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JL MAG Rare-earth Industry Price Briefing 2428（Issue No.520）08-12~08-16

Week 33，2024

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、镝铁合金与金属铽价格均出现上涨。亚洲金属网周末价格: 镨钕金属价格476-479元/KG；金属钕价格481-486元/KG；镝铁合金价格1700-1720元/KG；金属铽价格6500-6700元/KG。

In the rare earth market this week, the prices of PrNd and Nd metal, DyFe alloy and Tb metal all rose. Asian metal at this weekend presented: PrNd metal price 476-479 RMB /KG; Nd metal price 481-486 RMB /KG; DyFe alloy price 1700-1720 RMB /KG; Tb metal price 6500-6700 RMB /KG.

2.     业内人士分析Analysis of Professional Insiders

本周（8.12-15日，下同）整体市场保持上涨态势，其中镨钕短暂高位再次出现回调后快速拉涨，重稀土不仅镝铽，其余各系产品也实现了明显涨幅。原料端的趋紧趋涨，分离厂现货的趋紧造成此次稀土涨势更为坚实。

This week (August 12th to 15th) the overall market maintained an upward trend, of which PrNd briefly high again after a rapid pullback, heavy rare earth not only DyFe, the rest of the products also achieved significant gains. The tightening of the raw material end has increased, and the tightening of the spot of the separation plant has caused the rare earth to rise more firmly.

下游需求有所回暖，就磁材企业反馈，订单正缓慢释放，加之预期原料价格仍有上涨空间，新接单价格的提升，或许都可以将支撑当下稀土各产品保持强劲，故本周价格虽有回高但成交情况均有明显好转。另一方面，业内普遍认为各系产品当前价位处于相对低位，且价格继续看涨的预期也收割了一部分提前释放的订单，因突发的成本高涨出现了小幅度高位采购，下游订单也在议价期内等待跟进。经过一个月（镨钕氧化物36万筑底）拉高调整后的走势，必然在上下游的默契中达到共识，虽然供需短暂的错配决定了仍有涨势，但需求及订单价格的持续跟进才是涨幅的关键。

Demand from downstream has picked up, on the feedback of magnetic materials companies, orders are slowly released, coupled with the expectation that raw material prices still have room to rise, the increase in the price of new orders, may be able to support the current rare earth products to remain strong, so this week, although the price has been high but the transaction situation has been significantly improved. On the other hand, the industry generally believes that the current price of various products is relatively low, and the expectation that prices will continue to rise has also harvested some orders released in advance, due to the sudden high cost of small high procurement, downstream orders are also waiting to follow up during the negotiation period. After a month (PrNd oxide 360,000 building bottom) to push up the adjusted trend, it is inevitable to reach a consensus in the tacit understanding of the upstream and downstream, although the short mismatch between supply and demand determines that there is still a rise, but the demand and order prices continue to follow up is the key to the rise.

后续预测：仍延续上涨判断，即镨钕产品后续走势以稳涨概率为多，过程中伴随着持续订单的采购出现小幅探涨，但不排除有短暂回调的风险。重稀土相关传闻较多，真实性有待考究，目前各重稀土产品价位虽有涨，但同期来看仍处低位，镝、铽等产品因重稀土生产企业自身需求和磁材市场的支撑，短期内难有下调风险，预计仍将保持稳健状态。（瑞道稀土资讯）

Follow-up forecast: it will still continue to rise, that is, the subsequent trend of PrNd products is more likely to stabilize, and there is a slight increase in the purchase of continuous orders in the process, but the risk of a temporary correction is not ruled out. Heavy rare earth related rumors are more, authenticity to be studied, the current price of the heavy rare earth products has risen, but is still low in the same period as last years, prices of dysprosium, terbium and other products are difficult to reduce in the short term due to heavy rare earth production enterprises own demand and the support of the magnetic material market, it is expected to remain stable. (Ruidao Rare Earth Information)

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

2024年08月16日

August 16^th, 2024