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當前位置：JL MAG Rare-Earth Industry Price Briefing 12-20~12-24
Week 52，2021
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情，鐠釹和鏑鐵價格小幅下調(diào)，金屬釹和鋱的價格較為穩(wěn)定。亞洲金屬網(wǎng)周末價格: 鐠釹金屬價格1035-1045元/KG；金屬釹價格1130-1140元/KG；鏑鐵合金價格2870-2890元/KG；金屬鋱價格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，據(jù)國務院國資委發(fā)布公告稱，中國稀土集團有限公司在江西贛州正式成立。中國稀土集團是由中國鋁業(yè)集團有限公司、中國五礦集團有限公司、贛州稀土集團有限公司為實現(xiàn)稀土資源優(yōu)勢互補、稀土產(chǎn)業(yè)發(fā)展協(xié)同、引入中國鋼研科技集團有限公司，有研科技集團有限公司等兩家稀土科技研發(fā)型企業(yè)，按照市場化、法治化原則組建的大型稀土企業(yè)集團。
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.
組建后的中國稀土集團屬于國務院國資委直接監(jiān)管的股權(quán)多元化中央企業(yè)，股權(quán)結(jié)構(gòu)為：國務院國資委持有31.21%；中國鋁業(yè)集團有限公司、中國五礦股份有限公司和贛州稀土集團有限公司分別持有20.33%；中國鋼研科技集團有限公司、有研科技集團有限公司分別持有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. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
中國稀土集團上周四在江西贛州成立，這個被稱為“稀土國家隊”的行業(yè)巨頭，集科技研發(fā)、勘探開發(fā)、分離冶煉、精深加工、下游應用、成套裝備、產(chǎn)業(yè)孵化、技術(shù)咨詢、進出口貿(mào)易于一體，既是內(nèi)地國企改革、行業(yè)優(yōu)化重組的產(chǎn)物，也成為具全球競爭力的世界一流稀土企業(yè)。此舉無論對于中國增加對國際市場稀土定價權(quán)的影響力，乃至于應對美國和西方國家的產(chǎn)業(yè)鏈“去中國化”，都增加了“撒手锏”級的籌碼，具有重大戰(zhàn)略意義。
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.
今年以來，內(nèi)地國企改革步伐加快，先后重組新建了中國衛(wèi)星網(wǎng)絡集團、中化控股公司、中國電氣裝備集團、中國物流集團等多間國資巨企，成立中國稀土集團，是連串央企兼并重組行動的最新舉動。
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.
重組完成后形成的南北雙雄格局，可以更好地統(tǒng)籌稀土產(chǎn)能，令稀土供給側(cè)的長期邏輯進一步優(yōu)化，稀土價格近年來暴漲暴跌的模式也將成為過去。（產(chǎn)業(yè)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)
南方稀土發(fā)布12月20日稀土氧化物掛牌價
Listing Price of Rare Earth Oxides on Dec. 20th from CSRE
單位：萬元/噸（出廠含稅價）
Unit: 10 thousand RMB/ ton (EXW price incl. tax)
3. 趨勢圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2021年12月24日
December 24th, 2021
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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