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JL MAG Rare-earth Industry Price Briefing 2433（Issue No.525）09-23~09-27

Week 39，2024

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属铽和金属钕价格上涨，镝铁合金价格维持不变。亚洲金属网周末价格: 镨钕金属价格527-530元/KG；金属钕价格527-532元/KG；镝铁合金价格1720-1740元/KG；金属铽价格7150-7350元/KG。

In the rare earth market this week, the prices of PrNd, Nd metal and Tb metal all rose, while the price of DyFe alloy has remained stable. Asian metal at this weekend presented: PrNd metal price 527-530 RMB/KG, Nd metal price 527-532 RMB /G; DyFe alloy price 1720-1740 RMB /KG; Tb metal price 7150-7350 RMB /KG.

2.     业内人士分析Analysis of Professional Insiders

本周（9.23-27日，下同）稀土市场不断反转，长假前的预期交易活跃实际却相对平静，头部企业的招标价格及稀交所的竞拍结果不断左右市场情绪及价格走向。而在相对理性的采购面前，与成本压力之间的博弈，本周也在不断拉锯。

This week (September 23-27), the rare earth market has seen a series of reversals, with the anticipated trading activity before the long holiday being relatively quiet in actuality, while the tender prices of leading enterprises and the auction results of the Rare Earth Exchange have been constantly influencing the market sentiment and price trend. Meanwhile, the ongoing tug-of-war between rational purchasing and cost pressure has also been a key factor in the market this week.

本周市场参与者的主要心态在于----小幅让价对出货助益无多，虽仍在积极销售但大部分工厂坚守报价底线，同时，期待十一回来市场向暖。

The main mentality of market participants this week is that ---- small price concessions have not helped shipments much. Although they are still actively selling, most factories are sticking to the quoted bottom line. At the same time, they expect the market to warm up in November.

氧化物虽见起色，但对于金属而言却并未水涨船高，在稀土较长的产业链中，库存及产能集中在上游，且高度集中的整合容易保持步调一致，而下游订单实现周期又较长，导致当前价位金属的变现成品需要时间，所以当前的价位是产业链共同期望的稳波动。从国际局势来看，3C等中国制造“新质”产品的吸引力将迎来机遇，长期有利于磁材等原料端发展。国庆后的首周市场为瞩目焦点，采购判断多以观望试探为主，但也由于目前上游走势强劲，预计采购策略刚需为主，氧化物及金属趋稳有望加强，但对可能出现的涨幅不做过高期待。（瑞道稀土资讯）

Although the oxide has improved, but for the metal has not risen, in the rare earth long industry chain, inventory and production capacity concentrated in the upstream, and highly concentrated integration is easy to keep pace, and the downstream order realization cycle is longer, resulting in the current price of metal to realize the finished product takes time, so the current price is the common expectation of the industry chain stable fluctuations. From the perspective of the international situation, the attraction of "new quality" products made in China such as 3C will usher in opportunities, which will be conducive to the development of raw materials such as magnetic materials in the long term. In the first week after the National Day, the market is the focus of attention, and the procurement judgment is mainly based on wait-and-see testing, but also due to the current strong upstream trend, it is expected that the procurement strategy is just needed, and the stability of oxides and metals is expected to strengthen, but the possible increase is not expected to be too high. (Ruidao Rare Earth Information)

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

2024年10月08日

October 08^th, 2024