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《中国稀土市场一周报告》2021年第22期

2021/6/16 9:19:31     点击:

一、挂牌价

1、南方稀土集团挂牌价

表1:中国南方稀土2021年中重稀土氧化物挂牌价(万元/吨)

数据来源:南方稀土

2、北方稀土集团挂牌价

表2:中国北方稀土高科技术股份有限公司2021年挂牌价(元/吨)

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整体报价维持弱稳趋势,氧化物整体报价趋稳运行,镨钕氧化物现货报出不多,分离厂低价出货意愿不强;中重稀土镝铽钆钬价格稳中偏弱,金属报价对应但成交较少,磁材对锁刚需采购观望为主。

This week, the overall quotation of mainstream products in the rare earth market maintained a weak and stable trend, and the overall quotation of oxides has stabilized. There are not many spot reports of neodymium praseodymium oxide, and separation plants are not willing to ship at low prices; the price of medium and heavy rare earth dysprosium, terbium, gadolinium and holmium is stable The medium is weak, the metal quotations correspond but the transactions are relatively small, and the magnetic materials are mainly waiting and watching for the locks.

2、市场报价

表3:2021年6月7日-6月11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4: 2021年6月7日-6月11日主流稀土产品报价(万元/吨)

数据来源:我的有色

三、市场分析

轻稀土方面:

本周稀土市场镨钕价格整体稳中偏弱运行,上游分离厂家交付订单为主,现货较少,主动报价意愿不高,报价较集中显坚挺,贸易商谨慎观望为主,少量货源报出试探市场,金属厂询低较活跃,适量采购,市场低价货源有所收紧,本周氧化物成交有所增加,金属报价随氧化物略显坚挺,磁材询盘活跃度仍不高,成交较少。截至本周五氧化镨钕主要报46.8-47.1万元/吨,主要成交46.5-46.7万元/吨,47.0万元/吨及以上成交承压,金属厂46.5万元/吨及以内询低为主。镨钕金属方面,金属大厂报价坚挺,月结大厂主要报价58.5-58.8万元/吨,主要成交区间58.3-58.5万元/吨,58.8万元/吨及以上成交承压,现款现货主要报57.2-57.5万元/吨,主要成交57.0-57.2万元/吨,57.0万元/吨以内极个别成交,磁材寻低刚需采购为主。综合来看:目前分离厂低价出货意愿不强,市场现货报出较少,金属厂询低采购,氧化镨钕成交价格逐步趋稳,磁材询盘活跃度仍不高,金属成交持续低迷,价格偏弱运行,市场僵持博弈局面持续,预计镨钕价格短期稳中偏弱,区间小幅震荡为主。

This week, the price of praseodymium and neodymium in the rare earth market was generally stable and weak. The upstream separate manufacturers mainly delivered orders, and the spot was less. The willingness to actively quote was not high. The quotations were relatively concentrated and strong. Traders were mainly cautious and wait-and-see. In the market, metal mills are more active in inquiries, purchase moderately, and the low-price supply in the market has tightened. This week, oxide transactions have increased, and metal quotations have been slightly firmer with oxides. Magnetic material inquiries are still not active, and transactions less. As of this Friday, the price of praseodymium oxide and neodymium oxide was mainly 46.8-47.1 million yuan/ton, the main transaction was 465,000-46.7 million yuan/ton, the transaction of 470000 yuan/ton and above was under pressure, and the metal factory's inquiry was low for 465,000 yuan/ton or less. the Lord. Regarding praseodymium and neodymium metals, major metal manufacturers’ quotations were strong, and major monthly prices were mainly quoted at RMB 585,000 to 588 thousand per ton. The main transaction range was RMB 583 to 585 thousand per ton, and transactions of RMB 588,000 per ton and above were under pressure. Reported at 572,000-575,000 yuan/ton, the main transaction was 57-572 million yuan/ton, and very few transactions within 570,000 yuan/ton, and the magnet materials were mainly purchased for low demand. On the whole: At present, separation plants are not willing to ship at low prices, and there are few spot reports in the market. Metal plants inquire about low purchases. The transaction price of praseodymium and neodymium oxide has gradually stabilized. The activity of magnetic material inquiries is still not high, and metal transactions continue The downturn, the price is weak, and the market stalemate continues to play. It is expected that the price of neodymium praseodymium will be stable and weak in the short-term, with a small range of fluctuations.

