金力永磁稀土行情简报201609期（总第 125期）03-06~03-12

JL MAG Rare-Earth Industry Price Briefing 03-06~03-12

2016年11周

Week 11, 2016

1.重要新闻简报Briefing of Important News

n 本周稀土市场稀土价格稍微下跌。亚洲金属网价格:镨钕金属330.5-335.5元/KG，镝铁合金价格1240-1270元/KG，铽金属价格3050-3150元/KG。

This week price of rare earth decreases slightly. Prices from Asian Metal present: PrNd 330.5-335.5 RMB/KG, DyFe 1240-1270 RMB/KG, Tb 3050-3150 RMB/KG.

n 海关总署3月8日公布，2016年2月我国出口稀土3,240吨，出口金额达18666万元。2016年1-2月我国稀土出口总量为7,253吨，上年同期累计为3,509吨，同比增加106.7%。

General Administration of Customs announced on Mar 08th, in February 2016 China's export of rare earth was 3,240 tons, amounted to 186.66 million RMB. And the export of rare earth from January to February in 2016 was 7,253 tons, compared 3,509 tons during the corresponding period of last year, it was an increase of 106.7%.

n 据外媒报道，7条稀土元素生产线（包括氧化镨、氧化钕、氧化铈、氧化钇、混合稀土、铁钛合金及氧化镧）近日在伊朗厄尔布尔士省的国家矿物研究中心揭幕。

According to foreign media, seven rare earth production lines (including praseodymium oxide, neodymium oxide, cerium oxide, yttrium oxide, mixed rare earth, titanium alloy and lanthanum oxide) recently unveiled in National Mineral Research Center of Alborz Province, Iran.

2.业内人士分析Analysis of Professional Insiders

日前，格力电器公告，拟发行股份收购珠海银隆新能源有限公司。

A few days ago, GREE Electric made an announcement that they will propose to acquire Zhuhai Yinlong New Energy Co., Ltd by issuing shares.

业内人士认为，新能源汽车仅仅是发展的初期阶段而已，离普及的时期还很远，况且还要有二代、三代产品革新。而潜在的血腥是：黒电企业已经充分进入白电领域分食，家电已经几乎没有黒电企业和白电企业之分了，企业都是白电+黑电的多产品集团。

The industry insiders believe that the new energy automotive is only in the initial development stage, is still far to the first round popularity period, and there has to be product innovation of second and third generations. The potential cruel situation is: black household appliance enterprises have fully accessed to the white household field to take a share, there is almost no difference between black and white enterprises in household appliance industry. Leading enterprises are all with multiple products group of white + black household appliance.

在智能家居系统被消费能力长期限制的当前，正面竞争和抢新蓝海就是家电行业主动洗牌和发展壮大的好的方式。竞争将倒逼创新，加速家电产品及消费升级换代。

Currently, the smart home system is restricted by consumer capability for long-term, positive competition and grab new Blue Ocean is the best way to shuffle and develop the household appliance industry. Competition will force people to make innovation, accelerate the upgrading and consuming of household appliances.

整体而言，不管家电企业怎么变，总是离不开环保和互联的主题，电机和传感器是实现环保和互联的主要零部件。这里面，稀土永磁的应用很关键。因此，家电企业的竞争，家电行业的主动洗牌，给稀土应用提供了很好的机会。

Overall, no matter how the household appliance enterprises change, they can always not be separated from the theme of environmental protection and interconnection. Motors and sensors are the main components to achieve environmental protection and interconnection, where the application of rare earth permanent magnets is very important. Therefore, the home appliance enterprises competition and the initiative shuffle in home appliance industry provide a good opportunity for application of rare earth.

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

2016年03月12日

Mar 12th, 2016

提示：以上信息仅供参考！

Notes: the information above is for reference only!