《中國(guó)稀土市場(chǎng)一周報(bào)告》2021年第20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2021年每月掛牌價(jià)格
數(shù)據(jù)來源：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)穩(wěn)中偏強(qiáng)運(yùn)行，氧化物報(bào)價(jià)持續(xù)上調(diào)，金屬報(bào)價(jià)對(duì)應(yīng)氧化物上探。主要產(chǎn)品整體成交較上周有所增加，鐠釹周一周二下游磁材詢盤活躍度明顯提高，周三開始又逐漸轉(zhuǎn)淡，鏑鋱氧化物詢盤更為活躍，中重稀土金屬產(chǎn)品成交有待觀望。
This week, the overall quotations of mainstream products in the rare earth market were stable and strong. The quotations of oxides continued to rise, and the quotations of metals rose correspondingly to oxides. The overall transaction of major products has increased compared with last week. The activity of downstream magnetic material inquiries on Pr and Nd on Monday and Tuesday increased significantly, and gradually declined from Wednesday. Inquiries for dysprosium and terbium oxide are more active, and transactions in medium and heavy rare earth metal products are waiting to be seen.
2、市場(chǎng)報(bào)價(jià)
表三 2021年5月24日-5月28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(chǎng)成交
表四2021年5月24日-5月28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(chǎng)分析
輕稀土方面：
本周稀土市場(chǎng)鐠釹整體報(bào)價(jià)穩(wěn)中偏強(qiáng)運(yùn)行，周初成交量較大，臨近周末成交量減少。上游分離廠家報(bào)貨猶豫，低價(jià)出貨意愿不強(qiáng)，部分貿(mào)易商低價(jià)尋貨補(bǔ)庫存，金屬廠詢盤活躍度不高，少量對(duì)鎖采購，市場(chǎng)低價(jià)貨源收緊，金屬報(bào)價(jià)對(duì)應(yīng)氧化物較穩(wěn)，磁材詢盤活躍度不高，實(shí)際成交有待觀望。截至本周五市場(chǎng)氧化鐠釹主要報(bào)48.8-49.0萬元/噸，主要成交48.7-48.8萬元/噸，48.8萬元/噸及以上成交承壓，金屬廠48.5萬元/噸及以內(nèi)尋低，但低價(jià)貨源收緊成交偏難。鐠釹金屬方面，金屬大廠報(bào)價(jià)堅(jiān)挺，月結(jié)大廠主要報(bào)價(jià)60.8-61.0萬元/噸，主要成交區(qū)間60.2-60.5萬元/噸，60.5萬元/噸及以上成交承壓，現(xiàn)款現(xiàn)貨主要報(bào)60.0-60.3萬元/噸，主要成交59.0-60.0萬元/噸，59.0萬元/噸款到發(fā)貨極個(gè)別成交，磁材剛需采購，市場(chǎng)整體成交不多。綜合來看：目前上游分離廠報(bào)價(jià)堅(jiān)挺，低價(jià)出貨意愿較低，價(jià)格走穩(wěn)，金屬廠主動(dòng)采購不多，金屬報(bào)價(jià)隨氧化物持穩(wěn)，下游磁材剛需對(duì)鎖，上下游保持博弈局面，市場(chǎng)整體成交量較周一周二較少，預(yù)計(jì)短期鐠釹價(jià)格僵持，區(qū)間小幅震蕩。
This week, the overall price of Pr and Nd in the rare earth market was stable and strong. The trading volume at the beginning of the week was relatively large, and the trading volume decreased near the weekend. Separate upstream manufacturers hesitate to submit goods, low-price shipments are not strong, some traders look for goods at low prices to replenish inventory, metal factories are not active in inquiries, a small amount of lock purchases, low-price supply in the market tightens, and metal quotations correspond to oxidation The material is relatively stable, the activity of magnetic material inquiries is not high, and the actual transaction remains to be seen. As of this Friday, the market for praseodymium oxide and neodymium oxide was mainly reported at 488,000-490 thousand yuan/ton, the main transaction was 487-18.8 million yuan/ton, 488,000 yuan/ton and above transactions were under pressure, and metal factories were looking for lows within 485,000 yuan/ton. , But the low-price supply tightened and the transaction was difficult. Regarding praseodymium and neodymium metals, the quotations of major metal manufacturers are strong. The major manufacturers of monthly accounts mainly offer 608,000-601 thousand yuan/ton, and the main transaction range is 602,000-605 thousand yuan/ton. The transactions of 605,000 yuan/ton and above are under pressure, and the cash spot is mainly It was reported at RMB 60-603 million/ton, the main transaction was RMB 59-600,000/ton, and the price of RMB 590,000/ton was sold very individually. Magnets just needed to be purchased, and the overall market transaction was not much. On the whole: the current upstream separation plant quotation is strong, the willingness of low-price shipments is low, the price is stable, the metal plant actively purchases not much, the metal quotation is stable with the oxide, the downstream magnetic material just needs to be locked, and the upstream and downstream maintain the game situation. , The overall market volume is less than Monday and Tuesday. It is expected that the short-term price of neodymium praseodymium will stalemate with a slight fluctuation in the range.
