JL MAG Rare-earth Industry Price Briefing 2310（Issue No. 454）03-20~03-24

Week 12，2023

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、镝铁的价格小幅上涨，金属钕、金属铽价格保持不变。亚洲金属网周末价格: 镨钕金属价格675-685元/KG；金属钕价格710-720元/KG；镝铁合金价格1930-1950元/KG；金属铽价格12300-12500元/KG。

Rare earth market this week, the price of PrNd , DyFe rose slightly;Nd and Tb prices remain unchanged. Asian metal weekend price: PrNd metal price 675-685 RMB /KG; Tb price 710-720 RMB /KG; DyFe price 1930-1950RMB /KG; Tb price 12300-12500 RMB/KG.

2. 业内人士分析Analysis of Professional Insiders

本周（3.20-24日）稀土市场历经一个半月的快速下滑出现弱势放缓并暂时止跌的态势，在成本及后端阶段性补采支撑下，价格回温明显。但由于业界对后市继续看弱及需求释放缓慢，暂稳后的市场转向震荡调整。

This week (March 20-24), after one and a half months of rapid decline, the rare earth market slowed down and temporarily stopped falling. With the support of cost and back-end phased recovery, the price recovered obviously. But as the industry continues to look weak and demand release slowly, after the temporary stability of the market to shock adjustment.

本周涨跌均有体现，整体算是趋稳到震荡，市场仍然缺乏向上的硬件动力，虽然采购有暂时的改观，但就产业链环节来看，高位谨慎及看弱的心态已然存在。

This week's ups and downs are reflected, the overall is stable to shock, the market is still lack of upward hardware power, although there is a temporary change in procurement, but in terms of the industrial chain, high cautious and weak mentality has already existed.

后续预测：乐观情况下即集团加持影响将起明显作用，镨钕及镝铽有望保持表面“稳定”，但预计阴跌仍难以避免，一方面，金属与氧化物的倒挂愈发明显，且北方挂牌价前，成交会逐步转淡，另一方面，成交疲软决定了后续弱势难以改观，稀少的成交使低位信息继续冲击市场影响主流价格走势。（瑞道稀土资讯）

Follow-up forecast: In the optimistic case, the influence of the group's additional holdings will play an obvious role, praseodymium neodymium and dysprosium terbium are expected to maintain the surface "stable", but it is expected that negative decline is still difficult to avoid. On the one hand, the upside down of metals and oxides is increasingly obvious, and the transaction will gradually weaken before the listing price in the North, on the other hand, the weak transaction determines that the subsequent weakness is difficult to change. Low - level information continues to flood the market and affect the mainstream price action. (Ruidow Rare Earth Information)

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

2023年03月24日

Mar.24th, 2023