球盟会(中国)官方网站

JL MAG Rare-Earth Industry Price Briefing 05-29~06-02

Week 22，2023

1.     重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕和金属钕的价格出现小幅上涨，镝铁合金与金属铽的价格存在小幅下降。亚洲金属网周末价格: 镨钕金属价格595-605元/KG；金属钕价格605-615元/KG；镝铁合金价格2020-2040元/KG；金属铽价格10300-10500元/KG。

This week, the price of PrNd, and Nd metal has a slight increase，but DyFe and Tb metal has a decline. Prices from Asian Metal at this weekend presented: PrNd metal 595-605 RMB/KG; Nd metal 605-615 RMB/KG; DyFe alloy 2,020-2,040 RMB/KG; Tb metal 10,300-10,500 RMB/KG.

2.     业内人士分析Analysis of Professional Insiders

本周（5.29-6.2）稀土市场起伏波动，快速拉涨但难以为继，随着拉涨过程中的掩护出货，畏高情绪又充斥整个市场。整体来看，本周环比上周有较大涨幅和跌幅，但也同样走出轻重稀土分化到统一的行情。镨钕系补单大涨到极速下探至僵持，镝铽系经过上一周企稳巩固后同步踏步回调。

This week (May 29 to June 2) has been a volatile week for rare earth, with a rapid but unsustainable rally and fear of high prices flooding the market with cover shipments. On the whole, this week compared to last week has a larger increase and decline, but also out of the heavy and light rare earth differentiation to the unified market. PrNd series products supplement surging to rapid decline to a stalemate, Dy and Tb series after the last week to stabilize and consolidate synchronization step back.

从专业角度来看，过快拉涨导致的回落已经无可避免，但放缓趋稳的预测依然存在。诚然，镨钕较大可能会回调一下，但需求正缓慢好转也确实存在，预计下滑或会逐步放缓，虽利空因素对镨钕有一定影响，弱势风险犹存，但源头及上游趋紧也的确需要时间消化。镝铽在缺少护航的少量成交中快速下滑，专业角度来看，其抗风险能力要明显优于镨钕。当下，稀土需求在缓慢回升，稀土企业在成本高压，大厂维稳中仍需负重前行，产业链各端或在维持艰难中互找平衡。（瑞道稀土资讯）

From a professional point of view, the pullback caused by too fast growth has been inevitable, but the forecast of a slowdown and stabilization still exists. Indeed, price correction of PrNd may appear, but demand for PrNd is slowly improving, and it is expected that the decline may gradually slow down. Although negative factors have a certain impact on PrNd and the risk of weakness remains, it does take time to digest the tightening at the source and upstream. DY and Tb, which have fallen rapidly in unguarded small volumes, are more resilient than PrNd from a professional perspective. At present, rare earth demand is slowly recovering, rare earth enterprises are under high cost pressure, and large factories still have to carry heavy burdens to maintain stability. Different ends of the industrial chain may find a balance among themselves in the face of difficulties. (Ruidao Rare Earth Information)

北方稀土高科技股份有限公司发布2023年6月稀土产品挂牌价格

Listing Price of Rare Earth Products from CNRE of June 2023

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)

2023年06月02日

June 2^nd, 2023

提示：以上信息仅供参考！

Notes: the information above is for reference only!