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JL MAG Rare-Earth Industry Price Briefing 03-16~03-20

Week 12, 2020

1.     重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕价格相对稳定，镝铁和铽价格持续上涨。亚洲金属网周末价格: 镨钕金属价格340-345元/KG，金属钕价格378-383元/KG，镝铁合金价格1830-1850元/KG，金属铽价格5450-5500元/KG。

This week, price of PrNd was relatively stable, while price of DyFe and Tb increased continuously. Price from Asian Metal at this weekend presented: PrNd metal 340-345 RMB/KG, Nd metal 378-383 RMB/KG, DyFe alloy 1,830-1,850 RMB/KG and Tb metal 5,450-5,550RMB/KG.

2.       业内人士分析Analysis of Professional Insiders

本周部分轻中重稀土产品价格较上周小幅上涨。轻稀土方面，受市场需求影响，本周初下游企业询单情况有所回暖，轻稀土市场活跃度小幅提升，上游商家上调报价且出现持货惜售情绪，市场低价货源逐渐难觅。中重稀土方面，周内仅氧化镝价格有所上调，氧化铽价格较上周维稳。

Prices of some light, medium and heavy rare earths rose slightly this week compared to last week. In terms of light rare earth, affected by market demand, at the beginning of this week, the inquiries of downstream enterprises were somewhat warmer; the activity of light rare earth market increased slightly, while the upstream merchants raised their prices and there was a mood of holding goods to sell, low-priced goods were becoming difficult to find in the market. For medium and heavy rare earth, only Dy oxide prices increased in this week, the price of Tb oxide stayed more stable than last week.

SMM预计，短期因疫情影响稀土市场的需求情况或存在受到限制的可能，预计轻中重稀土产品价格受到成本及需求影响或将呈现相对稳定的状态。长期来看，因今年3月4日中央政治局常委会上再提新基建。新基建主要发力于科技端，预计后续新能源汽车的产销量年内大幅减少的可能性较少，稀土市场需求或将随着时间推移有所回暖。（上海有色金属网）

SMM predicts that in the short term, due to the impact of the epidemic on the demand situation of the rare earth market or the possibility of restrictions, it is expected that the prices of light, medium and heavy rare earth products will be relatively stable due to the impact of costs and demand. In the longer term, new infrastructure was proposed at the meeting of the standing committee of the political bureau of the CPC central committee on March 4th.The new infrastructure is mainly driven by science and technology. It is expected that the production and sales volume of new energy vehicles in the year will unlikely to decrease significantly, and the market demand for rare earths may pick up over time. (SMM)

南方稀土发布3月16日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Mar. 09th 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)

2020年3月20日

Mar 20th, 2020

提示：以上信息仅供参考！

Notes: the information above is for reference only!