金力永磁稀土行情简报201638期（总第154期）09-26~09-30

JL MAG Rare-earth Industry Price Briefing09-26~09-30

2016年第40周

Week 40, 2016

1.重要新闻简报Briefing of Important News

本周稀土市场镨钕价格有小幅下跌，镝铁和铽价格相对稳定。亚洲金属网价格:镨钕金属316-321元/KG，镝铁合金价格1240-1270元/KG，铽金属价格3550-3650元/KG。

This week the market price of PrNd has dropped slightly while the price of DyFe and Tb was relatively stable. Prices from Asian Metal of this weekend present: PrNd 316-321 RMB/KG, DyFe 1240-1270RMB/KG, Tb metal 3550-3650RMB/KG.

2016年8月，中国稀土永磁体的出口量为2635 吨，较去年同期增长30.7%，环比增长12.6%；出口平均单价为46.4 美元/千克，较去年同期下滑15.5%，环比下滑4.3%。2016年1-8月，中国稀土永磁体的出口总量为17560 吨，同比增长14.3%；平均出口价格为49.3 美元/千克，同比下滑15.7%。

In August 2016, China's exports of rare earth permanent magnets was 2635 tons, increased 30.7% compared to the same period of last year, rose 12.6% compared to the last period; The average export unit price was $46.4 / kg, fell 15.5% compared to the same period of last year, fell by 4.3% compared to the last period. From January to August 2016, Chinese exports of rare earth permanent magnets were 17560 tons, year-on-year growth was 14.3%; the average export price was $49.3 / kg, fell 15.7%.

2.业内人士分析Analysis of Professional Insiders

转眼间，2016年第三季度已经结束，回顾今年前三季度稀土市场的变化情况，可谓“跌跌不休"。今年前三季度，主要稀土氧化物产品中，虽然氧化镧、氧化镨、氧化铽及氧化钬价格与年初相比有不同程度的上涨外，其他产品的价格都是大幅下跌。

Instantly, the third quarter of 2016 has ended, and reviewing the change of rare earth market in the first three quarters of this year, it is a "stumble endlessly". In the first three quarters of this year, although the price of Lan oxide, Pr oxide,Te oxide and Ho oxide has increased at different degree compared to the early year, the other products prices went down sharply in the main rare earth oxide products.

根据以往的经验，进入第四季度以后，稀土产品的价格或许会出现些积极的变化，主要是由于欧洲暑休已经结束，同时在西方圣诞节前夕，国外客户都或多或少的会有些采购，因此在这段时间可能会出现一波小的行情。但是在经济增速下行压力增大的情况下，稀土市场任何情况也都有可能出现，毕竟供需失衡的矛盾关系没有发生根本性的变化。

Based on past experience, after entering the fourth quarter, the price of rare earth products may appear some positive changes, mainly due to the summer break in Europe is over, at the same time because of Christmas Eve, foreign customers will more or less have some purchasing, during this time there may be a small rally. But in the cases of economic growth is under the pressure of downwards the rare earth market may happen any situation, after all, the imbalance between supply and demand contradiction relations do not have the fundamental change.

目前，困扰稀土行业的问题还是供需失衡的矛盾，虽然国家相关部门已经采取了一系列的措施，来进行供给结构性改革，以达到去产能、去库存的目的，但是现实的市场情况依然很严峻。而下游应用端则没有明显的增量，因此供需失衡，价格下跌是必然的结果。

At present, the problems in the rare earth industry is imbalance between supply and demand contradictions, although the government has adopted a series of measures to make structurally reform between supply and demand so that to reach the purpose of cutting capacity and inventories, but the reality of the market situation is still grim. The downstream application side does not have obvious increment, so the supply and demand is mismatched, and the prices fell is inevitable result.

在当前经济增速下行压力加大的情况下，如何能够使稀土行业走出目前的困局是所有稀土人应该考虑的问题。业内人士认为，先应该正确认识稀土，稀土并不稀，不像有些危言耸的论调所说的中国的稀土将要枯竭，外国某些势力以此来遏制中国的发展，其实世界各地都有新的稀土矿在被发现，而且某些重稀土元素在国外矿山的储量也并不低，所以要加强科普宣传，使更多的人走出以前对稀土认识的误区。其次，国家相关部门进一步加大打击“黑矿"的力度，做好顶层设计，平衡好中央与地方，地方与企业、企业与企业之间的利益关系，做到市场的归市场，政府的归政府，做到市场在资源配置的决定性作用，因此才能淘汰落后产能，鼓励更多的企业的发展。

In the current economic growth which is under the condition of downward pressure, how to make the rare earth industry out of the dilemma is the problem that all rare earth people should consider. The professional insider thinks, first of all, we should have a correct understanding of rare earth, rare earth is not rare, it is not like some of them said that the Chinese rare earth will be dried up, so some foreign forces want to contain China's development by this reason, in fact, some new rare earth mines are found all over the world ,and some heavy rare earth elements in overseas mining reserves is not low, so we must strengthen the popular science propaganda, make more people out of the erroneous zone on rare earths. Secondly, the national related department to further intensify their efforts to crack down on illegal mines, complete the top-level design, to make a good balance interests relationship between central and local, local and enterprise, enterprise and enterprise, to achieve market belong to market, government owned by the government, to achieve the market to be the decisive role in the allocation of resources, therefore to close down backward production facilities and encourage the development of more outstanding enterprises.

另外，稀土虽然在材料工业中有着非常重要的地位，但是用量毕竟非常小，因此，加强推广应用，使得稀土在更多的领域得应用，使其开花，才能提高用量。只有应用端做的好，才能使稀土行业逐渐步入顺畅发展的正规上来，因此，建议国家相关部门在做好上游矿产品管控的同时，可以将更多的精力转移到稀土下游的推广应用上来，相关行业协会和学会进一步发挥好政府与企业之间的桥梁作用，为稀土的推广应用创造更好的条件。

In addition, although rare earth has a very important position in material industry, but after all, the usage is very small, therefore, we need strengthen the popularization and application, make the rare earth be applied in more fields, make it open up everywhere, and then to increase the usage. Only the application side does well, it can make the rare earth industry gradually go to the smooth and formal development, therefore, we suggest that when the national related departments in well upstream of minerals in the management of the minerals, they can transfer more energy to the popularization and application of rare earth in the downstream, and relevant industry associations and academy associations should play an good role to be a good bridge between the government and enterprises and to create better conditions for application of rare earth.

稀土行业能否健康的发展，关键在于能否做好疏堵结合，上游做好“打黑"工作，淘汰落后产能，堵住来自源头的压力，下游加强推广应用，使稀土产品在各个领域广泛应用，增加使用量。如此，才有可能将稀土行业的发展引向健康的轨道，但此路依然任重道远，需要我们稀土人不断的努力和探索。

Whether the rare earth industry will be developed healthily, the main key lies in how to dredge and combine, the upstream should do a good job on crackdown the illegal mines, eliminate backward production capacity, plug pressure from source, the downstream should strengthen the popularization and application, make rare earth products are widely used in all fields and increase the usage. So, it is likely to lead the development of the rare earth industry to a sound track, but it is still a long way, we need rare earth people constant efforts and exploration.

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

2016年09月30日

Sep. 30, 2016

提示：以上信息仅供参考！

Notes: the information above is for reference only!