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《中国稀土市场一周报告》2021年第19期

2021/5/22 10:04:08     点击:

一、挂牌价

1、南方稀土集团挂牌价

表一 中国南方稀土2021年中重稀土氧化物挂牌价

数据来源:南方稀土

2、北方稀土集团挂牌价

表二 中国北方稀土高科技术股份有限公司2020-2021年每月挂牌价格

数据来源:北方稀土

二、稀土市场

1、中国稀土市场评述

本周稀土市场主流产品厂家报价犹豫,低价出货意愿不高,贸易商少量低价货源变现报出镨钕价格偏弱延续;中重稀土镝、铽市场询盘成交增加,价格止跌趋稳,金属报价对应氧化物调整,磁材对锁为主观望居多。

Manufacturers of mainstream products in the rare earth market were hesitant to offer prices this week, and the willingness to ship at low prices was not high. Traders realized a small amount of low-priced sources. The price of praseodymium and neodymium continued to be weak. Inquiries and transactions in the market for medium and heavy rare earth dysprosium and terbium increased, and prices stopped falling Stabilization, metal quotations are adjusted in response to oxides, and magnetic materials are mostly on the sidelines of locks.

2、市场报

表三 2021年4月17日-4月21日主流稀土产品报价(万元/吨)

数据来源:我的有色

3、市场成交

表四 2021年4月17日-4月21日主流稀土产品成交情况

数据来源:我的有色

三、市场分析

轻稀土方面:

本周轻稀土市场镨钕价格整体维持弱稳震荡趋势,上游分离厂家主动报货较少,贸易商少量货源报出,氧化物价格随市下调,金属厂询盘较活跃,金属厂对锁少量采购,镨钕金属价格随氧化物有所调整,磁材询盘活跃度较高,整体成交有所增加。截至本周五氧化镨钕主要报48.0-48.3万元/吨,主要成交47.5-48.0万元/吨,48.0万元/吨及以上成交承压,金属厂47.5万元/吨及以内成交偏难,金属厂对所采购,整体成交较少。镨钕金属方面,金属大厂报价犹豫,月结大厂主要报价60.0-60.5万元/吨,主要成交区间60.0-60.5万元/吨,60.5万元/吨及以上成交承压,现款现货主要报59.0-59.5万元/吨,主要成交58.8-59.0万元/吨,59.0万元/吨以上成交承压,磁材刚需采购为主,压价意愿尚存,金属厂镨钕金属价格对应氧化物价持稳报价,市场整体成交尚可。综合来看:目前上游分离厂主动报价较坚挺,部分分离企业现货现货报出不多,贸易商低价报出变现,金属厂金属价格随氧化物仍保持倒挂,磁材寻货刚需采购,市场成交有所增加,下游压价意愿尚存,预计镨钕价格短期价格走势趋稳,区间小幅震荡。

The price of neodymium praseodymium in the light rare earth market has maintained a weak, stable and volatile trend. Upstream separate manufacturers have actively reported less goods, and traders have reported a small amount of goods. Oxide prices have dropped along with the market, metal factories have more active inquiries, and metal factories have a small amount of locks. Purchasing, the price of praseodymium and neodymium metal has been adjusted with the oxide, and the enquiry of magnetic materials is relatively active, and the overall transaction has increased. As of this Friday, the price of praseodymium oxide and neodymium oxide was mainly 480-483,000 yuan/ton, and the main transaction was 475,000-480,000 yuan/ton. The transaction of 480,000 yuan/ton and above was under pressure. The metal factory was difficult to trade within 475,000 yuan/ton. , The overall transaction of the purchase by the metal factory is relatively small. Regarding praseodymium and neodymium metals, major metal manufacturers are hesitant to offer prices. The monthly prices are mainly 60-605,000 yuan/ton, and the main transaction range is 60-605,000 yuan/ton. The transactions of 605,000 yuan/ton and above are under pressure, and cash and spot prices are mainly Reported at 590-595,000 yuan/ton, the main transaction was 588-59 million yuan/ton, and the transaction above 590,000 yuan/ton was under pressure. The magnet materials were just in need of procurement, and the willingness to hold down prices still existed. The metal price of praseodymium and neodymium metal corresponds to the price of oxide Maintaining a stable price, the overall market transaction is acceptable. On the whole: the current upstream separation plants' active quotations are relatively strong, some separation companies do not offer much spot and spot reports, traders report realizing at low prices, metal prices in metal plants still remain upside down with oxides, and magnetic materials are just needed to be purchased when the market is looking for goods. There has been an increase in transactions and the downstream willingness to keep prices down. It is expected that the short-term price trend of neodymium praseodymium prices will stabilize with a slight fluctuation in the range.

