澳门人威尼斯3966(中国)有限公司

JL MAG Rare-earth Industry Price Briefing 2420（Issue No.512）06-17~06-21

Week 25，2024

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕和金属钕价格小幅上涨，镝铁合金以及金属铽价格出现小幅下跌。亚洲金属网周末价格: 镨钕金属价格445-450元/KG；金属钕价格445-455元/KG；镝铁合金价格1790-1810元/KG；金属铽价格6950-7150元/KG。

In the rare earth market this week, the prices of PrNd, Nd rose slightly, and the prices of DyFe and Tb metal fell slightly. Asian metal weekend price: PrNd metal price is 445-450 RMB/KG; Nd metal price is 445-455 RMB/KG; DyFe alloy price is 1790-1810 RMB/KG; Tb metal price is 6950-7150 RMB/KG.

2.    业内人士分析Analysis of Professional Insiders

本周（6.17-21日）稀土市场轰轰烈烈的开始又凄凄惨惨的回调到理性的企稳，整体市场表现出了一种理想丰满但实际骨感的状态。

This week (June 17-21), the rare earth market experienced a significant rebound and a dismal pullback, until it stabilized rationally. The overall market showed a state that was imagined to be good but actually not as expected.

本周价格有力挽狂澜的架势，但缺少力挽的动作，对于高价位，下游磁材并不买账，尽管上游原料稳居高位，下游仍以刚需低补为主，本周的成交量处于低水平，买家询盘寥寥无几，金属市场有种陷入“沉默”的状态，下游的理性导致上游的犹豫，高价位的敏感触发了市场的“寂寞”。

This week, prices are seemed to have a strong trend of significant rebound, but there is a lack of practical action. For high prices, downstream magnetic materials are not willing to buy them. Although upstream raw materials remain at a high level, downstream demand is still mainly low supplemented. This week's trading volume is at a low level, with few buyer inquiries, and the metal market is in a state of "silence". Downstream rationality leads to upstream hesitation, and the sensitivity of high prices triggers market "loneliness".

短期来看，市场的惯性走势仍适用于下周的行情，镨钕拉涨的东风过去后，炒涨成分略有淡化，月末长协交货及等待北方挂牌仍将是主要看点，镨钕短期内仍在成本支撑及大企业的动作为看点，故，均不太可能使得镨钕明显下滑；镝铽产品本周虽仍是压价询补，回落速度较快，究其库存成本普遍较高，后期预估稳健态势有望存在。（瑞道稀土资讯）

In the short term, the inertial trend of the market is still applicable to next week's market, after PrNd pulled up, the sentiment of hyping up price increases has slightly faded, the end of the long association delivery and waiting for CNRE listing prices will still be the main points, PrNd in the short term is still in the cost support level and up to the actions of large enterprises, so it is unlikely to make PrNd price significantly decline; Although Dy and Tb products are still in inquiries and price decline this week, the fall rate is faster, the inventory cost is generally higher, and the stable situation is expected to exist in the later period. (Ruidao Rare Earth Information)

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

2024年06月24日

June 24^th, 2024