澳門人威尼斯3966(中國)有限公司

JL MAG Rare-Earth Industry Price Briefing 12-02~12-06

Week 49，2024

1. 重要新聞簡報Briefing of Important News

本週稀土市場行情，镨钕、金屬钕和镝鐵合金價格小幅下降，金屬铽價格不變。亞洲金屬網週末價格: 镨钕金屬價格506-509元/KG；金屬钕價格509-514元/KG；镝鐵合金價格1600-1620元/KG；金屬铽價格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. 業内人士分析Analysis of Professional Insiders

本週（12.2-6日）稀土市場整體表現不佳，需求短闆持續體現，盡管頭部企業仍在買貨穩價，但散貨市場镨钕價格從僵持走向試探低價，重稀土雖穩雖淡，但在買賣均偏少的情況下，一定程度也沖淡了價格下行的幅度。

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.

整體稀土價格持穩，微弱，主流成交價與報價其實較爲相近，分離廠對需求收縮而帶來的悲觀情緒，随着頭部企業的穩價采購而心态樂觀，金屬廠在需求偏弱和成本倒挂中多不報價，點對點銷售也並不樂觀後，多數決定等到月末再看，貿易企業以部分對應訂單不斷拉低市價。

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.

從本週後期來看，上遊讓價力度不大且交易方式仍比較強勢，中遊以自有庫存爲支撐生産，貿易企業對市場信心雖不強，但也並未積極讓價出貨，就目前情況而言，弱穩後反彈還是有可能下探，均看頭部企業的态度。從近一個多月的市場預期來看-—需求在路上，在下週，在下個月。本週是步入年尾的首週，整個産業鏈各端的資金相對緊張，甚至很多企業在月中旬前多不付款買貨，造成市場産銷雙淡，下週市場仍會大概率延續本週弱穩行情，成交價格或有可能繼續陰跌。（瑞道稀土資訊）

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)

北方稀土高科技股份有限公司發布2024年12月稀土産品挂牌價格

Listing Price of Rare Earth Products from CNRE of December 2024

單位：元/噸（出廠含稅價）

Unit: RMB/T (ex-work price including tax) 

 3.趨勢圖（參考亞洲金屬網）Tendency Chart (refer to Asian Metal)

                                                                                                                                                                                    2024年12月09日

 December 09^th, 2024

提示：以上信息僅供參考！

Notes: the information above is for reference only!