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JL MAG Rare-Earth Industry Price Briefing 07-29~08-02

Week 31, 2019

1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News

本周稀土市場(chǎng)行情，鐠釹，鏑鐵和鋱價(jià)格企穩(wěn)并小幅上調(diào)。亞洲金屬網(wǎng)價(jià)格: 鐠釹金屬價(jià)格378-383元/KG，鏑鐵合金價(jià)格1840-1860元/KG，金屬鋱價(jià)格5070-5120元/KG。

This week, prices of PrNd, DyFe and Tb kept stable and increased slightly. Price from Asian Metal at this weekend presented: PrNd metal 378-383RMB/KG, DyFe alloy 1840-1860RMB/KG, and Tb metal 5070-5120RMB/KG.

2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders

本周稀土走勢(shì)實(shí)現(xiàn)扭轉(zhuǎn)，弱勢(shì)停止企穩(wěn)探漲，且因中美貿(mào)易戰(zhàn)升級(jí)，稀土政策利好溫床再現(xiàn)，稀土走向瞬間升溫，為再度飛漲創(chuàng)造了初步條件。

This week, the trend of rare earth has been reversed, and the weak position has stopped stabilizing and rising. Due to the escalation of Sino-US trade wars, the rare earth policy has benefited from the hotbed reappearance, and the rare earth has warmed up instantaneously, creating preliminary conditions for the soaring.

隨著中美8月底談判收效甚微，美國(guó)隨即宣布對(duì)5000億清單中剩余3000億產(chǎn)品于9月1日加收10%關(guān)稅，稀土政治高度再次提升，之前停滯的各項(xiàng)政策利好再次出現(xiàn)實(shí)施的可能性與緊迫性，政策預(yù)期瞬間改變業(yè)內(nèi)心態(tài)，市場(chǎng)轉(zhuǎn)入賣方主動(dòng)權(quán)，詢單大增而惜售情緒明顯，且未來(lái)預(yù)期空間可觀。

With the slightest effect of the negotiations between China and the United States at the end of August, the United States immediately announced that the remaining 300 billion products in the 500 billion lists will be subject to a 10% tariff on September 1st. The political level of rare earth has increased once again. And the possibility and urgency of implementing the previously stalled policies have appeared again. The policy expectation has instantly changed the mentality of the industry. The market transferred to the seller's initiative, the inquiry is greatly increased and the reluctance to sell is obvious, and the future expectation is considerable.

此外，6月緬甸稀土進(jìn)口數(shù)據(jù)暴跌，先前尚能來(lái)往的隴川地區(qū)也因雨季問(wèn)題更加受阻，緬甸雨季時(shí)間較長(zhǎng)，未來(lái)均難看到進(jìn)口量增長(zhǎng)，對(duì)國(guó)內(nèi)重稀土而言無(wú)疑再添支撐。

In addition, the import data of rare earth in Myanmar plummeted in June, further hampering the previously accessible Longchuan region due to the rainy season. The rainy season in Myanmar was long, and the import volume growth was unsightly in the future, which will undoubtedly add support to domestic heavy rare earths.

雖然澳洲、加拿大、日本及蒙古國(guó)已初步向美國(guó)示好，美國(guó)陣營(yíng)版的“稀土聯(lián)盟"初顯雛形，但僅僅依靠這些國(guó)家的產(chǎn)量來(lái)解決美國(guó)稀土短缺仍遠(yuǎn)遠(yuǎn)不足，此外中國(guó)稀土行業(yè)的競(jìng)爭(zhēng)力仍可再次摧毀國(guó)外稀土勢(shì)力。中國(guó)稀土分離技術(shù)，新建工廠至少三年五載才能滿足量產(chǎn)條件；重稀土資源中國(guó)得天獨(dú)厚，雖然澳洲部分企業(yè)擬發(fā)展鏑元素分離項(xiàng)目但無(wú)疑遠(yuǎn)水近火，杯水車薪；中國(guó)稀土產(chǎn)業(yè)發(fā)展完善，成本競(jìng)爭(zhēng)力無(wú)任何一家國(guó)外工廠（包括Lynas）可與拼比，即使短期內(nèi)有美國(guó)政府的投資支持，仍會(huì)對(duì)國(guó)外稀土投資者造成巨大壓力和猶豫。

Although Australia, Canada, Japan and Mongolia have made initial overtures to the United States, the "Rare Earth Alliance" of the United States camp version has taken shape. However, relying solely on the output of these countries to solve the shortage of rare earth in the United States is still far from sufficient, and the competitiveness of rare earth industry in China can destroy the power of foreign rare earth once again. The rare earth separation technology in China is far ahead of the rest of the world, it will take at least three to five years for a new factory to be ready for mass production; China is blessed with heavy rare earth resources. Although some Australian enterprises plan to develop dysprosium separation projects, there is no doubt that the water is far from the fire, and it all fell apart. Rare earth industry of China is well-developed, and no foreign factory (including Lynas) can compete with it in cost competitiveness. Even if there is short-term investment support from the U.S. government, it will still cause great pressure and hesitation for foreign rare earth investors.

政策助推已具備其意義和必要，稀土上漲的齒輪開始轉(zhuǎn)動(dòng)，未來(lái)一段時(shí)間內(nèi)，稀土有可能再次迎來(lái)飛躍。（瑞道稀土資訊）

The policy boost has already had its meaning and necessity. The gears of rising rare earths began to turn. In the future, rare earths are likely to usher in a leap again. (Ruidow Rare Earth Information)

南方稀土發(fā)布7月29日稀土氧化物掛牌價(jià)

Listing price on July 29th from China Southern Rare Earth

單位：萬(wàn)元/噸（出廠含稅價(jià)）

Unit: 10,000RMB/ton (EXW price incl. VAT)

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

2019年8月2日

August 2nd, 2019

提示：以上信息僅供參考！

Notes: the information above is for reference only!