圖1：2021.4.28-5.28氧化鐠釹均價(jià)走勢(shì)
數(shù)據(jù)來源：我的有色
圖2： 2021年5月24日-5月28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)，分離廠報(bào)價(jià)意愿較低，部分貿(mào)易商尋低少量采購，金屬廠謹(jǐn)慎剛需對(duì)鎖采購為主，金屬產(chǎn)品報(bào)價(jià)隨氧化物上調(diào)，下游磁材詢盤活躍度有所增加，少量補(bǔ)庫。截至本周五氧化鏑成交區(qū)間246-248萬元/噸，245萬元/噸及以內(nèi)尋貨偏難，金屬廠逢低少量采購；鏑鐵報(bào)價(jià)對(duì)應(yīng)上調(diào)，242-246萬元/噸個(gè)別成交，245萬元/噸及以上成交承壓；氧化鋱貿(mào)易商個(gè)別660萬元/噸以內(nèi)尋低采購，分離廠家報(bào)價(jià)堅(jiān)挺670萬元/噸及以上，660-670萬元/噸少量成交，集團(tuán)謹(jǐn)慎觀望為主，金屬企業(yè)金屬鋱報(bào)價(jià)猶豫，成交區(qū)間820-830萬元/噸，磁材詢低剛需采購；氧化釓金屬企業(yè)對(duì)鎖尋貨，18.7-18.9萬元/噸少量成交，釓鐵一次現(xiàn)款對(duì)應(yīng)18.7-18.8萬元/噸個(gè)別成交；氧化鈥詢盤活躍度有所提升，分離廠報(bào)貨猶豫，現(xiàn)款成交區(qū)間65.5-66.5萬元/噸，金屬企業(yè)鈥鐵報(bào)價(jià)較少，部分廠家爐臺(tái)減停，一次對(duì)應(yīng)報(bào)67.0萬元/噸左右成交，整體成交偏少。
圖３：2021.4.28-5.28氧化鏑均價(jià)走勢(shì)
數(shù)據(jù)來源：我的有色
圖４：2021.4.28-5.28鏑鐵合金均價(jià)走勢(shì)
數(shù)據(jù)來源：我的有色
圖５：2021.4.28-5.28氧化鋱均價(jià)走勢(shì)
數(shù)據(jù)來源：我的有色
圖６：2021.4.28-5.28金屬鋱均價(jià)走勢(shì)
數(shù)據(jù)來源：我的有色
市場(chǎng)總結(jié)：
輕稀土鐠釹氧化物廠家報(bào)價(jià)堅(jiān)挺，低價(jià)貨源有限，貿(mào)易商少量鎖單成交，磁材剛需采購之后詢盤減少，金屬成交逐漸承壓，周四周五鐠釹金屬報(bào)價(jià)堅(jiān)挺但成交略有松動(dòng)，預(yù)期短期鐠釹僵持持續(xù)區(qū)間小幅震蕩；中重稀土上游廠家報(bào)價(jià)減少，出貨意愿不高，部分中間商尋低，鏑鋱等產(chǎn)品持續(xù)上漲，預(yù)計(jì)鏑鋱釓鈥價(jià)格穩(wěn)中偏強(qiáng)延續(xù)，上漲空間需觀望金屬成交量增減。
Light rare earth praseodymium and neodymium oxide manufacturers have firm quotations, and low-priced supplies are limited. Traders lock in a small number of orders. After the magnets are just needed to be purchased, inquiries are reduced, and metal transactions are gradually under pressure. The quotations of praseodymium and neodymium metals on Thursday and Friday are firm but transactions are slightly higher. Loosening, it is expected that the short-term praseodymium and neodymium stalemate will continue to fluctuate slightly; the upstream manufacturers of medium and heavy rare earths are not willing to ship, and some middlemen are looking for low prices. Products such as dysprosium and terbium continue to rise. It is expected that the prices of dysprosium, terbium, gadolinium and holmium will remain stable and strong. , The upside needs to wait and see the increase and decrease of metal trading volume.
來源：我的有色網(wǎng)（Mysteel）
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