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《中国稀土市场一周报告》2021年第17期

2021/5/12 9:59:27     点击:

稀土市场评述

本周稀土市场主流产品整体报价偏弱,氧化物整体报价较少,镨钕氧化物下行幅度有所变缓,分离厂显犹豫,贸易商个别低价变现;中重稀土镝铽等产品价格延续弱稳,金属报价对应但成交未及预期,磁材对锁刚需采购。

This week, the overall quotations of mainstream products in the rare earth market were weak, and the overall quotations of oxides were relatively small. The downward range of praseodymium and neodymium oxides has slowed down. Separation plants are hesitant, and traders have realized low prices; prices of products such as medium and heavy rare earth dysprosium and terbium continue Weak and stable, metal quotations corresponded but the transaction was not as expected, and magnetic material pair locks just needed to be purchased.

市场报价

数据来源:我的有色

市场成交

数据来源:我的有色

市场分析

轻稀土

本周轻稀土市场镨钕价格整体偏弱运行,节后上游分离厂主动报价意愿较低,贸易商少量货源低价变现,金属厂对锁少量采购,镨钕金属报价对应氧化物有所回调,磁材询盘询跃度不高,上下游预期价格不统一,整体成交有待观望。截至本周五,氧化镨钕主要报53.0-53.5万元/吨,主要成交52.5-53.0万元/吨,53.0万元/吨及以上成交较少,金属厂52.5以内询低较活跃,成交待观望。镨钕金属方面,金属大厂报价不多,月结大厂主要报价65.3-65.5万元/吨,主要成交区间65.0-65.3万元/吨,65.3万元/吨及以上成交承压,现款现货主要报64.5-65.0万元/吨,主要成交区间64.0-64.5万元/吨,64.5万元/吨少量成交,64.5万元/吨以内极个别成交,磁材月初刚需补货,整体询盘有所增加,对锁少量采购,观望为主。综合来看:目前上游分离厂报价意愿依然较低,氧化物价格持续偏弱运行,金属厂询盘活跃度不高,金属价格随氧化物走低,下游磁材刚需采购为主,对价格接受程度较低,接货意愿稍弱,压价意愿尚存,预计短期内镨钕价格在区间内弱稳震荡运行。

This week, the light rare earth market price of praseodymium and neodymium is generally weak. After the holiday, the upstream separation plant is less willing to offer quotations. Traders realize a small amount of supply at low prices. Metal factories purchase a small amount of locks. The quotation of praseodymium and neodymium metal has been adjusted for oxides. The volatility of magnetic material inquiries is not high, and the expected upstream and downstream prices are not uniform. The overall transaction remains to be seen. As of this Friday, praseodymium oxide and neodymium oxide were mainly reported at 530-535,000 yuan/ton, the main transaction was 525-53.0 million yuan/ton, and the transaction of 530 million yuan/ton and above was relatively small. Metal factories inquired less than 52.5 and were more active. The transaction is pending. Wait and see. Regarding praseodymium and neodymium metals, major metal manufacturers offer few prices. The monthly prices are mainly 653-65.5 million yuan/ton, and the main transaction range is 65-65.3 million yuan/ton. The transactions of 653,000 yuan/ton and above are under pressure, and cash is on spot. Mainly quoted at 645,000-65.0 million yuan/ton, the main transaction range was 644,000-64.5 million yuan/ton, small transactions were 645,000 yuan/ton, very individual transactions within 645,000 yuan/ton, magnetic materials just needed replenishment at the beginning of the month, and the overall inquiry is Increased purchases of locks in a small amount, mainly wait and see. On the whole: The current upstream separation plant's willingness to quote is still low, the oxide price continues to be weak, the metal plant's inquiries are not active, the metal price decreases with the oxide, and the downstream magnetic material is just in demand, and the price is accepted. Lower, the willingness to receive goods is slightly weaker, and the willingness to lower prices still exists. It is expected that the price of neodymium praseodymium will fluctuate weakly and steadily within the range in the short term.

