JL MAG Rare-Earth Industry Price Briefing 08-29~09-02

Week 35，2022

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、镝铁和铽的价格小幅下降。亚洲金属网周末价格: 镨钕金属价格735-745元/KG；金属钕价格810-820元/KG；镝铁合金价格2160-2180元/KG；金属铽价格16300-16500元/KG。

This week, prices of PrNd, Nd metal, DyFe and Tb dropped slightly. Prices from Asian Metal at this weekend presented: PrNd metal 735-745 RMB/KG; Nd metal 810-820 RMB/KG; DyFe alloy 2,160-2,180 RMB/KG; and Tb metal 16,300-16,500 RMB/KG.

2.    业内人士分析Analysis of Professional Insiders

本周稀土市场继续缓慢下探，氧化物在短暂活跃后，价格开始下走，金属在压价中不断让利，整个市场表现出一种低迷的气息。

This week, the rare earth market continued to decline slowly. After a short period of activity, the price of oxides began to decline, and the metal continued to yield profits in the process of price reduction. The whole market showed a sluggish atmosphere. 

自上周下游补货阶段告一段落后，市场止跌的意愿开始强烈，周初期，氧化物成交价格回调缩窄，下游企业观望行情，致使上游竞价开始激烈，周末期价格再一度跑步下滑，一部分上游分离厂看空下调抢占订单，与以往相似，大厂策略也由周初的挺价变为随行入市，金属价格同步下调。

Since the downstream replenishment phase came to an end last week, the market's willingness to stop falling began to be strong. At the beginning of the week, the transaction price of oxides fell back and narrowed, and downstream companies waited and watched the market, resulting in fierce upstream bidding. The upstream separation plants are bearish and lower to seize orders. Similar to the past, the strategy of large plants has also changed from supporting prices at the beginning of the week to entering the market with them, and metal prices have been lowered simultaneously.

持续了一个多季度的稀土价格下滑，中间偶有试探，但价格加速下行时间太长，于稀土产业链来看，下游中低端市场需求收缩明显，金属及分离厂普遍现货库存不大，终端也期盼着价格的稳定。（瑞道稀土资讯）

The price of rare earths has been declining for more than a quarter, and there are occasional tests in the middle, but the price acceleration down time is too long. From the perspective of the rare earth industry chain, the demand in the downstream middle and low-end markets has contracted significantly, the spot stock of metals and separation plants is generally not large, and the terminal is also looking forward to the stability of the price. (Raidao Rare Earth Information)

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

2022年09月02日

02^nd Sep, 2022