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中国稀土市场周报(09月21日-09月25日)

2020/9/30 11:34:51     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:北方稀土

二、稀土市场分析

1、中国稀土市场评述

本周镨钕偏弱格局延续,价格小幅下调,镝、铽、钆、钬整体偏稳运行。

The weak pattern of neodymium praseodymium continued this week, and the prices were slightly lowered. Dy, terbium, gadolinium and holmium were generally stable.

2、市场报价

表三 2020年09月21日-09月25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 2020年09月21日-09月25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:

本周镨钕市场延续下探,节前整体补库集中度不高,致使采购压价情绪尚存,截至本周五氧化镨钕现货和期货成交低位回暖。氧化镨钕报价由周初的33.0-33.2万元/吨下调至本周五的32.4-32.6万元/吨,跌幅1.81%,截至本周五,氧化镨钕区间32.3-32.5成交量以及需方32万附近现货采购以及锁价对单有所增加,主要分离企业报价随价格下探至主要关口,继续下调意愿收窄,金属厂及下游随价格下探至阶段性心理预期询单意愿增加,氧化镨钕成交量以及成交预期有所好转。金属方面;磁材新接订单相对中性,且镨钕金属价格延续走弱,中大厂降库观望为主,中小厂按需采购,现款现货询盘活跃度相对月结较活跃,整体补库量相对谨慎,截至本周五,主要月结金属大厂报价41.8-42.0万元,现货整体偏少,磁材按需少量采购,现款市场方面,现款现货主要报价区间40.6-40.8万元/吨,成交重心40.5万元/吨附近按需为主,成交偏少不集中。综合来看,镨钕价格由8月下旬的高位下探已有1个多月,价格下调过程弱中有稳,释放畏高情绪,修复市场成交信心,磁材及下游不断降库,部分磁材采购意愿推迟至国庆节后,亦有少量磁材企业节前补库意愿尚存,在供需未发生结构性变化且相对平衡下,镨钕价格走向主要以市场信心为导向。

This week, the neodymium praseodymium oxide market continued its downward trend, and the overall replenishment concentration before the holiday was not high, resulting in a low purchase price sentiment. As of this Friday, the spot and futures transactions of neodymium praseodymium oxide have recovered from low levels. The quotation of neodymium praseodymium oxide was lowered from RMB 333,000/tonne at the beginning of the week to RMB 324-326,000/tonne this Friday, a decrease of 1.81%. As of this Friday, the trading volume and demand side of neodymium praseodymium oxide ranged from 32.3-32.5 Spot purchases in the vicinity of 320,000 and price-locked orders have increased. The quotations of major detached companies have dropped to major hurdles with prices, and their willingness to continue downward adjustments has narrowed. Metal factories and downstream companies have increased their willingness to inquire with the price drop to phased psychological expectations. The trading volume and trading expectations of neodymium praseodymium oxide have improved. In terms of metals, new orders for magnetic materials are relatively neutral, and the price of praseodymium and neodymium metal continues to weaken. Zhongda factories mainly wait and see when they lower their warehouses. Small and medium-sized factories purchase on demand. Cash spot inquiries are more active than monthly settlements. The inventory is relatively cautious. As of this Friday, major monthly metal manufacturers are quoting 418,000-420 thousand yuan, and the overall spot is small. Magnetic materials are purchased in small quantities on demand. In the cash market, the main cash spot price range is between 406,000 and 408,000 yuan/ Ton, the transaction center is mainly on demand near 405,000 yuan/ton, and the transaction is small and not concentrated. On the whole, the price of praseodymium and neodymium has dropped from the high level in late August for more than a month. The price reduction process is weak but stable, releasing fear of heights, restoring confidence in market transactions, magnetic materials and downstream stocks continue to drop, and some magnetic materials The willingness to purchase materials was postponed until after the National Day, and a small number of magnetic materials companies still have the willingness to replenish the stock before the holiday. With no structural changes in supply and demand and relative balance, the price trend of neodymium praseodymium is mainly guided by market confidence.

