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中国稀土市场周报(09月28日-09月30日)

2020/10/10 16:15:54     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

本周稀土市场主流产品价格稳中偏弱小幅震荡,镨钕阴跌持续,中重稀土震荡幅度较缓,成交重心试探性下移,整体成交量未及预期。临近节假,市场整体报价询盘减少。

This week, the prices of mainstream products in the rare earth market remained stable, weak and slightly fluctuating. The decline in NdPr and NdYY materials continued. The fluctuation of medium and heavy rare earths was relatively slow. The transaction center of gravity dropped tentatively, and the overall transaction volume fell short of expectations. As the holiday approaches, the overall market quotation inquiries decreased.

2、市场报价

表三 2020年9月28日-9月30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9月28日-9月30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:

本周镨钕市场阴跌走势延续,节前最后三天,市场询盘整体偏淡,成交较少,上游厂家、持货商报价较少偏稳,下游观望居多,递价相对偏低,逢低少量刚需采购为主,价格延续低位下探。本周氧化镨钕主要报价区间32.1-32.5万元/吨,主要成交区间32.0-32.3万元/吨,32.0万元/吨以内持货商少量试探报出成交,货源较难询,市场整体成交偏少不集中。金属方面;本周主要月结金属大厂报价区间41.5-42.0万元/吨,主要成交区间41.0-41.6万元/吨,41.0万元/吨以内货源有限极个别成交,现款市场方面,本周现款现货主要报价区间40.5-40.6万元/吨,主要成交区间40.2-40.4万元/吨,40.2万元/吨以内货源较少难询。磁材方面,本周磁材询货问价较少,观望为主,大多随镨钕金属价格下调补库意愿延续至节后,需求尚存。综合看来,目前磁材下游钕铁硼毛坯降库至中后期,节后磁材补库意愿或较高,磁材10月新增订单或将有所增加,致使镨钕金属成交量增多,由下而上,镨钕价格或将走出阴跌格局,筑稳为主。

The downward trend in the neodymium praseodymium market continued this week. In the last three days before the holiday, market inquiries were generally weak, with fewer transactions. The upstream manufacturers and holders offered fewer and more stable quotations, mostly downstream, with relatively low bid prices and a small amount of dips. Mainly for just-needed purchases, prices continued to drop at low levels. This week’s praseodymium oxide and neodymium oxide were mainly quoted in the range of 321 to 325 thousand yuan/ton, and the main transaction range was 32 to 323 thousand yuan/ton. Holders of less than 320 thousand yuan/ton tried to report a transaction. The source of goods was difficult to inquire, and the overall market transaction Less concentrated. In terms of metals, this week’s major monthly settlement metal manufacturers’ quotations ranged from 415,000 to 42,000 yuan/ton, and the main transaction range was from 41.0 to 41.6 million yuan/ton. The supply of goods within 410,000 yuan/ton was limited and very few transactions were made. In the cash market, this week The main quotation range of cash spot is 405,000-40.6 million yuan/ton, and the main transaction range is 4.02-4400 million yuan/ton. The supply of goods within 402,000 yuan/ton is less difficult to inquire. In terms of magnetic materials, there are fewer inquiries for the prices of magnetic materials this week, and mainly wait and see. Most of the willingness to replenish the warehouse with the price of praseodymium and neodymium continues to the end of the holiday, and the demand still exists. On the whole, the current downstream NdFeB blanks of magnetic materials are down to the middle and late stages, and the willingness to replenish the magnetic materials after the festival is higher. New orders for magnetic materials in October may increase, resulting in an increase in the trading volume of praseodymium and neodymium metals. Bottom-up, the price of neodymium praseodymium may go out of the downward trend and stabilize.

中重稀土方面:

本周中重稀土市场延续节前补库不集中行情,价格运行以弱稳为主,其中不同品种坚挺以及成交预期表现不一。氧化镝在节前价格运行至165-168万元/吨,主流大厂镝铁价格报至164/165万元/吨,下游按需采购为主,节前主流资金观望持稳居多,市场资金以回流为主,随下游递单,依成本以及合理利润报价;铽市场主流分离厂报价较为坚挺483-485万元/吨,485万元/吨坚挺报价尚存,少量散货480及以内贴近480万元/吨,节前购销虽不集中,市场整体看稳情绪占主导,金属铽方面,大厂报价618-620万元/吨,节前均有615-616万元/吨月结的主流成交价格,以为国庆中秋期间生产正常补库为主;钆市场方面,氧化物主要价格维持17.2-17.3附近,成交氛围偏淡,购销情绪均不旺以至于成交价格持稳,钆铁一次现款17.2-17.3万元/吨,17.2以内集中补库市场成交意愿中性不强;钬市场方面,氧化钬节前仍有41.7附近补库成交,41.5-41.7区间成交尚存,成交集中度中性一般,钬铁方面,账期主要成交仍然集中在42.8-43.2万元/吨不变,部分厂家报价仍显坚挺,现款主要成交与42.2-42.5万元/吨,磁材节日正常补库为主。铒市场节前补库行情表现一般,价格以弱稳为主,综合看来,镝铽价格节后以需求导向为主,铽下游需求相较镝支撑偏强,从离子矿端看来,进口收紧预期不变,厂家成本虽有所松动,但整体支撑仍阶段性尚存,钆钬方面,价格随市下调,但从现货库存看来,节后若下游市场正常降库,补库需求集中空间预期尚存,或支撑价格探低后畏高减弱,企稳以观望整体节后需求走向。

