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JL MAG Rare-earth Industry Price Briefing 2201（Issue No. 402） 01-04~01-07

Week 02，2022

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、镝铁、金属钕和铽的价格上涨。亚洲金属网周末价格: 镨钕金属价格1110-1120元/KG；金属钕价格1210-1220元/KG；镝铁合金价格2920-2940元/KG；金属铽价格15300-15350元/KG。

This week, prices of PrNd, DyFe, Nd metal and Tb have increased. Prices from Asian Metal at this weekend presented: PrNd metal 1,110-1,120 RMB/KG; Nd metal 1,210-1,220 RMB/KG; DyFe alloy 2,920-2,940 RMB/KG; and Tb metal 15,300-15,350 RMB/KG.

2.     业内人士分析Analysis of Professional Insiders

本周整体稀土市场迎来新年首红，各主流产品不同幅度上调。轻稀土镨钕延续上周薄发强势上涨，重稀土镝铽高位接力、钆钬创历年新高。本周业内看涨心态统一，采购主动买涨跟进，市场整体成交热度快速升温。

This week the whole rare earth market ushered the first increasing of the New Year, there’s different range up for the mainstream products. Light rare earth PrNd continued last week's strong gains, heavy rare earth Dy and Tb relayed at high prices, Gd and Ho hit record highs. This week the bullish attitude in the industry was unified, the purchasers initiatively buy up to follow up, the market overall transaction heat rapidly heat up.

元旦过后，企业资金压力有所缓解，加上春节物流停运期限，上下游企业交投升温迅速，此外，采购增加的同时，供给刚恢复，氧化物供应稍显紧俏。整体来看，氧化镨钕报价坚挺，金属镨钕对应高价，刚性上调，原有低位氧化物本周不再有货，随金属跟涨。本周不得不说的金属钕价格涨幅7.8%，找货增多，氧化钕价格破百上行。重稀土本周表现同样强劲，镝铽再度刷新近年新高。铽产品在缅甸矿短暂封关，中长期看好后，惜售，高价彼伏。相比来看，钆钬在本周留下浓墨重彩的一笔，本周氧化钆涨幅近11%、氧化钬涨幅近6%。

After the New Year's Day, the financial pressure of enterprises has eased, coupled with the logistics outage period during the Spring Festival, the trading of upstream and downstream enterprises has heated up rapidly. In addition, the supply has just recovered while the purchase has increased, the oxide supply was slightly tight. Overall, PrNd oxide price is firm, PrNd metal stayed high price with rigid upward. The previous low oxide was no longer available this week, following the metal to rise. This week, the price of Nd metal rose 7.8%, as more goods were sought and the price of Nd oxide broke 100 and kept increasing. Heavy rare earth was also strong this week, with Dy and Tb hitting another high record in recent years. Tb products in Myanmar mine temporarily closed, after the mid - and long-term optimistic status, it would be reluctant to sell and high price would fluctuate constantly. By contrast, Gd and Ho made a big impression this week, with Gd oxide increasing nearly 11% and Ho oxide nearly 6%.

下周预测：镨钕产品在北方稀土挂牌后，大概率会回归平静的理性，或许会挤出部分虚高价格，但幅度有限。重稀土方面亦符合业界分析，即使下周一关口会放开，但缅甸矿可进数量有限，仍是支撑镝铽稳固的根源。（瑞道稀土资讯）

Next week's forecast: after PrNd products are listed in North Rare Earth, there is big probability to return to calm rationality, and some inflated prices may be squeezed out, but the range is limited. The heavy rare earth sector is also consistent with industry analysis, even with the opening of the gate on Monday, limited mine access from Myanmar Mine is the support of price stability of Dy and Tb. (Ruidow Rare Earth Information)

南方稀土发布1月4日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on January 4^th 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)

2022年1月7日

January 7^th, 2022