JL MAG Rare-Earth Industry Price Briefing 03-06~03-10

Week 10，2023

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调。亚洲金属网周末价格: 镨钕金属价格735-745元/KG；金属钕价格790-800元/KG；镝铁合金价格1950-1970元/KG；金属铽价格13400-13600元/KG。

This week, the price of PrNd, Nd metal, DyFe and Tb fell slightly. Prices from Asian Metal at this weekend presented: PrNd metal 735-745 RMB/KG; Nd metal 790-800 RMB/KG; DyFe alloy 1950-1970 RMB/KG; Tb metal 13400-13600RMB/KG.

2. 业内人士分析Analysis of Professional Insiders

本周市场整体走势并未得到改善，采购支撑稳定比较艰难，镝铽有试探支点撬动上扬，但实际成交情况也不理想。纵观稀土走势，近几年三月，价格总是或多或少受到消息面影响而出现滞涨回调。

The overall market trend did not improve this week, while purchasing support was difficult to stabilize. Dy and Tb have a tentative fulcrum to pry upward, but actual trading was not good. Throughout the trend of rare earth, in recent years in March, the price is always more or less affected by the news to stagnate callback.

春节以来，金属市场销售受阻及价格倒挂已是常态，本周下调幅度依旧存在，下游虽备货需求不多，但长协交付已成定局，市场散单压价采购仍是趋势，镨钕金属走势维稳看似艰难。钬铁降至当下，需求有所好转，与镝铁相比占有一定优势。

Since the Spring Festival, the metal market sales blocked and price inversion has been the normal, and this week's downward range still exists. Although the downstream stock demand is not much, the long association delivery has become a foregone conclusion. The purchasing at lower price is still the trend, and price of PrNd seems difficult to maintain stability. While price of HoFe is down to the present, the demand has improved. Compared with DyFe, HoFe has a certain advantage.

虽然三月各项经济数据陆续在转好，但具体来看仍存在订单不均衡的情况，个别产业率先打破僵局有复苏迹象，但是，工厂缺单情况在多数供应链行业仍不乐观。因磁材应用的几个领域，风电，消费电子，新能源车等，均有不同程度的放缓，基于下游磁材手中长单优先的变化，采购力度减弱，加之，金属价格不断刷新低价，采购意愿较以往更弱，这种情况，造成了市场可见的金属采购出现了无序竞争。（瑞道稀土资讯）

Although various economic data in March are getting better one after another, there are still unbalanced orders from a specific point of view. Some industries first broke the deadlock and showed signs of recovery. However, the situation of shortage of orders in most of supply chain industries is still not optimistic. As the applications of magnetic materials in several fields, such as wind power, consumer electronics, and new energy vehicles, have slowed down to different degrees, based on the change of the priority of the long-term order in the hands of downstream magnetic materials, the purchasing intensity has weakened. In addition, the metal price keeps breaking the low price, and the purchasing intention is weaker than before, which leads to the disorderly competition in the market. (Ruidow Rare Earth Information)

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

2023年03月10日

March 10th, 2023

提示：以上信息仅供参考！

Notes: the information above is for reference only!