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《中国稀土市场一周报告》2021年第20期

2021/6/1 11:22:07     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整体报价稳中偏强运行,氧化物报价持续上调,金属报价对应氧化物上探。主要产品整体成交较上周有所增加,镨钕周一周二下游磁材询盘活跃度明显提高,周三开始又逐渐转淡,镝铽氧化物询盘更为活跃,中重稀土金属产品成交有待观望。

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、市场报

表三 2021年5月24日-5月28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24日-5月28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:

本周稀土市场镨钕整体报价稳中偏强运行,周初成交量较大,临近周末成交量减少。上游分离厂家报货犹豫,低价出货意愿不强,部分贸易商低价寻货补库存,金属厂询盘活跃度不高,少量对锁采购,市场低价货源收紧,金属报价对应氧化物较稳,磁材询盘活跃度不高,实际成交有待观望。截至本周五市场氧化镨钕主要报48.8-49.0万元/吨,主要成交48.7-48.8万元/吨,48.8万元/吨及以上成交承压,金属厂48.5万元/吨及以内寻低,但低价货源收紧成交偏难。镨钕金属方面,金属大厂报价坚挺,月结大厂主要报价60.8-61.0万元/吨,主要成交区间60.2-60.5万元/吨,60.5万元/吨及以上成交承压,现款现货主要报60.0-60.3万元/吨,主要成交59.0-60.0万元/吨,59.0万元/吨款到发货极个别成交,磁材刚需采购,市场整体成交不多。综合来看:目前上游分离厂报价坚挺,低价出货意愿较低,价格走稳,金属厂主动采购不多,金属报价随氧化物持稳,下游磁材刚需对锁,上下游保持博弈局面,市场整体成交量较周一周二较少,预计短期镨钕价格僵持,区间小幅震荡。

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.

图1:2021.4.28-5.28氧化镨钕均价走势

数据来源:我的有色

图2: 2021年5月24日-5月28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整体价格偏强,分离厂报价意愿较低,部分贸易商寻低少量采购,金属厂谨慎刚需对锁采购为主,金属产品报价随氧化物上调,下游磁材询盘活跃度有所增加,少量补库。截至本周五氧化镝成交区间246-248万元/吨,245万元/吨及以内寻货偏难,金属厂逢低少量采购;镝铁报价对应上调,242-246万元/吨个别成交,245万元/吨及以上成交承压;氧化铽贸易商个别660万元/吨以内寻低采购,分离厂家报价坚挺670万元/吨及以上,660-670万元/吨少量成交,集团谨慎观望为主,金属企业金属铽报价犹豫,成交区间820-830万元/吨,磁材询低刚需采购;氧化钆金属企业对锁寻货,18.7-18.9万元/吨少量成交,钆铁一次现款对应18.7-18.8万元/吨个别成交;氧化钬询盘活跃度有所提升,分离厂报货犹豫,现款成交区间65.5-66.5万元/吨,金属企业钬铁报价较少,部分厂家炉台减停,一次对应报67.0万元/吨左右成交,整体成交偏少。

图3:2021.4.28-5.28氧化镝均价走势

数据来源:我的有色

图4:2021.4.28-5.28镝铁合金均价走势

数据来源:我的有色

图5:2021.4.28-5.28氧化铽均价走势

数据来源:我的有色

图6:2021.4.28-5.28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报价坚挺,低价货源有限,贸易商少量锁单成交,磁材刚需采购之后询盘减少,金属成交逐渐承压,周四周五镨钕金属报价坚挺但成交略有松动,预期短期镨钕僵持持续区间小幅震荡;中重稀土上游厂家报价减少,出货意愿不高,部分中间商寻低,镝铽等产品持续上涨,预计镝铽钆钬价格稳中偏强延续,上涨空间需观望金属成交量增减。

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.

来源:我的有色网(Mysteel