According to statistics, the price trend of domestic fluorite continued to rise in November. By the end of the month, the average price of domestic fluorite was 2844.44 yuan / ton, up 4.07% from 2733.33 yuan / ton at the beginning of the month and 8.70% year-on-year.

In November, the price trend of fluorite continued to rise. Recently, the manufacturer reported that the order situation of fluorite was general, the shipment situation of merchants in the field was normal, and the supply of fluorite in the field decreased slightly. With the continuous decline of temperature, the operation of fluorite units in the north gradually declined, and the spot supply in the field was tight. The manufacturer reported that there were many orders, and the price trend in the field rose. Domestic fluorite manufacturers in the South operate stably, the mines and flotation units in the site are under normal operation, the delivery of goods in the fluorite site is general, coupled with the resurgence of production and power restriction, some small plants are in the state of shutdown, and the price trend of fluorite market is rising. In November, the market price of downstream hydrofluoric acid increased slightly, and the downstream terminal mainly purchased on demand. By the end of the month, the price of 97 fluorite wet powder in Inner Mongolia was 2600-2700 yuan / ton, the mainstream of 97 fluorite wet powder negotiation in Fujian was 2700-2900 yuan / ton, the price of 97 fluorite wet powder in Henan was 2800-2900 yuan / ton, and the price of 97 fluorite wet powder in Jiangxi was 2600-2800 yuan / ton, Recently, the price trend of domestic fluorite is mainly rising.

The market price of hydrofluoric acid in the downstream of fluorite increased slightly. By the end of the month, the domestic market price of hydrofluoric acid was 14030 yuan / ton, with an increase of 3.54% in November. The rising market price trend of hydrofluoric acid has a certain positive support for the upstream fluorite market, and the price trend of fluorite has increased.

In November, the price trend of domestic downstream refrigerant products fell sharply. The operating rate of the refrigerant industry in the field is still not high. Recently, it is dominated by bad conditions, the demand is weak, the enterprises have accumulated warehouses, the sales pressure is large, the market is in a situation of price without market, and the price trend of refrigerant products in the field is declining. As a whole, the refrigerant market is dominated by negative factors, and the price trend of chloroform has fallen sharply, which has led to a decline in the cost of the refrigerant industry, which has a great negative impact on the refrigerant industry. At present, the price of refrigerant R22 has fallen, the operation of major mainstream refrigerant manufacturers is still not high, and the market supply is normal, but the downstream demand is reduced. The increase of air conditioning output in December is limited, which is less favorable to the quantity of refrigerant. Refrigerant manufacturers are facing the risk of warehouse expansion. The demand in the application field of R22 market is reduced, enterprises mostly reduce prices, and the prices of mainstream manufacturers are gradually falling. Up to now, the market quotation of R22 is in the range of 22000-27000 yuan / ton. The price of R134a in China fell sharply, the price of trichloroethylene gradually fell, the cost support collapsed, the selling sentiment of refrigerant enterprises was high, and the price fell again and again. Now the lowest price is 41000 yuan / ton. There are also those with lower actual transaction price, and most operators are bearish about the future market. At the end of the month, the market quotation of R134a was in the range of 41000-50000 yuan / ton, the high price transaction was weak, the market sentiment was poor, the enterprise was eager to ship, the actual transaction was mostly profitable, and the market trend of downstream refrigerant declined. Affected by this, the price of fluorite increased little.

On the whole, the market trend of the downstream refrigerant industry has dropped. Recently, the supply of hydrofluoric acid market is normal, and the market price of hydrofluoric acid in the field has a downward trend, but the supply of fluorite will be reduced. Chen Ling, an analyst of business society, believes that the price trend of fluorite market will be stable in the short term.

This week, the domestic MIBK market fell broadly. The market reference offer in East China fell sharply at 17300-17500 yuan / ton. According to the monitoring data of business society, the market offer was 19500 yuan / ton on November 19 and 17300-17500 yuan / ton on November 26, with a decline of 2000 yuan / ton. There was little change in the start-up of enterprises during the week. The profit of antioxidant industry was large, and the demand remained stable. Other retail investors in the downstream had poor enthusiasm to enter the market, just needed to purchase, and the offer price was low.

