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《中国稀土市场一周报告》2021年第21期

2021/6/16 9:16:28     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现货较少报价犹豫,低价出货意愿不高,部分贸易商少量低价货源变现报出镨钕价格偏弱运行;中重稀土镝、铽市场询盘活跃度有所减弱,市场成交较少,价格弱稳震荡,金属报价对应氧化物调整,磁材对锁采购,成交有待观望。

This week, mainstream product manufacturers in the rare earth market are less hesitant to offer spot prices, and are not willing to ship at low prices. Some traders have realized a small amount of low-priced sources and reported that the price of praseodymium and neodymium is weak; the market inquiries for medium and heavy rare earth dysprosium and terbium are active It has weakened, the market has fewer transactions, the price is weak and stable, the metal quotation is adjusted in response to the oxide, and the magnetic material is purchased for the lock. The transaction is waiting to be seen.

2、市场报

表三 2021年5月31日-6月4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5月31日-6月4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弱稳震荡为主,上游分离厂家现货较少,主动报价意愿不高,贸易商少量低价货源变现报出,金属厂逢低少量采购,市场整体询盘活跃度较低,氧化物价格随市下行,金属价格随氧化物调整,磁材询盘活跃度不高,成交有待观望。截至本周五氧化镨钕主要报47.3-47.5万元/吨,主要成交47.0-47.3万元/吨,成交重心47.0万元/吨,47.3万元/吨及以上成交承压,金属厂对锁采购,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60.0-60.3万元/吨,主要成交区间59.5-59.8万元/吨,60.0万元/吨及以上成交承压,现款现货主要报58.5-58.8万元/吨,主要成交58.3-58.5万元/吨,58.0万元/吨极个别成交,磁材刚需采购为主,压价意愿尚存。综合来看:目前上游分离厂低价出货意愿不高,贸易商低价报货为主,金属厂金属价格随氧化物调整成交承压,价格倒挂,磁材询低刚需采购,消耗库存观望为主,压价意愿尚存,上下游僵持博弈,成交有限,预计镨钕价格短期弱稳震荡为主。

This week, the price of praseodymium and neodymium in the light rare earth market mainly fluctuates weakly. There are fewer stocks from upstream separate manufacturers, and the willingness to actively quote is not high. Traders have realized a small amount of low-price sources and reported that metal factories purchased small amounts on dips, and the overall market inquiries was active. The price of oxides is low, the price of oxides declines with the market, and the price of metals is adjusted with the oxides. Inquiry activity for magnetic materials is not high, and the transaction remains to be seen. As of this Friday, the price of praseodymium oxide and neodymium oxide was mainly 473-475 million yuan/ton, the main transaction was 470-473 million yuan/ton, the transaction center was 470 thousand yuan/ton, the transaction of 473,000 yuan/ton and above was under pressure. Purchasing, the overall transaction is relatively small. Regarding praseodymium and neodymium metals, major metal manufacturers are hesitant to offer prices. The monthly prices of major manufacturers are 60 to 603,000 yuan/ton, and the main transaction range is 595,000 to 598,000 yuan/ton. The transactions of 600,000 yuan/ton and above are under pressure, and cash and spot prices are mainly It was reported at 585-58.8 million yuan/ton, the main transaction was 583-5585 million yuan/ton, and 580,000 yuan/ton was very individual. The magnets were just in need of procurement, and the willingness to keep prices down still existed. On the whole: At present, upstream separation plants are not willing to ship at low prices. Traders mainly offer low prices. Metal prices in metal plants are under pressure with the adjustment of oxides. Prices are upside down. Magnetic materials are inquired and just need to be purchased, and inventory consumption is wait and see. Mainly, the willingness to hold down prices still exists, the upstream and downstream stalemate game, and the transaction is limited. It is expected that the price of neodymium praseodymium will fluctuate mainly in the short term.

