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JL MAG Rare-Earth Industry Price Briefing 04-06~04-10

Week 15, 2020

1.     重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕，镝铁和铽的价格略有下降。亚洲金属网周末价格: 镨钕金属价格330-335元/KG，金属钕价格355-360元/KG，镝铁合金价格1760-1780元/KG，金属铽价格5030-5080元/KG。

This week, price of PrNd, DyFe and Tb fall slightly. Price from Asian Metal at this weekend presented: PrNd metal 330-335 RMB/KG, Nd metal 355-360 RMB/KG, DyFe alloy 1,760-1,780 RMB/KG, and Tb metal 5,030-5,080 RMB/KG.

2.       业内人士分析Analysis of Professional Insiders

本周稀土市场虽仍显弱势，但下滑速度明显减缓，基于政策利好预期与成本高压的双重支撑，市场走势近期有望趋于平稳。

Although the rare earth market is still weak this week, the rate of decline has slowed significantly. Based on the dual support of favorable policy expectations and high cost pressure, the market trend is expected to stabilize in the near future.

本周国储确定并逐步提上日程，对业内长久萎靡的气氛注入了强有力的信心，但不同于以往的投机炒作，业内对当下供需环境判断较为理性，虽然出现了小幅的询单升温，但整体交投仍然低迷，且镨钕产品仍未完全止跌，只是缓和了弱势程度，其余重稀土产品亦保持止跌暂稳。

This week, the State Reserve determined and gradually put on the agenda, injecting strong confidence in the industry’s long-running malaise atmosphere, but unlike the previous speculation, the industry is more rational in judging the current supply and demand environment. Although there has been a slight increase in inquiry, the overall trading is still sluggish. Praseodymium neodymium products have not yet completely stopped falling, but have only eased the degree of weakness, and the remaining heavy rare earth products have also kept stable.

短期预测：国储尚未到达发力时刻，目前作用也仅限于提供给业内一个良好的愿景，有助于遏制当下下行的速度。4月中下旬，需求端收缩将更为严重，镨钕产品的进一步下滑恐仍会出现，但幅度和速度必然更为缓和。重稀土钆、钬等可能受到镨钕影响出现小幅成交下调，但镝产品因大厂始终坚持较高报价，市场心存期望，短时间稳定有望。（瑞道稀土资讯）

Short-term forecast: The State Reserve has not yet reached the moment of force, and its current role is limited to providing a good vision for the industry, which helps to curb the speed of the current downward trend. In the mid-to late April, the contraction on the demand side will become more serious, and a further decline in Praseodymium Neodymium products may still occur, but the amplitude and speed must be more moderate. The transaction of heavy rare earth like Gadolinium, Holmium, etc. may be slightly affected by Praseodymium Neodymium. However, Dysprosium products have maintained higher quotations due to large manufacturers, and the market has expectations, and short-term stability is expected. (Ruidao Rare Earth Information)

南方稀土发布4月07日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Apr. 7th from China Southern Rare Earth

单位：万元/吨（出厂含税价）

Unit: 10thousand 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4月10日

April 10th, 2020

提示：以上信息仅供参考！

Notes: the information above is for reference only!