图一 2021年6月7日-6月11日氧化镨钕均价走势

数据来源:我的有色

图二 2021年6月7日-6月11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价格弱稳运行,分离厂家报价犹豫,出货意愿较低观望居多,部分贸易商少量现货报出,金属厂询盘活跃度不高,刚需对锁采购,氧化镝周四个别贸易商寻低,中重稀土金属产品随氧化物调整,下游磁材询盘活跃度较低,金属产品成交有待观望。截至本周五,氧化镝成交区间230-232万元/吨,232万元/吨及以上成交承压,228货源有限,金属厂逢低对锁采购;镝铁报价对应持平,228-232万元/吨个别成交,230万元/吨及以上成交承压;氧化铽贸易商个别600-610万元/吨左右变现,分离厂家报价仍坚挺630-640万元/吨,620万元/吨左右少量成交,大型集团仍谨慎观望市场,金属企业金属铽报弱稳,报价区间810-820万元/吨,800-810万元/吨个别成交,800万元/吨及以内货源有限,磁材寻低采购;氧化钆市场报价偏稳,18.6-18.7万元/吨少量成交,周四、周五18.6现货较难寻,18.8万元/吨及以上成交承压,金属厂询盘活跃度有所提升,钆铁一次现款18.5-18.6万元/吨个别成交;氧化钬市场询盘活跃度较低,上游分离厂报价坚挺65.0-66.0万元/吨,现款成交区间64.5-65.0万元/吨,钬铁合金现货报价较少,金属厂炉台减少,在产企业刚需对锁氧化物,钬铁成交以前期订单交付为主。

The prices of major heavy rare earth products in the middle of this week were weak and stable. Separate manufacturers were hesitant to offer prices, and the willingness to ship products was mostly wait-and-see. Some traders reported a small amount of spot goods. Metal factories were not active in inquiries and just needed to purchase locks. Dysprosium oxide was individual on Thursday. Traders are looking for lows, medium and heavy rare earth metal products are adjusted with oxides, downstream magnetic materials are less active, and transactions in metal products are waiting to be seen. As of this Friday, the transaction range of dysprosium oxide was 2.3-2.32 million yuan/ton, and transactions of 2.32 million yuan/ton and above were under pressure. The supply of 228 was limited. Individual transactions in RMB/ton, 2.3 million yuan/ton and above are under pressure; individual terbium oxide traders have realized about 6-6.1 million yuan/ton, and the quotations of separation manufacturers are still firm 6.3-6.4 million yuan/ton, 6.2 million yuan/ton A small amount of transactions were made from left to right, and large groups were still cautiously watching the market. Metal companies reported weak and stable metal terbium prices. The quotations ranged from 8.1-8.2 million yuan/ton, and individual transactions were made at 8-8.1 million yuan/ton. The supply of goods within 8 million yuan/ton and less is limited. The market price of gadolinium oxide is relatively stable, with a small transaction of 186,000 to 187,000 yuan/ton, and it is difficult to find the spot of 18.6 yuan on Thursday and Friday. The transaction of 188,000 yuan/ton and above is under pressure, and the metal factory’s inquiries are active The price of gadolinium iron was increased to 185 to 186 thousand yuan per ton; the holmium oxide market was less active, and the upstream separation plant's quotation was firm at 65 to 66 thousand yuan per ton, and the cash transaction range was 64 to 65 thousand yuan per ton. Tons, the spot quotations of holmium ferroalloys are less, and the number of furnaces in metal factories has decreased. The production enterprises just need to lock oxides, and the holmium ferroalloys are mainly delivered in the previous order.

图三 2021年6月7日-6月11日氧化镝均价走势

数据来源:我的有色

图四 2021年6月7日-6月11日镝铁合金均价走势

数据来源:我的有色

图五 2021年6月7日-6月11日氧化铽均价走势

数据来源:我的有色

图六 2021年6月7日-6月11日金属铽均价走势

数据来源:我的有色

市场总结:

轻稀土镨钕氧化物厂家现货市场报出不多,低价货源收紧,氧化物成交价格逐步趋稳,对应金属厂金属报价较坚挺,但成交偏弱,同时磁材压价意愿尚存,金属厂对锁刚需采购氧化物,磁材询盘活跃度不高,刚需降库为主,上下游僵持局面尚存,金属成交有待观望,预计镨钕价格短期稳中偏弱,区间小幅震荡运行;中重稀土上游厂家报价犹豫,出货意愿不强观望居多,金属厂询盘活跃度不高,刚需对锁,下游磁材询盘偏淡,成交有待观望,预计镝铽钆钬价格或将延续弱稳震荡。

        The spot market for light rare earth praseodymium and neodymium oxide manufacturers has not reported much, and the low-price supply has tightened, and the transaction price of the oxide has gradually stabilized. The metal quotation of the corresponding metal factory is relatively strong, but the transaction is weak. Metal factories need to purchase oxides for locks, magnetic material inquiries are not very active, and the main demand is to drop the warehouse. The upstream and downstream stalemate still exists, and the metal transaction is waiting to be seen. ; The upstream manufacturers of China Heavy Rare Earths hesitate in quotation, and the willingness to ship is mostly wait-and-see. The inquiries of metal factories are not high, and the locks are just needed. The inquiries for downstream magnetic materials are weak. The transaction is waiting to be seen. Continued weak and stable shocks.

来源:我的有色网(Mysteel