From the raw material side, the domestic acetone market was steadily recommended this week, and there was little room for overall fluctuation. According to the monitoring data of business agency, the acetone market in East China continued to offer at 5650-5700 yuan / ton, and there was little change in fundamentals this week as a whole. Up to now, the offer of domestic factories is 5700 yuan / ton, and the offers of major mainstream regions are as follows: 5700 yuan / ton in East China, 5750 yuan / ton in South China, and 5750 yuan / ton in Yanshan and Shandong. The short-term supply side has not changed much, the manufacturer’s inventory has increased, and the port is relatively stable. The business society expects the market to focus on the demand side.

The downstream rubber additives market has declined, the accelerator starts at a low level and the demand support is limited. Under the influence of policies, the downstream tire industry starts at a low level and the overall demand is weak.

From the perspective of business community, the MIBK market continues to decline. At present, the market supply is sufficient. Under the bad factors of buying up but not buying down, it is difficult to improve the downstream demand. It is expected that the MIBK market will be weak and volatile in the short term.

According to the monitoring of business society, the domestic market price trend of phthalic anhydride continued to decline this week. By the end of the week, the quotation of phthalic anhydride was 7500 yuan / ton, down 4.76% from the price of 7875 yuan / ton at the beginning of the week, up 0.17% year-on-year. The price trend of phthalic anhydride fell, the downstream plasticizer market was poor, and the market trend of phthalic anhydride fell.

The market price of phthalic anhydride continued to fall this week, the delivery of phthalic anhydride in the field was general, the downstream DOP market fell this week, the price trend of orthobenzene was stable, the plasticizer market was poor, bad factors affected the phthalic anhydride market, and the price trend of phthalic anhydride market fell. There is little change in the operation of domestic phthalic anhydride manufacturers. The operation rate of phthalic anhydride in the field is less than 60%. The domestic spot supply of phthalic anhydride is normal, the price of phthalic anhydride in the field has declined, the downstream plasticizer industry has a poor market, and the actual transaction has dropped. The market price trend of phthalic anhydride in East China is declining, and the high-end transactions on the floor are limited. The mainstream of adjacent France source negotiation in East China is 7400-7600 yuan / ton, and the mainstream of naphthalene method source negotiation is 7200-7300 yuan / ton; The mainstream quotation of phthalic anhydride market in North China is 7500-7600 yuan / ton. The wait-and-see mentality in the phthalic anhydride market still exists. The downstream purchase is mainly on demand, the downstream DOP market is weak, and the market price trend of phthalic anhydride is declining.

The price trend of domestic orthobenzene this week was temporarily stable. The on-site price was 7200 yuan / ton, which was flat compared with the price of 7200 yuan / ton at the beginning of the week. The maintenance of domestic orthobenzene price is a good support for the phthalic anhydride market. Recently, the market of imported orthobenzene in the port area has not changed much, and the external quotation of orthobenzene has remained high. Recently, the inventory of orthobenzene in the port area is OK, the external quotation of orthobenzene is stable, and the actual transaction price is subject to negotiation, According to the detailed discussion of the actual order, the price trend of phthalic anhydride is temporarily stable, the price of raw material phthalic anhydride is good for the domestic phthalic anhydride market price, and the market price trend of phthalic anhydride is declining due to poor demand.

The downstream DOP market price of phthalic anhydride increased slightly this week. According to the monitoring of business society, the domestic DOP price was 12137.5 yuan / ton by the end of the week, with a price increase of 0.94%. The equipment of DOP enterprises in the field started normally. With the decline of DOP raw material isooctanol, the downstream demand is general. The plasticizer DOP market is weak, and the transaction price is subject to the real-time price. The overall DOP price is 12000-12300 yuan / ton. The DOP market is mainly volatile, the downstream demand is poor, and the price trend of phthalic anhydride market is affected.

On the whole, the recent decline in crude oil price trend, coupled with the weak market of downstream plasticizer industry, the price trend of phthalic anhydride is temporarily stable, but the market demand for phthalic anhydride is poor, and it is expected that the market price of phthalic anhydride may decline slightly in the later stage.

1、 Price trend

According to commodity data monitoring, the price of yellow phosphorus in Yunnan and Guizhou increased. The average price of yellow phosphorus was 37666.677 yuan / ton last Friday and 38000 yuan / ton this Friday. The price increased by 0.88% during the week.

