According to the monitoring of the business society, the price index of the domestic rare earth market rose, some prices of the domestic praseodymium neodymium rare earth market rose, and the price of the heavy rare earth market rose. According to the rare earth sector index of the business society, the rare earth index was 587 points on September 12, the same as yesterday, down 41.30% from the highest point of 1000 points in the cycle (December 6, 2011), It is 116.61% higher than the lowest point of 271 on September 13, 2015. (Note: the period refers to the period from December 1, 2011 to now).

It can be clearly seen from the rare earth index chart that the prices of rare earth in China have risen recently, the prices of mainstream commodities in the rare earth market have risen recently, and the rare earth market has risen. In terms of products:

It can be clearly seen from the product price trend chart that the price trend of domestic praseodymium neodymium oxide, praseodymium oxide and neodymium oxide is rising, and the price trend of metal neodymium, metal praseodymium neodymium and metal praseodymium is temporarily stable. As of September 13, the price of neodymium oxide in domestic rare earth is 622500 yuan / ton, with a price increase of 2.22% this week; The price of praseodymium oxide is 640000 yuan / ton, with a price increase of 2.4% this week; The price of praseodymium neodymium oxide is 602500 yuan / ton, with a rise of 0.84% this week; The price of praseodymium neodymium alloy is 740000 yuan / ton, which is flat this week; The price of metal praseodymium is 815000 yuan / ton, and the price trend is stable this week; The price of neodymium was 765000 yuan / ton. The price trend was stable this week, some prices rose, and the light rare earth market recovered.

The trend of products in the domestic rare earth market is rising, the structural change of supply and demand is small, and the demand for high-end magnetic materials is normal. In the near future, China’s rare earth quota on the supply side may be steadily increased, and the supply rigidity is optimized. In addition, with the implementation of the new energy efficiency standards, the proportion of frequency conversion air conditioners for domestic household appliances, the penetration rate of Nd-Fe-B continues to increase, and the demand side is relatively normal. The sales of new energy vehicles are normal, the demand for rare earth is at a high level, and the price of rare earth oxide is rising. When there is no lock order, the rare earth metal factory mainly focuses on waiting and watching, and the procurement is more cautious. 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. According to statistics, the sales of new energy vehicles are OK. According to the data released by China Automobile Industry Association, China Automobile Industry Association (hereinafter referred to as “China Automobile Association”) released the latest production and sales data. In August, 307000 new energy passenger vehicles were sold in China, with a month on month increase of 19.8% and a year-on-year increase of 193%. The cumulative sales from January to August were 1.704 million. Recently, the downstream demand is OK, and the market price of light rare earths has increased slightly.

It can be seen from the trend chart that the price trend of dysprosium Series in China has increased. As of the 13th, the price of dysprosium oxide was 2.6 million yuan / ton, and the price trend this week increased by 1.17%; The price of dysprosium ferroalloy is 2.59 million yuan / ton, the price trend is up 1.97%, the price of metal dysprosium is 3.37 million yuan / ton, and the price is up 1.51% this week. The price of domestic terbium is the president of doctor mountain, the price of domestic terbium oxide is 8.25 million yuan / ton, and the price of metal terbium is 10.4 million yuan / ton. The transaction in the domestic rare earth market is normal, and the leading magnetic material factory purchases actively, which makes the domestic heavy rare earth market price rise slightly. Recently, the political situation in Myanmar is turbulent, 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 domestic heavy rare earth market products, the domestic supply is tight, and the risk of production reduction of separation enterprises using Myanmar mines in the south is increased. Affected by this, the domestic heavy rare earth market price rises.

The recent notice on carrying out industrial energy conservation supervision in 2021 emphasizes the comprehensive sorting and investigation of enterprises in key industries such as iron and steel, nonferrous metal smelting, petrochemical industry and building materials, and the special supervision on the implementation of mandatory energy consumption quota standards per unit product, so as to finally realize the full coverage of energy conservation supervision of enterprises in key industries during the 14th Five Year Plan period. In addition, Wang Jiangping, Vice Minister of industry and information technology, said at the video conference on industrial policies and regulations of industry and information system last week that efforts should be made to optimize the development environment of industrial enterprises, accelerate the legislation of telecommunications law, and promote the promulgation of rare earth regulations as soon as possible. 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 OK, the downstream demand is normal recently, and the price of domestic rare earth market has warmed up.

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 has started normally, the on-site transactions have increased recently, and the goods are actively prepared. Chen Ling, an analyst of business society, predicts that the market price of rare earth may rise in the later stage.