JL MAG Rare-earth Industry Price Briefing 2311（Issue No. 455）03-27~03-31

Week 13，2023

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕的价格小幅下跌，镝铁合金和金属铽价格小幅上涨。亚洲金属网周末价格: 镨钕金属价格635-645元/KG；金属钕价格675-685元/KG；镝铁合金价格1995-2015元/KG；金属铽价格12550-12750元/KG。

        Rare earth market this week, price of PrNd, Nd fell slightly; DyFe and Tb prices rose slightly. Asian metal weekend prices: PrNd metal 635-645 RMB/KG; Nd metal 675-685 RMB/KG; DyFe metal 1995-2015RMB/KG; Tb metal 12550-12750 RMB/KG.

2. 业内人士分析Analysis of Professional Insiders

本周（3.27-3.31）作为月末的最后一周，市场的操作性理论上偏淡---下游普遍要等北方稀土挂牌，分离及金属厂的补单在前两周陆续完成，故，市场情绪面看弱，镨钕价格直线震荡下行，但重稀土现货趋少，集团护航及杂乱的消息面影响下，出现月末翘尾—逆势翻盘。

    This week (March 27-March 31), as the last week of the month, the operation on the  market is theoretically weak -- the downstream generally needs to wait for the listing price of CNRE Group, and the separation and metal plant's additional orders have been completed successively in the last two weeks. Therefore, the market sentiment is weak, Praseodymium and neodymium prices have plummeted, but heavy rare earths have become less available in stock. Under the influence of the group's escort and chaotic news, the price at the end of the month has turned tail and reversed the trend

回顾近期，国内磁材产量虽有增但速慢，整体市场需求释放相对滞后，而缅甸，美国的进口矿有增无减，加之近期开采指令性计划姗姗来迟，国内供给有所放宽，理论来看，整体稀土走势其实并不乐观，自2月初，镨钕价格一路下滑，幅度达32%，虽中间短暂持稳，但回调仍是主旋律，其本周的阴跌至周末趋稳来看，上游的竞价已经难以维继，成交价格或会向主流工厂报价靠拢。（瑞道稀土资讯）

        These days, although the domestic production of magnetic materials has increased slowly, the release of the overall market demand is relatively lagging behind, while the imported ore of Myanmar and the United States has continued to increase, coupled with the delayed arrival of the recent mining requirements, and the domestic supply has been relaxed. Theoretically, the overall trend of rare earth is not optimistic. Since the beginning of February, the price of praseodymium and neodymium has been falling all the way, up to 32%. But the callback is still the main melody, from its decrease to stabilize at the end of the week, upstream bidding has been difficult to maintain, the transaction price may be close to the mainstream factory quotation. (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31日

Mar.31st, 2023