金力永磁稀土行情简报1921期（总第283期）06-澳门凯发

jl mag rare-earth industry price briefing 06-03~06-06

week 23, 2019

1. 重要新闻简报briefing of important news

本周稀土市场行情，镨钕，镝铁和铽价格继续上涨。 亚洲金属网价格: 镨钕金属价格445-450元/kg (上海有色，450-460元/kg)，镝铁合金价格1930-1950元/kg (上海有色，1980-2020元/kg)，金属铽价格4800-4850元/kg (上海有色，4850-4950元/kg)。

this week, prices of prnd, dyfe and tb kept increasing. price from asian metal at this weekend presented: prnd metal 445-450rmb/kg (price from smm: 450-460rmb/kg), dyfe alloy 1930-1950rmb/kg (price from smm: 1980-2020rmb/kg), and tb metal 4800-4850rmb/kg (price from smm: 4850-4950rmb/kg).

2. 业内人士分析analysis of professional insiders

本周稀土市场继续上涨，且此次涨势较为坚实平缓，上下游均显理性且衔接度良好，市场成较为活跃。政策因素依然是推动稀土产品上移的主因，但供给缩减同样存在助力。

rare earth market kept increasing steady and gently in this week. both upstream and down-stream firms held rational attitude and kept good connection with each other, which lead to an active market transaction. policy factor was still a main reason that rare earth products kept increasing, beyond that, the shrinkage of supply also impelled its rising.

发改委连续两次召开稀土座谈会，从稀土及企业两个角度听取建议，围绕稀土行业目下面临的问题及未来的发展方向展开调研，但就发改委尚未就稀土出口监管做出明确回应。对美反制清单正式生效，来自美国的稀土金属矿将加收25%的关税，国外轻稀土供给冲击所有削弱，受此消息影响，镨钕产品再度上调。

national development and reform commission held two consecutive rare earth symposiums, hearing suggestions from rare earth experts and industries and starting to make research concentrating on present issues and future development of the industries, while there was still no clear response from ndrc on supervision of rare earth exportation. counter-list to america had been validated officially, which leads to additionally 25% tariff on rare earth metal ore from america. all foreign light rare earth supply shocks are weakened. due to the news, the prnd products rose again.

本周轻重稀土走势虽有上调，但隐存的涨势乏力也开始显现，后期涨势渐缓，业内节前再度出现观望。贸易战对于稀土行业的负面影响开始体现，终端制造业受加税影响市场收缩，部分磁材企业反馈订单量略有下降，不过市场因素暂时影响较小，对涨势虽有一定抑制但仍不足以抵消限制供给带来的提振。贸易战方面，美国为应对中国可能实施的稀土反制已着手准备，包括鼓励本国及第三方稀土分离产业，提供资金研究稀土生产制造技术等等。然而缺少中国的稀土支持，就其目前可利用的稀土资源来看，远不足弥补其国内稀土缺口。至于开发稀土相关技术，以稀土分离及稀土永磁的工艺复杂性，探索阶段长必然不解近渴。（瑞道金属网）

although the trend of light and heavy rare earths has been raised this week, the lack of hidden gains has begun to show up. in the later period, the gains have gradually slowed down, and the industry has once again held the policy of see-and-wait before the festival. adverse impacts of trade war in rare earth industries started to show up. manufacturing ends were influenced by additional tariff and the market shrunk due to tariff policy. some magnet enterprises reverted that there was a decreasing on purchasing orders. the market factor has a temporary small impact, although there is some restraint on the uptrend, it is still not enough to offset the boost caused by the restriction of supply. on the aspect of trade war, america had made preparation to our counter actions, which including encouraging rare earth separation industries of american and third party, investing on research of rare earth manufacturing technology and so on. however, without support of china's resource, their rare earth resource was far away from covering the gap on its demand according to its present available resource. as for the development of rare earth related technologies, for the complexity of separation technology and process, it would take a long time for them to make researches which made it not possible to solve their present problems (ruidow.com).

南方稀土发布6月3日稀土氧化物挂牌价

listing price on june 3rd from china south rare earth

单位：万元/吨（出厂含税价）

unit: 10,000rmb/ton (exw price incl. vat)

3. 趋势图（参考亚洲金属网）tendency chart (refer to asian metal)

2019年6月6日

june 6, 2019

提示：以上信息仅供参考！

notes: the information above is for reference only!