《中國稀土市場一周報(bào)告》2021年第13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2020-2021年每月掛牌價(jià)格
數(shù)據(jù)來源：北方稀土
二、稀土市場
1、中國稀土市場評述
本周稀土市場主流產(chǎn)品廠家報(bào)價(jià)較少，市場整體成交有限，多為貿(mào)易商試探性報(bào)貨，鐠釹價(jià)格偏弱調(diào)整；中重稀土鏑鈥詢盤較活躍，價(jià)格顯堅(jiān)挺，鋱釓詢盤成交偏少，價(jià)格弱穩(wěn)，金屬報(bào)價(jià)對應(yīng)但成交較少，磁材對鎖剛需采購觀望為主。
2、市場報(bào)價(jià)
表三 2021年4月06日-4月09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4月06日-4月09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)格周初偏弱運(yùn)行，臨近周末逐步偏穩(wěn)。上游分離廠主動(dòng)報(bào)價(jià)意愿較低，貿(mào)易商貨源少量低價(jià)報(bào)出變現(xiàn)，金屬廠采購較猶豫，對鎖剛需采購為主，市場觀望情緒較濃，鐠釹金屬報(bào)價(jià)隨氧化物調(diào)整，磁材詢盤活躍度較低，降庫采購，成交有待觀望。截至本周五，氧化鐠釹主要報(bào)57.3-57.5萬元/噸，主要成交57.2-57.5萬元/噸，57.5萬元/噸及以上成交承壓。鐠釹金屬方面，金屬大廠報(bào)貨偏緊，月結(jié)大廠主要報(bào)價(jià)71.0-71.5萬元/噸，主要成交70.8-71.5萬元/噸，71.5萬元/噸以上成交承壓，現(xiàn)款現(xiàn)貨主要報(bào)70.0-70.5萬元/噸，主要成交70.0-70.5萬元/噸，磁材低價(jià)剛需采購為主。綜合來看：本周氧化鐠釹價(jià)格走勢逐漸偏穩(wěn)，現(xiàn)貨報(bào)出不多，以貿(mào)易商報(bào)貨為主，下游金屬廠惜貨謹(jǐn)慎采購、磁材剛需少量采購，市場詢盤活躍度不高，謹(jǐn)慎觀望居多，實(shí)際成交較少，上下游博弈局面尚存，預(yù)計(jì)鐠釹價(jià)格短期震蕩為主。
The price of praseodymium and neodymium in the rare earth market this week was weak at the beginning of the week and gradually stabilized towards the weekend. Upstream separation plants are less willing to actively offer quotations, traders have reported a small amount of low prices for realisation, metal plants are more hesitant to purchase, and are mainly required to purchase locks. The market is more wait-and-see sentiment. The quotation of praseodymium and neodymium metal is adjusted with oxides, and magnetic materials are inquired. The market activity is relatively low, and the stock purchases are downgraded, and the transaction remains to be seen. As of this Friday, praseodymium oxide and neodymium oxide were mainly reported at 573-575 million yuan/ton, the main transaction was 572,000-575,000 yuan/ton, and the transaction of 575,000 yuan/ton and above was under pressure. Regarding praseodymium and neodymium metals, major metal manufacturers reported tightly, with monthly prices mainly priced at 710-715,000 yuan/ton, major transactions were 708,000-715,000 yuan/ton, transactions above 715,000 yuan/ton were under pressure, and cash and spot prices were mainly It was reported at 70-705,000 yuan/ton, the main transaction was 70-705,000 yuan/ton, and the low-price magnets were mainly purchased. On the whole: The price trend of praseodymium oxide and neodymium oxide has gradually stabilized this week, and there are not many spot reports, mainly by traders. Downstream metal factories are cautious in purchasing goods, and magnetic materials are just in need of small purchases, and market enquiries are not active. , Most of them are cautious and wait and see, actual transactions are few, and the upstream and downstream game still exists. It is expected that the price of neodymium will fluctuate mainly in the short term.
