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JL MAG Rare-Earth Industry Price Briefing 11-30~12-04

Week 47,2020

1. 重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、镝铁和铽的价格继续上涨。亚洲金属网周末价格: 镨钕金属价格545-550元/KG，金属钕价格645-650元/KG，镝铁合金价格1910-1930元/KG，金属铽价格7950-8000元/KG。

This week, prices of PrNd, Nd, DyFe and Tb continued to rise. Prices from Asian Metal at this weekend presented: PrNd metal 545-550 RMB/KG, Nd metal 645-650 RMB/KG ,DyFe alloy 1,910-1,930 RMB/KG, and Tb metal 7,950-8,000RMB/KG.

2. 业内人士分析Analysis of Professional Insiders

本周整体市场保持上涨态势，其中镨钕短暂高位回调后快速止跌企稳并继续上调，重稀土不仅镝铽，其余各系产品也实现了明显涨幅。需求端持续发力较长时间内仍将继续支撑稀土行情，且经历过小幅震荡调整后的涨势更为理性、坚实。

The overall market maintained a positive trend this week, in which PrNd recovered from a brief high price and quickly recovered and continued to rise. Heavy rare earth not only Dy and Tb, but other products also achieved significant increase. Demand side continued to exert force which will continue to support the rare earth market for a long time, and the rise will be more rational and solid after experiencing a small oscillation adjustment.

本周来看镨钕涨势相对缓和，快速企稳后伴随着小幅涨势并维持稳健状态，为上下游创造了健康的经营环境。随着走势过度由暴涨趋于稳健，终端及下游议价争议结束达成一致，订单及价格的锁定降低了风险，部分订单开始陆续回流。

This week, the rise of PrNd is relatively moderate. After the rapid stabilization, it is accompanied by a small rise and maintains a steady state, creating a healthy operating environment for upstream and downstream. With the excessive trend from the boom to steady, the end of terminal and downstream bargaining dispute reached an agreement, locking of the orders and prices reduced the risk, and some orders began to flow back.

后续预测：仍延续上周判断，即镨钕产品后续走势稳健为主，过程中伴随着持续订单的采购出现数次小幅涨势，且持续时间较长。（瑞道稀土资讯）

Follow-up prediction: it is still the same as last week's judgment, that is, the follow-up trend of PrNd products is mainly stable, and the purchase may accompany by continuous orders appeared several small rises in the process, which will last for a long time. (Ruidow Rare Earth Information)

南方稀土发布11月30日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Nov. 30th 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12月04日

Dec. 04th, 2020