2、 Market analysis

The price of yellow phosphorus increased slightly this week. The manufacturer has strong willingness to support the price. The yellow phosphorus market continued at the beginning of the week, and the price rose slightly last week. Later, with the gradual weakening of the inquiry in the yellow phosphorus field, the wait-and-see mood in the downstream is obvious. Traders are more wait-and-see, downstream customers mainly purchase on demand, poor new order transactions, insufficient upward momentum and price stalemate. Up to now, the mainstream quotation of yellow phosphorus in Yunnan is 36000-40000 yuan / ton; The mainstream quotation in Sichuan is 38000-40000 yuan / ton; The mainstream quotation in Guizhou is about 36000 yuan / ton.

In terms of raw materials, China’s domestic phosphate ore market has been operating at a stable high level this week, the market has maintained a tight supply situation, and the downstream demand is stable. Most of them are just needed procurement by contract users and old customers. At present, the quotation of 30% ammonium phosphate ore truck board in Hubei is close to 670-680 yuan / ton, and the quotation of 30% phosphate ore freight plant in Guizhou is close to 630-660 yuan / ton, The quotation of 28% phosphate rock freight plant is around 580-600 yuan / ton, the platform price of 22% grade phosphate rock is around 300-320 yuan / ton, the high and stable operation of phosphate rock Market in Guangxi is the main, the price of 28% grade phosphate rock freight plant is around 560-600 yuan / ton, and the price of 30% grade phosphate rock freight plant is around 630-670 yuan / ton.

In terms of coke, the coke market continued to decline this week. After two rounds of increase and decrease, the price decreased by 400 yuan / ton compared with last week, with a cumulative increase and decrease of 1000 yuan / ton. Affected by the lower price of raw coal in the upstream and the weakening demand of steel mills in the downstream, both supply and demand are weak, the mentality of coking enterprises becomes weak, and most enterprises lose money and sell at reduced prices. However, at present, the enterprise inventory is still high and there is a certain shipping pressure. After entering November, the coke market has dropped for five consecutive rounds within half a month, with a continuous decline at the rate of 200 yuan / ton per round. At present, it has been reduced by 1000 yuan / ton, and each round of increase and decrease has been implemented rapidly. At present, coking enterprises have been in a state of loss. Although the price has been falling all the way, the shipment situation is still not ideal, and the inventory pressure of enterprises is still high. From the current market atmosphere, it is not ruled out that there is the possibility of continued decline in the future. As of press time, the downstream steel plant has opened the sixth round of lifting and lowering again, and the coke enterprises have not responded yet.

In terms of phosphoric acid, the phosphoric acid market fluctuated little this week. The price rose slightly at the beginning of the week, and then stabilized. The offer of some enterprises still decreased. The market as a whole was relatively stable. Most of them adjusted the price in a narrow range with their own shipments. According to the monitoring of the business community, the current quotation in Sichuan is 9500-10500 yuan / ton, that in Yunnan is about 90000-10000 yuan / ton, that in Hebei is about 11000-12000 yuan / ton, that in Hubei is 10000-11500 yuan / ton, and that in Shandong is 10000-11500 yuan / ton. The price of phosphoric acid in various places is generally stable and fluctuates in a narrow range this week.

3、 Future forecast

The yellow phosphorus analyst of the chemical branch of the business agency believes that on the whole, the yellow phosphorus price rose slightly this week. Electricity prices have been raised everywhere, costs have increased, manufacturers have a strong willingness to support prices, and downstream high price purchase intention is not high. Most enterprises wait and see the market,. The price of yellow phosphorus is expected to be deadlocked in the short term.

1、 Price trend

According to the bulk data monitoring of business society, as of November 22, the average price of refrigerant R22 was 24666.67 yuan / ton, which was 1000 yuan / ton lower than the average price of 25666.67 yuan / ton at the beginning of last week (15th), a decrease of 3.9% during the cycle and an increase of 74.12% compared with the same period last year

According to the bulk data monitoring of business society, as of November 22, the average price of refrigerant R134a was 48333.33 yuan / ton, which was 666 yuan lower than the average price of 50666.67 yuan / ton at the beginning of last week (8th), a decrease of 3.33% during the cycle and an increase of 218.66% compared with the same period last year.

