《中國(guó)稀土市場(chǎng)一周報(bào)告》2021年第15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)走弱，鐠釹氧化物報(bào)出不多，分離廠惜售觀望，貿(mào)易商低價(jià)報(bào)貨為主；中重稀土鏑鋱釓鈥價(jià)格繼續(xù)偏弱運(yùn)行，金屬報(bào)價(jià)對(duì)應(yīng)但成交不多，磁材對(duì)鎖剛需采購(gòu)觀望為主。
This week, the overall quotation of mainstream products in the rare earth market is relatively small, and the overall quotation of oxides has weakened. There are not many praseodymium and neodymium oxides. Separation plants are reluctant to sell and wait and see. Traders mainly offer low prices; medium and heavy rare earth dysprosium, terbium, gadolinium and holmium prices continue Weak operation, metal quotations corresponded but not many transactions, magnetic materials just need to purchase locks and wait and see.
2、市場(chǎng)報(bào)價(jià)
表三 2021年4月19日-4月23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4月19日-4月23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)格持續(xù)偏弱走勢(shì)，市場(chǎng)詢盤(pán)成交偏淡，上游分離廠現(xiàn)貨較少，主動(dòng)報(bào)價(jià)意愿不高觀望為主，貿(mào)易商少量貨源變現(xiàn)報(bào)出成交，金屬?gòu)S采購(gòu)較猶豫，詢低對(duì)鎖為主，鐠釹金屬報(bào)價(jià)對(duì)應(yīng)氧化物下調(diào)，磁材詢盤(pán)活躍度較低，仍降庫(kù)觀望，壓價(jià)意愿明顯，成交有待觀望。截至本周五，氧化鐠釹主要報(bào)55.0-55.2萬(wàn)元/噸，主要成交54.8-55.2萬(wàn)元/噸，55.0萬(wàn)元/噸及以上成交承壓，金屬?gòu)S54.5萬(wàn)元/噸以內(nèi)詢低較活躍，貨源難詢。鐠釹金屬方面，金屬大廠報(bào)價(jià)猶豫，月結(jié)大廠主要報(bào)價(jià)67.8-68.0萬(wàn)元/噸，主要成交67.5-67.8萬(wàn)元/噸，67.8萬(wàn)元/噸及以上成交承壓，現(xiàn)款現(xiàn)貨主要報(bào)66.8-67.0萬(wàn)元/噸，主要成交66.5-66.8萬(wàn)元/噸，66.5萬(wàn)元/噸以內(nèi)極個(gè)別成交，磁材整體詢盤(pán)較少觀望為主。綜合來(lái)看：鐠釹氧化物個(gè)別金屬?gòu)S少量采購(gòu)，氧化物低價(jià)貨源有限，磁材詢盤(pán)較少成交偏少，僵持依舊，鐠釹價(jià)格仍需成交引導(dǎo)，預(yù)計(jì)鐠釹價(jià)格短期震蕩偏弱為主。
This week, the price of praseodymium and neodymium in the rare earth market continued to weaken, the market inquiries were weak, the upstream separation plant had less spot, and the willingness to actively quote was not high. The main reason was that traders reported a deal with a small amount of supply, and the metal factory was hesitant to purchase. Inquiries are mainly for locks, and the quotation of neodymium praseodymium metal is lowered in response to oxides. Inquiry activity for magnetic materials is low. The warehouse is still lowered and the willingness to lower prices is obvious. The transaction is yet to be seen. As of this Friday, praseodymium oxide and neodymium oxide were mainly quoted at RMB 5.5-552 million per ton, the main transaction was RMB 548-552,000 per ton, and transactions of RMB 550 thousand per ton and above were under pressure. Metal factories inquired less than RMB 545,000 per ton. Active, difficult to find the source of goods. Regarding praseodymium and neodymium metals, major metal manufacturers are hesitant to offer prices. The monthly prices are mainly quoted at 67.8-68.0 million yuan/ton, the main transaction is 675,000-67.8 million yuan/ton, the transaction of 678,000 yuan/ton and above is under pressure, and the cash spot mainly quotes 668,000-670,000 yuan/ton, the main transaction was 665-668,000 yuan/ton, very few transactions within 665,000 yuan/ton, the overall inquiries for magnetic materials were less wait-and-see. On the whole: some metal factories purchase a small amount of neodymium praseodymium oxide, and the supply of low-priced oxides is limited. There are fewer inquiries for magnetic materials and fewer transactions. The deadlock remains. The price of neodymium praseodymium still needs transaction guidance. It is expected that the price of neodymium praseodymium will fluctuate weakly in the short term. Mainly.
