《中國稀土市場一周報(bào)告》2021年第8期
一、掛牌價(jià)
1、南方稀土集團(tuán)掛牌價(jià)
表一 中國南方稀土2021年中重稀土氧化物掛牌價(jià)
數(shù)據(jù)來源：南方稀土
2、北方稀土集團(tuán)掛牌價(jià)
表二 中國北方稀土高科技術(shù)股份有限公司每月掛牌價(jià)格
數(shù)據(jù)來源：北方稀土
二、稀土市場分析
1、中國稀土市場評(píng)述
本周稀土市場主流產(chǎn)品整體報(bào)貨仍偏少，氧化物整體報(bào)價(jià)偏強(qiáng)，市場氧化物報(bào)貨略有增加，以貿(mào)易商為主，分離廠仍觀望為主；中重稀土鏑鋱釓鈥價(jià)格繼續(xù)上漲，金屬報(bào)價(jià)對(duì)應(yīng)但成交一般，磁材謹(jǐn)慎觀望剛需采購為主。
2、市場報(bào)價(jià)
表三 2021年3月01日-3月05日主流稀土產(chǎn)品報(bào)價(jià)（萬元/噸）
數(shù)據(jù)來源：我的有色
3、市場成交
表四 2021年3月01日-3月05日主流稀土產(chǎn)品成交情況
數(shù)據(jù)來源：我的有色
三、市場分析
輕稀土方面：
本周稀土市場鐠釹價(jià)格偏強(qiáng)運(yùn)行為主，價(jià)格持續(xù)上漲。周初上游分離廠家報(bào)價(jià)較少，謹(jǐn)慎觀望為主，部分廠家暫無報(bào)價(jià)，中間商看漲捂貨惜售，市場整體報(bào)價(jià)較少，氧化物現(xiàn)貨報(bào)出有限，金屬廠對(duì)鎖訂單少量采購，價(jià)格隨市持續(xù)上漲。周中隨著鐠釹價(jià)格逐漸上漲至市場心理價(jià)位，部分中間商少量貨源報(bào)出，市場現(xiàn)貨報(bào)出來增加，金屬廠、磁材采購猶豫，成交僵持有限。截至本周五氧化鐠釹主要報(bào)59.5-60.5萬元/噸，主要成交59.5-60.5萬元/噸，價(jià)格偏穩(wěn)，59.5萬元/噸以內(nèi)個(gè)別成交。鐠釹金屬方面，鐠釹金屬月結(jié)大廠主要報(bào)75.0-76.0萬元/噸，主要成交在75.0萬元/噸左右，成交較少，現(xiàn)款現(xiàn)貨主要報(bào)74.0-75.0萬元/噸，主要成交73.0萬元/噸左右，磁材詢盤活躍度較低，采購較謹(jǐn)慎。綜合來看：目前鐠釹價(jià)格持續(xù)上漲至高位，部分畏高情緒體現(xiàn)，市場情緒逐漸趨于理性，中間商現(xiàn)貨主動(dòng)報(bào)出增加，金屬廠、磁材采購猶豫，謹(jǐn)慎觀望為主，預(yù)計(jì)鐠釹價(jià)格短期以穩(wěn)為主，區(qū)間或有小幅震蕩。
This week, the price of praseodymium and neodymium in the rare earth market is mainly operating, and prices continue to rise. At the beginning of the week, there are fewer quotations from upstream separation manufacturers, and the main reason is to wait and see carefully. Some manufacturers have no quotations. The middlemen are bullish and will not sell the goods. The overall market quotations are less. The oxide spot offers are limited. The city continued to rise. In the middle of the week, as the price of praseodymium and neodymium gradually rose to the market's psychological price, some middlemen reported a small amount of supply, and the market spot reported an increase. Metal factories and magnetic materials were hesitant to purchase, and the transaction was deadlocked. As of this Friday, the price of praseodymium oxide and neodymium oxide was mainly at 595,000 to 605,000 yuan/ton, and the main transaction was 595,000 to 605,000 yuan/ton. The price was stable, with individual transactions within 595,000 yuan/ton. Regarding the neodymium praseodymium metal, the major manufacturers of neodymium praseodymium metal monthly report mainly reported 750-760 thousand yuan/ton, and the main transaction was around 750000 yuan/ton. The transaction was relatively small. The cash spot price was mainly 740-75.0 million yuan/ton. The main transaction was About 730 thousand yuan/ton, magnetic material inquiry activity is low, and procurement is more cautious. On the whole: the current price of neodymium praseodymium continues to rise to a high level, partly embodied in fear of heights, market sentiment is gradually becoming more rational, intermediaries take the initiative to report an increase, metal factories and magnetic materials purchase hesitate, and wait and see mainly. The price is mainly stable in the short-term, and the range may fluctuate slightly.
