JL MAG Rare-earth Industry Price Briefing 2345（Issue No.489）12-04~12-08

Week 50，2023

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕和金属钕价格出现小幅下跌；镝铁合金价格出现小幅上涨，金属铽价格维持不变。亚洲金属网周末价格: 镨钕金属价格560-565元/KG；金属钕价格570-580元/KG；镝铁合金价格2580-2600元/KG；金属铽价格9750-9950元/KG。

Rare earth market this week, PrNd and metal Nd prices fell slightly; DyFe alloy prices rose slightly, while Tb prices remained unchanged. Asian metal weekend price: PrNd metal price 560-565 yuan /KG; Nd metal price 570-580 yuan /KG; DyFe alloy price 2580-2600 yuan /KG; Tb metal price 9750-9950 yuan /KG.

2.业内重要新闻News of Rare-Earth Industry

本周（12.4-8，下同）市场整体走势再度延续下滑，且下滑速度加快，整体走势未有改善，采购支撑尚且艰难，遑论年底将至，现金流压力凸显。在年尾之际，市场一反常规走势，上游企业竞相出货，而下游订单继续收缩采购克制，主流看跌情绪影响下，稀土走势暂难看到止跌迹象。

在价格不断靠近成本线附近后，筑底的微妙变化或许会陆续出现，对于近期走势虽仍一直看弱，却已对接下来是否有机会逆转开始思考，瑞道认为，虽整体经济形式依旧在调整，导致需求增量难有起色，但目前价格已近几年低位，在接近相对低谷价位前，市场的成本支撑力度依旧存在，且至少保温可期。（瑞道稀土资讯）

This week (12.4-8, the same below) the overall trend of the market continued to decline again, and the decline accelerated, the overall trend did not improve, procurement support is still difficult, let alone the end of the year is approaching, cash flow pressure highlights. At the end of the year, the market has an unusual trend, upstream companies compete to ship, while downstream orders continue to shrink procurement restraint, under the influence of the mainstream bearish sentiment, rare earth trend is difficult to see signs of stop.

After the price continues to get close to the cost line, the subtle changes in the bottom may appear one after another, although the recent trend has been weak, it has begun to think about whether there is an opportunity to reverse the next, Rui Tao believes that although the overall economic form is still adjusting, resulting in demand growth is difficult to improve, but the current price has been low in recent years, before approaching the relative trough price, The cost support of the market still exists, and at least the heat preservation can be expected. (Ruidao Rare Earth Information)

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

2023年12月08日

December 8th, 2023