《中國稀土市場一周報告》2021年第14期
一、掛牌價
1、南方稀土集團掛牌價
表一 中國南方稀土2021年中重稀土氧化物掛牌價
數(shù)據(jù)來源：南方稀土
2、北方稀土集團掛牌價
表二 中國北方稀土高科技術股份有限公司2021年每月掛牌價格
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)品偏弱震蕩，廠家報價較少出貨猶豫，下游剛需采購整體詢盤活躍度較低，市場成交未及預期，上下游顯觀望，僵持依舊。
2.市場報價
表三 2021年4月12日-4月16日主流稀土產(chǎn)品報價（萬元/噸）
數(shù)據(jù)來源：我的有色
市場成交
表四 2021年4月12日-4月16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格走勢偏弱，上游分離廠報貨較少，主動報價意愿不強觀望為主，貿易商少量貨源變現(xiàn)報出，金屬廠采購猶豫，詢低對鎖少量采購，成交不多，鐠釹金屬報價對應下調，磁材詢盤活躍度較低，降庫觀望，壓價意愿尚存，成交有待觀望。截至本周五，氧化鐠釹主要報56.2-56.5萬元/噸，分離廠家出貨積極性一般，主要交付前期訂單為主，主要成交56.0-56.5萬元/噸，56.5萬元/噸及以上成交承壓，金屬廠56.0萬元/噸以內詢低活躍，貨源報出有限。鐠釹金屬方面，金屬大廠報價不多，月結大廠主要報價69.8-70.3萬元/噸，主要成交69.5-70.2萬元/噸，70.2萬元/噸及以上成交承壓，現(xiàn)款現(xiàn)貨主要報69.0-69.5萬元/噸，主要成交69.0-69.3萬元/噸，69.0萬元/噸以內個別成交，磁材整體成交不多觀望為主。綜合來看：本周氧化鐠釹價格走勢偏弱運行，分離廠現(xiàn)貨報出謹慎猶豫，隨著行情持續(xù)走弱，部分持貨商讓價出貨意愿有所增加，金屬廠少量剛需采購，磁材詢盤活躍度一般，市場成交偏淡，博弈局面尚存，預計鐠釹價格短期內弱穩(wěn)震蕩為主。
The price trend of praseodymium and neodymium in the rare earth market this week was weak, the upstream separation plants reported less goods, and the willingness to actively offer was not strong. Wait-and-see mainly. Traders realized a small amount of goods and reported them. Metal factories hesitated to purchase. However, the price of praseodymium and neodymium metal has been lowered correspondingly, and the activity of magnetic material inquiries is low. The willingness to lower the price still exists, and the transaction has to be waited and seen. As of this Friday, the price of praseodymium oxide and neodymium oxide was mainly 562-565 million yuan/ton. The separation manufacturers were generally motivated to deliver and mainly delivered early orders. The main transactions were 560-565 million yuan/ton and 565,000 yuan/ton and above. Under pressure, the metal factory is actively inquiring less than RMB 560000/ton, and the supply of goods is limited. Regarding praseodymium and neodymium metals, major metal manufacturers offer few prices. The monthly prices of major manufacturers are mainly from 698,000 to 703,000 yuan/ton, the main transaction is between 695,000 and 702,000 yuan/ton, and the transactions of 702,000 yuan/ton and above are under pressure. The cash spot is mainly It was reported at 690-695,000 yuan/ton, the main transaction was 690-693,000 yuan/ton, and individual transactions within 690,000 yuan/ton. The overall transaction of magnetic materials was not much and the main thing was to wait and see. On the whole: the price trend of praseodymium oxide and neodymium oxide was weak this week, and the spot report of the separation plant was cautious and hesitant. As the market continues to weaken, some holders have increased willingness to make price shipments, and metal factories just need to purchase a small amount of magnets. The material inquiry activity is average, the market transaction is weak, and the game situation still exists. It is expected that the price of neodymium praseodymium will mainly be weak, stable and fluctuating in the short term.
