金力永磁稀土行情简报2348期（总第492期）12-25~12-29 - 稀土行情周报

金力永磁稀土行情簡報2348期（總第492期）12-25~12-29

更新時間：2024-01-01 08:30:00　點擊次數：2314

JL MAG Rare-Earth Industry Price Briefing 12-25~12-29

Week 53，2023

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹和金屬釹價格小幅上漲，鏑鐵合金和金屬鋱價格出現小幅下跌。亞洲金屬網周末價格: 鐠釹金屬價格540-545元/KG；金屬釹價格540-550元/KG；鏑鐵合金價格2460-2480元/KG；金屬鋱價格9100-9300元/KG。

In the rare earth market this week, the prices of PrNd and Nd rose slightly, and the prices of DyFe and Tb metal fell slightly. Asian metal weekend price: PrNd price 540-545 yuan/KG; Nd price 540-550 yuan /KG; DyFe price 2460-2480 yuan /KG; Tb price 9100-9300 yuan /KG.

2. 業內人士分析Analysis of Professional Insiders

<1>2023年12月中國稀土制品價格走勢偏弱，其中鐠釹價格震蕩下行，即月初價格高于月末價格，但是月末受生產成本較大和下游補庫積極性增加的支持，部分供應商報價有所上調。中重稀土市場上，以鏑鋱產品為代表的價格走勢先小漲后下降。月初，鏑鋱價格延續11月下旬的小幅上漲態勢；月中，受下游需求跟進緩慢和輕稀土市場表現不佳等因素影響，供應商報價相對穩定；月末，由于圣誕假期到來，海外眾多制造商產量有所縮減，導致我國稀土產品出口量減少，再加上受2023年度第三批稀土開采、冶煉分離總量控制指標消息釋放影響，供應商報價更是下調。（中鎢在線）

In December 2023, the price trend of China's rare earth products was weak, among which the price of PrNd fluctuates downward, that is, the price at the beginning of the month is higher than the price at the end of the month, but the end of the month is supported by the larger production cost and the increase of downstream replenishment enthusiasm, and some suppliers' quotations have been increased. In the medium and heavy rare earth market, the price trend represented by Dy and Tb products first rose slightly and then fell. At the beginning of the month, Dy and Tb prices continued to rise slightly in late November; In mid-month, affected by factors such as slow downstream demand follow-up and poor performance of the light rare earth market, the supplier's quotation

was relatively stable; At the end of the month, due to the arrival of the Christmas holiday,the output of many overseas manufacturers has been reduced, resulting in a reduction inthe export volume of China's rare earth products, coupled with the release of the third batch of rare earth mining, smelting and separation total control indicators in 2023, and the quotation of suppliers has been lowered. (Chinatungsten Online)

<2>2024年A股首單易主來自廣東國企。

The first A-share change in 2024 came from Guangdong state-owned enterprises.

為推動廣東區域稀土資源專業化整合, 廣晟有色于2024年1月1日晚發布公告稱，公司間接控股股東廣東省廣晟控股集團有限公司于2023年12月29日與中國稀土集團有限公司簽署了《股權無償劃轉協議》，廣晟集團擬將其直接持有子公司廣東省稀土產業集團有限公司的100%股權無償劃轉至中國稀土集團。此舉為中國稀土集團積極推進“十四五”發展規劃及2035年遠景目標落實，加快稀土資源整合、產業布局優化和產業鏈延伸發展，推動資源開發綠色高效利用、冶煉分離集約數智升級、材料應用高端高值拓展奠定了重要基礎。（上海證券報）

In order to promote the professional integration of rare earth resources in Guangdong region, Magnum Nonferrous Metals announced on the evening of January 1, 2024 that Guangdong Magnum Holding Group Co., LTD., the indirect controlling shareholder of the company, signed the "Equity Transfer Agreement" with China Rare Earth Group Co., Ltd. on December 29, 2023. Broadrise Group intends to transfer 100% of its directly held subsidiary Guangdong Rare Earth Industry Group Co., Ltd. to China Rare Earth Group without compensation. This has laid an important foundation for China Rare Earth Group to actively promote the implementation of the "14th Five-Year Plan" development plan and the 2035 vision goal, accelerate the integration of rare earth resources, optimize the industrial layout and extend the development of the industrial chain, promote the green and efficient utilization of resources development, upgrade the intensive data and intelligence of smelting and separation, and expand the high-end and high value of materials application. (Shanghai Securities News)

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

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