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JL MAG Rare-earth Industry Price Briefing 2207（Issue No. 408） 02-28~03-04

Week 10，2022

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、铽和镝铁价格较为稳定。亚洲金属网周末价格: 镨钕金属价格1345-1355元/KG；金属钕价格1440-1450元/KG；镝铁合金价格3070-3090元/KG；金属铽价格18900-19100元/KG。

This week, the prices of PrNd, Nd metal, Tb and DyFe were relatively stable. Prices from Asian Metal at the end of this weekend presented: PrNd metal 1,345-1,355 RMB/KG; Nd metal 1,440-1,450 RMB/KG; DyFe alloy 3,070-3,090 RMB/KG; Tb metal 18,900-19,100 RMB/KG.

 “找磁材”周末价格：镨钕金属价格1350-1360元/KG；金属钕价格1470-1480元/KG；镝铁合金价格3100-3120元/KG；金属铽价格19000-19200元/KG。

"Looking for magnetic materials" price presented: PrNd metal 1,350-1,360 RMB/KG; Nd metal 1,470-1,480 RMB/KG; DyFe alloy 3,100-3,120 RMB/KG; Tb metal 19,000-19,200 RMB/KG.

2.     业内人士分析Analysis of Professional Insiders

稀土市场整体走势趋向理性，本周各系产品报价试探上涨，但下游接受度减弱后，价格回调至上周末水平；成交方面，本周随着价格持稳，下游及金属厂刚需采购可见，但总体成交水平处于低位。

The overall trend of rare earth market tends to be rational. The quotation of various products rose tentatively this week, but after the downstream acceptance weakened, the price callback to the level of last weekend; In terms of transaction, with the stable price this week, it can be seen that the downstream and metal factories just need to purchase, but the overall transaction level is low.

 低价货源受青睐：当前处于高位平台期，市场整体畏高情绪有所收敛，分离厂及贸易商对氧化物的坚挺及惜售使得价格分外稳固，加之主流大厂氧化物报价坚挺，使得金属产品成交区间有所拉宽，下游受资金及订单价格影响，低价询货比较普遍，小范围拉低了金属的成交价。

Low price sources are favored: Currently in a high plateau period, the overall fear of heights in the market has subsided. Separation plants and traders are firm and reluctant to sell oxides, which makes the price particularly stable. In addition, the firm quotation of oxides from major mainstream manufacturers widens the transaction range of metal products. Due to the influence of funds and order prices in the downstream, low-priced inquiries are more common, and the transaction price of metals has been lowered in a small range.

轻重走势各不相同：本周轻稀土镨钕走势相对稳固，过低价格难有匹配订单，但重稀土镝铽，尤其是镝产品，出货略有增多，虽轻重稀土均有让利出货的情况，但镨钕和铽的让价幅度不大，整体还是坚固，但氧化镝的出货价与询单价不断贴近，明稳暗降的态势比较明显。

The trend of light and heavy rare earths varies: this week, the trend of light rare earth PrNd is relatively stable, and it is difficult to match orders if the price is too low. However, the shipment of heavy rare earth Dy and Tb, especially Dy products, has increased slightly. Although both light and heavy rare earths are sold at a profit, the price concession range of PrNd and Tb is small and solid as a whole, but the shipping price of Dy oxide is constantly close to the inquiry unit price, the trend of overt stability and covert decline is relatively obvious.

当然在高位水平下，整体市场对“调整”更为敏感，上下游保持僵持谨慎状态，全产业链更倾向于订单背靠背及对锁，冒险的行为不断被衡量评估，谁都不敢做中长期判断。（瑞道稀土资讯）

Of course, at a high level, the overall market is more sensitive to "adjustment", the upstream and downstream remain deadlocked and cautious, the whole industrial chain is more inclined to order back-to-back and lock, and the risk-taking behavior is constantly measured and evalsuated, and no one dares to make medium and long-term judgment. (Raidao Rare Earth Information)

南方稀土发布2月28日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Feb. 28th from CSRE

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3月4日

March. 4th, 2022