as电玩

JL MAG Rare-Earth Industry Price Briefing 09-06~09-10

Week 37，2021

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕和金属钕的价格较为稳定，铽和镝铁的价格小幅上涨。亚洲金属网周末价格: 镨钕金属价格735-740元/KG；金属钕价格760-765元/KG；镝铁合金价格2570-2590元/KG；金属铽价格9900-9950元/KG。

This week, prices of PrNd, Nd metal were relatively stable, prices of Tb and DyFe rose slightly. Prices from Asian Metal at this weekend presented: PrNd metal 735-740 RMB/KG; Nd metal 760-765 RMB/KG; DyFe alloy 2,570-2,590 RMB/KG; and Tb metal 9,900-9,950 RMB/KG.

2.     业内人士分析Analysis of Professional Insiders

本周整体稀土价格趋势向上运行，各系产品或稳健或上涨，镨钕产品略稳，成交开始放量，镝铽产品上涨迅速，价格与成交量双飞，其余重稀土则表现出不出货不报价的“一片向好”势头。就差异来看，镨钕稳健涨势趋缓，铽产品异常突起强势上涨拉动替代品镝，由于两者库存基数不同，铽产品现货趋紧的涨势未见明显抑制，价格或仍有上行的空间。

The overall rare earth price trend is moving upward this week. Products of various series are stable or rising. PrNd products are slightly stable, and transactions begin to increase. Dy and Tb products rise rapidly, and the price and trading volume fly together. The remaining heavy rare earths show a "good" momentum of no shipment and no quotation. In terms of the difference, the steady growth of PrNd has slowed down, and the abnormal rise of Tb products has driven the substitute Dy. Due to the different inventory bases of the two, the tighter spot of Tb products has not been significantly suppressed, and the price may still have room for upward.

本周一方面有需求支撑、一方面缅甸内乱使得此前期盼的通关消息破灭，加之市场流传的稀土企业整合及管理条例的即将出台，均刺激业界对价格上涨的预期攀升，镨钕产品当下步入稳健走势，下游采购询单在本周有所回暖，与此同时，上游仍未放弃拉涨试探的机会，龙头企业适时的出手，使得本周重稀土价格率先走出“低谷”。

This week, on the one hand, there is demand support, on the other hand, the civil unrest in Myanmar has shattered the previously expected customs clearance news, coupled with the upcoming introduction of the rare earth enterprise integration and management regulations circulating in the market, all stimulated the industry’s expectations of price increases to rise, PrNd products are now entering a steady trend, and the downstream purchase orders have warmed up this week. At the same time, the upstream has still not given up the opportunity to push up the test. The timely shots of leading companies have made the price of heavy rare earth the first to get out of the "trough" this week.

价格的博弈仍会继续，需求的平衡点也仍在试探，镨钕产品虽处于需求的瓶颈期，但在经济持续发展下磁材的增量仍有较大可能突破；镝铽产品后续涨幅无论合理与否，短期内上行的概率依旧存在。（瑞道稀土资讯）

The price game will continue, and the balance of demand is still being explored. Although PrNd products are in the bottleneck period of demand, the increase in magnetic materials is still likely to break through under the continuous economic development; whether the subsequent increase of Dy and Tb products is reasonable or not, the probability of upward in the short term still exists. (Redo Rare Earth Information)

北方稀土高科技股份有限公司发布9月稀土产品挂牌价格

Listing price in September from China North Rare Earth

南方稀土发布8月31日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on August 31^st from China Southern Rare Earth

单位：万元/吨（出厂含税价）

Unit: 10 thousand RMB/ ton (EXW price incl. tax)

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

2021年09月10日

September 10^th, 2021

提示：以上信息仅供参考！

Notes: the information above is for reference only!