中重稀土方面:

本周中重稀土主要产品整体报价弱稳运行,分离企业主动报价较少,长协客户交易为主,部分资金压力影响随行就市,亦有部分分离厂报价仍坚挺,出货犹豫谨慎观望。持货商现货库存低位,主动补货意愿较低,快单对锁成交居多,部分试探报价出售,成交低位小幅下移。截至周五,氧化镝现款成交区间165-170万元/吨,166-167持货商成交为主,167及以上金属厂采购承压,165极个别散货成交,镝铁报价对应165-167万元/吨,成交164-166万元/吨,166以上极个别账期含承兑;氧化铽分离厂报价少,持货观望居多,从供需来看整体对后市仍有信心,中间商含税报价480-483万元/吨,集团报价坚挺,成交481-483万元/吨,485极个别集团含承兑成交,金属级氧化物个别480左右报货成交,市场整体流通量有限,市场金属铽报价减少,报价较乱,610-615万元/吨现款现货,账期615-620,整体成交量未及预期;钆钬氧化物询盘活跃度偏低,持货商、厂家报价犹豫,金属厂节前刚需补货,氧化钆17.2-17.4万元/吨成交,17.2及以内寻货偏难,钆铁(一次)现款成交17.2-17.4万元/吨,磁材询盘偏淡,氧化钬市场报价41.5万元/吨,钬铁一次现货报价42.2-42.5万元/吨,整体成交量较少。上游主要资金尚未入市,下游磁材消费未见好转,分离企业、金属企业报价显坚挺,成交僵持,预计节前最后一周中重稀土以稳为主,区间震荡空间有限。

This week, the overall quotations of the main products of China Heavy Rare Earth were weak and stable. Separation companies took less initiative to offer. Long-term customer transactions were the main ones. Some financial pressures affected the market. Some separation plants still had strong quotations, and shipments hesitated to wait and see. Holders have low spot inventories and low willingness to replenish goods actively. Quick orders are mostly sold on locks. Some of them are sold at tentative quotations, and the low transaction level has moved down slightly. As of Friday, the transaction range of dysprosium oxide cash was 1.65-1.7 million yuan/ton, with 166-167 holders mainly trading, 167 and above metal factories under pressure, 165 very few bulk cargo transactions, dysprosium iron quotes corresponding to 165-167 RMB 10,000/ton, turnover of RMB 1.64-1.66 million/ton, very few accounting periods above 166 include acceptance; terbium oxide separation plants offer few quotations, and most of them are on the sidelines. From the perspective of supply and demand, there is still confidence in the market outlook as a whole, and intermediaries include tax The quotation is 4.8-483 million yuan/ton, the group quotation is firm, the transaction is 4.8-483 million yuan/ton, 485 very few groups include acceptance transactions, and the metal-grade oxides are individually quoted at about 480. The overall market circulation is limited, and the market metal terbium The quotation decreased, and the quotation was messy. The cash spot was 6.1-615 million yuan/ton, and the account period was 615-620. The overall transaction volume was less than expected; the activity of inquiries for gadolinium holmium oxide was low, and holders and manufacturers were hesitant to quote prices. The replenishment was needed just before the factory holiday. Gadolinium oxide was sold at 172.214 million yuan/ton, and it was difficult to find goods within 17.2. The cash transaction of gadolinium iron (one time) was 172-214,000 yuan/ton. The magnetic material inquiry was weak, and the holmium oxide The market price is 415,000 yuan/ton, and the one-time spot price of holmium iron is 4.22-42.5 million yuan/ton. The overall transaction volume is relatively small. The main upstream funds have not yet entered the market, and the consumption of downstream magnetic materials has not improved. The quotations of separation companies and metal companies have been firm, and transactions have been deadlocked. It is expected that the heavy rare earths in the last week before the holiday will be stable, and the range of fluctuations is limited.

市场总结:

我的有色网认为:镨钕市场阴跌走势延续,上游报价显犹豫,下游刚需采购观望居多,需求有限且不集中,随节后磁材企业补库意愿增加,或将带动镨钕价格止跌走稳。中重稀土分离企业主动报价较少,长协客户交易为主,下游刚需采购,主动补货意愿较低,预计中重稀土短期以稳为主,主要关注集团资金入市为主。

The downward trend in the neodymium praseodymium market continues, the upstream quotations are hesitant, and the downstream just need to purchase to wait and see, the demand is limited and not concentrated. With the increase in the willingness of magnetic materials companies to replenish the warehouse after the festival, it may drive the price of neodymium praseodymium to stop falling and stabilize. Medium and heavy rare earth separation companies have fewer active quotations, and long-term customer transactions are the main ones. The downstream just needs to purchase, and the willingness to actively replenish is low. It is expected that medium and heavy rare earths will mainly be stable in the short term, mainly focusing on group funds entering the market.

来源:我的有色网