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JL MAG Rare-Earth Industry Price Briefing 05-15~05-19

Week 20，2023

1. 重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、镝铁合金、金属铽的价格均存在小幅上涨。亚洲金属网周末价格: 镨钕金属价格560-570元/KG；金属钕价格565-575元/KG；镝铁合金价格1990-2010元/KG；金属铽价格10100-10300元/KG。

This week, prices of PrNd, Nd, DyFe and Tb are all increased. Prices from Asian Metal at this weekend presented: PrNd metal 560-570 RMB/KG; Nd metal 565-575 RMB/KG; DyFe alloy 1,990-2,010 RMB/KG; Tb metal 10,100-10,300 RMB/KG.

2. 业内人士分析Analysis of Professional Insiders

本周（5.15-19日）稀土市场再度开启两级分化走势。镨钕系补单再涨后僵持，镝铽系经过上一周企稳巩固后再回转上扬，钆钬系产品保持平稳。

This week (May 15-19) rare earth market again opened the bifurcation trend. The supplement order of PrNd system rose again and then stalled, Dy and Tb system increased again after stabilizing and consolidating last week, and Ga and Ho system products remained stable.

金属倒挂的压力在一定程度上影响了镨钕系氧化物成交及报价的下调，但也由于上游矿及废料的趋紧，使得分离厂让价力度有所收窄，就镨钕成交价而言，报价多有虚高，成交范围有所放宽；镝铁当前的价位严重滞后于氧化物，也进一步使得镝铁工厂无力让价且出货谨慎，导致成交刚需量冷清；钆铁由于氧化钆相对坚挺而变动较小，但也因低性能钕铁硼需求有限而持稳艰难。

The upside down pressure of metal affected the transaction and price reduction of PrNd oxide to some extent. However, due to the tightening of upstream mines and wastes, the price reduction of separation plants was narrowed. In terms of the transaction price of PrNd, most of the quotations were inflated and the transaction range was relaxed. DyFe’s current price, which lags behind oxide, has further made DyFe mills unable to make price cuts and cautious shipments, leading to low demand. GdFe due to the relatively strong Ga oxide and little change, but also due to low performance Ndfeb limited demand and hold difficult.

在需求没有明显改善的情况下，下游采购难以提振金属市场氛围，由此来看上中游企业或会存在一定的竞价销售压力，下周镨钕系产品下滑恐仍存有空间。氧化镝铽价位高于下游产品出现反常，但大部分持货商仍有报价底气，虽有大行情的阻碍，但下周或可能继续保持上移步伐。（瑞道稀土资讯）

In the absence of significant improvement in demand, it is difficult for downstream procurement to boost the atmosphere of the metal market. Therefore, there may be some bidding pressure on upper and middle stream enterprises, and there may still be room for the decline of PrNd products next week. Dy and Tb oxide prices are abnormally higher than downstream products, but most of the buyers still have the price base, although the big market obstacles, but may continue to move up next week. (Ruidao Rare Earth Information)

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

2023年05月19日

May 19^th, 2023

提示：以上信息仅供参考！

Notes: the information above is for reference only!