JL MAG Rare-earth Industry Price Briefing 2307（Issue No. 451）02-27~03-03

Week 09，2023

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、镝铁和铽的价格小幅下调。亚洲金属网周末价格: 镨钕金属价格788-798元/KG；金属钕价格850-860元/KG；镝铁合金价格2020-2040元/KG；金属铽价格14800-15000元/KG。

Rare earth market this week, the price of PrNd, Nd metal, DyFe and Tb fell slightly. Asian metal weekend price: PrNd metal price 788-798 RMB /KG; Nd price 850-860 RMB /KG; DyFe price 2020-2040 RMB /KG; Tb price 14800-15000 RMB /KG.

2. 业内人士分析Analysis of Professional Insiders

本周稀土市场再次上演一场下行趋势的“狂跌”，从周初包钢公布的计划32万吨稀土精矿产量开始，就奠定了这一周的整体基调，市场信心再次受挫，即使周末北方稀土78.65万元/吨（与上月相比下调0.05万元/吨）金属镨钕的挂牌价，也未带给市场任何信心。

This week, the rare earth market again staged a downward trend of "wild fall", starting from the announcement of the planned 320,000 tons of rare earth concentrate production of Baotou Steel at the beginning of this week, which laid the overall tone of this week. Market confidence was again depressed, even though the weekend of the North Rare Earth 786,500 RMB/ton (compared with last month reduced by 0.5 thousand RMB/ton)PrNd metal listed price, nor does it inspire any confidence in the market.

虽然当前业内对镨钕普遍仍持看弱心态，缓慢阴跌或许是趋势，从目前市场快速向下的趋势来看，止跌的节点可能不远了。中重稀土仍缺乏明显的市场止稳表现力，由于铽产品市场份额相对不大，采购热度始终不高，所以在维持1年之久的千万元以上的价位，下行速度格外快。总体来看，市场弱势因素依旧存在，但是随着制造业缓慢复苏，价格已降至低位后，小范围的实单询单或值得期待。（瑞道稀土资讯）

Although the industry is still generally weak on PrNd, slow negative decline may be the trend, from the current rapid downward trend of the market, the stop point may not be far away. Medium and heavy rare earth still lacks obvious market stabilization force. As the market share of Tb is relatively small and the purchasing enthusiasm is not high, the price of over 10 million RMB maintained for a long time has been declining very fast. Overall, there are still weak factors in the market, but with the manufacturing sector slowly recovering and prices already at a low point, a small range of solid orders may be worth looking forward to. (Ruidow Rare Earth Information)

北方稀土高科技股份有限公司发布2023年3月稀土产品挂牌价格

Listing Price of Rare Earth Products from CNRE of  March 2023

单位：元/吨（出厂含税价）

Unit: RMB/ton (ex-work price including tax)

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

2023年03月03日

Mar.03th, 2023