as电玩

as电玩永磁稀土行情简报201634期（总第150期）08-29~09-02

JL MAG Rare-earth Industry Price Briefing08-29~09-02

2016年第36周

Week 36, 2016

1.重要新闻简报Briefing of Important News

本周稀土市场价格镨钕价格小幅下跌，镝铁铽价格相对稳定。亚洲金属网价格:镨钕金属318-323元/KG，镝铁合金价格1240-1270元/KG，铽金属价格3550-3650元/KG。

This week the price of PrNd has a slight decline while DyFe and Tb are relatively stable. The prices from Asian metal at the weekend present: PrNd is 318-323RMB/KG, DyFe is 1240-1270RMB/KG and Tb is 3550-3650RMB/KG.

多伦多，加拿大，2016年8月31日（全球新闻专线）-- Molycorp，Inc., 及其附属企业（统称为“Molycorp"），今天宣布关于重组的第四次联合修正案在2016年8月31日正式生效。Molycorp，Inc. 已经脱离破产法案的保护。重组之后的新公司被命名为Neo Performance Materials。在世界范围内，公司拥有代表水平的制造和加工工厂，可以依照客户具挑战的产品要求生产一些高性能的以稀土和稀有金属为基础的工业材料。公司重组为三个业务单元：Neo 化学和氧化物、Neo 麦格昆磁和Neo 稀有金属。业务的销售和生产分布10余个国家，包括日本、中国、泰国、爱沙尼亚、新加坡、德国、英国、加拿大、美国以及韩国等。

Toronto, Canada, 31st Aug.2016(Global Newswire)—Molycorp Inc. and its subsidiary enterprise(collectively known as Molycorp)declared today that the fourth joint amendment about restructuring would take effect on August 31, 2016. Molycorp Inc. has been out of the Bankruptcy Legislation protection. The new company after restructuring is called Neo Performance Materials. In the world, the company has the most advanced manufacturing and processing factory, which can go by the requirements of customer's most challenging products produce high performance industry material on the basis of rare earth and rare metal. There are three business units for the restructuring company: Neo Chemical and Oxide, Neo Magnequench and Neo Rare Metal. Business are distributed to more than 10 countries including Japan, China, Thailand, Estonia, Singapore, Germany, England, Canada, America, Korea, etc.

2.业内人士分析Analysis of Professional Insiders

据悉，稀土国储招标会议准备工作已于日前启动，正式会议预计将在近日召开。业内人士认为，仅靠需求难以支撑稀土价格，如果此次招标成功将为疲软的市场带来利好。

It is reported that rare earth reserve bidding meeting preparation work has been started a few days ago and the formal meeting is expected to be held recently. The insiders think it is difficult to support the rare earth price only by demands; it will be good for the weak market if the bidding is succeed.

资料显示，历史上稀土己进行过二次收储，而收储力度逐渐增加。2012年9月，稀土进行一次收储，本次收储主要有氧化铕50吨、氧化钇1500吨、氧化镝300吨、氧化铽6吨。2014年8月稀土再次收储，收储总量为1万吨，其中计划收储氧化镨钕4000吨，氧化镝1200吨，铽50吨，铕500吨，钇2500吨，铒300吨，镥90吨等，另商储3000吨。

The data showed it has a second reserve for rare earth in the history and the strength is gradually increased. In September, 2012, it began the first rare earth reserve and the main products are 50t Eu oxide, 1,500t Yt oxide, 300t Dy oxide and 6t Tb oxide. The second rare earth reserve began in August, 2014 and the total volume is 10,000t, including planning to reserve 40,000t PrNd oxide, 1,200t Dy oxide, 50t Tb, 500t Eu, 2,500t Yt, 300t Er, 90t Lu, etc. and another 3,000 tons of storage.

华创证券分析表示，稀土作为战略资源，随着六大稀土集团2016年6月底整合完毕、稀土打黑的快速推进以及新一轮收储预期的来临，稀土价格有望回归其合理的价值区间，预计将重回上升通道。参照前两次收储，预期2016-2018年稀土价格年均涨幅20%。

CRE securities analyzed that rare earth as a strategic resource, with the integration completion of the six rare earth group at the end of June 2016 and the rapid development of crackdown on illegal rare earth & the coming of new round reserve, rare earth price is expected to return to its reasonable value range and back to up ascending channel. According to the former two reserves, rare earth price is expected to increase 20% at an annual average from 2016 to 2018.

长城证券认为，短期而言，稀土下游磁材需求处于淡季，终端库存仍相对充裕，稀土产品价格暂没有强有力的支撑，价格大幅向上突破较困难。中长期看，稀土收储会议频频召开，国家在稀土收储等方面的重视不断加大将对低位的稀土价格形成预期支撑。同时，由于原矿价格有较强的成本支撑，稀土原料端价格向下空间并不大，一旦国储再次成行，稀土价格反弹上涨机会明显。

The Great Wall Securities believes that in the short term, the downstream demand of rare earth magnets in the off-season, terminal inventory is still relatively abundant, there is no strong support for the price of rare earth products, and prices are difficult to break up. In the long term, rare earth reserve meeting frequently held and national more attention to the rare earth reserve will be expected to form support for rare earth low price. At the same time, the ore price has stronger cost support, rare earth raw material prices downward space is not large, once national reserve again, the rising opportunity of rare earth prices rebound is significant.

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

2016年09月02日

September 2nd, 2016

提示：以上信息仅供参考！

Notes: the information above is for reference only!