金力永磁稀土行情简报1929期（总第291期）07-88038威尼斯

jl mag rare-earth industry price briefing 07-29~08-02

week 31, 2019

1. 重要新闻简报briefing of important news

本周稀土市场行情，镨钕，镝铁和铽价格企稳并小幅上调。亚洲金属网价格: 镨钕金属价格378-383元/kg，镝铁合金价格1840-1860元/kg，金属铽价格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. 业内人士分析analysis of professional insiders

本周稀土走势实现扭转，弱势停止企稳探涨，且因中美贸易战升级，稀土政策利好温床再现，稀土走向瞬间升温，为再度飞涨创造了初步条件。

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.

随着中美8月底谈判收效甚微，美国随即宣布对5000亿清单中剩余3000亿产品于9月1日加收10%关税，稀土政治高度再次提升，之前停滞的各项政策利好再次出现实施的可能性与紧迫性，政策预期瞬间改变业内心态，市场转入卖方主动权，询单大增而惜售情绪明显，且未来预期空间可观。

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月缅甸稀土进口数据暴跌，先前尚能来往的陇川地区也因雨季问题更加受阻，缅甸雨季时间较长，未来均难看到进口量增长，对国内重稀土而言无疑再添支撑。

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.

虽然澳洲、加拿大、日本及蒙古国已初步向美国示好，美国阵营版的“稀土联盟"初显雏形，但仅仅依靠这些国家的产量来解决美国稀土短缺仍远远不足，此外中国稀土行业的竞争力仍可再次摧毁国外稀土势力。中国稀土分离技术，新建工厂至少三年五载才能满足量产条件；重稀土资源中国得天独厚，虽然澳洲部分企业拟发展镝元素分离项目但无疑远水近火，杯水车薪；中国稀土产业发展完善，成本竞争力无任何一家国外工厂（包括lynas）可与拼比，即使短期内有美国政府的投资支持，仍会对国外稀土投资者造成巨大压力和犹豫。

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.

政策助推已具备其意义和必要，稀土上涨的齿轮开始转动，未来一段时间内，稀土有可能再次迎来飞跃。（瑞道稀土资讯）

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)

南方稀土发布7月29日稀土氧化物挂牌价

listing price on july 29th 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8月2日

august 2nd, 2019

提示：以上信息仅供参考！

notes: the information above is for reference only!