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中国稀土市场周报(08月10日-08月14日)

2020/8/17 9:22:36     点击:

一、挂牌价

1、南方稀土集团挂牌价

表一 中国南方稀土2020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每月挂牌价格

数据来源:我的有色

二、稀土市场

1、中国稀土市场评述

本周轻稀土市场主流产品价格偏强运行,镨钕上涨趋势明显,中重稀土趋稳定。金属报价对应上调,成交重心随市上移,市场整体成交一般。下游整体询盘问价较活跃,观望居多,少量逢低刚需采购。

This week, the prices of mainstream products in the light rare earth market were on the strong side, the trend of praseodymium and neodymium rose obviously, and the medium and heavy rare earths stabilized. Metal quotations rose correspondingly, the transaction center moved up with the market, and the overall market transactions were average. The downstream overall inquiry price is relatively active, mostly wait-and-see, and a small amount of bargain-hunting just needs to purchase.

2、市场报价

数据来源:我的有色

3、市场成交

三、市场分析

1、轻稀土方面:

本周镨钕市场延续上周的上涨态势,价格偏强运行,周初氧化镨钕主要价格在32.0-32.2万元/吨,随现货供应持续偏紧刺激市场价格上涨,截至本周五氧化镨钕主要成交33.3-33.5万元/吨,部分持货商捂货惜售报33.8及以上,金属方面;目前金属厂订单排产整体偏满,部分主流大厂排产至9月底,10月初,可调动现货整体偏少,镨钕金属月结金属企业主要报价由周初的40.8-41.5万元/吨上涨至本周五的43.0-43.5万元/吨,部分出货意愿较低报44.0万元/吨,截至到本周五现款主要报价42.5-43.0万元/吨,磁材42.5万元/吨以下询低采购,需求尚存。磁材方面;部分主要磁材大厂观望为主,刚需采购,中小磁材厂超订单预期采购,以规避价格上涨引起的成本竞价优势缺失,以当天金属报价对应上调钕铁硼毛坯价格,以订定采,少量刚需采购,综合来看,金属厂镨钕报价坚挺,现货供应不足,主流生产企业对镨钕采取限量销售的收紧策略,使得市场现货流通减少,造成供应紧张状态,氧化镨钕流通性仍较低,下游磁材企业仍少量跟涨采购控库,预计镨钕氧化物低流通性,金属订单排产偏满,支撑价格或将维持震荡上探趋势。

This week, the neodymium praseodymium market continued the upward trend of last week, and the price was relatively strong. At the beginning of the week, the main price of neodymium praseodymium oxide was 320-322,000 yuan/ton. With the continuous tight spot supply, the market price increased. The transaction volume was 333,000 to 335 thousand yuan/ton, some of the holders were reluctant to sell the goods and reported 33.8 and above, in the metal aspect; the current metal factory order schedule is generally full, and some mainstream manufacturers schedule production until the end of September and the beginning of October. The overall price is relatively low. The main quotations of praseodymium and neodymium metal monthly metal companies rose from RMB 408,000 to RMB 415,000/ton at the beginning of the week to RMB 430 to RMB 435,000/ton on Friday, and some of them reported lower willingness to ship at RMB 444,000/ton. , As of this Friday, the main cash prices are 425,000-43.0 million yuan/ton, and the low purchase of magnetic materials below 425,000 yuan/ton is still in demand. In terms of magnetic materials: some major magnetic material manufacturers mainly wait and see, they just need to purchase, and small and medium magnetic materials factories exceed their order expectations to avoid the lack of cost bidding advantages caused by price increases. The metal quotation on the day corresponds to the corresponding increase in the price of NdFeB blanks. Regular procurement, a small amount of just-needed purchases, on the whole, the price of neodymium praseodymium in metal factories is strong, and the spot supply is insufficient. Mainstream manufacturers adopt a strategy of tightening the limited sales of neodymium praseodymium, which reduces the spot circulation in the market and causes a tight supply. Neodymium's liquidity is still low, and downstream magnetic materials companies are still slightly increasing their purchase control warehouses. It is expected that the low liquidity of neodymium praseodymium oxide and the full schedule of metal orders will support the price or maintain the upward trend of fluctuations.

