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JL MAG Rare-Earth Industry Price Briefing 07-27~07-31

Week 31,2020

1. 重要新闻简报Briefing of Important News

本周稀土市场行情，镝铁价格较为稳定，镨钕，金属钕和铽价格小幅上涨。亚洲金属网周末价格: 镨钕金属价格375-380元/KG，金属钕价格395-400元/KG，镝铁合金价格1800-1820元/KG，金属铽价格5900-5950元/KG。

This week, the price of DyFe was relatively stable while the price of PrNd, Nd metal, and Tb rose slightly. Price from Asian Metal at this weekend presented: PrNd metal 375-380 RMB /KG, Nd metal 395-400 RMB/KG, DyFe alloy 1,800-1,820 RMB/KG, and Tb metal 5,900-5,950RMB /KG.

2. 业内人士分析Analysis of Professional Insiders

本周稀土市场整体保持上扬态势，主流产品报价及成交稳步上移，且随着后续利好因素实现可能不断增加，上游企业销售有所收紧，后续涨幅空间仍然可期。

This week, the rare earth market as a whole maintained an upward trend, the quotations and transactions of mainstream products steadily moved up and may continue to increase with the subsequent realization of favorable factors, sales of upstream enterprises were tightened, and the follow-up growth is still expected.

本周各集团大厂惜售情绪与挺价情绪明显升温，且尤以镨钕、铽产品最为突出，下游及贸易询单愈加频繁，镨钕金属部分工厂期货订单已排至9月，市场散货氧化铽量更为稀少，龙头集团不再对外销售镨钕且重稀土集团即使高价仍不愿外出氧化铽。与此同时，其余产品同样受到整体利好预期的支撑或稳或涨。

The sentiments of being reluctance to sell and rising prices of major manufacturers of various groups obviously warmed up this week, especially for PrNd, Tb products; downstream and trade inquiries became more frequent, some PrNd metal factory futures orders have been scheduled to September, the volume of Tb oxide in bulk was even scarcer on the market, the leading groups no longer sold PrNd, and the heavy rare earth groups were still reluctant to sell Tb oxide even at high prices. Meanwhile, the rest products supported by the overall favorable expectations also stabilized or rose.

未来预测：2020年3季度稀土行业较大概率出现亮点，长久的酝酿和期待较有可能在这一季度实现。镨钕产品在利好因素引导下涨势有望持续甚至在某一时段加快，而镝铽产品虽然处于高位，但市场信心仍会继续维持高昂，且随着时间推移，业内信心将有增无减。同样，此次利好带来的剧烈波动将成为稀土走势历史上浓墨重彩的一笔。（瑞道稀土资讯）

Future forecast: there is a higher probability of bright spots in the rare earths industry in Q3 2020, long-term preparation and expectations are more likely to be realized this quarter. The uptrend of PrNd products is expected to continue or even accelerate in a certain period guided by the favorable factors, market confidence will continue to remain high although Dy and Tb products are at a high level, and industry confidence will boost unabated over time. Likewise, the violent fluctuations brought about by this favorable situation will become a highlight in the history of rare earth trends. (Ruidow Rare Earth Information)

南方稀土发布07月27日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on July 27th from China Southern 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07月31日

July 31st, 2020