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JL MAG Rare-Earth Industry Price Briefing 08-15~08-19

Week 33，2022

1.    重要新闻简报Briefing of Important News

  （1）本周稀土市场行情，镨钕、金属钕、镝铁和铽的价格小幅下降。亚洲金属网周末价格: 镨钕金属价格870-880元/KG；金属钕价格945-955元/KG；镝铁合金价格2210-2230元/KG；金属铽价格17050-17250元/KG。

In the rare earth market this week, the prices of PrNd, Nd meta, DyFe Alloy and Tb has decreased slightly. Prices on Asian Metal at the end of this week present: PrNd metal price 870-880 CNY/KG; Nd metal price 945-955 CNY/KG; DyFe alloy price 2210-2230 CNY/KG; Tb metal price 17050-17250 CNY/KG.

  （2）工业和信息化部、自然资源部下达2022年第二批稀土开采、冶炼分离总量控制指标

The Ministry of Industry and Information Technology and the Ministry of Natural Resources issued the second batch of total control targets for rare earth mining, smelting and separation in 2022.

8月17日，工业和信息化部、自然资源部下达2022年第二批稀土开采、冶炼分离总量控制指标。

On August 17, the Ministry of Industry and Information Technology and the Ministry of Natural Resources issued the second batch of total control targets for rare earth mining, smelting and separation in 2022.

2022年第二批稀土开采、冶炼分离总量控制指标分别为109200吨、104800吨（不含已下达的第一批指标）。详情见下图（括号内数字为所包含的重稀土数量）。

In 2022, the second batch of rare earth mining and smelting and separation total control targets are 109,200 tons and 104,800 tons respectively (excluding the first batch of targets issued). Details are shown in the figure below (numbers in parentheses are quantities of heavy rare earths included).

2022年前两批合计稀土开采、冶炼分离总量控制指标分别为210000吨、202000吨，相较2021年分别增长25%和24.7%。其中，轻稀土开采总量指标为190850吨，较上一年度增长28.2%，中重稀土开采总量指标未作调整，为19150吨。

In 2022, the total volume of rare earth mining, smelting and separation in the first two batches were 210,000 tons and 202,000 tons respectively, up by 25% and 24.7% compared with 2021. Among them, the total volume of light rare earth was 190,850 tons, up 28.2% from the previous year, while the total volume of medium and heavy rare earth was 19,150 tons without adjustment.

四大集团中，中国北方稀土（集团）高科技股份有限公司获得的开采、冶炼分离总量控制指标最多、增长量最大。包含开采指标141650吨（全部为轻稀土），分离指标128934吨，分别增长41.2%和43.8%。其次是中国稀土集团有限公司，获得开采指标62210吨（包含重稀土13010吨），分离指标58499吨，同比增长1.1%和1.2%。厦门钨业股份有限公司、广东省稀土产业集团有限公司获得的指标较上年未发生变化。

Among the four major groups, China North Rare Earth (Group) High-Tech Co., Ltd. has obtained the largest total control index of mining, smelting and separation and the largest increase, which Includes the mining index of 141,650 tons (all light rare earths) and the separation index of 128,934 tons, up 41.2% and 43.8% respectively. The second is China Rare Earth Group Co., Ltd., with a mining index of 62,210 tons (including 13,010 tons of heavy rare earth) and a separation index of 58,499 tons, up 1.1% and 1.2% year-on-year. The indexes obtained by Xiamen Tungsten Industry Co., Ltd. and Guangdong Rare Earths Industry Group Co., Ltd. were unchanged from the previous year.

 （3）江西省科技创新大会召开，as电玩永磁作为获奖代表上台领奖

Jiangxi Province science and Technology Innovation Conference held, and JL MAG Rare-Earth Co., Ltd. as the winning representative on stage to accept the award.

