JL MAG Rare-Earth Industry Price Briefing 01-29~02-04

Week 5，2024

1. 重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕和镝铁合金价格维持不变，金属铽价格出现小幅下跌。亚洲金属网周末价格: 镨钕金属价格495-500元/KG；金属钕价格495-505元/KG；镝铁合金价格1900-1920元/KG；金属铽价格7000-7200元/KG。

This week's rare earth market sentiment, PrNd, Nd metal and DyFe alloy prices remain unchanged, the price of Tb metal appeared to fall slightly. Weekend prices on Asia Metals.com: PrNd metal prices 495-500 RMB/KG; Nd metal prices 495-505 RMB/KG; DyFe alloy prices 1900-1920 RMB/KG; Tb metal prices 7000-7200 RMB/KG.

2. 业内人士分析Analysis of Professional Insiders

本周（1.29-2.2，下同）年底成交备货收尾，稀土市场保持趋稳态势，主流现货产品有小幅度持稳震荡。稀土上下游企业交易陆续步入歇业状态，下游磁材除大厂仍在生产，中小企业亦开始年前的休整。

后续预测：需求诚然低迷，但价格同时也走向了底点，两者在年前达到平衡。过节期间，上下游企业仍在继续生产，加之当前交易多以期货备货为主，随着节后开工之初，届时成交或会有一定幅度的改善，平衡点继续会向买方倾斜。预计，节后镨钕市场或会出现企稳微回调，镝铽系产品有同步的可能。（瑞道稀土资讯） 

This week (1.29-2.2, the same below) the end of the year deal for the end of the stock, the rare earth market to maintain a stabilizing trend, the mainstream spot products have a small degree of stabilization oscillation. Rare earths upstream and downstream enterprises trading one after another into a state of closure, downstream magnet materials in addition to large factories are still in production, small and medium-sized enterprises also began to rest before the year.

Follow-up prediction: demand is admittedly low, but the price is also towards the bottom, the two reached a balance before the year. During the holiday period, upstream and downstream enterprises are still continuing production, coupled with the current trading more futures-based stocking, with the beginning of the post-holiday start, when the transaction or there will be a certain degree of improvement, the balance continues to be tilted to the buyer. It is expected that the post-holiday PrNd market may appear stabilized slightly retracement, Dy-Tb products have the possibility of synchronization. (Ruidao rare earth information)

北方稀土高科技股份有限公司发布2024年02月稀土产品挂牌价格

Listing Price of Rare Earth Products from CNRE of Feb. 2024

单位：元/吨（出厂含税价）

Unit: RMB/T (ex-work price including tax)

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

2024年02月02日

February 02^nd, 2024

提示：以上信息仅供参考！

Notes: the information above is for reference only!