《中國稀土市場一周報告》2021年第17期
稀土市場評述
本周稀土市場主流產品整體報價偏弱，氧化物整體報價較少，鐠釹氧化物下行幅度有所變緩，分離廠顯猶豫，貿易商個別低價變現；中重稀土鏑鋱等產品價格延續弱穩，金屬報價對應但成交未及預期，磁材對鎖剛需采購。
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.
市場報價
數據來源：我的有色
市場成交
數據來源：我的有色
市場分析
輕稀土
本周輕稀土市場鐠釹價格整體偏弱運行，節后上游分離廠主動報價意愿較低，貿易商少量貨源低價變現，金屬廠對鎖少量采購，鐠釹金屬報價對應氧化物有所回調，磁材詢盤詢躍度不高，上下游預期價格不統一，整體成交有待觀望。截至本周五，氧化鐠釹主要報53.0-53.5萬元/噸，主要成交52.5-53.0萬元/噸，53.0萬元/噸及以上成交較少，金屬廠52.5以內詢低較活躍，成交待觀望。鐠釹金屬方面，金屬大廠報價不多，月結大廠主要報價65.3-65.5萬元/噸，主要成交區間65.0-65.3萬元/噸，65.3萬元/噸及以上成交承壓，現款現貨主要報64.5-65.0萬元/噸，主要成交區間64.0-64.5萬元/噸，64.5萬元/噸少量成交，64.5萬元/噸以內極個別成交，磁材月初剛需補貨，整體詢盤有所增加，對鎖少量采購，觀望為主。綜合來看：目前上游分離廠報價意愿依然較低，氧化物價格持續偏弱運行，金屬廠詢盤活躍度不高，金屬價格隨氧化物走低，下游磁材剛需采購為主，對價格接受程度較低，接貨意愿稍弱，壓價意愿尚存，預計短期內鐠釹價格在區間內弱穩震蕩運行。
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氧化鐠釹均價走勢圖
數據來源：我的有色
圖2：2021.4.8-5.8鐠釹金屬均價走勢圖
數據來源：我的有色
重稀土
本周中重稀土主要產品市場整體報價偏弱運行，分離廠報價猶豫顯觀望，貿易商少量貨源低價變現，金屬廠采購意愿低，對鎖為主，金屬產品報價對應下調，下游磁材詢盤偏淡，整體成交未及預期。截至本周五，氧化鏑成交區間253-258萬元/噸，255萬元/噸及以上成交承壓，金屬廠采購意愿較低；鏑鐵報價偏弱，250-255萬元/噸個別成交，現款252萬元/噸及以上成交承壓；氧化鋱中間商報貨為主，750萬元/噸以內貿易商少量變現，分離廠家報價堅挺750-760萬元/噸，集團謹慎觀望，金屬企業金屬鋱主動報價意愿不高，940-960萬元/噸個別成交，磁材詢低剛需采購為主；氧化釓詢盤活躍度較低，19.0-19.2萬元/噸少量成交，金屬廠18.8萬元/噸及以內詢低為主，釓鐵一次現款對應調整，18.8-19.0萬元/噸少量成交，磁材剛需采購居多；氧化鈥詢盤活躍度低，分離廠報貨猶豫，中間商少量變現，現款成交72.0-73.0萬元/噸，金屬廠鈥鐵報價謹慎，一次現款對應報73.0萬元/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氧化鏑均價走勢圖
數據來源：我的有色
圖４：2021.4.8-5.8鏑鐵合金均價走勢圖
數據來源：我的有色
圖５：2021.4.8-5.8氧化鋱均價走勢圖
數據來源：我的有色
圖６：2021.4.8-5.8金屬鋱均價走勢圖
數據來源：我的有色
市場總結
現階段輕稀土氧化鐠釹偏弱運行，上游分離企業報貨較少整體顯猶豫，金屬企業采購謹慎，剛需對鎖，金屬報價對應下調，磁材詢盤活躍度有所提升，但實際成交量未及預期，上下游僵持局面依舊，但隨著時間推移，下游磁材庫存消耗，補庫需要或將促使鐠釹價格下行空間有限幅度趨緩走穩；中重稀土整體價格延續弱穩震蕩，分離廠報價猶豫，受市場情緒影響貿易商少量貨源回籠資金，金屬廠剛需采購，中重稀土金屬同步向下調整，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.
來源：我的有色網（Mysteel）
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