2、 Market analysis

Recently, the refrigerant R22 market continued to weaken, the price of raw hydrofluoric acid remained stable at 13800-14300 yuan / ton, and the quotation of some manufacturers was higher than the market price, while chloroform continued to fall to 3500 yuan / ton, the cost support decreased sharply, coupled with the continuous decline in demand and the accumulation of channel inventory, the refrigerant holders actively reduced the price for shipment, and now the lowest price is 22000 yuan / ton, which is weak. Up to now, the market quotation of R22 has remained in the range of 22000-27000 yuan / ton, about 22000-27000 yuan / ton in Shandong, about 22000-25000 yuan / ton in Zhejiang, about 22000-22500 yuan / ton in Hunan and about 24000-25000 yuan / ton in Jiangsu. Prices in various places have declined steadily.

Recently, the price of refrigerant R134a fell broadly, the price of raw hydrofluoric acid remained stable at 13800-14300 yuan / ton, and the quotation of some manufacturers was higher than the market price, while the price of trichloroethylene plummeted below 20000 yuan, the cost support collapsed, the selling sentiment of refrigerant enterprises was high, and the price fell again and again. Now the lowest price is 41000 yuan / ton, and the actual transaction price is also lower, Operators are more bearish on the future market. Up to now, the market price of R134a is in the range of 41000-51000 yuan / ton, the price in Shandong is about 44000-51000 yuan / ton, the price in Zhejiang is about 42500-50000 yuan / ton, the price in Hunan is about 41000-42000 yuan / ton, and the price in Jiangsu is about 45000-51000 yuan / ton.

In terms of raw materials, the price trend of domestic hydrofluoric acid was temporarily stable this week. So far, the mainstream price negotiated in various regions of domestic hydrofluoric acid is 13800-14300 yuan / ton. The quotation of some manufacturers is higher than the market price, and the actual transaction market on the site is stable. Recently, the domestic spot supply of hydrofluoric acid is tight, but the downstream acceptance degree is gradually declining, and the market price trend of hydrofluoric acid is temporarily stable.

3、 Future forecast

Business community refrigerant analysts believe that at present, the refrigerant is dominated by bad conditions, the demand is weak, the enterprise has accumulated inventory, the sales pressure is large, the market is in a situation of price without market, the stock holders have strong selling sentiment and negative mentality, and it is expected that R22 and R134a may continue to decline in the short term.

1、 Price trend

As can be seen from the above figure, the ex factory price of domestic potassium chloride was temporarily stable this week. This week, the factory quotation of potassium chloride in domestic salt lakes was 3190.00 yuan / ton, up 53.738% year-on-year compared with the same period last year. The arrival price is about 3500-3800 yuan / ton. On the whole, the domestic potassium chloride market was temporarily stable this week. On November 21, the commodity index of potassium chloride was 101.27, the same as yesterday, down 2.45% from the highest point of 103.81 in the cycle (2021-10-12), and up 73.85% from the lowest point of 58.25 on August 6, 2020.

2、 Market analysis

The quotation of mainstream domestic potassium chloride manufacturers this week is temporarily stable: the factory quotation of Qinghai Salt Lake potassium chloride at the weekend is 3190 yuan / ton, which is temporarily stable compared with that at the beginning of the week; Anhui kemico’s 62% potassium chloride distribution quotation is 4200 yuan / ton, which is temporarily stable compared with that at the beginning of the week; Anhui kemico’s 60% potassium chloride distribution quotation is 4050 yuan / ton, which is temporarily stable compared with that at the beginning of the week; Anhui Badou’s 62% potassium chloride distribution quotation is 4100 yuan / ton, which is temporarily stable compared with that at the beginning of the week. Jinan bayat potassium chloride distribution quotation is 4900 yuan / ton, which is temporarily stable compared with that at the beginning of the week. The selling price of potassium chloride actually built in Shanghai is 4600 yuan / ton, which is temporarily stable compared with that at the beginning of the week. The factory quotation of 57% mainstream powder in Qinghai small factory is 2900-3000 yuan / ton, and the supply of goods is tight; The price of 62% white potassium in the port is about 4100 yuan / ton. The price of 62% Russian White potassium vehicle board in border trade is about 3900 yuan / ton, and the quotation rises.