This week, the heavy rare earth market continued the pre-holiday replenishment market without centralized replenishment, and the price operation was mainly weak and stable. Among them, different varieties were firm and the transaction expectations were different. The price of dysprosium oxide was 1.65-1.68 million yuan/ton before the holiday, and the price of dysprosium iron from major major manufacturers was reported to 1.64/1.65 million yuan/ton. Downstream procurement was mainly on-demand. Before the holiday, the mainstream funds remained stable, and market funds Mainly reflow, with downstream orders, quotation based on cost and reasonable profit; mainstream separation plants in the terbium market have a firm quotation of RMB 4.83-4.85 million/ton, and firm quotations of RMB 4.85 million/ton are still available, and a small amount of bulk cargo is close to 480 and less. 4.8 million yuan/ton. Although the purchases and sales before the holiday are not concentrated, the overall market is dominated by a stable mood. In terms of metal terbium, major manufacturers quoted 6.18-6.2 million yuan/ton, and before the holiday there were 6.15-6.16 million yuan/ton monthly settlement The mainstream transaction price is that during the National Day and Mid-Autumn Festival, the main product is to replenish the warehouse; in the gadolinium market, the main oxide price remains around 17.2-17.3, the transaction atmosphere is weak, and the buying and selling sentiment is not so strong that the transaction price remains stable. 17.2-173,000 yuan/ton, the willingness of transactions in the centralized replenishment market within 17.2 is not strong; in the holmium market, there are still replenishment transactions near 41.7 before the holmium oxide festival, and transactions in the 41.5-41.7 interval still exist, and the transaction concentration is neutral In general, for holmium iron, the main transactions during the account period remain unchanged at 428,000-43.2 million yuan/ton, and some manufacturers' quotations are still strong. The main cash transactions are 422-42.5 million yuan/ton, and the magnetic materials are mainly restocked during festivals. . The erbium market’s pre-holiday replenishment market performed generally, and the price was mainly weak and stable. On the whole, the price of dysprosium and terbium was mainly demand-oriented after the holiday, and the downstream demand for terbium was stronger than that of dysprosium. From the point of view of ion mines, imports The tightening expectations remain unchanged. Although the cost of manufacturers has been loosened, the overall support still exists in stages. In terms of gadolinium and holmium, the price has been lowered with the market. However, from the perspective of spot inventory, if the downstream market normally drops after the holiday, the demand for replenishment Concentration space is expected to remain, or support prices will decrease and fear of high will weaken. Stabilize and wait and see the overall demand trend after the holiday.

市场总结:

我的有色网认为:轻稀土镨钕氧化物、金属现货供应紧而不缺,废料分离氧化物利润尚可,近期金属厂、磁材刚需补货为主,整体成交未及预期,另外部分废料对应获利氧化物或者持货商期货变现价格走低,预计节后仍有少量低价货源变现,镨钕价格或还有小幅下探空间,后逐步走稳,同时需要观望北方稀土十月挂牌以及集团采购氧化物情况;中重稀土上游厂家报价犹豫,出货意愿较低,持货商低价寻货对锁成交,少量货源让利成交,主要产品价格弱稳震荡,从基本面来看,预计短期铽以稳为主,镝钆钬区间小幅偏弱运行。

Light rare earth praseodymium and neodymium oxide and metal spot supply are in short supply, and the profits of scrap separated oxides are acceptable. Recently, metal factories and magnetic materials just need replenishment. The overall transaction is not as expected. Other scraps correspond to profitable oxides or Holders’ futures realizable prices have fallen. It is expected that a small amount of low-priced sources will still be realized after the holiday. The price of praseodymium and neodymium may drop slightly, and then gradually stabilize. At the same time, we need to wait and see the October listing of North Rare Earth and the purchase of oxides by the group; The upstream manufacturers of China Heavy Rare Earth are hesitant in quotation, and the willingness to ship is low. Holders find goods at low prices and make transactions on locks. A small amount of supply makes a profit. The prices of main products are weak and stable. From a fundamental perspective, it is expected that the short-term terbium will be stable. , Dysprosium, Gadolinium and Holmium run slightly weaker.

来源:我的有色网