澳门人威尼斯3966(中国)有限公司

JL MAG Rare-earth Industry Price Briefing 2418（Issue No.510）05-24~05-31

Week 22，2024

1.    重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、金属钕、镝铁合金以及金属铽价格均出现小幅下跌。亚洲金属网周末价格: 镨钕金属价格458-463元/KG；金属钕价格458-468元/KG；镝铁合金价格1880-1900元/KG；金属铽价格7500-7700元/KG。

This week, the rare earth market saw a slight decline in the prices of PrNd, metal Nd, DyFe alloy, and metal Tb. Asian Metal Weekend Price: PrNd price 458-463 Yuan/KG; The price of Nd metal is 458-468 Yuan/KG; The price of DyFe alloy is 1880-1900 Yuan/KG; The price of metal Tb is 7500-7700 Yuan/KG.

2.    业内人士分析Analysis of Professional Insiders

本周（5.24-31日）稀土市场的成交量稀少，伴随价格继续回落。基于下游采购的冷淡，金属端自下而上引发让价行为----下滑总先于成交提前到来。环保检查仍在继续，部分中小型工厂也受有波及，但依旧未有引发供应缩量，故本周除了部分大企有正常补货外，大部分中下游企业仍是以观望及压价询单处之。

The trading volume in the rare earth market was thin this week (May 24th-31st), accompanied by a continued decline in prices. Based on the coldness of downstream procurement, the metal end triggers price concessions from bottom to top - the decline always comes before the transaction. Environmental inspections are still ongoing, and some small and medium-sized factories have also been affected, but there has been no reduction in supply. Therefore, this week, except for some large enterprises that have normal restocking, most of the middle and downstream enterprises are still waiting and asking for orders through price reduction.

近期市面上没有出现任何可靠确信的利好信息，尽管价格下行，但上游产量未见收缩，同时下游工厂在新单未有增量的情况下，多以推迟采购为多，造成订单竞价更显激烈，毛坯成本不断刷新低价，供需杠杆进一步偏向买方市场。下游施压环环上传，把市场价格整体拉低；另一方面原矿与废料价格同步让步，生产成本因素迫使上游挺价不再。瑞道分析，随着价格快速下调，采购进场的时间在缩短，阴跌幅度或有可能放缓，行情在弱稳中僵持的概率较大。（瑞道稀土资讯）

There has been no reliable and positive news on the market recently. Despite the price decline, upstream production has not shrunk. At the same time, downstream factories often delay procurement without increasing new orders, resulting in more intense order bidding. The blocks cost continue to refreshing low prices, and the supply and demand leverage further leans towards the buyer's market. Downstream pressure is being applied in a circular manner, driving down overall market prices; On the other hand, the prices of raw ore and waste materials have been simultaneously compromised, and production cost factors have forced upstream price hikes to stop. According to Ruidao analysis, as prices rapidly decrease, the time for procurement to enter the market is shortening, and the magnitude of the bearish decline may slow down. The probability of the market becoming stagnant in weak stability is high. (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04日

June 04^th, 2024