The salt lake and zangge are under normal operation and the unit is in good operation, but the downstream demand is good and the supply of goods is relatively tight. Agricultural demand is basically over, the winter storage market is advancing slowly, and traders are not active in taking goods. From the perspective of industrial demand, the overall operating rate of the downstream market of potassium chloride is not high, and it is mainly just needed to purchase. While the international potash fertilizer has risen sharply, the domestic potash fertilizer may still rise.

3、 Future forecast

In late November, the overall trend of potassium chloride market may rise slightly. The international demand for potash fertilizer is strong, but the domestic available supply is in short supply. Potassium chloride analysts of business society believe that the short-term potassium chloride market may rise slightly under the influence of supply and demand and raw materials.

The price of aluminum fluoride rose sharply this week

According to the data of business agency, the price of aluminum fluoride rose sharply this week. As of November 19, the average price of domestic aluminum fluoride was 14266.67 yuan / ton, up 10.31% from 12933.33 yuan / ton last weekend (November 12); Aluminum fluoride market rose sharply this week.

Raw material prices rose at a high level this week

According to the monitoring of business agency, the price of hydrofluoric acid rose at a high level in November. As of November 19, the price of hydrofluoric acid was 14010 yuan / ton, which was temporarily stable compared with the price of 14010 yuan / ton last weekend (November 12), and the high level of hydrofluoric acid market remained stable; The price of hydrofluoric acid increased by 3.39% compared with 13550 yuan / ton in early November; The market of downstream refrigerants has maintained a high level in the near future, and the site purchases on demand. The advantages are superimposed on the high price of hydrofluoric acid to maintain stability. The price of hydrofluoric acid is high, and the rising power of aluminum fluoride remains.

According to the monitoring of business society, the price of fluorite rose at a high level this week. This week, the fluorite market continued the previous rise, and the price of fluorite rose by 1.99% this week; Affected by the cold wave, the traffic in Inner Mongolia and other places is blocked, the price of fluorite rises in the short term, the price of fluorite rises, the cost of aluminum fluoride rises, and the rising power of aluminum fluoride increases.

Market overview and forecast

Analysts of aluminum fluoride industry of business agency believe that the price of hydrofluoric acid rose sharply this week, the price of fluorite rose, the high price of hydrofluoric acid remained stable, the high cost of aluminum fluoride rose, and the rising power of aluminum fluoride increased. The high price range of aluminum ingots in the lower reaches fluctuated and fell, aluminum fluoride was dominated by rigid demand, the equipment commencement of aluminum fluoride enterprises decreased, and the supply of aluminum fluoride decreased. It is expected that the high price of aluminum fluoride will stabilize in the future.

This week, the domestic MIBK market declined broadly, and the market offer fell below 20000 yuan. The market reference offer in East China was 19300-19600 yuan / ton. According to the monitoring data of business society, the market offer was 20800 yuan / ton on November 12, 19600 yuan / ton on November 18, and the market fell 1200 yuan / ton. There was little change in the start-up of enterprises during the week. The profit of antioxidant industry was large, and the demand remained stable. Other retail investors in the downstream had poor enthusiasm to enter the market, just needed to purchase, and the offer price was low.

From the raw material side, the domestic acetone market rose first and then fell this week, with little overall fluctuation space. According to the monitoring data of business agency, the acetone in East China was quoted at 5600 yuan / ton on November 12, 5700 yuan / ton on November 18, and the intermediate market rose to 5850 yuan / ton. On the whole, there was little change in the fundamentals this week. Up to now, the offer of domestic factories is 5800 yuan / ton, and the offers of major mainstream regions are as follows: 5700 yuan / ton in East China, 6000 yuan / ton in South China, and 5850 yuan / ton in Yanshan and Shandong. The short-term supply side has not changed much, the manufacturer’s inventory has increased, and the port is relatively stable. The business society expects the market to focus on the demand side.

The downstream rubber additives market is stable, the accelerator starts at a low level and the demand support is limited. Under the influence of policies, the downstream tire industry starts at a low level and the overall demand is weak.

From the perspective of business community, the market continues to decline and negative factors increase. At present, it is difficult to improve the downstream demand. It is expected that the short-term MIBK market will be weak and volatile.

1、 Price trend

According to the bulk data list of business society, the average price of domestic phosphoric acid on November 125 was 9866.67 yuan / ton, the same as that at the beginning of the week, an increase of 97.33% compared with the same period last year.