图一 2021年3月20日-4月21日氧化镨钕均价走势

数据来源:我的有色


图二 2021年3月20日-4月21日镨钕金属均价走势

数据来源:我的有色

中重稀土方面:

本周中重稀土主要产品市场整体报价偏弱震荡,镝铽钆止跌走稳,上游分离厂主动报价减少,个别贸易商少量寻低补货,金属厂对锁采购,金属产品报价随氧化物逐步走稳,下游磁材询盘有所增加,整体成交仍需观望。今日氧化镝成交区间232-235万元/吨,230万元/吨及以内寻货偏难,金属厂逢低少量采购;镝铁厂家报价235-240万元/吨,232-235万元/吨个别成交,235万元/吨及以上成交承压;氧化铽贸易商个别620万元/吨以内寻低采购,分离厂家报价坚挺620-640万元/吨,集团持谨慎观望态度,金属企业金属铽报价犹豫,成交区间790-800万元/吨,成交有限,磁材询低刚需采购;氧化钆金属企业对锁寻货,18.5-18.7万元/吨少量成交,钆铁一次现款对应18.5-18.6万元/吨个别成交;氧化钬询盘活跃度不高,分离厂报货犹豫,中间商少量变现,现款成交区间61.0-62.0万元/吨,金属企业钬铁报价较少,部分厂家炉台减停,一次对应报65.0万元/吨左右成交,整体成交偏少。

In the middle of this week, the overall quotations of the main products of heavy rare earths were weak and fluctuated. Dysprosium, terbium, and gadolinium stopped falling and stabilized. The upstream separation plants took the initiative to reduce their quotations. Some traders sought low replenishment. Stable, the downstream magnetic materials inquiries have increased, and the overall transaction still needs to wait and see. Today, the transaction range of dysprosium oxide is 2.32-2.35 million yuan/ton, and it is difficult to find goods within 2.3 million yuan/ton. Metal factories make small purchases on bargaining prices; dysprosium iron manufacturers offer 2.35-2.40 million yuan/ton, 2.32-2.35 million yuan/ Individual transactions of ton, 2.35 million yuan/ton and above are under pressure; individual terbium oxide traders look for low purchases within 6.2 million yuan/ton, and separate manufacturers offer strong prices of 6.2-6.4 million yuan/ton. The group is cautious and wait-and-see. Metal companies The price of terbium metal is hesitant, the transaction range is 7.9-8 million yuan/ton, the transaction is limited, and the magnetic material inquiry is low and just needs to be purchased; the gadolinium oxide metal company searches for the lock, and a small transaction is 185--187,000 yuan/ton. The one-time cash for gadolinium iron corresponds to 18.5 -186,000 yuan/ton individual transactions; holmium oxide inquiry activity is not high, separation plants hesitate to submit goods, middlemen realize a small amount of cash, the cash transaction range is 610-62.0 million yuan/ton, metal companies offer less holmium iron, and some manufacturers Stove stops were reduced, and a transaction was reported at around 650 thousand yuan/ton at a time, and the overall transaction was on the low side.

图三 2021年3月20日-4月21日氧化镝均价走势

数据来源:我的有色

图四 2021年3月20日-4月21日镝铁合金均价走势

数据来源:我的有色

图五 2021年3月20日-4月21日氧化铽均价走势

数据来源:我的有色

图六 2021年3月20日-4月21日金属铽均价走势

数据来源:我的有色

市场总结:

轻稀土上游分离企业报货较少整体显犹豫,低价出货意愿不高,金属企业采购谨慎,寻低为主,金属报价对应下调,磁材询盘活跃度尚可,成交有待观望,上下游僵持依旧,仍需时间消化, 预计镨钕以稳为主,区间小幅震荡;中重稀土整体价格弱稳震荡,分离厂家报价较犹豫,价格较坚挺, 镝、铽市场询盘活跃度增加,部分交投资金低位建仓,价格止跌趋稳。

The upstream separation companies of light rare earths are generally hesitant to submit less goods, and the willingness to ship at low prices is not high. Metal companies are cautious in purchasing and seek low prices. Metal quotations are correspondingly lowered. Magnetic material inquiries are still active, and transactions are waiting to be seen. The upstream and downstream stalemate remains and still needs time to digest. It is expected that Ndpraseodymium will be stable and fluctuate slightly; the overall price of medium and heavy rare earths will fluctuate weakly and steadily. , Part of the investment gold was opened at a low position, and the price stopped falling and stabilized.

来源:我的有色网(Mysteel