8月18日，江西省科技创新大会在南昌召开。江西省省委书记、省人大常委会主任易炼红出席会议并讲话。

On August 18, Jiangxi Province science and Technology Innovation Conference was held in Nanchang. Yi Lianhong, Secretary of Jiangxi Provincial Party Committee and chairman of the Standing Committee of Jiangxi Provincial People's Congress attended the meeting and delivered a speech.

会议为2021年度江西省科学技术奖获奖代表颁奖。as电玩永磁副董事长吕锋作为获奖代表上台领奖。as电玩永磁领衔与南昌航空大学、钢铁研究总院合作的“高性能、低重稀土磁体关键技术开发及稀土永磁电机产业化应用”项目荣获2021年度江西省科学技术进步奖一等奖。

The conference presented awards to the 2021 Jiangxi Provincial Science and Technology Award winners. Lv Feng, vice chairman of JL MAG Rare-Earth Co., Ltd., accepted the award on stage as the winning representative. The project of "Key Technology Development of High Performance and low heavy rare Earth Magnet and Industrial Application of rare Earth Permanent Magnet Motor", which was led by JL MAG Rare-Earth Co., Ltd. and cooperated with Nanchang Hangkong University and Iron and Steel Research Institute, won the first prize of Jiangxi Provincial Science and Technology Progress Award in 2021.

  （4）一等奖！as电玩永磁在首届苏浙皖赣沪质量知识竞赛江西选拔赛中获佳绩

The first prize! JL MAG Rare-Earth Co., Ltd. won the first Quality Knowledge Competition of Jiangsu, Zhejiang, Anhui, Jiangxi and Shanghai in Jiangxi Selection Contest.

8月15日，首届苏浙皖赣沪质量知识竞赛江西选拔赛在南昌圆满落下帷幕，江西as电玩永磁科技股份有限公司代表赣州市组队参赛，最终获得团体一等奖的好成绩，将在8月底代表江西省参加首届苏浙皖赣沪质量知识竞赛现场决赛。

On August 15, the first Jiangxi Selection Competition of Jiangsu, Zhejiang, Anhui, Jiangxi and Shanghai Quality Knowledge Competition ended successfully in Nanchang, JL MAG Rare-Earth Co., Ltd. organized a team on behalf of Ganzhou city and won the first prize of the group. At the end of August, JLMAG will represent Jiangxi Province to participate in the final of the first Quality Knowledge Competition of Jiangsu, Zhejiang, Anhui, Jiangxi and Shanghai.

2.    业内人士分析Analysis of Professional Insiders

本周稀土市场一分为二来看，周中期前，镨钕产品价格缓慢震荡，镝铽产品有企稳迹象；周后期，受开采指标公布影响，镨钕大踏步回调，情绪影响镝铽产品跟跌回落。

This week, the rare earth market was divided into two parts. Before mid-week, prices of PrNd products were slowly shaking, while Dy and Tb products showed signs of stabilization. Later in the week, by the impact of mining indicators released, PrNd strides back, and sentiment impact Dy and Tb products fell back.

镨钕市场主动出货与询单问价之间依旧存在不对等，在对后市的悲观预期中，急于出价主动让利促销的心态，拉跨了价格回调的速度与幅度；而问询多以询和观望徘徊，拿与不拿均表现较冷静。镝铽市场整体持稳，主流成交与报价较为接近，但也由于镨钕跌弱影响而出现低幅成交靠下，且贸易企业有让价力度，且交易方式相对仍较为强势。（瑞道稀土资讯）

In the market of PrNd, there is still a mismatch between the active delivery and the inquiry price. In the pessimistic expectation of the future market, the mentality of eager to bid actively, make profits and promotion, which pull down the speed and range of price correction. Moreover, in the face of a large number of inquiries, most are wait-and-see wandering, take and do not take are more calm performance. The market of Dy and Tb was overall stable, with the mainstream volume close to the quoted price. Also due to the impact of weak decline in PrNd, transactions were low, trading enterprises have concessions, and the way of trading is still relatively strong. (Ruidao Rare Earth Information)

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

2022年08月19日

19^th Aug, 2022