2、 Market analysis

This week, the phosphoric acid market was running weakly and stably, most of the enterprise quotations remained in the early state, and the offers of a few enterprises were reduced, but the overall market did not change much. This week, electricity prices in various regions were raised and costs increased, which supported the price of raw material yellow phosphorus to rise slightly. However, phosphoric acid enterprises have not operated yet and still maintain a wait-and-see attitude. According to the monitoring of the business community, the current quotation in Sichuan is 9500-10500 yuan / ton, that in Yunnan is about 90000-10000 yuan / ton, that in Hebei is about 11000-12000 yuan / ton, that in Hubei is 10000-11000 yuan / ton, and that in Shandong is 10500-11500 yuan / ton. The price of phosphoric acid in all regions has declined as a whole this week.

region product Specifications date Price (yuan / ton)

Sichuan region phosphoric acid 85% industrial grade November 12th 9500-10500

Yunnan region phosphoric acid 85% industrial grade November 12th 90000-10000

Hebei region phosphoric acid 85% industrial grade November 12th 11000-12000

Hubei region phosphoric acid 85% industrial grade November 12th 10000-11000

Shandong region phosphoric acid 85% industrial grade November 12th 10500-11500

Phosphate rock, the domestic phosphate rock market continued to run at a high level this week. The market in Guizhou is mainly organized and operated, and the quotations of mining enterprises are mostly maintained at a high level and strong. The quotations of 30% phosphate rock freight plants are around 630-660 yuan / ton, 28% phosphate rock freight plants are around 580-600 yuan / ton, and the platform prices of 22% grade phosphate ore are around 300-320 yuan / ton. The supply of some mining enterprises in Guizhou is still tight. They mainly supply orders from old customers and purchase on demand in the downstream, The overall performance of supply and demand is normal.

Yellow phosphorus, yellow phosphorus prices stopped falling and rebounded this week. At present, the market for yellow phosphorus is gradually increasing, and the supply is slightly tight. Up to now, the mainstream quotation of yellow phosphorus in Yunnan is about 38000 yuan / ton; The mainstream quotation in Sichuan is about 40000 yuan / ton; The mainstream quotation in Guizhou is about 35000 yuan / ton. At present, the focus of the yellow phosphorus market is upward, the downstream goods are more active than before, and the trading volume has increased.

3、 Future forecast

The phosphoric acid analyst of the chemical branch of business society believes that at present, the raw material price rises slightly, the phosphoric acid market stops falling and becomes stable. The industry is cautious and expects to maintain a stable wait-and-see attitude in the short term.

According to the monitoring of business agency, the price index of domestic rare earth market remains high. Recently, the trend of domestic praseodymium neodymium rare earth market is relatively stable, and the price of heavy rare earth market drops slightly. On November 14, the rare earth index was 756 points, the same as yesterday, 24.40% lower than the highest point 1000 points in the cycle (2011-12-06), and 178.97% higher than the lowest point 271 points on September 13, 2015. (Note: the period refers to the period from December 1, 2011 to now).

Recently, the domestic light rare earth market price has maintained a high level. Recently, the price trend of mainstream praseodymium neodymium commodities in the rare earth market is mainly stable. In terms of products:

It can be clearly seen from the product price trend chart that the prices of domestic neodymium oxide, metal neodymium and praseodymium neodymium alloy increased slightly, the price of metal praseodymium decreased slightly, and the price trend of praseodymium neodymium oxide and praseodymium oxide was stable. As of November 15, the price of neodymium oxide in domestic rare earths was 817500 yuan / ton, up 0.31% this week; The price of praseodymium oxide is 840000 yuan / ton, and the price trend is stable this week; The price of praseodymium neodymium oxide is 785000 yuan / ton, and the price trend is temporarily stable this week; The price of praseodymium neodymium alloy is 952500 yuan / ton, with a price increase of 1.33% this week; The price of metal praseodymium was 1.08 million yuan / ton, down 0.92% this week; The price of neodymium is 990000 yuan / ton, and the price rose by 2.06% this week. The domestic light rare earth market is relatively stable, there is a strong wait-and-see mood, and the light rare earth market price remains at a high level.

