JL MAG Rare-earth Industry Price Briefing 2512（Issue No. 548)03-31~04-03 - RE Industry Price Briefing

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JL MAG Rare-earth Industry Price Briefing 2512（Issue No. 548)03-31~04-03

UpdateTime : 2025-04-09 16:05:00　Hits : 107

JL MAG Rare-earth Industry Price Briefing 2512（Issue No.548）03-31~04-03

Week 14，2025

1. 重要新闻简报Briefing of Important News

本周稀土市场行情，镨钕、镝铁合金价格保持稳定，金属钕、金属铽出现小幅上涨。亚洲金属网周末价格: 镨钕金属价格540-543元/KG；金属钕价格553-558元/KG；镝铁合金价格1610-1630元/KG；金属铽价格8020-8120元/KG。

In the rare earth market this week, the prices of PrNd and Nd metal keep stable, DyFe alloy and Tb metal rise slightly. Asian metal at this weekend presented: PrNd metal price 540-543RMB /KG; Nd metal price 553-558RMB /KG; DyFe alloy price 1610-1630 RMB /KG; Tb metal price 8020-8120 RMB /KG .

2. 业内人士分析Analysis of Professional Insiders

本周（3月31日-4月3日）本周轻重稀土价格走势分化，镨钕系产品以稳为主，镝铽系持续上涨，市场活跃度一般，企业以刚需采购为主。其中氧化镨钕延续了上周的回调态势。氧化镝、氧化铽结束下跌态势，重新回到3月份平均水平之上。总体来看，市场关系博弈大于趋势，企业降本增效仍然是主流。

This Week (Mar 31st – April 3rd) prices of light and heavy rare earths diverged this week. Praseodymium-neodymium (PrNd) products remained stable, while dysprosium-terbium (DyTb) prices continued to rise. Market activity was moderate, with enterprises primarily making procurement based on rigid demand. Notably, praseodymium-neodymium oxide (PrNd oxide) extended last week’s correction trend, whereas dysprosium oxide (Dy₂O₃) and terbium oxide (Tb₄O₇) halted their declines and rebounded above March’s average levels. Overall, market dynamics were driven more by game theory than clear trends, with cost reduction and efficiency improvement remaining the dominant strategies for enterprises.

原料趋紧仍是目前稀土市场运行的长期逻辑。2025年前两个月进口稀土16922.2吨，环比减少19.3%，尤其是美国、缅甸两国稀土进口量明显减少，主因美国限制原料出口扶持本土精炼产能，以及缅甸克钦邦冲突等原因，供应不足的情况仍将持续。然而多数企业仍看好后市，主因2025年H2新能源车新品发布将带动订单回升。（包头稀土产品交易所）

Raw material shortages persist as the underlying logic of the rare earth market. In the first two months of 2025, China’s rare earth imports 16,922.2 metric tons, down 19.3% month-on-month, with notable declines from the U.S. and Myanmar. Key factors include U.S. export restrictions to bolster domestic refining capacity and ongoing conflicts in Myanmar’s Kachin State. These supply constraints are expected to continue. Nevertheless, most enterprises remain optimistic about H2 2025, anticipating a demand recovery driven by new energy vehicle (NEV) model releases.

3.趋势图（参考亚洲金属网）Tendency Chart (refer to Asian Metal)