《中國(guó)稀土市場(chǎng)一周報(bào)告》2021年第9期
一、掛牌價(jià)
1、南方稀土集團(tuán)掛牌價(jià)
表一 中國(guó)南方稀土2021年中重稀土氧化物掛牌價(jià)
數(shù)據(jù)來(lái)源：南方稀土
2、北方稀土集團(tuán)掛牌價(jià)
表二 中國(guó)北方稀土高科技術(shù)股份有限公司2020-2021年每月掛牌價(jià)格
數(shù)據(jù)來(lái)源：北方稀土
二、稀土市場(chǎng)
1、中國(guó)稀土市場(chǎng)評(píng)述
本周稀土市場(chǎng)主流產(chǎn)品整體報(bào)價(jià)較少，氧化物整體報(bào)價(jià)偏弱，鐠釹氧化物報(bào)貨量減少，分離廠惜售，貿(mào)易商謹(jǐn)慎觀望為主；中重稀土鏑鋱釓鈥價(jià)格繼續(xù)穩(wěn)中偏弱，金屬報(bào)價(jià)對(duì)應(yīng)但成交一般，磁材對(duì)鎖剛需采購(gòu)觀望為主。
2、市場(chǎng)報(bào)價(jià)
表三 2021年3月08日-3月12日主流稀土產(chǎn)品報(bào)價(jià)（萬(wàn)元/噸）
數(shù)據(jù)來(lái)源：我的有色
3、市場(chǎng)成交
表四 2021年3月08日-3月12日主流稀土產(chǎn)品成交情況
數(shù)據(jù)來(lái)源：我的有色
三、市場(chǎng)分析
輕稀土方面：
本周稀土市場(chǎng)鐠釹價(jià)格整體偏弱運(yùn)行為主，價(jià)格高位回調(diào)。周初受之前鐠釹價(jià)格不斷走高影響，市場(chǎng)畏高情緒增加，上游分離廠家整體報(bào)價(jià)較少，部分廠家暫無(wú)報(bào)價(jià)，謹(jǐn)慎觀望為主，部分貿(mào)易商見(jiàn)勢(shì)試探性少量貨源報(bào)出讓利變現(xiàn)，市場(chǎng)氧化物現(xiàn)貨報(bào)出有所增加，金屬?gòu)S采購(gòu)猶豫，對(duì)鎖訂單少量剛需采購(gòu)為主，鐠釹金屬報(bào)價(jià)對(duì)應(yīng)氧化物偏弱調(diào)整，買漲不買跌，磁材采購(gòu)意愿減弱，消耗庫(kù)存為主，成交持續(xù)低迷，價(jià)格高位下移。截至本周五，鐠釹價(jià)格逐步趨穩(wěn)有所上升回調(diào)，氧化鐠釹主要報(bào)56.5-57.0萬(wàn)元/噸，價(jià)格小幅上漲，主要成交在56.5-57.0萬(wàn)元/噸，56.5萬(wàn)元/噸及以內(nèi)貨源難詢，金屬?gòu)S詢低較活躍適量采購(gòu)，市場(chǎng)整體詢盤成交有所回暖。鐠釹金屬方面，目前金屬大廠仍以交付期貨訂單為主，現(xiàn)貨較少，主動(dòng)報(bào)價(jià)意愿不高，鐠釹金屬月結(jié)大廠個(gè)別報(bào)價(jià)73.0-73.5萬(wàn)元/噸，報(bào)價(jià)較堅(jiān)挺，主要成交在73.0萬(wàn)元/噸左右，成交較少，現(xiàn)款現(xiàn)貨主要報(bào)70.0-71.0萬(wàn)元/噸，主要成交在70.0萬(wàn)元/噸附近，70.0萬(wàn)元/噸以內(nèi)貨源有所收緊，磁材企業(yè)現(xiàn)階段新增訂單一般，仍以降庫(kù)觀望為主，采購(gòu)較謹(jǐn)慎，成交有待觀望。
This week, the price of praseodymium and neodymium in the rare earth market was generally weak, and the price returned at a high level. At the beginning of the week, affected by the continuous increase in the price of praseodymium and neodymium, the market’s fear of heights increased, and the overall quotations of upstream separated manufacturers were less. Some manufacturers have no quotations for the time being. The main reason is to cautiously wait and see. Some traders see the situation and tentatively report a small amount of supply to realize the profit. Oxide spot reports in the market have increased. Metal factories are hesitant to purchase. They mainly need to purchase a small amount of lock orders. The quotation of neodymium praseodymium metal is adjusted to the weaker oxide. The willingness to buy magnetic materials is weakened, and the consumption of inventories is Mainly, the transaction continued to be sluggish, and the high price moved downward. As of this Friday, the price of neodymium praseodymium has gradually stabilized, and the price of neodymium praseodymium oxide was mainly reported at 565,000-570 thousand yuan/ton, and the price rose slightly. The main transaction was 565,000-570 thousand yuan/ton, 565,000 yuan/ton and It is difficult to inquire within the source of goods, and the metal factories have lower inquiries and are more active and appropriate purchases. The overall market inquiries and transactions have picked up. Regarding praseodymium and neodymium metals, major metal manufacturers still focus on delivering futures orders. There are few spot goods and the willingness to actively quote is not high. Individual praseodymium and neodymium metal monthly quotations are 730-73.5 million yuan/ton, and the quotations are relatively strong, and the main transactions are At around 730 thousand yuan/ton, the transaction was relatively small. The cash spot price was mainly at 70-70 thousand yuan/ton, and the main transaction was around 700,000 yuan/ton. The supply of goods within 700,000 yuan/ton has been tightened. New orders at this stage are general, and the main focus is to drop the warehouse and wait and see. The procurement is more cautious, and the transaction is to be waited and seen.
