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JL MAG Rare-Earth Industry Price Briefing 04-13~04-17

Week 16, 2020

1. 重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕和铽的价格趋于稳定，镝铁价格稍有回升。亚洲金属网周末价格: 镨钕金属价格330-335元/KG，金属钕价格353-358元/KG，镝铁合金价格1770-1790元/KG，金属铽价格5030-5080元/KG。

This week, price of PrNd and Tb tends to be stabilized while DyFe recovers slightly.  Price from Asian Metal at this weekend presented: PrNd metal 330-335 RMB/KG, Nd metal 353-358 RMB/KG, DyFe alloy 1,770-1,790 RMB/KG, and Tb metal 5,030-5,080 RMB/KG.

2. 业内人士分析Analysis of Professional Insiders

本周稀土市场经历长久弱势后实现暂时的止跌稳定，全球疫情影响稀土需求大幅收缩的状态下，稀土价位暂时停止下滑，但业内承受的压力和面临的困境仍然存在。

This week the rare earth market achieves to a temporary stability after experiencing a long period of weakness, rare earth prices temporarily stopped falling in the state of rare earth demand contraction affected by the global epidemic, but pressure and difficulties that industry is facing are still existing.

本周初，随着镨钕金属维持在低位稳定较久，加上对远期国储的判断，业内部分磁材企业判断阶段性抄底，镨钕成交有小幅升温，但仍然是以刚需为主，大幅备货的现象在需求收缩的状态下难以出现。镨钕低位货源开始收缩，厂家开始试探上调，成交重心略向上移。此外，国储预期稍微提升了镝铽的投入意向，镝铽贸易热度小幅升温，贸易询价频繁，但询单多维持在区间低价。因大厂镝铽报价居高暂稳，散货交投成为贸易主流。

At the beginning of this week, as PrNd metal kept at low price for a long time, coupled with the judgment of the long-term national storage, part of the magnetic material enterprises judge it will go phasic bottom fishing, PrNd transaction has a small rise, but still with the rigid demand, large stock phenomenon in the state of demand contraction difficult to appear. PrNd source at low price began to contract, manufacturers began to explore upward, the transaction center of gravity slightly moved up. In addition, the national storage is expected to slightly increase its investment intentions on dysprosium and terbium and the trade heat up slightly with frequent inquiries, but inquiries remain in the range of low prices. Due to dysprosium and terbium quote temporarily stable from large manufacturer, bulk cargo trading become the mainstream of trade.

澳洲稀土矿企Lynas于3月中旬收到封锁指令，马来西亚政府原定封锁隔离日期3月31日延长为4月14日。鉴于目前全球疫情日益严重，马来西亚将封锁指令又延长至2020年4月28日，但允许关键性企业申请豁免复工并增加关键行业的额外豁免类别。近日， Lynas已经向马来西亚政府提交了复工申请，但目前其申请尚未得到马来西亚政府的回应。（瑞道稀土资讯）

Lynas, an Australian rare-earth miner, received the blocking instruction in mid-march and the Malaysian government extended the quarantine from March 31 to April 14. In view of the increasing severity of the global epidemic, Malaysia has extended the blockade directive to April 28, 2020, but allows key companies to apply for exemptions to resume work and add additional types of exemptions for key industries.Lynas has recently submitted an application to the Malaysian government to resume work, but has yet to receive a response from the government.( Ruidao Rare Earth Information)

南方稀土发布4月13日稀土氧化物挂牌价

Listing price on Apr. 13th from China South 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)

2020年04月17日

Apr 17th, 2020

提示：以上信息仅供参考！

Notes: the information above is for reference only!