（瑞道稀土资讯）

Short-term forecast: PrNd has gone through many repetitions, and the long confrontation between upstream and downstream has basically ended. The current price is in line with the high temperature state of demand, but also meets the common business needs of upstream and downstream. The subsequent excessive increase or downward adjustment is the situation that both upstream and downstream do not want to see. Driven by common interests and goals, PrNd products will continue to be stable. (Ruidow Rare Earth Information)

南方稀土发布12月14日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Dec 14th 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12月18日

Dec 18th, 2020

提示：以上信息仅供参考！

Notes: the information above is for reference only!