稀土市場(chǎng)評(píng)述

本周稀土市場(chǎng)主流產(chǎn)品整體報(bào)價(jià)偏弱，氧化物整體報(bào)價(jià)較少，鐠釹氧化物下行幅度有所變緩，分離廠顯猶豫，貿(mào)易商個(gè)別低價(jià)變現(xiàn)；中重稀土鏑鋱等產(chǎn)品價(jià)格延續(xù)弱穩(wěn)，金屬報(bào)價(jià)對(duì)應(yīng)但成交未及預(yù)期，磁材對(duì)鎖剛需采購(gòu)。

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.

市場(chǎng)報(bào)價(jià)

數(shù)據(jù)來(lái)源：我的有色

市場(chǎng)成交

數(shù)據(jù)來(lái)源：我的有色

市場(chǎng)分析

輕稀土

本周輕稀土市場(chǎng)鐠釹價(jià)格整體偏弱運(yùn)行，節(jié)后上游分離廠主動(dòng)報(bào)價(jià)意愿較低，貿(mào)易商少量貨源低價(jià)變現(xiàn)，金屬?gòu)S對(duì)鎖少量采購(gòu)，鐠釹金屬報(bào)價(jià)對(duì)應(yīng)氧化物有所回調(diào)，磁材詢盤詢躍度不高，上下游預(yù)期價(jià)格不統(tǒng)一，整體成交有待觀望。截至本周五，氧化鐠釹主要報(bào)53.0-53.5萬(wàn)元/噸，主要成交52.5-53.0萬(wàn)元/噸，53.0萬(wàn)元/噸及以上成交較少，金屬?gòu)S52.5以內(nèi)詢低較活躍，成交待觀望。鐠釹金屬方面，金屬大廠報(bào)價(jià)不多，月結(jié)大廠主要報(bào)價(jià)65.3-65.5萬(wàn)元/噸，主要成交區(qū)間65.0-65.3萬(wàn)元/噸，65.3萬(wàn)元/噸及以上成交承壓，現(xiàn)款現(xiàn)貨主要報(bào)64.5-65.0萬(wàn)元/噸，主要成交區(qū)間64.0-64.5萬(wàn)元/噸，64.5萬(wàn)元/噸少量成交，64.5萬(wàn)元/噸以內(nèi)極個(gè)別成交，磁材月初剛需補(bǔ)貨，整體詢盤有所增加，對(duì)鎖少量采購(gòu)，觀望為主。綜合來(lái)看：目前上游分離廠報(bào)價(jià)意愿依然較低，氧化物價(jià)格持續(xù)偏弱運(yùn)行，金屬?gòu)S詢盤活躍度不高，金屬價(jià)格隨氧化物走低，下游磁材剛需采購(gòu)為主，對(duì)價(jià)格接受程度較低，接貨意愿稍弱，壓價(jià)意愿尚存，預(yù)計(jì)短期內(nèi)鐠釹價(jià)格在區(qū)間內(nèi)弱穩(wěn)震蕩運(yùn)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.

圖1：2021.4.8-5.8氧化鐠釹均價(jià)走勢(shì)圖

數(shù)據(jù)來(lái)源：我的有色

圖2：2021.4.8-5.8鐠釹金屬均價(jià)走勢(shì)圖

數(shù)據(jù)來(lái)源：我的有色

重稀土

本周中重稀土主要產(chǎn)品市場(chǎng)整體報(bào)價(jià)偏弱運(yùn)行，分離廠報(bào)價(jià)猶豫顯觀望，貿(mào)易商少量貨源低價(jià)變現(xiàn)，金屬?gòu)S采購(gòu)意愿低，對(duì)鎖為主，金屬產(chǎn)品報(bào)價(jià)對(duì)應(yīng)下調(diào)，下游磁材詢盤偏淡，整體成交未及預(yù)期。截至本周五，氧化鏑成交區(qū)間253-258萬(wàn)元/噸，255萬(wàn)元/噸及以上成交承壓，金屬?gòu)S采購(gòu)意愿較低；鏑鐵報(bào)價(jià)偏弱，250-255萬(wàn)元/噸個(gè)別成交，現(xiàn)款252萬(wàn)元/噸及以上成交承壓；氧化鋱中間商報(bào)貨為主，750萬(wàn)元/噸以內(nèi)貿(mào)易商少量變現(xiàn)，分離廠家報(bào)價(jià)堅(jiān)挺750-760萬(wàn)元/噸，集團(tuán)謹(jǐn)慎觀望，金屬企業(yè)金屬鋱主動(dòng)報(bào)價(jià)意愿不高，940-960萬(wàn)元/噸個(gè)別成交，磁材詢低剛需采購(gòu)為主；氧化釓詢盤活躍度較低，19.0-19.2萬(wàn)元/噸少量成交，金屬?gòu)S18.8萬(wàn)元/噸及以內(nèi)詢低為主，釓鐵一次現(xiàn)款對(duì)應(yīng)調(diào)整，18.8-19.0萬(wàn)元/噸少量成交，磁材剛需采購(gòu)居多；氧化鈥詢盤活躍度低，分離廠報(bào)貨猶豫，中間商少量變現(xiàn)，現(xiàn)款成交72.0-73.0萬(wàn)元/噸，金屬?gòu)S鈥鐵報(bào)價(jià)謹(jǐn)慎，一次現(xiàn)款對(duì)應(yīng)報(bào)73.0萬(wàn)元/噸左右，整體成交偏少。

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.

圖３：2021.4.8-5.8氧化鏑均價(jià)走勢(shì)圖

數(shù)據(jù)來(lái)源：我的有色

圖４：2021.4.8-5.8鏑鐵合金均價(jià)走勢(shì)圖

數(shù)據(jù)來(lái)源：我的有色

圖５：2021.4.8-5.8氧化鋱均價(jià)走勢(shì)圖

數(shù)據(jù)來(lái)源：我的有色

圖６：2021.4.8-5.8金屬鋱均價(jià)走勢(shì)圖

數(shù)據(jù)來(lái)源：我的有色

市場(chǎng)總結(jié)

現(xiàn)階段輕稀土氧化鐠釹偏弱運(yùn)行，上游分離企業(yè)報(bào)貨較少整體顯猶豫，金屬企業(yè)采購(gòu)謹(jǐn)慎，剛需對(duì)鎖，金屬報(bào)價(jià)對(duì)應(yīng)下調(diào)，磁材詢盤活躍度有所提升，但實(shí)際成交量未及預(yù)期，上下游僵持局面依舊，但隨著時(shí)間推移，下游磁材庫(kù)存消耗，補(bǔ)庫(kù)需要或?qū)⒋偈圭掆S價(jià)格下行空間有限幅度趨緩走穩(wěn)；中重稀土整體價(jià)格延續(xù)弱穩(wěn)震蕩，分離廠報(bào)價(jià)猶豫，受市場(chǎng)情緒影響貿(mào)易商少量貨源回籠資金，金屬?gòu)S剛需采購(gòu)，中重稀土金屬同步向下調(diào)整，成交有待觀望。

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.

來(lái)源：我的有色網(wǎng)（Mysteel）