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當(dāng)前位置：JL MAG Rare-Earth Industry Price Briefing 07-08~07-12
Week 28，2024
1. 重要新聞簡(jiǎn)報(bào)Briefing of Important News
本周稀土市場(chǎng)行情，鐠釹和金屬釹價(jià)格維持不變，鏑鐵合金與金屬鋱價(jià)格出現(xiàn)小幅下跌。亞洲金屬網(wǎng)周末價(jià)格: 鐠釹金屬價(jià)格446-451元/KG；金屬釹價(jià)格446-456元/KG；鏑鐵合金價(jià)格1700-1720元/KG；金屬鋱價(jià)格6450-6650元/KG。
In the rare earth market this week, the prices of PrNd and Nd metal remained unchanged, while DyFe alloy and Tb metal have slightly decreased. Prices from Asian Metal at this weekend presented: PrNd metal 446-451 RMB/KG; Nd metal 446-456 RMB/KG; DyFe alloy 1700-1720 RMB/KG; Tb metal 6450-6650 RMB/KG.
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
1、本周（7月8日-12日），本周稀土價(jià)格不溫不火，整體價(jià)格變化較小。
This week (July 8-12), the rare earth prices have remained steady with little change.
2、中國(guó)稀土集團(tuán)年處理10000t/a稀土冶煉分離項(xiàng)目土地平整工作已完成過(guò)半，目標(biāo)9月23日實(shí)現(xiàn)全面開(kāi)工建設(shè)，據(jù)悉，該項(xiàng)目由中國(guó)稀土集團(tuán)和江鎢控股集團(tuán)共同投資建設(shè)，占地約255畝，總投資約十億元。
China Rare Earth Group has completed more than half of the land leveling work for its 10,000 t/a rare earth smelting and separation project. The goal is to achieve full-scale construction commencement by September 23rd. It is reported that the project is jointly invested and constructed by China Rare Earth Group and Jiangxi Tungsten Holding Group, covering an area of approximately 255 acres with a total investment of about one billion yuan.
項(xiàng)目投產(chǎn)后，可以進(jìn)一步完善贛縣區(qū)稀土新材料產(chǎn)業(yè)鏈，提升贛縣區(qū)稀土新材料及應(yīng)用產(chǎn)業(yè)集群水平。
Upon completion and operation, the project will further enhance the rare earth new materials industry chain in Gan County District and elevate the level of the rare earth new materials and application industry cluster in Gan County District.
3、金力永磁：一季度產(chǎn)能利用率超過(guò)90%；預(yù)計(jì)2024年底建成38000噸/年毛坯產(chǎn)能。
JL MAG: First-quarter capacity utilization rate exceeds 90%; expects to complete 38,000 tons/year of rough capacity by the end of 2024.
近日，金力永磁發(fā)布投資者關(guān)系活動(dòng)記錄表中提到：2024 年第一季度，公司新建產(chǎn)能逐步釋放，產(chǎn)能利用率超過(guò) 90%。公司包頭二期 12,000 噸/年產(chǎn)能項(xiàng)目、寧波 3,000 噸/年高端磁材及 1 億臺(tái)套組件產(chǎn)能項(xiàng)目、贛州高效節(jié)能電機(jī)用磁材基地項(xiàng)目正在按計(jì)劃建設(shè)，預(yù)計(jì) 2024 年底將建成 38,000 噸/年毛坯產(chǎn)能生產(chǎn)線。規(guī)劃到 2025 年將建成 40,000 噸高性能稀土永磁材料產(chǎn)能及先進(jìn)的磁組件生產(chǎn)線。（稀土在線）
Recently, JL MAG disclosed in its investor relations activity log that in the first quarter of 2024, the company's new capacity will gradually be released, with a capacity utilization rate exceeding 90%. The company's Baotou Phase II 12,000 tons/year capacity project, Ningbo 3,000 tons/year high-end magnetic materials and 100 million sets of component capacity project, and Ganzhou high-efficiency energy-saving motor magnetic materials base project are all under construction as planned. It is expected that by the end of 2024, a 38,000 tons/year rough capacity production line will be completed. The plan is to build a 40,000 tons/year capacity of high-performance rare earth permanent magnetic materials and advanced magnetic component production lines by 2025. (Rare Earth Online)
4、江西金力永磁科技股份有限公司（以下簡(jiǎn)稱“公司”）全資子公司金力永磁 綠色科技（香港）有限公司于 2024 年 7 月 5 日 與澳大利亞上市稀土公司 Hastings Technology Metals Limited（ASX 代碼: HAS）簽署《Binding Term Sheet》，約定金力香港科技以 0.36 澳元/股的認(rèn)購(gòu)價(jià)格，認(rèn) 購(gòu) Hastings 增發(fā)的 1,964.7 萬(wàn)股普通股，總認(rèn)購(gòu)金額約為 707 萬(wàn)澳元（約人民幣 3,460 萬(wàn)元），本次認(rèn)購(gòu)?fù)瓿珊?，金力香港科技持股?Hastings 增發(fā)后總股本的 9.8%。
The world's leading producer of rare earths permanent magnets, JL Mag Rare-Earth Co.,Limited("JL Mag"), via its wholly-owned subsidiaryJL Mag Green Tech (Hong Kong) Company Limited to make $7 million strategic investment in Hastings (19.6 million shares at $0.36 per new ordinary share utilising its placement capacity under ASX Listing Rule 7.1.
