金力永磁稀土行情简报201621期（总第137期）05-28~06-03

JL MAG Rare-earth Industry Price Briefing 05-28~06-03

2016年第23周

Week 23, 2016

1. 重要新闻简报Briefing of Important News

本周稀土市场价格均有小幅回落。亚洲金属网价格:镨钕金属342-347元/KG，镝铁合金价格1290-1320元/KG，铽金属价格3650-3750元/KG。

This week the market price of rare earth has dropped slightly. Prices from Asian Metal of this weekend present: PrNd 342-347 RMB/KG, DyFe 1290-1320RMB/KG, Tb metal 3650-3750RMB/KG.

2.业内人士分析Analysis of Professional Insiders

昨日北京商报记者获悉，在稀土行业大集团战略提出近五年后，工信部正式划定底线，强调6月底前完成全部集团组建工作，实现以资产为纽带的实质性重组。

Yesterday Beijing Daily reporter was informed that after the rare earth industry large group strategy was proposed for five years, the Ministry of Industry and Information has formally drawn the bottom line, emphasizing to complete the formation of all groups before the end of June, in which the substantive reorganization with assets as a link can be fulfilled.

工信部相关负责人介绍，有关部门继续落实支持集团组建的政策，对按时完成整合任务的集团予以支持。通过关闭、淘汰、转产等方式，压减集团冶炼分离产能，支持集团做大应用产业，提升核心竞争力。同时，六大集团继续完善集团间协调机制，进一步发挥维护市场秩序、促进行业平稳运行等作用。

The relevant person from the Ministry of Industry and Information said, relevant departments continue to implement supporting policy, and will give key support to the group which complete integration on time. Through shutting down, elimination, converting and other methods, they aim to decease the smelting and separation capacity and support groups to enhance their core competitiveness through enlarging their application industry. At the same time, the six groups will continue to improve the coordination mechanism between each other, and further play their role in developing and maintaining market order, promoting smooth operation of the industry.

目前，已经有中铝集团、北方稀土、厦门钨业三家集团已经完成组建工作，五矿集团、南方稀土、广东稀土三家集团组建工作仍在进行中。毫无疑问，形成南北“5+1"的寡头格局，政府层面的意图在于改变行业混乱的状态，合力打击“黑稀土"。

At present, three groups incl. China Aluminum Corp, China North Rare Earth and Xiamen Tungsten have completed their formation, other three incl. China Minmetals Cooperation, China South Rare Earth, Guangdong Rare Earth are still in progress. There is no doubt that a "5+1" pattern will be formed, the government's intention is to change the state of industry chaos and fight against the "illegal rare earth".

此次，工信部也提出，在组建稀土“正规军"的同时，还要深入打击稀土违法违规行为。“继续联合查处开采、生产、流通环节的违法违规行为，推动落实地区政府的监管责任，加强突击检查、监控问题企业，严肃查办典型案件；建立产品追溯体系，利用稀土专用发票、出口数据等信息，倒查企业矿产品来源，斩断稀土黑色利益链；委托第三方机构开展稀土违法违规线索调查取证，建立常态化工作机制。"工信部副部长辛国斌说。

This time, the Ministry also mentioned that during formation of rare earth “regular army", we also need to combat the illegal rare earth. "Continue to jointly investigate and deal with the illegal mining, production and circulation, to promote the implementation of the regional government's regulatory responsibility, to strengthen spot checks, to focus on problematic companies, to investigate typical cases seriously; to establish product traceability system, to investigate mining enterprises product source by rare earth special invoice & export data, etc., to cut off the rare earth illegal interests chain; to entrust third-party agencies to carry out rare earth illegal clues investigation and evidence collection, to establish a normalization mechanism." Xin Guobin, Vice Minister of the MIIT said.

另外，稀土生产总量控制也将加码。辛国斌透露，接下来，将严格控制新增稀土矿山开采和冶炼分离项目，严肃查处地方违规、越权审批项目；严格总量控制管理，加大对总量控制指标执行的监督检查，提高“白名单"、“黑名单"参考价值，推动不符合行业规范的企业主动升级或加快退出。

In addition, the control of total rare earth production will also be enhanced. Xin Guobin said, we will strictly control new rare earth mining and smelting separation projects, and will severely punish illegal behaviors such as unauthorized approval of local projects and strictly control the total rare earth volume, increase the supervision and inspection of the implementation of total control quota, improve the reference value of "white list" and "blacklist", promote the enterprise which do not meet the industry standards to take initiative to upgrade or to accelerate the exit.

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

2016年06月03日

June 3rd, 2016

提示：以上信息仅供参考！

Notes: the information above is for reference only!