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as电玩永磁稀土行情简报2348期(总第492期)12-25~12-29

JL MAG Rare-Earth Industry Price Briefing 12-25~12-29

Week 53,2023

1. 重要新闻简报Briefing of Important News

本周稀土市场行情,镨钕和金属钕价格小幅上涨,镝铁合金和金属铽价格出现小幅下跌。亚洲金属网周末价格: 镨钕金属价格540-545/KG;金属钕价格540-550/KG;镝铁合金价格2460-2480/KG;金属铽价格9100-9300/KG。

      In the rare earth market this week, the prices of PrNd and Nd rose slightly, and the prices of DyFe and Tb metal fell slightly. Asian metal weekend price: PrNd price 540-545 yuan/KG; Nd price 540-550 yuan /KG; DyFe price 2460-2480 yuan /KG; Tb price 9100-9300 yuan /KG.

2. 业内人士分析Analysis of Professional Insiders

<1>202312月中国稀土制品价格走势偏弱,其中镨钕价格震荡下行,即月初价格高于月末价格,但是月末受生产成本较大和下游补库积极性增加的支持,部分供应商报价有所上调。中重稀土市场上,以镝铽产品为代表的价格走势先小涨后下降。月初,镝铽价格延续11月下旬的小幅上涨态势;月中,受下游需求跟进缓慢和轻稀土市场表现不佳等因素影响,供应商报价相对稳定;月末,由于圣诞假期到来,海外众多制造商产量有所缩减,导致我国稀土产品出口量减少,再加上受2023年度第三批稀土开采、冶炼分离总量控制指标消息释放影响,供应商报价更是下调。(中钨在线)

    In December 2023, the price trend of China's rare earth products was weak, among which the price of PrNd fluctuates downward, that is, the price at the beginning of the month is higher than the price at the end of the month, but the end of the month is supported by the larger production cost and the increase of downstream replenishment enthusiasm, and some suppliers' quotations have been increased. In the medium and heavy rare earth market, the price trend represented by Dy and Tb products first rose slightly and then fell. At the beginning of the month, Dy and Tb prices continued to rise slightly in late November; In mid-month, affected by factors such as slow downstream demand follow-up and poor performance of the light rare earth market, the supplier's quotation

was relatively stable; At the end of the month, due to the arrival of the Christmas holiday,the output of many overseas manufacturers has been reduced, resulting in a reduction inthe export volume of China's rare earth products, coupled with the release of the third batch of rare earth mining, smelting and separation total control indicators in 2023, and the quotation of suppliers has been lowered. (Chinatungsten Online)

<2>2024A股首单易主来自广东国企。

        The first A-share change in 2024 came from Guangdong state-owned enterprises.

为推动广东区域稀土资源专业化整合, 广晟有色于202411日晚发布公告称,公司间接控股股东广东省广晟控股集团有限公司于20231229日与中国稀土集团有限公司签署了《股权无偿划转协议》,广晟集团拟将其直接持有子公司广东省稀土产业集团有限公司的100%股权无偿划转至中国稀土集团。此举为中国稀土集团积极推进“十四五”发展规划及2035年远景目标落实,加快稀土资源整合、产业布局优化和产业链延伸发展,推动资源开发绿色高效利用、冶炼分离集约数智升级、材料应用高端高值拓展奠定了重要基础。(上海证券报)

    In order to promote the professional integration of rare earth resources in Guangdong region, Magnum Nonferrous Metals announced on the evening of January 1, 2024 that Guangdong Magnum Holding Group Co., LTD., the indirect controlling shareholder of the company, signed the "Equity Transfer Agreement" with China Rare Earth Group Co., Ltd. on December 29, 2023. Broadrise Group intends to transfer 100% of its directly held subsidiary Guangdong Rare Earth Industry Group Co., Ltd. to China Rare Earth Group without compensation. This has laid an important foundation for China Rare Earth Group to actively promote the implementation of the "14th Five-Year Plan" development plan and the 2035 vision goal, accelerate the integration of rare earth resources, optimize the industrial layout and extend the development of the industrial chain, promote the green and efficient utilization of resources development, upgrade the intensive data and intelligence of smelting and separation, and expand the high-end and high value of materials application. (Shanghai Securities News)

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

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20231229

December 29th, 2023

提示:以上信息仅供参考!

Notes: the information above is for reference only!

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