圖一 2021.4.12-4.16氧化鐠釹均價走勢圖
數(shù)據(jù)來源：我的有色
圖二 2021.4.12-4.16鐠釹金屬均價走勢圖
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)品整體價格偏弱運行，市場成交偏少，價格持續(xù)下探，分離企業(yè)氧化物報價較少觀望居多，貿易商回籠資金變現(xiàn)，少量散貨報出，金屬廠對鎖剛需采購，金屬產(chǎn)品報價較亂，下游磁材詢盤活躍度偏淡，整體成交有待觀望。截至周五，氧化鏑成交區(qū)間296-300萬元/噸，300萬元/噸及以上含承兌極個別成交，金屬廠采購意愿不高；鏑鐵報價偏弱調整，293-298萬元/噸少量成交，現(xiàn)款294及以上成交承壓，成交量較少；氧化鋱中間商報貨為主，貿易商散貨900萬元/噸以內變現(xiàn)成交暫缺乏市場代表性，分離廠家報價堅挺910-920，集團謹慎觀望為主，金屬廠金屬鋱報價1130-1140萬元/噸偏弱，成交1130-1140萬元/噸，1120萬元/噸及以內極個別成交，磁材采購意愿不高，整體成交偏少；氧化釓詢盤活躍度較低，21.5-21.8萬元/噸少量成交，金屬廠21.5萬元/噸以內詢低較活躍，釓鐵一次現(xiàn)款對應報價21.5-21.6萬元/噸，磁材剛需采購觀望居多，市場成交較少；氧化鈥詢盤活躍度一般，分離廠報貨較少，現(xiàn)款成交91.0-92.0萬元/噸，金屬廠鈥鐵報價謹慎較少，一次現(xiàn)款對應報91.0萬元/噸，成交較少。預計短期中重稀土主要產(chǎn)品仍將弱穩(wěn)震蕩為主。
In this week, the overall price of the main products of heavy rare earths was weak, the market transactions were small, and the prices continued to drop. The oxide quotations of separation companies were mostly wait-and-see. Traders returned funds to cash out, and a small amount of bulk cargo was reported. Metal factories just needed to purchase locks. The quotations of metal products are chaotic, and the activity of downstream magnetic materials inquiries is weak, and the overall transaction remains to be seen. As of Friday, the transaction range of dysprosium oxide was 2.96-3 million yuan/ton, and very few transactions were made at 3 million yuan/ton and above including acceptance. The willingness of metal factories to purchase is not high; the price of dysprosium oxide was weakly adjusted, 2.93-2.98 million yuan/ton A small number of transactions, cash transactions of 294 and above are under pressure, and the transaction volume is small; terbium oxide intermediaries mainly report goods, and traders who realize bulk cargo within 9 million yuan/ton are temporarily lacking market representativeness, and the quotations of separate manufacturers are strong 910-920 The group is cautious and wait-and-see. The price of metal terbium from the metal factory is 1.311.4 million yuan/ton. The transaction price is 1.311.4 million yuan/ton, and the transaction is within 11.2 million yuan/ton. The willingness to purchase magnetic materials is not high. The transaction is too small; the activity of gadolinium oxide inquiries is low, with a small transaction of 215,000 to 218,000 yuan/ton, and the metal factory is more active when inquiring less than 215,000 yuan/ton. The one-time cash price of gadolinium iron corresponds to the quotation of 215,000 to 216,000 yuan/ton. Most of the magnetic materials just need to be purchased on the sidelines, and the market transactions are relatively small; the holmium oxide inquiries are generally active, and the separation plant offers less goods. The cash transaction is 910-92.0 million yuan/ton. The holmium iron quotation of the metal factory is less cautious, and the cash is reported for one time. 0.910 million yuan/ton, the transaction is relatively small. It is expected that the main products of medium and heavy rare earths in the short term will remain weak, stable and volatile.
圖三 2021.4.12-4.16氧化鏑均價走勢圖
數(shù)據(jù)來源：我的有色
圖四 2021.4.12-4.16鏑鐵合金均價走勢圖
數(shù)據(jù)來源：我的有色
圖五 2021.4.12-4.16氧化鋱均價走勢圖
數(shù)據(jù)來源：我的有色
圖六 2021.4.12-4.16金屬鋱均價走勢圖
數(shù)據(jù)來源：我的有色
市場總結：
現(xiàn)階段上下游介處于觀望狀態(tài)，上游廠家報價出貨偏謹慎，受市場情緒影響貿易商部分散貨報出變現(xiàn)，市場整體詢盤活躍度偏淡成交偏少，主流產(chǎn)品價格缺乏成交量支撐，走勢偏弱。短期來看沒有其他利好消息出現(xiàn)，成交才可鞏固價格以致逐漸走穩(wěn)，而當前磁材大部分期貨交付為前期簽訂，新增訂單未及預期，終端訂單釋放需要時間從下到上傳導，預計主要產(chǎn)品短期弱穩(wěn)運行為主。
At this stage, upstream and downstream agencies are in a wait-and-see state. The upstream manufacturers’ quotations and shipments are cautious. Affected by market sentiment, some of the bulk cargoes reported by traders are realizing. The overall market enquiry activity is weak and transactions are small. The prices of mainstream products lack the support of transaction volume. The trend is weak. In the short term, there is no other good news to appear, and the transaction can consolidate the price and gradually stabilize. At present, most of the futures delivery of magnetic materials is signed in the early stage. New orders are not as expected. The release of terminal orders will take time to pass from bottom to top. The main products are mainly in short-term weak and stable operation.
數(shù)據(jù)來源：我的有色
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