Last Monday (October 23), the price of antimony oxide began to stabilize, but the prices of other rare earth products are still declining. In particular, the price of base metals has recently dropped significantly. Regarding the prospects of the rare earth market, It is a bit confusing and the trend is confusing. At present, there are still two views on the trend of the rare earth market. One view is that the rare earth market may continue to fall before the first quarter of next year. The main reason for this part of the industry is the serious oversupply situation in the market. Of course, this situation is caused by the combination of the previous price increase and the late factory over-planning indicators and the existence of black rare earths. From the demand point of view, this part of the industry believes that the demand for the downstream magnetic material industry is difficult to reproduce a large number of replenishment. In order to avoid the losses caused by price fluctuations, the NdFeB plant may need to purchase as much raw material as possible. A large amount of stock will be prepared, so the situation of oversupply in the market is difficult to change in a short period of time. Another view is that the rare earth market will stop falling in November and may rise. This part of the industry believes that although the oversupply is a fact in the market, the demand for rare earth NdFeB plants will increase sharply in November, and the rare earth market will gradually pick up. . Regardless of how the rare earth market develops next, in the absence of an increase in the mandatory planning indicators, the situation of the supply of rare earths in the rare earth market is still worthy of deep thinking and deep research. After all, the supply situation is not solved, and the overall situation of the market is still very Hard to reverse.
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