图一 2021年5月6日-6月4日氧化镨钕均价走势

数据来源:我的有色


图二 2021年5月6日-6月4日镨钕金属均价走势

数据来源:我的有色

中重稀土方面:

中重稀土方面:本周中重稀土主要产品价格弱稳震荡运行,分离厂主动报价较少,出货意愿较低谨慎观望,部分贸易商少量货源薄利促销,金属厂刚需对锁采购,金属产品随氧化物试探下调,下游磁材询盘偏淡,金属产品成交未及预期。截至本周五,氧化镝成交区间238-240万元/吨,240万元/吨及以上成交承压,金属厂逢低少量采购;镝铁报价对应238-240万元/吨,235-238万元/吨个别成交,240万元/吨及以上成交承压;氧化铽贸易商个别630万元/吨变现,分离厂家报价坚挺650万元/吨,630-640万元/吨少量成交,大型企业谨慎观望依旧,金属企业金属铽报价810-820万元/吨,成交805-815万元/吨左右少量,800及货源较难寻,磁材询低刚需采购;氧化钆市场报价弱稳,18.5-18.7万元/吨少量成交,18.5货源较难寻,钆铁一次现款对应18.5-18.7万元/吨个别成交;氧化钬市场询盘转淡,分离厂报货犹豫,现款成交区间64.5-65.0万元/吨,金属企业钬铁报价较少,厂家一次对应报67万元/吨左右。中重稀土整体成交未及预期,上游暂无利好下游刚需采购,短期弱稳延续。

In terms of medium and heavy rare earths: this week, the prices of main products of medium and heavy rare earths were weak and volatile. The separation plant actively offered less, and the willingness to ship shipments was low. Be cautious and wait-and-see. Some traders had a small supply of small profits for promotion. Metal factories just needed to purchase locks, and metal products were oxidized. The physical test was lowered, the downstream magnetic material inquiry was weak, and the transaction of metal products fell short of expectations. As of this Friday, the transaction range of dysprosium oxide was 2.38-2.40 million yuan/ton, and transactions of 2.4 million yuan/ton and above were under pressure, and metal factories made small purchases on dips; the quotation of dysprosium oxide corresponds to 2.38-2.4 million yuan/ton, 235-238 Individual transactions of RMB 10,000/ton were under pressure, and transactions of RMB 2.4 million/ton and above were under pressure; individual traders of terbium oxide realized cash of RMB 6.3 million/ton, and the prices of separation manufacturers were firm at RMB 6.5 million/ton, with small transactions of RMB 6.3-6.4 million/ton. Large companies remain cautious and wait and see. Metal companies offer 8.0-8.2 million yuan/ton for terbium metal, and a small amount of about 805-815 million yuan/ton is traded. It is difficult to find 800 and the source of goods. Magnetic materials are low inquiries and just need to be purchased; gadolinium oxide market quotations are weak and stable , A small number of transactions of 185 to 187 thousand yuan/ton, 18.5 is difficult to find the source of goods, one-time cash of gadolinium iron corresponds to an individual transaction of 185 to 187 thousand yuan/ton; the holmium oxide market inquiries weakened, the separation plant hesitated to report the goods, the cash transaction range was 64.5 -65.0 million yuan/ton, the price of holmium iron from metal companies is less, and the manufacturers quote about 670,000 yuan/ton at a time. The overall transaction of Zhonghe Rare Earths has not met expectations, and the upstream is not good for the downstream. The downstream just needs to purchase, and the short-term weak and stable continue.

图三 2021年5月6日-6月4日氧化镝均价走势

数据来源:我的有色

图四 2021年5月6日-6月4日镝铁合金均价走势

数据来源:我的有色

图五 2021年5月6日-6月4日氧化铽均价走势

数据来源:我的有色

图六 2021年5月6日-6月4日金属铽均价走势

数据来源:我的有色

市场总结:

当前轻稀土分离厂家多以交付订单为主,现货较少主动报价意愿较低,观望为主,部分贸易商低价货源试探报出,金属厂采购较犹豫,市场询盘活跃度不高,对应金属成交偏难,磁材询低少量采购,成交低迷,对镨钕价格支持较弱,预计镨钕短期偏弱震荡为主;中重稀土镝铽市场询盘活跃度有所减弱,成交量较之前减少,部分贸易商亦持币观望,预计中重稀土产品短期价格弱稳延续。

At present, light rare earth separation manufacturers mainly focus on delivering orders, with less spot prices and lower willingness to bid. Some traders have tried to report low-price sources. Metal factories are hesitant to purchase, and market enquiries are not active. Correspondingly Metal transactions are difficult, magnetic materials have low inquiries and a small amount of purchases, transactions are sluggish, and support for the price of neodymium praseodymium is weak. It is expected that neodymium praseodymium will mainly fluctuate in the short term; enquiry activity in the medium and heavy rare earth dysprosium terbium market has weakened and the transaction volume Before the decrease, some traders are also holding the currency to wait and see. It is expected that the short-term price of medium and heavy rare earth products will continue to be weak and stable.

来源:我的有色网(Mysteel