The domestic rare earth market is fair, the supply and demand structure changes little, the demand for high-end magnetic materials is normal, the proportion of frequency conversion air conditioners in domestic household appliances continues to increase, the penetration rate of Nd-Fe-B continues to increase, and the demand is fair. In addition, the strong demand for permanent magnet and the rapid development of new energy industry have driven the development of many industries. The upstream material rare earth permanent magnet has also caught the “express” of new energy. The main rare earth raw materials of high-performance Nd-Fe-B are light rare earth praseodymium and neodymium oxide, heavy rare earth dysprosium oxide and terbium oxide, which are used in new energy vehicles, wind power, energy-saving frequency conversion air conditioning, traditional vehicles and other fields. The sales of new energy vehicles are normal. The demand for rare earths is high, and the price of rare earth oxides is maintained. When there is no lock order, the rare earth metal factory mainly focuses on wait-and-see and purchases cautiously. At the same time, the national environmental protection inspector is still continuing, the traditional peak demand season for rare earth is coming, superimposing the launch expectations of relevant policies of the rare earth industry, the supply and demand is expected to resonate with the policies, and the rare earth market continues to rise. In addition, the inventory of neodymium praseodymium oxide has been at a low level, the shipping willingness of the holders is low, and the rare earth price remains high. Finally, the shortage of rare earth supply continues. The supply of rare earth waste is also tight and the price is strong, and the price of praseodymium and neodymium oxide is upside down. With the arrival of the procurement cycle of magnetic material enterprises, the price of praseodymium neodymium system remains at a high level. According to statistics, the demand for new energy vehicles has increased. According to the data released by China Automobile Industry Association, in the first three quarters of 2021, the number of pure electric vehicles has increased by 1101000 year-on-year, and the number of plug-in hybrid vehicles has increased by 211000 year-on-year. The substitution effect on the fuel vehicle market is continuing. The demand for new energy is high in recent years, and the price of domestic light rare earth market remains high.

As can be seen from the trend chart, the price of dysprosium Series in China decreased slightly. As of the 15th, the price of dysprosium oxide was 2.975 million yuan / ton, down 1.16% this week; Dysprosium ferroalloy price was 2.96 million yuan / ton, down 1.0% this week; The price of dysprosium metal was 3.845 million yuan / ton, up 1.72% this week; Domestic terbium prices rose and fell. Domestic terbium oxide prices were 10.65 million yuan / ton and metal terbium prices were 14.4 million yuan / ton. The transaction situation in the domestic rare earth market is general. The leading magnetic material factory mainly purchases on demand. Recently, it has been cautious to wait and see. The resistance to high priced rare earth has increased, and the domestic heavy rare earth market price has declined slightly. At present, the rare earth supply in Myanmar is still not smooth, the supply disturbance has further aggravated, and the global rare earth supply is relatively concentrated. Myanmar is one of the production areas second only to China and the United States. Myanmar has a great impact on the products in the domestic heavy rare earth market, the domestic supply is tight, and the production reduction risk of separation enterprises using Myanmar mines in the south is increased. Affected by this, the domestic heavy rare earth supply is tight, and the market price of heavy rare earth has little decline.

In addition, with the support of national policies, Wang Jiangping, Vice Minister of the Ministry of industry and information technology, pointed out in early July that the regulations on the administration of rare earth will be introduced as soon as possible. We expect that the regulations will be introduced with a high probability within this year, and the national level legislation will regulate the high-quality development of the rare earth industry. Industry insiders believe that this reflects the strengthening of government control over the rare earth industry, which is conducive to the healthy development of the industry. Since 2021, the accelerated promulgation of the regulations on the administration of rare earth will, on the one hand, make the industry have laws to abide by and promote the rare earth industry chain to embark on the road of virtuous circle development; On the other hand, it reflects China’s determination to strictly control the supply order of rare earth and support the price of rare earth as an important strategic resource. The overall demand for rare earth products is acceptable, and the price of domestic rare earth market remains high.

With the sustainable development of new energy vehicles, wind power and variable frequency air conditioning in the downstream of rare earth, the demand continues. In addition, the domestic rare earth supply is still tight and the inventory continues to decline. The recent on-site transaction market is OK, but the downstream procurement is not active recently and the wait-and-see mood is strong. Chen Ling, a business analyst, expects that the market price of rare earth will continue to rise in the later period, There is room for a slight decline.