金力永磁稀土行情简报1925期（总第287期）07-88038威尼斯

 jl mag rare-earth industry price briefing 07-01~07-05

week 27, 2019

1. 重要新闻简报briefing of important news

本周稀土市场行情，镨钕，镝铁和铽价格有所回落。 亚洲金属网价格: 镨钕金属价格445-450元/kg，镝铁合金价格1930-1950元/kg，金属铽价格5300-5350元/kg。

this week, prices of prnd, dyfe and tb have a little drop. price from asian metal at this weekend presented: prnd metal 445-450rmb/kg, dyfe alloy 1930-1950rmb/kg, and tb metal 5300-5350rmb/kg.

据miningweekly报道，由于国际稀土市场供应紧张，印度政府担心国营企业无法满足国内需求，因此正在考虑是否取消今年初实施的禁止私企海滨采砂令。目前，印度只有国营的reil开发生产稀土。如果稀土市场继续供应紧张，印度需要尽快建立国内产能。所以，印度政府也在考虑向私企开放稀土加工市场。印度矿业联合会（fimi）已经向政府请愿，要求解除对私企开采海滨砂矿的禁令。

miningweekly reported that due to tight supply in the international rare earth market, and for fear that state enterprises could not meet domestic demand, the indian government is considering whether to cancel the ban on mining by private companies at the beach which implemented earlier this year. currently, only state-owned reil in india develops and produces rare earth. if rare earth market continues to be tight, india needs to build domestic capacity as soon as possible. so the government is also considering opening up the rare-earth processing markets to private companies. the indian mining federation (fimi) has petitioned the government to lift the ban on mining by private companies at the beach.

2. 业内人士分析analysis of professional insiders

本周稀土市场整体延续下行趋势，但弱势放缓，且成价位逐渐向中低位靠拢，后期成变动幅度较小，回落止跌迹象初显。

this week, the overall rare earth market continued its downward trend while weakness trend slowed down. and the transaction price gradually closed to the mid-low level, fluctuation range of transaction change is small, which shows signs of stopping falling.

中美贸易战成为近期影响稀土走势的一大因素，g20峰会中美双方初步达成缓和意见，以扩大美方农产品进口换来中国高科技企业的正常供应，但已征加的关税并未取消。贸易战后续的不确定性同样对稀土行业隐含着较多可能，即使出现缓和信号后稀土产品价格有所回落，业内仍未放弃贸易战对稀土的助推可能，部分大厂适当挺价，期待未来出现新的利好。

the sino-us trade war has become a major factor affecting the trend of rare earth in the near future. at the g20 summit, china and the united states reached an initial easing agreement to expand the import of american agricultural products in exchange for the normal supply to chinese high-tech enterprises, but the tariffs imposed have not been abolished. the uncertainty of the follow-up to the trade war also implies more possibilities for the rare earth industry. even though the price of rare earth products has dropped after some signs of easing, the industry has not given up the possibility of trade war to boost rare earth. some large manufacturers appropriately increase prices, and look forward to the future of new positive.

轻稀土上游竞争本周仍显严重，重稀土主流产品大致稳定，氧化镝及氧化铽仍具备较强的发展潜力，回调幅度相对较小且后期稳定。后市预测：缅甸及美国稀土进口缩减仍在继续，但其可产生的支撑已然将稀土市场上推到其力所能及的位置，短期内后续发力有所欠缺。不确定性因素仍在，稀土再度发力的潜在主因并未消失，且经过两周时间的回调，稀土价位接近上下游接受范围，后续虽可能仍显弱稳，但下滑空间必然较小。（瑞道金属网）

light rare earth upstream competition is still serious this week, heavy rare earth mainstream products are generally stable, dy oxide and tb oxide still have strong development potential, the correction range is relatively small and stable in the later period. outlook: myanmar and the united states continued to reduce rare earth imports, but the support it can produce has pushed the rare earth market to its position, short term follow-up force is not enough. uncertainty still exists, and the potential main reason for the re-emergence of rare earth has not disappeared. after a two-week pullback, the price of rare earth is close to the acceptance range of upstream and downstream, although the follow-up may still be weak and stable, the decline space is bound to be small. (ruidow)

南方稀土发布7月1日稀土氧化物挂牌价

listing price on july 1st from china southern rare earth

单位：万元/吨（出厂含税价）

unit: 10,000rmb/ton (exw price incl. vat)

3. 趋势图（参考亚洲金属网）tendency chart (refer to asian metal)

2019年7月5日

july 5, 2019

提示：以上信息仅供参考！

notes: the information above is for reference only!