金力永磁稀土行情简报201626期（总第142期）07-03~07-08

JL MAG Rare-earth Industry Price Briefing 07-03~07-08

2016年第27周

Week 27, 2016

1.重要新闻简报Briefing of Important News

本周稀土市场稀土价格均有小幅下跌。亚洲金属网价格:镨钕金属329-334元/KG，镝铁合金价格1210-1240元/KG，铽金属价格3450-3550元/KG。

This week the price of rare earth metal has a slight decline. Prices from Asian Metal at the weekend present: PrNd: 329-334RMB/KG, DyFe: 1210-1240RMB/KG, Tb Metal: 3450-3550RMB/KG.

2016年5月,中国稀土永磁体的出口量为2303吨,较去年同期增长10.21%,环比下滑6.66%;出口平均单价为48美元/千克,较去年同期下降17.37%,环比增长0.84%。2016年1-5月,中国稀土永磁体的出口总量为10370吨,同比增长7.81%;平均出口价格为50.27美元/千克,同比下降15.3%。

In May 2016, China has exported 2,303 tons of rare earth permanent magnets, which is an increase of 10.21% compared to the same period of last year, but a decrease of 6.66% than last month. The average export price is $48/kg, which is a decrease of 17.37% compared to the same period of last year, and an increase of 0.84% than last month. In the first five months of 2016, China exported 10,370 tons of rare earth permanent magnets, which is an increase of 7.81% compared to the same period of last year; the average export price is $50.27/kg, which decreased 15.3% than the same period of last year.

2.业内人士分析Analysis of Professional Insiders

据悉，中国南方稀土集团整合工作已达到了大型稀土企业集团组建工作目标，日前正式通过组验收。另外，工信部相关负责人也表示，稀土大集团组建工作在今年６月底前全部完成，实现以资产为纽带的实质性重组。中国铝业、北方稀土、厦门钨业、中国五矿、南方稀土、广东稀土等6家集团已组建完成或在组建中。

The integration of China South RE Group has reached the national work target of forming large rare earth groups, and passed the formal acceptance from the panel. In addition, the relevant person from MIIT also said that forming rare earth large group has been completed by the end of this June, substantial restructuring with assets as a link has been achieved. The forming work of Chinalco, China North RE Group, Xiamen Tungsten, China Minmetals, China South RE Group, Guangdong RE has been completed or is under the process.

对此，分析人士表示，近期商储有序推进、国储启动价格招标，对稀土价格形成直接刺激。中国南方稀土集团组建后，国家对稀土价格的掌控力和影响力将逐步显现。在多重利好因素助推下，稀土价格有望继续上行。

In response, analysts said, recently business store is speeding up, bidding price of national store has started, which bring direct stimulation to the rare earth prices. After China South RE Group has been formed, the state-level control and influence on rare earth prices will gradually appear. Under the boosting of multiple positive factors, rare earth prices are expected to rise continuously.

为有效保护稀土资源和生态环境，工信部经商有关部门，制定了《稀土行业规范条件(2016年本)》和《稀土行业规范条件公告管理办法》，并决定于7月1日起实施，2012年7月26日公布的《稀土行业准入条件》和《管理办法》同时废止。

For the effective protection of rare earth resources and the ecological environment, MIIT together with relevant departments have worked out Rare Earth Industry Standard Condition (2016) and Rare Earth Industry Standard Condition Management Method which have been decided to be carried out from July 1st, Rare Earth Industry Access Condition and Management Method published on 26th, July, 2012 shall be repealed simultaneously.

随着六大稀土集团组建即将收官、《稀土行业规范条件（2016年本）》出台执行、《稀有金属管理条例》的随后出台，政策红利的逐步释放有望推动稀土板块行情持续深化，稀土供给侧改革有望稳步推进。

As the six rare earth groups are about to be completed, Rare Earth Industry Standard Condition (2016) is for execution, Rare Metal Management Regulation is to be introduced later, that the dividend policy gradually release is expected to promote the rare earth industry group continuously, rare earth supply side reform is expected to be boosted steadily.

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

2016年07月08日

July 8th, 2016

提示：以上信息仅供参考！

Notes: the information above is for reference only!