澳门人威尼斯3966(中国)有限公司

JL MAG Rare-earth Industry Price Briefing 2441（Issue No.533）12-02~12-06

Week 49，2024

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕和镝铁合金价格小幅下降，金属铽价格不变。亚洲金属网周末价格: 镨钕金属价格506-509元/KG；金属钕价格509-514元/KG；镝铁合金价格1600-1620元/KG；金属铽价格7180-7280元/KG。

This week, the rare earth market has seen a little decrease on prices of PrNd, Nd metal and DyFe alloy, but Tb metal keeps the same. Asian Metal at this weekend presented: PrNd metal 506-509 RMB/KG; Nd metal 509-514 RMB/KG; DyFe alloy 1600-1620 RMB /KG; Tb metal 7180-7280 RMB /KG.

2.     业内人士分析Analysis of Professional Insiders

本周（12.2-6日）稀土市场整体表现不佳，需求短板持续体现，尽管头部企业仍在买货稳价，但散货市场镨钕价格从僵持走向试探低价，重稀土虽稳虽淡，但在买卖均偏少的情况下，一定程度也冲淡了价格下行的幅度。

This week (Dec. 2^nd to Dec. 6^th), the overall performance of the rare earth market is not good, the short board of demand continues to reflect. Although the head enterprises are still buying to stable prices, but in bulk market, PrNd price keeps from a stalemate to a test of low prices. Heavy rare earth is stable although weak, but in the case of trading is less, it also weakens the price decline to some extent.

整体稀土价格持稳，微弱，主流成交价与报价其实较为相近，分离厂对需求收缩而带来的悲观情绪，随着头部企业的稳价采购而心态乐观，金属厂在需求偏弱和成本倒挂中多不报价，点对点销售也并不乐观后，多数决定等到月末再看，贸易企业以部分对应订单不断拉低市价。

The overall rare earth price is stable but a little weak, the mainstream transaction price is actually relatively similar to the quotation. The separation plant is pessimistic about the contraction of demand, and the mentality is optimistic with the stable price procurement of the head enterprise. The metal plant is not quoted in the weak demand and cost inversion, and point-to-point sales are not optimistic, so most of them decide to wait until the end of the month. Trading companies have been driving down market prices with some corresponding orders.

从本周后期来看，上游让价力度不大且交易方式仍比较强势，中游以自有库存为支撑生产，贸易企业对市场信心虽不强，但也并未积极让价出货，就目前情况而言，弱稳后反弹还是有可能下探，均看头部企业的态度。从近一个多月的市场预期来看-—需求在路上，在下周，在下个月。本周是步入年尾的首周，整个产业链各端的资金相对紧张，甚至很多企业在月中旬前多不付款买货，造成市场产销双淡，下周市场仍会大概率延续本周弱稳行情，成交价格或有可能继续阴跌。（瑞道稀土资讯）

From the end of this week, the upstream price is not strong and the trading mode is still relatively strong, the midstream with its own stock to support production, trading companies are not so strong confident in market, but they have not actively cut down the price for trade. As far as the current situation is concerned, the rebound after weak stability is still likely to dip, all depending on the attitude of the head enterprise. From the market expectations of more than a month, demanding is on the road in the next week and next month. This week is the first week into the end of the year, the entire industry chain is relatively tight, and even many companies do not pay to buy goods before the middle of the month, resulting in double weak market of production and sales. Next week the market will still have a high probability of continuing this week's weak and stable market, transaction prices may continue to fall. (Ruidao Rare Earth Information)

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

2024年12月11日

December 11^th, 2024