JL MAG Rare-earth Industry Price Briefing 2342（Issue No.486）11-13~11-17

Week 47，2023

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、镝铁合金以及金属铽价格均出现小幅下跌。亚洲金属网周末价格: 镨钕金属价格625-630元/KG；金属钕价格630-640元/KG；镝铁合金价格2520-2540元/KG；金属铽价格9900-10100元/KG。

In the rare earth market this week, the prices of PrNd metal, DyFe alloy and Tb metal all fell slightly. Prices from Asian Metal at this weekend presented: PrNd metal 613-618 RMB/KG; Nd metal 618-628 RMB/KG; DyFe alloy 2470-2490 RMB/KG; Tb metal 9500-9700 RMB/KG.

2.业内重要新闻News of Rare-Earth Industry

本周（11.13-11.17，下同）稀土市场在此前的暂稳之下开始出现掉头苗头，期间市面悲观消息上涌翻腾，镨钕大企护盘不再、缅甸稀土仍旧通关，下游采购暂露观望，贸易企业抢跑当先，极快的下探至北方挂牌价附近，临近周末市场趋稳眺望。

This week (Nov.13^rd-Nov.17^th, the same below), rare earth market began to turn around under the previous temporary stability, during the market pessimistic news upsurge, PrNd large enterprises protection no longer, Myanmar rare earths are still go through customs, downstream procurement temporarily wait and see, trading enterprises are in the lead, very fast down to the north listing price near the weekend market stability.

本周，微观面值得关注的三点为：年底资金压力愈发紧张、下游补采周期及量观望缩短、金属现货趋紧与倒挂并存。这说明，年底在资金回流的需求下，竞价会愈演愈烈，尽管工厂让价幅度不大，成交范围亦有缩小，但贸易企业割肉回血再补的策略也扰乱了相对疲软的市场节奏。相比金属镨钕的现货趋紧，氧化物的宽松对市场的冲击更大。（瑞道稀土资讯）

This week, the micro side is worth paying attention to three points: the end of the year financial pressure is increasingly tense, the downstream recovery cycle and volume watch shortened, the metal spot tightening and upside down coexist. This shows that at the end of the year, under the demand for capital return, the bidding will intensify, although the factory price margin is not large, the scope of transaction has also been reduced, but the strategy of trading enterprises to cut meat and blood again has also disrupted the relatively weak market rhythm. Compared with the spot tightening of metal PrNd, the easing of oxides has a greater impact on the market. (Ruidow Rare Earth Information)

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

2023年11月17日

November 17^th, 2023