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中国稀土市场周报(10月12日-10月16日)

2020/10/19 8:48:17     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

本周镨钕市场筑稳反弹,价格小幅回暖,镝、铽、钆整体稳中偏弱,钬相对活跃偏强。

This week, praseodymium market stability rebound, the price of a small recovery, dysprosium terbium gadolinium overall stability is weak, holmium is relatively active and strong.

2、市场报价

表三 2020年10月12日-10月16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10月12日-10月16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:

本周镨钕市场走出阴跌格局,价格稳中有升。周初部分金属大厂适量补取氧化物,市场询盘成交有所增加,部分分离厂捂货惜售观望市场,氧化镨钕报价随市场成交小幅上调,金属价格对应氧化物止跌回暖。截至本周五氧化镨钕主要报价区间32.2-32.5万元/吨,涨幅1.09%,成交主要区间32.2-32.3万元/吨,成交重心32.2万元/吨,镨钕金属方面,截至本周五镨钕金属月结大厂主要报价区间41.0-41.3万元/吨,部分坚挺报41.4万元/吨,主要成交41.0万元/吨较集中,现款现货主要报价区间40.3-40.5万元/吨,主要成交区间40.0-40.3万元/吨,40.4万元/吨个别成交。从供应来看,节后回归第一周,镨钕氧化物供应仍处于紧而不缺,随下游询货问价活跃,市场成交量增加回暖,价格小幅上调,金属厂期货订单逐步交付,市场现货报出有所增加,磁材节后补库意愿尚存,询低少量刚需补库为主,采购策略偏谨慎,部分磁材观望镨钕走势,补库意愿推延至中下旬,整体采购需求较分散不集中。综合看来,在氧化镨钕供应对市场支撑仍存,在当前镨钕价格稳中有升格局下,释放下游畏空情绪,成交量或有所回暖,预计下周镨钕以稳为主。

This week, praseodymium market out of the pattern of negative drop, prices have risen steadily. At the beginning of the week, some large metal factories made up the oxide in appropriate amount, and the market enquiries and transactions increased. Some separation plants held goods and were reluctant to sell and wait for the market. The quotation of praseodymium oxide increased slightly with the market transaction, and the metal price corresponding to the oxide stopped falling and rising. As of Friday neodymium praseodymium oxide main price range 32.2 325000 yuan/ton, or 1.09%, to clinch a deal the main range of 32.2-323000 yuan/ton, clinch a deal the centre of gravity is 322000 yuan/ton, praseodymium neodymium metal, as of Friday praseodymium neodymium metal month knot giant main price range 41.0 413000 yuan/ton, part of the firm to 414000 yuan/ton, 410000 yuan/ton is the focus, USES the main price interval 40.3 405000 yuan/ton, main clinch a deal the interval 40.0 403000 yuan/ton, 404000 yuan/ton individual clinch a deal. From the point of supply, after return to the first week, praseodymium neodymium oxide supply is still tight and not missing, along with the downstream active goods ask price, the market volume increases, price increases slightly, metal factory orders for futures delivery, spot market report increased, magnets post-holiday inventory will remain, with low just need to fill a small library is given priority to, cautious purchasing strategy, part of the movements of praseodymium neodymium magnets, inventory will delay until mid to late, overall procurement needs more dispersed. In general, the supply of praseodymium oxide still supports the market. Under the current stable and rising price pattern of praseodymium oxide, the downstream fear of air will be released, and the volume of praseodymium oxide may pick up. It is expected that the stability of praseodymium oxide will dominate next week.