圖一 2021年2月12日-3月12日氧化鐠釹均價(jià)走勢(shì)
數(shù)據(jù)來(lái)源：我的有色
圖二 2021年2月12日-3月12日鐠釹金屬均價(jià)走勢(shì)
數(shù)據(jù)來(lái)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)格穩(wěn)中偏弱，鏑鋱價(jià)格持穩(wěn)顯堅(jiān)挺，釓鈥高位回調(diào)，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?gòu)S謹(jǐn)慎剛需對(duì)鎖采購(gòu)為主，采購(gòu)意愿一般，下游磁材詢盤活躍度減弱，整體成交量較少。截至本周五氧化鏑成交區(qū)間296-300萬(wàn)元/噸，300萬(wàn)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(wàn)元/噸少量成交，磁材詢盤活躍度一般，逢低少量剛需采購(gòu)為主；氧化鋱主要成交在995.0-1000.0萬(wàn)元/噸，整體成交較少，部分中間商少量散貨低價(jià)報(bào)出變現(xiàn)成交，金屬?gòu)S金屬鋱主要報(bào)價(jià)1250-1300萬(wàn)元/噸，主要成交1255-1285萬(wàn)元/噸，整體成交量一般；氧化釓詢盤活躍度一般，24.5-24.8萬(wàn)元/噸成交，25.0萬(wàn)元/噸及以上金屬?gòu)S采購(gòu)意愿較低，釓鐵報(bào)價(jià)對(duì)應(yīng)調(diào)整，24.8-25.0萬(wàn)元/噸少量成交，磁材詢盤較少成交承壓；氧化鈥分離廠報(bào)價(jià)較少，中間商報(bào)貨有所增加，金屬?gòu)S采購(gòu)較猶豫，100-102萬(wàn)元/噸少量成交，金屬?gòu)S鈥鐵報(bào)價(jià)極少，一次現(xiàn)款103萬(wàn)元/噸左右成交，成交較少。
The overall price of the main products of heavy rare earths in the middle of the week was stable and weak. The price of dysprosium and terbium remained stable and strong, and the high level of gadolinium and holmium was adjusted. Most of the separation plants have low willingness to quote, and the willingness of traders to submit goods increased. Metal factories are cautious and just need to purchase locks. , Purchasing willingness is average, downstream magnetic material inquiries are weakened, and the overall transaction volume is small. As of this Friday, the transaction range of dysprosium oxide was 2.96-3 million yuan/ton, and the transactions of 3 million yuan/ton and above were under pressure. The quotation of dysprosium iron remained stable, with a small amount of 2.96-3 million yuan/ton, and magnetic material inquiries were active Generally speaking, small quantities of just need to be purchased on the bargain; the main transaction of terbium oxide is 9.95-100 million yuan/ton, the overall transaction is relatively small, some intermediaries report a small amount of bulk cargo to realize the transaction at low prices, and the main quotation of metal terbium is 1250-1300 Ten thousand yuan/ton, the main transaction volume is 1,255-285 million yuan/ton, and the overall transaction volume is average; the activity of gadolinium oxide inquiries is average, 245,000-24.8 million yuan/ton transactions, and the purchase willingness of metal factories of 25 million yuan/ton and above is low , The quotation of gadolinium iron was adjusted accordingly, and a small amount of 248,000-25.0 million yuan/ton was traded, and the magnetic material inquiries were less and the transaction was under pressure; the holmium oxide separation plant offered fewer quotations, and the intermediaries reported more goods. The metal factory was hesitant to purchase, 100 -1.02 million yuan/ton was traded in a small amount, and the price of holmium iron from the metal factory was very small.
圖三 2021年2月12日-3月12日氧化鏑均價(jià)走勢(shì)
數(shù)據(jù)來(lái)源：我的有色
圖四 2021年2月12日-3月12日鏑鐵合金均價(jià)走勢(shì)
數(shù)據(jù)來(lái)源：我的有色
圖五 2021年2月12日-3月12日氧化鋱均價(jià)走勢(shì)
數(shù)據(jù)來(lái)源：我的有色
圖六 2021年2月12日-3月12日金屬鋱均價(jià)走勢(shì)
數(shù)據(jù)來(lái)源：我的有色
市場(chǎng)總結(jié)：
輕稀土鐠釹氧化物現(xiàn)貨偏緊格局短期難以改善，分離廠貿(mào)易商整體報(bào)貨量減少，金屬?gòu)S詢盤活躍度有所提高，適量采購(gòu)，需求尚存，氧化物報(bào)價(jià)小幅上漲，金屬價(jià)格隨氧化物堅(jiān)挺，磁材剛需采購(gòu)，金屬成交價(jià)格以穩(wěn)為主，區(qū)間小幅偏強(qiáng)震蕩；中重稀土上游廠家報(bào)價(jià)猶豫，出貨意愿較低，持貨商少量貨源讓利成交，釓鈥價(jià)格弱穩(wěn)震蕩，鏑鋱以穩(wěn)為主，仍需關(guān)注集團(tuán)動(dòng)向。
The tight spot pattern of light rare earth praseodymium and neodymium oxide is difficult to improve in the short-term. The overall delivery volume of separation plant traders has decreased, and the activity of metal plants has increased. Appropriate purchases, demand still exist, oxide quotations have risen slightly, and metal prices have increased. Oxide is strong, magnetic materials just need to be purchased, metal transaction prices are mainly stable, and the range is slightly strong; the upstream manufacturers of medium and heavy rare earths are hesitant to offer, and the willingness to ship is low. Shocks, Dysprosium and terbium focus on stability, and still need to pay attention to the group's trends.
來(lái)源：我的有色網(wǎng)（Mysteel）
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