JL MAG Rare-Earth Industry Price Briefing 06-30~07-04
30~07-04
Week 27,2025
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹、金屬釹、金屬鋱價格均穩定未變。亞洲金屬網周末價格: 鐠釹金屬價格543-546元/KG;金屬釹價格550-555元/KG;鏑鐵合金價格1570-1590元/KG;金屬鋱價格8720-8820元/KG。
This week's rare earth market trend showed that the prices of PrNd metal, Nd metal, and Tb metal remained stable and unchanged. According to Asian Metal's weekend data, the prices are as follows: PrNd metal 543-546RMB/KG; Nd metal 550-555RMB/KG; DyFe alloy 1570-1590 RMB/KG; Tb metal 8720-8820 RMB/KG.
2. 業內人士分析Analysis of Professional Insiders
中美倫敦經貿會談后,中國將加快向美國出口稀土,但目前的稀土出口量仍未達到4月初水平,且美國部分軍工企業磁鋼庫存告急。歐美國家最快掌握釹鐵硼全工藝流程并投產最少需要3-5年時間。另有消息稱,美國已取消對中國芯片設計軟件出口限制。中國以稀土出口應對美國的關稅以及軟件、芯片等高科技出口限制的措施取得初步的成效。
After the economic and trade talks between China and the United States in London, China will accelerate the export of rare earths to the United States. However, the current export volume of rare earths has not yet reached the level of early April, and some military enterprises in the United States are facing a shortage of magnet inventory. It takes at least 3-5 years for European and American countries to master the entire process of NdFeB production and start production. It is also reported that the United States has lifted the export restrictions on Chinese chip design software. China's measures to counter the tariffs imposed by the United States and the restrictions on high-tech exports such as software and chips have achieved initial success through rare earth exports.
含重稀土釹鐵硼兩用物資證審批以及海關查驗,大幅降低釹鐵硼出口量。因此鐠釹、鏑鐵、鋱等價格在出口政策沒有大的改變情況下,預計還會繼續保持穩定。
The approval process for dual-use materials containing heavy rare earth neodymium-iron-boron and customs inspection have significantly reduced the export volume of neodymium-iron-boron. Therefore, under the condition that the export policy does not undergo major changes, the prices of praseodymium-neodymium, dysprosium iron, terbium, etc. are expected to remain stable.
3.趨勢圖(參考亞洲金屬網)Tendency Chart (refer to Asian Metal)
2025年07月07日
July 7th, 2025
提示:以上信息僅供參考!
Notes: the information above is for reference only!