澳门人威尼斯3966(中国)有限公司

JL MAG Rare-earth Industry Price Briefing 2437（Issue No.529）11-04~11-08

Week 45，2024

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕和金属钕价格维持不变，金属铽价格小幅上涨，镝铁合金价格出现小幅下跌。亚洲金属网周末价格: 镨钕金属价格521-524元/KG；金属钕价格523-528元/KG；镝铁合金价格1690-1710元/KG；金属铽价格7400-7500元/KG。

The prices of PrNd and Nd metal remain unchanged of this week’s rare earth market, Tb showed a slight increase, while the price of DyFe alloy experienced a slight decline. Asian Metal at this weekend presented: PrNd metal 521-524 RMB/KG; Nd metal 523-528 RMB/KG; DyFe alloy 1,690-1,710 RMB/KG; Tb metal 7,400-7,500 RMB/KG.

2.     业内人士分析Analysis of Professional Insiders

近期，镨钕金属市场行情同样无明显变化。下游磁材企业“买涨不买跌”的心理较为明显，面对持续稳定甚至略有下滑的价格，企业更倾向于等待市场信号明确后进行采购，以规避潜在风险。金属企业现货报价较少，实际成交不多，这进一步加剧了市场的观望氛围。下游刚需采购原料，但新增订单情况一般，下游需求端的疲软，对价格上行形成压制。镨钕氧化物与金属市场在短期内预计将维持弱稳震荡态势。虽然中重稀土铽镝市场展现出一定的活跃度，但整体市场的观望情绪浓厚，成交清淡，短期内预计维持弱稳运行。

Recently, there has been no significant change in the market situation of PrNd metal. The mentality of downstream magnetic material enterprises to "buy up and not buy down" is more obvious. Faced with sustained stable or even slightly declining prices, enterprises are more inclined to wait for market signals to be clear before making purchases to avoid potential risks. Metal companies have lower spot prices and fewer actual transactions, which further exacerbates the wait-and-see atmosphere in the market. Downstream urgently needs to purchase raw materials, but the situation of new orders is average. The weakness of downstream demand has suppressed the upward trend of prices. The praseodymium neodymium oxide and metal markets are expected to maintain a weak stable and volatile trend in the short term. Although the market for medium and heavy rare earth terbium and dysprosium has shown some activity, the overall market has a strong wait-and-see attitude, with light trading volume, and is expected to maintain weak and stable operation in the short term.

11月5日，澳门人威尼斯3966发布投资者关系活动记录表，2024年前三季度，公司依托较为充足的在手订单，积极提高市场份额。报告期内，公司产能利用率超90%，高性能磁材产品产销量同比增长约40%，实现营业收入50.14亿元，与去年同期基本持平。（包头稀土产品交易所）

On November 5th, JLMAG released an investor relations activity record, stating that in the first three quarters of 2024, the company actively increased its market share by relying on sufficient orders in hand. During the reporting period, the company's capacity utilization rate exceeded 90%, and the production and sales volume of high-performance magnetic products increased by about 40% year-on-year, achieving a revenue of 5.014 billion yuan, which was basically the same as the same period of last year. (Baotou Rare Earth Products Exchange)

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

2024年11月08日

November 08^th, 2024