圖一 2021年2月05日-3月05日氧化鐠釹均價(jià)走勢(shì)
數(shù)據(jù)來源：我的有色
圖二 2021年2月05日-3月05日鐠釹金屬均價(jià)走勢(shì)
數(shù)據(jù)來源：我的有色
中重稀土方面：
本周中重稀土主要產(chǎn)品整體價(jià)格偏強(qiáng)，大部分分離廠報(bào)價(jià)意愿較低，貿(mào)易商報(bào)貨意愿增加，金屬廠謹(jǐn)慎剛需對(duì)鎖采購為主，采購意愿一般，下游磁材詢盤活躍度一般，成體成交量較少。截至本周五氧化鏑成交區(qū)間296-300萬元/噸，300萬元/噸及以上成交承壓，鏑鐵報(bào)價(jià)對(duì)應(yīng)持穩(wěn)，296-300萬元/噸少量成交，300萬元/噸以上極個(gè)別，磁材詢價(jià)活躍度一般，成交有待觀望；氧化鋱995.0-1000.0萬元/噸市場較少成交，部分中間商少量低價(jià)貨源報(bào)出變現(xiàn)成交，金屬廠金屬鋱報(bào)價(jià)對(duì)應(yīng)1250-1300萬元/噸，成交1255-1285萬元/噸，整體成交量一般；氧化釓詢盤活躍度一般，25.6-26.0萬元/噸成交，26.0萬元/噸以上成交承壓，釓鐵報(bào)價(jià)26.0-26.5萬元/噸，成交25.8-26.5萬元/噸，磁材詢盤活躍度有所降低；氧化鈥詢盤活躍度一般，分離廠報(bào)價(jià)較少，中間商報(bào)貨有所增加，成交區(qū)間105-108萬元/噸，市場氧化鈥現(xiàn)貨難尋，105.0-108.0萬元/噸少量成交，金屬廠鈥鐵報(bào)價(jià)極少，一次現(xiàn)款106萬元/噸左右成交，也對(duì)應(yīng)極少。
In the middle of this week, the overall price of the main products of heavy rare earths was relatively strong. Most of the separation plants were less willing to quote, and traders increased their willingness to submit goods. Metal factories were cautious and just needed to purchase locks. The willingness to purchase was average. The activity of downstream magnetic material inquiries was average and mature. The trading volume is small. As of this Friday, the transaction range of dysprosium oxide was 2.96-3 million yuan/ton, and transactions of 3 million yuan/ton and above were under pressure. The quotation of dysprosium iron remained stable, with a small transaction of 2.96-3 million yuan/ton and more than 3 million yuan/ton. Very rare, magnetic material inquiry activity is average, and the transaction is waiting to be seen; terbium oxide 995.0-100 million yuan/ton market is less transaction, some middlemen report a small amount of low-priced sources to realize the transaction, and the quotation of metal terbium metal factory corresponds to 1250-1300 Ten thousand yuan/ton, the transaction volume was 12.55-1285 million yuan/ton, and the overall transaction volume was average; the activity of gadolinium oxide inquiries was average, 2.5-26.0 million yuan/ton was traded, the transactions above 260,000 yuan/ton were under pressure, and the price of gadolinium iron was 26.0 -26.5 million yuan/ton, turnover of 258,000-26.5 million yuan/ton, magnetic material inquiry activity has decreased; holmium oxide inquiry activity is average, separation plant quotations are less, intermediaries’ orders have increased, and the transaction range It is difficult to find holmium oxide spot in the market at 1.05-1.08 million yuan/ton, and a small amount of 1.05.0-1080 million yuan/ton is traded. The price of holmium iron from metal factories is very small, and a cash transaction of about 1.06 million yuan/ton is also very rare.
圖三 2021年2月05日-3月05日氧化鏑均價(jià)走勢(shì)
數(shù)據(jù)來源：我的有色
圖四 2021年2月05日-3月05日鏑鐵合金均價(jià)走勢(shì)
數(shù)據(jù)來源：我的有色
圖五 2021年2月05日-3月05日氧化鋱均價(jià)走勢(shì)
數(shù)據(jù)來源：我的有色
圖六 2021年2月05日-3月05日金屬鋱均價(jià)走勢(shì)
數(shù)據(jù)來源：我的有色
市場總結(jié)：
受市場情緒影響，今天稀土主要產(chǎn)品報(bào)價(jià)走穩(wěn)，再加上周五市場詢盤較少，金屬廠、磁材整體顯觀望，部分持貨商見勢(shì)試探性讓利變現(xiàn)，鐠釹、鏑鋱等主要產(chǎn)品氧化物價(jià)格小幅回調(diào)，但分離廠仍持貨觀望，期貨訂單交付為主。預(yù)計(jì)，短期鐠釹、鏑鋱等產(chǎn)品價(jià)格或?qū)⑿》跽鹗?，理性回調(diào)。長期來看，或再次出現(xiàn)補(bǔ)貨行情。
Affected by market sentiment, the quotations of major rare earth products have stabilized today. In addition, there are fewer inquiries on the market on Friday. Metal factories and magnetic materials are generally on the sidelines. Some holders see the trend and tentatively realize profits. The price of oxides, other major products, declined slightly, but the separation plant remained on the sidelines, and futures orders were mainly delivered. It is expected that the prices of products such as neodymium praseodymium and terbium dysprosium may fluctuate slightly in the short term, and a rational correction will be made. In the long run, the replenishment market may appear again.
來源：我的有色網(wǎng)（Mysteel）
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