JL MAG Rare-earth Industry Price Briefing 2429（Issue No.521）08-19~08-23

Week 34，2024

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、镝铁合金与金属铽价格均出现上涨。亚洲金属网周末价格: 镨钕金属价格482-485元/KG；金属钕价格485-490元/KG；镝铁合金价格1710-1730元/KG；金属铽价格6600-6800元/KG。

In the rare earth market this week, the prices of PrNd and Nd metal, DyFe alloy and Tb metal all rose. Asian metal at this weekend presented: PrNd metal price 482-485 RMB /KG; Nd metal price 485-490 RMB /KG; DyFe alloy price 1710-1730 RMB /KG; Tb metal price 6600-6800 RMB /KG.

2.     业内人士分析Analysis of Professional Insiders

本周稀土市场价格整体表现相对冷静，市场供需关系相对平稳。本周价格平稳上涨，市场信心渐足，但观望心态仍然存在。氧化镨钕成交量本周前期较多、后期减弱，但询单积极，市场报价未出现向下势头，主流企业刚需带动市场价格效果显著；氧化镝、氧化铽下游需求有限，成交冷清，价格震荡运行；氧化钆市场表现相对不活跃，刚需成交外询单较为冷清，后期低价货源流入市场，报价震荡下调。金属企业报价上调，市场成交极少，价格震荡微涨，金属镨钕询单较弱，出货量保持稳定，价格小幅上涨。（包头稀土产品交易所）

The overall performance of rare earth market prices this week is relatively calm, and the market supply and demand relationship is relatively stable. This week, prices have steadily risen and market confidence is gradually increasing, but the wait-and-see mentality still exists. The trading volume of PrNd oxide was relatively high early this week and weakened later, but the inquiries were positive, and the market quotation did not show a downward trend. The effect of mainstream enterprises' rigid demand driving market prices was significant; downstream demand for Dy oxide and Tb oxide is limited, with sluggish transactions and fluctuating prices; the gadolinium oxide market has shown relatively inactive performance, with relatively few external inquiries for first-time transactions. In the later stage, low-priced goods will flow into the market, and prices will fluctuate and decrease. Metal companies have raised their quotations, but market transactions are extremely low, resulting in slight price fluctuations and weak inquiries for PrNd metal. The shipment volume remains stable, and prices have slightly increased. (Baotou Rare Earth Products Exchange)

       1）附2020-2024年各集团稀上开采、冶炼分离总量控制计划：

Attachment: Total control plans for rare earth mining, smelting and separation of various groups from 2020 to 2024

2）附2020-2024年各集团稀上开采、冶炼分离总量控制计划对比情况：

Attachment: Comparison of total control plans for rare earth mining, smelting and separation of various groups from 2020 to 2024

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

2024年08月23日

August 23^rd, 2024