中重稀土方面:

中重稀土方面:本周中重稀土主要产品整体报价以稳为主,成交偏少,氧化钬价格有所上扬。与上周相比,氧化镝市场关注度有所提高,部分持货商开始主动询价伺机,有做库存预期。分离企业报价较少,长协客户实单寻货议价出售。厂家出货谨慎,观望居多,金属厂刚需采购,下游询盘偏淡。氧化镝现款成交区间162-164万元/吨,,162货源有限难寻,163持货商散货报价为主,164及以上金属厂采购承压,162及以内个别中间商低价寻货,镝铁报价对应持稳至161-163万元/吨,成交160-163万元/吨;氧化铽中间商含税报价480万元/吨,集团报483万元/吨显坚挺,480万元/吨市场成交价,金属级氧化物极个别480以内报货成交且货源极少,市场整体流通量有限,金属铽报价持稳,现款成交低于610万元/吨,整体成交未及预期;氧化钆询盘活跃度一般,受镨钕小幅回暖影响,持货商、厂家报价犹豫,金属厂刚需采购,氧化钆17.1-17.3万元/吨成交,17.1货源有限,钆铁(一次)现款成交17.1-17.2万元/吨,磁材询盘偏淡;氧化钬本周询盘成交增加,持货商主流报价41.7-42.0万元/吨,个别厂家报42.0万元/吨以上,42.0以上金属厂接货意愿不高,有待观望,金属厂钬铁现货报价犹豫,对应氧化物价格钬铁成交偏难。

Medium and heavy rare earth: this week the main products of medium and heavy rare earth overall quotation is mainly stable, the transaction is less, ho rose. Compared with last week, dysprosium oxide market attention has increased, some buyers began to take the initiative to inquire, do inventory expectations. Separate enterprise quotation less, long - term association of customers to find goods to sell at bargain price. Manufacturers cautious shipment, wait-and-see more, metal factory just need to purchase, downstream inquiries are light. Dysprosium oxide cash trading range of 162-1.64 million yuan/ton, 162 limited supply of goods difficult to find, 163 bulk cargo quotation mainly, 164 and above metal plants to purchase pressure, 162 and less than a few brokers to find low prices, dysprosium iron price stabilized to 161-1.63 million yuan/ton, the transaction of 166-1.63 million yuan/ton; Terbium oxide brokers tax-included quotation 4.8 million yuan/ton, the group quoted 4.83 million yuan/ton firm, 4.8 million yuan/ton market transaction price, metal oxide very few within 480 quoted goods transaction and supply of goods is very small, the overall market circulation is limited, metal terbium quotation stable, cash transaction less than 6.1 million yuan/ton, the overall transaction did not meet expectations; Gadolinium oxide inquiry is generally active, affected by the slight warming of neodymium, sellers, manufacturers offer hesitate, metal factory just need to purchase, Gadolinium oxide 171,000-173,000 yuan/ton transaction, 17.1 supply limited, Gadolinium iron (once) cash transaction 171,000-172,000 yuan/ton, magnetic material inquiry is light; Holmium oxide inquiry transaction increased this week, the seller's mainstream quotation 41.7 to 42.0 million yuan/ton, individual manufacturers quoted more than 42.0 million yuan/ton, more than 42.0 metal factory is not willing to receive the goods, to wait and see, metal factory spot quotation, corresponding oxide price holmium iron transaction is difficult.

市场总结:

我的有色网认为:本周轻稀土镨钕氧化物询盘成交增加,价格小幅上探,金属亦随之走稳,但终端消费尚无明显好转,磁材观望情绪尚存,压价逢低少量采购为主,市场博弈情绪仍存,成交有待观望。中重稀土上游厂家报价犹豫,出货意愿较低,部分中间商少量变现成交,主要产品价格弱稳震荡延续,钬询盘成交有所增加,短期稳中偏强。

This week light rare earth praseodymium oxide enquiries increased, the price of a small probe, the metal is also stable, but the end consumption has not improved significantly, magnetic material wait and see sentiment is still, bargain to buy a small amount of mainly, the market game mood is still there, deal to wait and see. Middle and heavy rare earth upstream manufacturers hesitate to quote, low shipping intention, some middlemen small realization transaction, the main product price weak stability shock continues, the ho: yAG inquiry transaction has increased, the short-term stability in the strong.

来源:我的有色网