圖一 2021年3月23日-4月23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3月23日-4月23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)品市場(chǎng)整體報(bào)價(jià)偏弱，分離廠報(bào)價(jià)較少觀望居多，貿(mào)易商少量貨源低價(jià)變現(xiàn)，金屬?gòu)S采購(gòu)意愿低，剛需對(duì)鎖，金屬產(chǎn)品報(bào)價(jià)對(duì)應(yīng)下調(diào)，下游磁材詢盤(pán)活躍度較低，整體成交較少。截至本周五，氧化鏑成交區(qū)間280-283萬(wàn)元/噸，283萬(wàn)元/噸及以上成交承壓，金屬?gòu)S采購(gòu)意愿較低；鏑鐵報(bào)價(jià)偏弱，278-280萬(wàn)元/噸個(gè)別成交，現(xiàn)款278萬(wàn)元/噸及以上成交承壓；氧化鋱中間商報(bào)貨為主，840萬(wàn)元/噸或以內(nèi)貿(mào)易商少量變現(xiàn)，分離廠家報(bào)價(jià)堅(jiān)挺850-860萬(wàn)元/噸，集團(tuán)謹(jǐn)慎觀望為主，金屬?gòu)S金屬鋱主動(dòng)報(bào)價(jià)意愿不高，1060-1080萬(wàn)元/噸個(gè)別成交，磁材詢低剛需采購(gòu)為主；氧化釓詢盤(pán)活躍度較低，20.0-20.5萬(wàn)元/噸少量成交，金屬?gòu)S20.0萬(wàn)元/噸及以內(nèi)詢低為主，釓鐵一次現(xiàn)款對(duì)應(yīng)調(diào)整，20.0-20.2萬(wàn)元/噸少量成交，磁材剛需采購(gòu)居多；氧化鈥詢盤(pán)活躍度低，分離廠報(bào)貨猶豫，中間商少量變現(xiàn)，現(xiàn)款成交83.0-84.0萬(wàn)元/噸，金屬?gòu)S鈥鐵報(bào)價(jià)謹(jǐn)慎，一次現(xiàn)款對(duì)應(yīng)報(bào)84.0萬(wàn)元/噸左右，整體成交較少。
In this week, the overall quotation of the main products of heavy rare earths in the market was weak. The quotations of separation plants were relatively low. Traders realized a small amount of supply at low prices. The willingness of metal plants to purchase was low. The quotations of metal products were just needed to lock. The quotations of metal products were correspondingly lowered. Lower, the overall transaction is less. As of this Friday, the transaction range of dysprosium oxide was 2.8-2.88 million yuan/ton, and transactions of 2.83 million yuan/ton and above were under pressure, and the willingness of metal factories to purchase was low; the quotation of dysprosium iron was weak, with individual transactions of 2.78-2.8 million yuan/ton. , Cash transactions of 2.78 million yuan/ton and above are under pressure; terbium oxide brokers mainly provide goods, and traders within 8.4 million yuan/ton or less realize a small amount of cash. The separate manufacturers’ quotations are firm 8.5-8.6 million yuan/ton. The group is cautious and wait and see Mainly, the willingness of the metal factory to actively quote the metal terbium is not high, and the individual transactions are 10.6-10.80 million yuan/ton, and the magnetic material inquiries are low and just need to be purchased; the activity of gadolinium oxide inquiries is relatively low, with a small transaction of 20-200.5 million yuan/ton. Metal factory 200,000 yuan / ton and lower inquiries are the main ones, gadolinium iron one-time cash adjustment correspondingly, a small transaction of 20-20200 yuan / ton, the majority of magnetic materials just need to be purchased; holmium oxide inquiry activity is low, and the separation factory is hesitant to submit goods , The intermediary realized a small amount of cash, and the cash transaction was 830-84.0 million yuan/ton. The holmium iron quotation of the metal factory was cautious, and the one-time cash corresponding to about 840000 yuan/ton, the overall transaction was relatively small.
圖三 2021年3月23日-4月23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3月23日-4月23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3月23日-4月23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3月23日-4月23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)：
輕稀土鐠釹氧化物廠家現(xiàn)貨市場(chǎng)報(bào)出有限，貿(mào)易商少量貨源低價(jià)報(bào)出為主，隨著氧化物價(jià)格逐步下探走穩(wěn)，對(duì)應(yīng)磁材詢盤(pán)金屬有所增加，同時(shí)氧化物報(bào)出不多，金屬?gòu)S逢低對(duì)鎖采購(gòu)，磁材剛需降庫(kù)為主，上下游僵持依舊，金屬成交價(jià)格未及預(yù)期，需要時(shí)間換空間，待下游庫(kù)存進(jìn)一步消耗，采購(gòu)節(jié)奏變換，鐠釹價(jià)格或?qū)⒂缮现料聜鲗?dǎo)出現(xiàn)區(qū)間小幅偏強(qiáng)行情；中重稀土上游廠家報(bào)價(jià)猶豫，出貨意愿不高，持貨商少量貨源讓利成交，預(yù)計(jì)鏑鋱釓鈥價(jià)格弱穩(wěn)震蕩。
The spot market for light rare earth praseodymium and neodymium oxide manufacturers is limited, and traders mainly report a small amount of supply at low prices. As the price of oxides gradually declines and stabilizes, the corresponding magnetic material inquiries have increased, and the oxides are reported Not many. Metal factories purchase locks on dips. Magnets just need to lower their warehouses. The upstream and downstream stalemate remains. The metal transaction price is not as expected. It takes time to change space. When downstream inventory is further consumed, the purchasing rhythm changes, and the price of praseodymium and neodymium may change. There will be a slightly stronger market in the range from top to bottom; the upstream manufacturers of China Heavy Rare Earth hesitate in quotation, and the willingness to ship is not high. Holders make a profit with a small amount of supply. It is expected that the price of dysprosium, terbium, gadolinium and holmium will fluctuate weakly and steadily.
來(lái)源：我的有色網(wǎng)（Mysteel）
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