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JL MAG Rare-Earth Industry Price Briefing 10-26~10-30

Week 42,2020

1. 重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、镝铁和铽的价格小幅上涨。亚洲金属网周末价格: 镨钕金属价格412-417元/KG，金属钕价格448-453元/KG，镝铁合金价格1620-1640元/KG，金属铽价格6130-6180元/KG。

This week, prices of PrNd, Nd, DyFe and Tb rose slightly. Price from Asian Metal at this weekend presented: PrNd metal 412-417 RMB /KG, Nd metal 448-453 RMB/KG, DyFe alloy 1,620-1,640 RMB/KG, and Tb metal 6,130-6,180RMB /KG.

2. 业内人士分析Analysis of Professional Insiders

本周整体稀土市场势头良好，各主流产品保持稳健上涨，询单增加现货紧张。镨钕原料采购热度高涨，下游预购延长金属订单增加，与此同时重稀土集团重启氧化镝收购支撑重稀土走势。

This week the overall rare earth market momentum is good, the mainstream products have maintained a steady rise and the inquiry increased spot tension. Raw material procurement of PrNd surged and the downstream pre-purchase of metal orders increased. At the same time, the heavy rare earth group restarted the acquisition of Dy oxide which support the trend of heavy rare earths.

氧化镨钕流通紧缺成为本周最热话题，基于镨钕长期生产过剩的共识，这一现象对金属及磁材企业造成较多疑惑。分离企业拉高报价，金属企业询货困难提高收价，下游受涨价刺激果断预定11月下旬乃至12月初的期货金属，连锁反应不断助推镨钕产品上涨。

The shortage of PrNd oxide has become the hottest topic this week. Based on the consensus of long-term overproduction of PrNd, this phenomenon has caused some confusions for metal and magnetic companies. Separation companies raised their quotations, metal companies had difficulty in inquiring and raising prices. The downstream was stimulated by price increases and decisively schedule futures metals in late November and early December. The chain reaction continued to boost the rise of PrNd products.

后期预测：无论镨钕上涨是否被中下游理解，目前走势下周内仍然不太可能出现下调，且下周小幅上涨空间仍有较大可能继续出现。中远期判断镨钕在11月中下旬存在一定风险，下游采购周期性的空挡会随着镨钕涨势趋缓出现，届时风险因素将会增加。（瑞道稀土资讯）

Later prediction: regardless of whether the rise of PrNd is understood by the middle and downstream, the current trend is still unlikely to decline in the next week, and there is still a big chance of a slight upward trend next week. In the mid-to-long term, it is judged that there is a certain risk in PrNd in mid-to-late November. As the rise of PrNd slows down,the cyclical gaps in downstream procurement will appear and risk factors will increase at that time. (Ruidow Rare Earth Information)

南方稀土发布10月26日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Oct 26th from CSRE

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10月30日

Oct 30th, 2020