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JL MAG Rare-Earth Industry Price Briefing 08-12~08-16

Week 33, 2019

1. 重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕，镝铁和铽价格企稳并小幅下调。亚洲金属网价格: 镨钕金属价格380-385元/KG，镝铁合金价格1900-1920元/KG，金属铽价格5100-5150元/KG。

This week, prices of PrNd, DyFe and Tb stabilized and slightly dropped. Price from Asian Metal at this weekend presented: PrNd metal 380-385 RMB/KG, DyFe alloy 1,900-1,920RMB/KG, and Tb metal 5,100-5,150RMB/KG.

五矿稀土8月15日晚间发布公告称，近日，中央第七生态环境保护督察组，进驻公司所属分离企业赣县红金稀土有限公司，开展生态环境保护现场督察工作。8月14日晚间，国家生态环境部网站发布了关于赣县红金环境问题的情况通报。公司高度重视通报提出的问题，于8月15日上午召开环保督查工作专题会，深入剖析原因，迅速采取行动，并安排赣县红金即日起自行有序停产，确保整改到位。

Minmetals Rare Earth announced on the evening of August 15 that recently, the Central Seventh Ecological Environmental Protection Supervision Team, stationed in the company's separate enterprise, Ganxian Hongjin Rare Earth Co., Ltd, conducting on-site inspection of ecological environmental protection. On the evening of August 14, the website of National Ecology and Environment Department released a notice on the environmental problems in Hongjin. The company attached great importance to the issues raised by the notice, and held environmental protection supervision conference on the morning of August 15, deeply analyzed the reasons, took prompt action, and arranged Hongjin to stop production orderly from now on to ensure that rectification is in place.

2. 业内人士分析Analysis of Professional Insiders

本周稀土市场产品价格涨跌互现，周初由于受到下游需求因素影响，氧化镨钕、氧化钕、氧化镨、氧化镝、氧化铽、氧化钆、氧化铒等多数稀土产品价格有所下滑。周四晚间中方发声，针对美国贸易代表办公室宣布将对约3000亿美元自华进口商品加征10%关税，中方15日表示将采取必要的反制措施。这是中方不得已而为之。周五稀土市场受中美贸易摩擦升级因素影响，氧化镨钕、氧化钕和氧化钆的价格应声上涨，氧化镝和氧化铽则相对保持稳定。

Prices for rare earth products rose and fell this week, with prices for most rare earth products including PrNd oxide, Nd oxide, Pr oxide, Dy oxide, Tb oxide, Ga oxide, Er oxide falling earlier in the week due to downstream demand factors. The US Trade Representative Office announced that it will impose a 10% tariff on imports of about $300 billion from China. On Thursday evening, the Chinese side said on the 15th that it will take necessary countermeasures. This is the last resort of China. Prices of PrNd oxide, Nd oxide, Ga oxide, rose on Friday in response to escalating trade tensions between the United States and China, while Dy oxide and Tb oxide remained relatively stable.

目前氧化镨钕市场实际出货量较前期有所减少，市场人士对后市看涨情绪有所升温，预计受中美贸易摩擦升级因素影响，短期氧化镨钕、氧化钕价格或将有所上行或维持坚挺。氧化镝和氧化铽价格料将稳步上行，目前氧化镝和氧化铽原材料进口关口仍处于关闭状态，氧化镝和氧化铽价格走势未来可期。（上海有色网）

At present, the actual shipments of PrNd Oxide market have decreased compared with the previous period. Market participants are warming up in the market outlook. It is expected to be affected by the escalation of Sino-US trade friction. The price of short-term PrNd Oxide and Nd Oxide will increase or maintain strong. The price of PrNd Oxide and Nd Oxide will rise steadily. At present, the import barriers of Dy oxide and Tb oxide raw materials are still closed, and the price trend of Dy oxide and Tb oxide is to be expected in the future. (Shanghai Metals Market)

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 Aug from China Northern Rare Earth

南方稀土发布8月12日稀土氧化物挂牌价

Listing price on Aug 12th from China Southern Rare Earth

单位：万元/吨（出厂含税价）

Unit: 10,000RMB/ton (EXW price incl. VAT)

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

2019年8月16日

August 16, 2019

提示：以上信息仅供参考！

Notes: the information above is for reference only!