圖一 2021年3月09日-4月09日氧化鐠釹均價(jià)走勢
數(shù)據(jù)來源：我的有色
圖二 2021年3月09日-4月09日鐠釹金屬均價(jià)走勢
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)格持穩(wěn)運(yùn)行，個(gè)別產(chǎn)品區(qū)間小幅震蕩，釓鈥成交低位下探，鏑高位上移，分離企業(yè)氧化物報(bào)價(jià)較少觀望居多，部分貿(mào)易商資金回籠，少量貨源讓利變現(xiàn)，金屬廠剛需對鎖，中重稀土金屬產(chǎn)品報(bào)價(jià)對應(yīng)調(diào)整，下游磁材詢盤活躍度較低，整體成交未及預(yù)期。截至周五，氧化鏑成交區(qū)間308-310萬元/噸，310萬元/噸以上含承兌極個(gè)別成交承壓，鏑鐵報(bào)價(jià)走穩(wěn)，300-304萬元/噸少量成交，現(xiàn)款300及以上成交承壓；氧化鋱中間商報(bào)貨居多，920-930萬元/噸少量變現(xiàn)，920以內(nèi)極少貨源暫無代表性，分離廠家報(bào)價(jià)堅(jiān)挺940-950萬元/噸，大型企業(yè)謹(jǐn)慎觀望，金屬廠金屬鋱報(bào)價(jià)1180-1200萬元/噸弱持穩(wěn)，成交1170-1180萬元/噸左右少量，磁材降庫為主；氧化釓詢盤活躍度一般，22.3-22.5萬元/噸少量成交，22.5萬元/噸及以上成交承壓，釓鐵一次現(xiàn)款報(bào)價(jià)22.3萬元/噸左右；氧化鈥詢盤活躍度一般，分離廠報(bào)貨92萬元/噸及以上，現(xiàn)款成交91萬元/噸左右，貿(mào)易商91萬元/噸以內(nèi)極個(gè)別變現(xiàn)成交但貨源有限，92.0萬元/噸以上成交暫承壓，金屬廠鈥鐵報(bào)價(jià)謹(jǐn)慎現(xiàn)貨較少，一次現(xiàn)款對應(yīng)報(bào)91-92萬元/噸，二次94-95萬元/噸個(gè)別成交。
The overall price of the main products of heavy rare earths in the middle of the week remained stable, and the range of individual products fluctuated slightly. The low level of gadolinium and holmium traded down, and the high level of dysprosium moved up. Metal factories just needed to lock, and the quotations of medium and heavy rare earth metal products were adjusted accordingly. The activity of downstream magnetic materials inquiries was low, and the overall transaction fell short of expectations. As of Friday, the transaction range of dysprosium oxide was between 3.08 and 3.1 million yuan/ton, and some transactions above 3.1 million yuan/ton including acceptance were under pressure. The quotation of dysprosium iron stabilized, with a small amount of 3 million to 3.04 million yuan/ton, and the cash amount was 300 and above. Deals are under pressure; most of the terbium oxide brokers offer goods, with a small amount of 9.2-9.3 million yuan / ton, and very few sources within 920 are temporarily unrepresented. The separate manufacturers offer strong prices of 9.4-9.5 million yuan / ton. Large companies are cautious and wait and see. The price of terbium metal from the factory was 1.80-12 million yuan/ton, weak and stable, with a small amount of about 1.70-11.8 million yuan/ton, mainly for magnetic material reduction; gadolinium oxide inquiries were generally active, with a small amount of 222-32.5 million yuan/ton. , The transaction of 225,000 yuan/ton and above is under pressure, and the one-off cash price of gadolinium iron is about 223,000 yuan/ton; the holmium oxide inquiry activity is average, and the separation plant provides 920,000 yuan/ton and above, and the cash transaction is 910,000 yuan/ About ton, traders realized transactions within 910,000 yuan/ton but the supply of goods was limited, and transactions above 920,000 yuan/ton were temporarily under pressure. The price of holmium iron from metal factories was cautious and the spot price was less. One-time cash was quoted at 910-92 million yuan/ Ton, the second individual transaction was 940-95 million yuan/ton.
圖三 2021年3月09日-4月09日氧化鏑均價(jià)走勢
數(shù)據(jù)來源：我的有色
圖四 2021年3月09日-4月09日鏑鐵合金均價(jià)走勢
數(shù)據(jù)來源：我的有色
圖五 2021年3月09日-4月09日氧化鋱均價(jià)走勢
數(shù)據(jù)來源：我的有色
圖六 2021年3月09日-4月09日金屬鋱均價(jià)走勢
數(shù)據(jù)來源：我的有色
市場總結(jié)：
輕稀土鐠釹氧化物逐步走穩(wěn)，市場低價(jià)貨源難尋，分離企業(yè)報(bào)價(jià)猶豫，金屬廠詢盤有所增加少量采購，金屬報(bào)價(jià)對應(yīng)調(diào)整，磁材詢盤活躍度一般，采購意愿不高，降庫觀望為主，上下游持續(xù)僵持，成交有待觀望，鐠釹價(jià)格短期以穩(wěn)為主，區(qū)間小幅震蕩；中重稀土價(jià)格整體偏穩(wěn)，鏑鈥成交高位上移，鋱廠家報(bào)價(jià)較少，貿(mào)易商少量貨源低價(jià)變現(xiàn)報(bào)出，釓詢盤成交較少，價(jià)格弱穩(wěn)。
Light rare earth praseodymium neodymium oxide is gradually stabilizing, and low-priced sources are difficult to find. Separating companies are hesitant to offer prices. Metal factories have increased inquiries with a small amount of purchases. Metal quotations have been adjusted accordingly. Magnetic material inquiries are generally active, and the willingness to purchase is not high. The price of praseodymium and neodymium is mainly stable in the short-term, with a slight fluctuation in the range; the price of medium and heavy rare earths is generally stable, the transaction of dysprosium and holmium has moved up, and the price of terbium manufacturers is less. Traders reported a small amount of goods at low prices, and there were fewer gadolinium enquiries, and prices were weak and stable.
來源：我的有色網(wǎng)（Mysteel）
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