Hastings 100%擁有的Yangibana稀土項(xiàng)目位于西澳大利亞地區(qū)，占地面積為650平方公里，礦石儲(chǔ)量約為 2090 萬(wàn)噸，該礦開(kāi)采生命周期為 17 年，為世界上最有價(jià)值的鐠釹 （“NdPr”）礦床之一，生命周期內(nèi)稀土氧化物（“TREO”）中鐠釹的平均占比約為 37%，在礦體的一些區(qū)域鐠釹占稀土氧化物的比例高達(dá) 52%。
鐠釹稀土元素是制造高性能釹鐵硼稀土永磁材料的主要原材料，釹鐵硼稀土永磁材料憑借節(jié)能效果好、體積小、重量輕、便于精準(zhǔn)控制等優(yōu)點(diǎn)，廣泛應(yīng)用于新能源汽車及汽車零部件、節(jié)能變頻空調(diào)、風(fēng)力發(fā)電、機(jī)器人及工業(yè)伺服電機(jī)等領(lǐng)域。 Hastings已完成Yangiban稀土項(xiàng)目礦山基礎(chǔ)設(shè)施的建設(shè)，該稀土項(xiàng)目2026年上半年第一階段建成后，預(yù)計(jì)每年可生產(chǎn)37,000噸的稀土精礦。
Hastings Technology Metals Limited is a Perth-based rare earths company focused on the development of its 100% owned Yangibana Rare Earths Project. Located in the Gascoyne region of Western Australia, the Yangibana Project contains one of the most highly valued deposits of NdPr in the world with an NdPr to Total Rare Earth Oxides ratio of up to 52% in some areas of the orebody.
With an initial mine life of 17-years, the Yangibana Project will become a globally significant source of NdPr, a critical component in the manufacture of permanent magnets used in advanced technology products including electric vehicles, renewable energy, humanoid robotics, and digital devices.
The Yangibana Project is fully permitted for immediate development and is well-timed to meet the forecast supply gap for rare earth elements accelerated by the growth in electric vehicles and wind turbines, both vital for the global energy transition. It will be developed in two stages with an initial focus on the construction of the mine and beneficiation plant to produce 37,000 tons per annum of mixed rare earth concentrate.
稀土是生產(chǎn)釹鐵硼磁鋼的主要原材料，本次戰(zhàn)略投資若順利實(shí)施，將加強(qiáng)公司與國(guó)際稀土供應(yīng)商的戰(zhàn)略合作關(guān)系，預(yù)計(jì)將會(huì)使公司稀土采購(gòu)渠道更加多元化，提高公司稀土原材料的全球供應(yīng)保障能力，提升公司綜合競(jìng)爭(zhēng)力，優(yōu)化公司全球業(yè)務(wù)布局。
Rare earth is the main raw material for the production of NdFeb magnets. If the strategic investment is successfully implemented, it will strengthen the strategic cooperative relationship between the company and international rare earth suppliers, which is expected to make the company's rare earth procurement channels more diversified, improve the company's global supply guarantee ability of rare earth raw materials, enhance the company's comprehensive competitiveness, and optimize the company's global business layout.
另附網(wǎng)站鏈接如下：http://www.hastingstechmetals.com/（金力永磁官網(wǎng)新聞公告）
Attched the news link for reference: http://www.hastingstechmetals.com/ (JL MAG News bulletin)
3.趨勢(shì)圖（參考亞洲金屬網(wǎng)）Tendency Chart (refer to Asian Metal)
2024年07月12日
July 12th, 2024
提示：以上信息僅供參考！
Notes: the information above is for reference only!
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