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JL MAG Rare-Earth Industry Price Briefing 02-19~02-23

Week 8，2024

1. 重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、镝铁合金以及金属铽价格均出现小幅下跌。亚洲金属网周末价格: 镨钕金属价格470-475元/KG；金属钕价格470-480元/KG；镝铁合金价格1830-1850元/KG；金属铽价格6700-6900元/KG。

In the rare earth market this week, the prices of PrNd and Nd metal, DyFe alloy and Tb metal all fell slightly.  Prices from Asian Metal at this weekend presented: PrNd metal 470-475 RMB/KG; Nd metal 470-480 RMB /KG; DyFe alloy 1830-1850 RMB/KG; Tb metal 6700-6900 RMB /KG.

2. 业内人士分析Analysis of Professional Insiders

龙年开市首周（2.19-23日，下同）稀土市场迎来一天的看涨、三天的阴跌及一天的企稳。预盼中的小幅震荡微涨的“常态”行情未见，整体市场报价初稳而后急跌。

The first week of the opening of the Dragon Year (2.19-23, the same below), the rare earth market ushered in a day of bullish, three days of negative decline and a day of stabilization. The "normal" market of slight fluctuation and slight rise in anticipation has not seen, and the overall market quotation has stabilized at first and then plummeted.

金属市场本周各系产品报价多在成本线附近，重稀土合金的倒挂相比轻稀土更为严重。本周重稀土合金价差较大，尤以镝铁及钆铁表现最为明显，氧化物撤力下行加快，而下游接货不及，中间端金属厂面临原料采购及销售两难境地，高成本支撑及价格变化太快的顾及，导致金属厂氧化物采购的观望及销售有所滞后。

The price of various products in the metal market this week is near the cost line, and the inversion of heavy rare earth alloys is more serious than that of light rare earth. This week, the price difference of heavy rare earth alloys is large, especially dysprosium iron and gadolinium iron are the most obvious performance. The downward trend of oxide was accelerated, while downstream procurement was insufficient. Middle end metal factories faced a dilemma of raw material procurement and sales. High cost support and too fast price changes were taken into consideration, resulting in a delay in the observation and sales of oxide procurement by metal factories..

与轻稀土相比，重稀土持货商的心态普遍向好，尽管镝铽氧化物在本周已突破去年底限，但报价及跟进成交峰值仍与去年低价持平，且多数厂家在目前并无大幅度出货意愿。

Compared with light rare earths, the mentality of heavy rare earth holders is generally good, although dysprosium terbium oxide has exceeded last year's bottom limit this week, but the price and follow-up transaction peak is still the same as last year's low price, and most manufacturers are not willing to sell significantly at present.

综述：低谷反弹，虽有抑制但镨钕产品有望企稳，重稀土产品周末表现方兴未艾，加上业内情绪带动，上调或势在必行。（瑞道稀土资讯）

Summary: The trough rebound, although there is inhibition but praseodymium neodymium products are expected to stabilize, the weekend performance of heavy rare earth products is on the rise, coupled with industry sentiment driven, upward may imperative. (Ruidao Rare Earth Information)

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

2024年02月23日

February 23^rd, 2024

提示：以上信息仅供参考！

Notes: the information above is for reference only!