JL MAG Rare-Earth Industry Price Briefing 07-19~07-23

Week 30，2021

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、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720-725元/KG；金属钕价格720-725元/KG；镝铁合金价格2580-2600元/KG；金属铽价格9550-9600元/KG。

This week, prices of PrNd, Nd metal, Tb and DyFe have a slight rise. Prices from Asian Metal at the end of this weekend presented: PrNd metal 720-725 RMB/KG, Nd metal 720-725 RMB/KG, DyFe alloy 2,580-2,600 RMB/KG, and Tb metal 9,550-9,600/KG.

2.     业内人士分析Analysis of Professional Insiders

本周整体市场或稳或涨，其中主流产品镨钕高价阶段性波动后筑稳，镝产品小幅拉涨，铽产品受供应支撑继续上涨，钬产品成涨幅之最。当下，下游订单有所恢复，上游库存依旧偏紧，业内对近期走势仍趋于乐观。

The overall market may be stable or up this week, in which the mainstream product PrNd, has stabilized after periodic fluctuations at high price, Dy products have increased slightly, Tb products continue to rise supported by supply, and Ho products have the highest increase. At present, downstream orders have recovered, upstream inventory is still tight, and the industry is still optimistic about the recent trend.

周初，在继腾冲封关，缅甸疫情升级，国内高温电力紧张等因素，促使周初期市场表现异常活跃，镨钕继上周末期有所乏力后，本周伊始，表现强劲，贸易商、金属厂及下游采购稍显频繁，重稀土产品在本周表现有所差异，钆大致稳定，镝小幅拉涨，铽、钬则表现强劲的持续上扬，且本周上涨速度未见迟疑。（瑞道稀土资讯）

At the beginning of the week, following the closure of the customs in Tengchong, the escalation of the epidemic in Myanmar, the shortage of domestic tight power supply under high-temperature, and other factors, the market performance was extremely active. PrNd performed strongly at the beginning of the week after the weakness at the end of last week, traders, metal factories and downstream have purchased a bit frequently. The performance of heavy rare earth products was different this week. Gd was generally stable, Dy rose slightly, Tb and Ho continued to rise strongly, and there was no hesitation in the rising speed this week（Ruidow Rare Earth Info)

南方稀土发布7月19日稀土氧化物挂牌价

Listing Price of Rare Earth Oxides on Jul. 19th 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07月19日

July 19^th, 2021