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JL MAG Rare-Earth Industry Price Briefing 11-01~11-05

Week 45，2021

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、铽和镝铁的价格大幅上涨。亚洲金属网周末价格: 镨钕金属价格910-920元/KG；金属钕价格945-955元/KG；镝铁合金价格2930-2950元/KG；金属铽价格12750-12800元/KG。

This week, prices of PrNd, Nd metal and Tb has increased sharply. Prices from Asian Metal at the end of this weekend presented: PrNd metal 910-920 RMB/KG, Nd metal 945-955 RMB/KG, DyFe alloy 2,930-2,950 RMB/KG and Tb metal 12,750-12,800 RMB/KG.

2.     业内人士分析Analysis of Professional Insiders

本周稀土市场迎来年度内最佳行情阶段，各系产品继续明显上调且上涨速度加快，下游小量高价补采，带动稀土价格上涨的信心，同时，现货流通紧张的状态不改，继续看涨的心态充斥行业内。

This week, the rare earth market has reached the best market stage of the year. Products of various series continue to increase significantly and the rate of increase has accelerated. The downstream small quantities and high prices have supplemented the confidence to increase the price of rare earths. At the same time, the tight spot circulation has not changed and the mental of continues to be bullish has floods the industry.

镨钕镝铽及钬产品本周上调频繁，单个成交日往往多次刷新成交价位，惜售状态明显，且报价及成交往往跟进最高位。飞快的涨速刺激下游谨慎备货，同时在高企的成本压力下，一方面磁材厂刚需小量补采可见，另一方面，部分小厂开始不买原料，不签新的磁材订单，甚至乐观一面，磁材企业与终端客户的议价不断传导，至终端接受提价。

Praseodymium, neodymium, dysprosium, terbium and holmium products have been raised frequently this week and the transaction prices are often refreshed multiple times on one single transaction day. The status of reluctance is obvious, the quotations and transactions are always follow to the highest level. The rapid growth rate has stimulated the downstream to be cautious in stock. At the same time, under the pressure of high cost, on one hand, the magnetic material factory has purchased a small amount of rare earth materials based on the rigid demands, while one the other hand, some small factories start to not buy any materials and do not sign any new contracts. On the optimistic side, the bargaining between magnetic material companies and end customers continues to pass and the end accepts the price increases.

部分产品后续预测：镨钕产品周前期或仍可能小幅探涨，周后期稳或微弱调整的概率也存在。铽产品目前上涨较快，除需求支撑外确有一定程度的拉涨因素，但短时间内仍将处于卖家市场，后续上调仍会继续。（瑞道稀土资讯）

Follow-up predictions for some products: PrNd products may still rise slightly in the early part of the week and the probability of stable or weak adjustments in the later part of the week. Terbium products are currently rising rapidly. In addition to demand support, there is indeed a certain degree of pull-up factors, but they will still be in the seller's market in a short period of time and subsequent upward adjustments will continue. (Ruidao Rare Earth Information)

南方稀土发布11月1日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Nov. 1st 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)

2021年11月05日

Nov 5^th, 2021