金力永磁稀土行情简报2144期（总第401期）12-九游会网址j9

jl mag rare-earth industry price briefing 12-20~12-24

week 52，2021

1. 重要新闻简报briefing of important news

本周稀土市场行情，镨钕和镝铁价格小幅下调，金属钕和铽的价格较为稳定。亚洲金属网周末价格: 镨钕金属价格1035-1045元/kg；金属钕价格1130-1140元/kg；镝铁合金价格2870-2890元/kg；金属铽价格14150-14200元/kg。

this week, prices of prnd, dyfe declined slightly, prices of nd metal and tb were relatively stable. prices from asian metal at the end of this weekend presented: prnd metal 1035-1045 rmb/kg, nd metal 1,130-1,140 rmb/kg; dyfe alloy 2,870-2,890 rmb/kg and tb metal 14,150-14,200 rmb/kg.

12月23日，据国务院国资委发布公告称，中国稀土集团有限公司在江西赣州正式成立。中国稀土集团是由中国铝业集团有限公司、中国五矿集团有限公司、赣州稀土集团有限公司为实现稀土资源优势互补、稀土产业发展协同、引入中国钢研科技集团有限公司，有研科技集团有限公司等两家稀土科技研发型企业，按照市场化、法治化原则组建的大型稀土企业集团。

on december 23, according to an announcement issued by the state-owned assets supervision and administration commission of the state council, china rare earth group co., ltd. was formally established in ganzhou, jiangxi. china rare earth group co., ltd. is a large rare earth enterprise group established in accordance with the principles of marketization and legalization, which incorporated by china aluminum corporation, china minmetals corporation, and ganzhou rare earth group co., ltd. to achieve complementary advantages in rare earth resources and synergy in the development of the rare earth industry, and to introduce two rare earth technology r&d enterprises including china iron and steel research institute technology group co., ltd. and youyan technology group co., ltd. at the same time.

组建后的中国稀土集团属于国务院国资委直接监管的股权多元化中央企业，股权结构为：国务院国资委持有31.21%；中国铝业集团有限公司、中国五矿股份有限公司和赣州稀土集团有限公司分别持有20.33%；中国钢研科技集团有限公司、有研科技集团有限公司分别持有3.90%。

the established china rare earth group is a diversified central enterprise under the direct supervision of the sasac of the state council. the ownership structure is: the sasac of the state council holds 31.21%; chinalco, china minmetals corporation and ganzhou rare earth group co., ltd. hold 20.33% respectively; china steel research technology group co., ltd. and youyan technology group co., ltd. hold 3.90% respectively.

2. 业内人士分析analysis of professional insiders

中国稀土集团上周四在江西赣州成立，这个被称为“稀土国家队”的行业巨头，集科技研发、勘探开发、分离冶炼、精深加工、下游应用、成套装备、产业孵化、技术咨询、进出口贸易于一体，既是内地国企改革、行业优化重组的产物，也成为具全球竞争力的世界一流稀土企业。此举无论对于中国增加对国际市场稀土定价权的影响力，乃至于应对美国和西方国家的产业链“去中国化”，都增加了“撒手锏”级的筹码，具有重大战略意义。

china rare earth group was established in ganzhou, jiangxi province last thursday. this industry giant, known as the "rare earth national team", integrates scientific and technological r & d, exploration and development, separation and smelting, intensive processing, downstream application, complete sets of equipment, industrial incubation, technical consultation and import and export trade. it is not only the product of the reform of mainland state-owned enterprises and the optimization and reorganization of the industry, it has also become a world-class rare earth enterprise with global competitiveness. this move has increased the bargaining chip of the “hands-on” level for china to increase its influence on the pricing power of rare earths in the international market, or even to deal with the “de-sinicization” of the industrial chain of the united states and western countries. it is of great strategic significance.

今年以来，内地国企改革步伐加快，先后重组新建了中国卫星网络集团、中化控股公司、中国电气装备集团、中国物流集团等多间国资巨企，成立中国稀土集团，是连串央企兼并重组行动的最新举动。

since the beginning of this year, the reform of state-owned enterprises in the mainland has accelerated, and a number of state-owned giant enterprises such as china satellite network group, sinochem holdings, china electric equipment group and china logistics group have been reorganized and established. the establishment of china rare earth group is the latest move in a series of mergers and acquisitions of central enterprises.

重组完成后形成的南北双雄格局，可以更好地统筹稀土产能，令稀土供给侧的长期逻辑进一步优化，稀土价格近年来暴涨暴跌的模式也将成为过去。（产业前沿）

after the completion of the reorganization, the north-south dual-role structure can better coordinate the production of rare earths, and further optimize the long-term logic of the supply side of rare earths. the pattern of sharp rises and plunges in rare earth prices in recent years will also become a thing of the past. (industry frontier)

南方稀土发布12月20日稀土氧化物挂牌价

listing price of rare earth oxides on dec. 20^th from csre

单位：万元/吨（出厂含税价）

unit: 10 thousand rmb/ ton (exw price incl. tax)

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

2021年12月24日

december 24^th, 2021

提示：以上信息仅供参考！

notes: the information above is for reference only!