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as电玩永磁稀土行情简报201601期（总第 117期）01-01~01-09

JL MAG Rare-earth Industry Price Briefing 201601(Issue No. 117)

01-01~01-09

2016年第 1周

Week 1, 2016

1. 重要新闻简报Briefing of Important News

n 本周稀土市场价格相对稳定，金属铽价格小幅下滑。亚洲金属网价格:镨钕金属330-335元/KG，镝铁合金价格1340-1370元/KG，铽金属价格3200-3300元/KG。

n This week the prices of rare earth are relatively stable while Tb metal has a slight decline. The prices from Asian metal at the weekend present: PrNd is 330-335RMB/KG, DyFe is 1340-1370RMB/KG and Tb is 3200-3300RMB/KG.

n 中国南方稀土集团组建完成。据了解，组建完成后的中国南方稀土集团拥有24家子公司，注册资本10亿元。其中，赣州稀土集团、江铜集团、江钨控股集团分别占股60%、35%和5%。

n China Southern Rare Earth Group has been completed the formation. It is reported that after finishing the formation it has owned 21 subsidiaries, registered capital of 1 billion RMB. Among which, Ganzhou Rare Earth Co., Ltd., Jiangxi Copper Co., Ltd., and Jiangxi Tungsten Holding Group respectively accounted for 60%, 35% and 5%. 

2. 业内人士分析Analysis of Professional Insiders

2015年稀土行业经历了国家政策监管、行业整顿、市场调控及自我修复等多方面的整合，又逢以改革创新、绿色发展为理念的“十三五"时期，2016年行业发展及市场行情均有望走出寒冬。

Rare earth industry in 2015 has gone through the integration of state policy regulation, industry consolidation, market control and self-reparation, at the same time come across the period of the Thirteenth Five-Year Plan which regards reform & innovation and green development as concept. The industry development and market conjuncture of 2016 are expected to be out of winter.

1.由工信部牵头，完成“5+1" 稀土大集团整合。2016年，“5+1"稀土大集团整合必然完成，区域整合中隐含的争议，必定摊牌解决;地方和主管部门的意见分歧解决方案是共同持股。

Led by the MIIT, to thoroughly finish the integration of “5+1" large rare earth groups. In 2016, “5+1" large rare earth groups integration is bound to be completed and the disputes implied during regional integration must be solved. The final solution of the dissension between local and competent department is mutual shares.

2. 打击黑稀土常态化，监管废料综合回收利用域。2016年，打击黑稀土仍是国家政策监管，同时围绕六大稀土集团进行行业整合，通过扶植正规企业、扫除私矿来扶正行业风气，理顺产业流程，为行业壮大发展打好基础。

Make the crackdown on illegal rare earth normalized and focus on supervising the comprehensive recycling and utilizing of waste material. Crackdown on illegal rare earth is also the key point of state policy to supervise in 2016, meanwhile, center on six large rare earth groups to make industry integration, by supporting normal enterprises and cleaning the private mines to strengthen the industry trend, straighten out the industry process, laying a good foundation for industry growth and development.

3.2016年，将围绕“十三五规划建议"出台稀土新材料运用规划。“十三五规划建议"指出，制造业是一个国家经济发展的核心动力。业内普遍认为，稀土行业将面临千载难逢的转型机遇，中国稀土产业的健康可持续发展也将对实现中国制造2025、向制造强国迈进起到推动作用。

In 2016, it will issue rare earth new material application and programming according to Thirteenth Five-Year Plan Proposal. The Thirteenth Five-Year Plan Proposal pointed out that manufacturing industry is the core power of a nation's economy development. It is generally believed that inside the industry, rare earth will face a golden opportunity for transformation, healthy and sustainable development of China's rare earth industry will play role in promoting the achievement made in China by 2025 and stride forward to a giant country in manufacturing.

4.行业发展整体稳定亮点纷呈，2016年热门稀土氧化物价格上移。2016年，钕铁硼磁钢的原材料镨钕系、镝系等产品价格必将上移;也有可能出现在价格超跌过后持续上涨的黑马品种。同时，考虑到供需关系和改革红利的释放，稀土价格要实现企稳回升，并正式步入长线上升趋势，预计要到2016年三季度末。

The development of the industry is stable generally with some bright scene. In 2016, the focus of hot rare earth oxides prices will be moved up. NdFeB raw material such as PrNd series, Dy series, the focus of these products price will be moved up, may also appear some unknown elected nominee continue to increase after falling too far. At the same time, taking into account the relationship between supply and demand and the release of the reform dividend, rare earth prices to achieve real stabilization and recovery, and officially entered the long-term upward trend is expected to be in the end of the third quarter of 2016.

5. 2016年稀土出口保持稳增 ，主要需求领域高速增长。尽管美国、欧洲各国乃至全球经济复苏乏力，稀土材料的国际需求依然保持着稳定的增长，尤其是更具中国特色的中重稀土氧化镝、氧化铽等产品，出口增幅巨大，海外需求较大。2016年，中国稀土的出口量增幅预计在20%左右。

The export of rare earth in 2016 keeps stable increase and main demand area grows rapidly. Although with weak recovery economy of America, Europe and global countries, the international demand of rare earth still remains stable growth, especially for the export of heavy rare earth Dy oxide and Tb oxide which owns more Chinese characteristics increases a lot as well as overseas demand. The export growth of rare earth in 2016 will be around 20%.

6.国企改革和产业链扩张要求，企业兼并重组更加活跃。随着资本市场的关注和升温，稀土企业始从传统产业、新兴产业、金融、互联网四个领域联合跨界，撬动行业转型升级。

Required by reform of state-owned enterprises and industrial chain expansion, corporate mergers and acquisitions become more active. With the capital market attention and heating, rare earth enterprises began from the four areas of traditional industries, emerging industries, finance and Internet to have joint cross-border, leveraging the industry transformation and upgrading

7、进一步探寻稀土期货交易的可行性研究。众所周知，很多原材料产品都实现了期货和现货的电子盘定价，形成了纯粹市场化运行机制。而中国是全球稀土大的供应和消费大国，主导一个大众参与的稀土期货交易市场应该不是什么难题。

Further explore the feasibility of rare earth futures trading. As is known to all, a lot of raw material products have realized the electronic fixed prices of futures and spot commodity, forming a purely market-oriented operation mechanism. While China is the world's largest supplier of rare earth supply and consumption, leading a rare earth futures market which public participation in should not be a problem.

2016年，也是“十三五"开局之年，稀土行业注定要在改革创新中深化发展、破茧成蝶，成为稀土产学研+互联网+资产金融化+产品证券化的综合体。

2016 is the start of Thirteenth Five-Year Plan, rare earth industry is destined to deepen the development, swarm into butterflies in the reform and innovation, to be a complex of rare earth industry, university and research institution + Internet + Asset Finance + Product Securitization

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

2016年1月09日

January 9, 2016

提示：以上信息仅供参考！

Notes: the information above is for reference only!