图1:2021.4.8-5.8氧化镨钕均价走势图

数据来源:我的有色

图2:2021.4.8-5.8镨钕金属均价走势图

数据来源:我的有色

重稀土

本周中重稀土主要产品市场整体报价偏弱运行,分离厂报价犹豫显观望,贸易商少量货源低价变现,金属厂采购意愿低,对锁为主,金属产品报价对应下调,下游磁材询盘偏淡,整体成交未及预期。截至本周五,氧化镝成交区间253-258万元/吨,255万元/吨及以上成交承压,金属厂采购意愿较低;镝铁报价偏弱,250-255万元/吨个别成交,现款252万元/吨及以上成交承压;氧化铽中间商报货为主,750万元/吨以内贸易商少量变现,分离厂家报价坚挺750-760万元/吨,集团谨慎观望,金属企业金属铽主动报价意愿不高,940-960万元/吨个别成交,磁材询低刚需采购为主;氧化钆询盘活跃度较低,19.0-19.2万元/吨少量成交,金属厂18.8万元/吨及以内询低为主,钆铁一次现款对应调整,18.8-19.0万元/吨少量成交,磁材刚需采购居多;氧化钬询盘活跃度低,分离厂报货犹豫,中间商少量变现,现款成交72.0-73.0万元/吨,金属厂钬铁报价谨慎,一次现款对应报73.0万元/吨左右,整体成交偏少。

In this week, the overall quotation of the main products of heavy rare earths in the market was weak, and the quotations of separation plants were hesitant to wait and see. Traders realized a small amount of supply at low prices. The willingness of metal plants to purchase is low. The quotations of metal products are mainly locked. The quotations of metal products are correspondingly lowered, and the inquiries for downstream magnetic materials are biased. The overall transaction was lower than expected. As of this Friday, the transaction range of dysprosium oxide was 2.5-2.55 million yuan/ton, and transactions of 2.5-5 million yuan/ton and above were under pressure, and the willingness of metal factories to purchase was low; the price of dysprosium iron was weak, with 2.5-2.55 million yuan/ton individual transactions. , The cash was 2.52 million yuan/ton and above, and the transactions were under pressure; terbium oxide brokers mainly reported goods, and traders within 7.5 million yuan/ton realized a small amount of cash. The separate manufacturers’ quotations were firm 7.5-7.6 million yuan/ton. The group was cautious and waited and watched. Enterprise metal terbium is not willing to actively offer quotations, individual transactions are 9.4-9.6 million yuan/ton, and magnetic material inquiries are low and just need to be purchased; gadolinium oxide inquiries are less active, with a small transaction of 190-192 million yuan/ton, and metal factories 18.8 Ten thousand yuan / ton and lower inquiries are the main ones. Gadolinium iron one-time cash adjustment correspondingly, a small transaction of 188 thousand to nineteen thousand yuan / ton, most of the magnets just need to be purchased; holmium oxide enquiry activity is low, the separation plant is hesitant to submit the goods, and the middleman A small amount of cash was realized, and the cash transaction was 720-73.0 million yuan/ton. The holmium iron quotation of the metal factory was cautious, and the one-time cash corresponding to about 730 thousand yuan/ton, the overall transaction was relatively small.

图3:2021.4.8-5.8氧化镝均价走势图

数据来源:我的有色

图4:2021.4.8-5.8镝铁合金均价走势图

数据来源:我的有色

图5:2021.4.8-5.8氧化铽均价走势图

数据来源:我的有色

图6:2021.4.8-5.8金属铽均价走势图

数据来源:我的有色

市场总结

现阶段轻稀土氧化镨钕偏弱运行,上游分离企业报货较少整体显犹豫,金属企业采购谨慎,刚需对锁,金属报价对应下调,磁材询盘活跃度有所提升,但实际成交量未及预期,上下游僵持局面依旧,但随着时间推移,下游磁材库存消耗,补库需要或将促使镨钕价格下行空间有限幅度趋缓走稳;中重稀土整体价格延续弱稳震荡,分离厂报价犹豫,受市场情绪影响贸易商少量货源回笼资金,金属厂刚需采购,中重稀土金属同步向下调整,成交有待观望。

At this stage, the light rare earth praseodymium and neodymium oxide is operating weakly, and the upstream separation companies are less hesitant to submit goods. The metal companies are cautious in purchasing, and they just need to lock, and the metal quotation is correspondingly lowered. The activity of magnetic material inquiries has increased, but the actual transaction volume Less than expected, the upstream and downstream stalemate remains, but as time goes by, the downstream magnetic material inventory consumption and the need to replenish the inventory may promote the limited downward space of neodymium praseodymium prices to slow down and stabilize; the overall price of medium and heavy rare earths continues to be weak and stable. Separation plants are hesitant to offer prices. Affected by market sentiment, traders withdraw funds from a small amount of supply. Metal plants just need to purchase, and medium and heavy rare earth metals are adjusted downwards simultaneously. The transaction is yet to be seen.

来源:我的有色网(Mysteel