Recent rare earth market analysis

Zhaobao analysts believe that there is still a gap in the supply of Pr-Nd oxides, separation enterprises are cautious in their quotation and hesitate to ship, metal enterprises are difficult to lock, and recently some large metal factories replenish goods in advance for holidays, and even individual magnetic materials take the initiative to purchase oxides for processing, so that the overall inquiry of oxides is active, the price continues to rise, and the market bullish mood is high. According to the current market sentiment, Pr-Nd Alloy will continue with a strong trend before the festival; The supply of medium heavy rare earth dysprosium and terbium raw ore is reduced, the operating rate of raw ore separation enterprises is low, and the output is reduced. Dysprosium and terbium and other medium heavy rare earth products enter the warehouse state, which is still optimistic in the medium and long term. From the perspective of fundamentals, the rising space of terbium is more obvious than dysprosium.