2、中重稀土方面:

本周中重稀土主流品种市场整体报价较少,厂家出货意愿较低观望为主,长协客户少量交付,持货商快单贸易,市场整体报价稳中骗强,镝产品报价小幅偏弱震荡。截至周五氧化镝厂家含税报货180-182万元/吨,持货商随少量实单下调报价178-179万元/吨,178及以内少量货源成交,镝铁报价对应下调178-180万元/吨,市场压价明显,厂家主动报价较少,消费乏力以致镝铁产量减少。而分离厂随成本支撑,随收储预期观望为主,上下游僵持。氧化铽市场询货较活跃,截至周五氧化铽480万元/吨及以内货源较难寻,报价主流480万元/吨以上,部分贸易商475-480寻货积极。氧化铽成交区间上移,主要采购方金属企业较少,大型集团以及游资为主,分离厂家现货库存较低惜售,部分持货商符合获利预期报价变现,基本面来看国内磁材对金属铽整体消费增加,市场仍整体看好后市,收储预期利好锦上添花。氧化钆由于社会库存价位不一,随着成交价格小幅上扬,但后劲不足,市场心理价位分化,钆铁出货相对承压,以致周四周五氧化钆现货报货增加,成交区间小幅下调,截至周五氧化钆市场成交主流18.2-18.3万元/吨;截至周五氧化钬市场成交区间43.0-43.5万元/吨,分离厂现货有限,金属厂谨慎对锁采购,主动追涨情绪不高。

This week, the overall quotation of mainstream rare earth products in the medium and heavy rare earths market is relatively small, and manufacturers have lower willingness to ship. The long-term customer delivery is small, and the holders are quick to trade. The overall quotation of the market is stable and strong. The quotation of dysprosium products is slightly weak and fluctuating. As of Friday, dysprosium oxide manufacturers reported 1.8-1.82 million yuan/ton with tax, holders lowered their quotations by 1.78-1.79 million yuan/ton with a small amount of real orders, and a small amount of goods were sold within 178 and within, and the quotation of dysprosium iron was correspondingly reduced by 178-180 10,000 yuan/ton, the market price is significantly lower, and manufacturers take the initiative to offer fewer quotations, and consumption is weak, which reduces the output of dysprosium iron. Separation plants are supported by costs and wait-and-see with the expectation of purchasing and storage, and upstream and downstream are deadlocked. Terbium oxide market inquiries are active. As of Friday, it is difficult to find sources of terbium oxide of 4.8 million yuan/ton or less. The main quotations are above 4.8 million yuan/ton, and some traders are actively seeking goods from 475-480. The trading range of terbium oxide shifted upwards. There are fewer major purchasers of metal companies, large groups and hot money are the main sources, and separate manufacturers have low spot inventories and are reluctant to sell. Some holders meet profit expectations and offer realisation. From a fundamental perspective, domestic magnetic materials versus metals The overall consumption of terbium has increased, and the market is still optimistic about the market outlook as a whole. Due to the different social inventory prices, the transaction price rose slightly, but the stamina was insufficient and the market psychological price was differentiated. The shipment of gadolinium iron was relatively under pressure. As a result, the spot delivery of gadolinium oxide on Thursday and Friday increased, and the transaction range was slightly lowered. As of Friday, the mainstream transaction in the gadolinium oxide market was 182-183 million yuan/ton; as of Friday, the holmium oxide market had a transaction range of 43-435,000 yuan/ton. The stock of separation plants was limited, and metal factories were cautious in purchasing locks and were not actively chasing prices.

3、市场总结:

我的有色网认为:短期轻稀土氧化镨钕排产较长,市场流通性低,金属现货较少致使对应交易减少,上抬摸高情绪增加,看涨情绪引导市场逢低逐步补库以控制成本竞争力,现阶段镨钕市场畏高情绪不明显,镨钕短期维持震荡上探趋势;中重稀土铽、钬需求保持增长,供应紧平衡不变,资金关注度高,价格维持偏强运行,镝随持货资金维系成本增加,或转变持仓品种,变现小幅调整,钆随部分抛货试探市场后,震荡探底后延续上涨态势。

The short-term light rare earth praseodymium and neodymium oxide production schedule is longer, the market liquidity is low, and the metal spot is less, which reduces the corresponding transaction, and the upward sentiment increases. The bullish sentiment guides the market to gradually replenish the inventory to control costs. Competitiveness. At this stage, the fear of high in the neodymium praseodymium market is not obvious. Neodymium praseodymium maintains an upward trend in the short-term; the demand for medium and heavy rare earth terbium and holmium keeps increasing, the supply is tightly balanced, the degree of capital attention is high, and the price remains strong. Dy keeps up costs with the increase in holding funds, or changes the types of positions held, and realizes a small adjustment. Gadolinium continues its upward trend after the shock bottomed out after a portion of the goods sold to test the market.

来源:我的有色网