新闻资讯    News
联系我们   Contact
你的位置:首页 >  »  新闻资讯  »  行业资讯

中国稀土市场周报(10月19日-10月23日)

2020/10/28 14:15:25     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以稳为主,镨钕稳中偏强震荡,逐渐趋稳,报价上调成交重心上移,整体成交量未及预期。中重稀土整体持稳运行,下游询盘活跃度偏淡,成交偏少,下游刚需采购为主。

This week, the prices of mainstream products in the rare earth market were stable, and the prices of neodymium praseodymium were stable and fluctuated strongly, gradually stabilizing, and the quotation increased and the transaction center shifted upward, and the overall transaction volume fell short of expectations. Zhonghe Rare Earth has maintained stable operations as a whole, the downstream inquiry activity is weak, the transaction is relatively small, and the downstream just needs procurement mainly.

2、市场报价

表三 2020年10月19日-10月23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19日-10月23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:

本周镨钕市场稳中有升,氧化镨钕随部分金属厂询盘活跃,适量采购补库,以致市场镨钕氧化物寻货增加,持货商低价询货对锁,部分分离厂捂货惜售体现,成交价格逐日小幅上扬,镨钕金属报价对应小幅上调。截至本周五氧化镨钕主要报价32.6-32.8万元/吨,涨幅1.08%,主要成交32.5-32.6万元/吨,成交重心32.5万元/吨,32.6万元/吨及以上金属厂采购意愿较低,32.4万元/吨需方询货较活跃,货源较少难询,市场询盘活跃度和成交较周初有所降低。镨钕金属方面:月结大厂主要报价41.2-41.5万元/吨,主要成交41.2-41.3万元/吨,41.2万元/吨以上成交承压,现款现货主要报价40.7-40.8万元/吨,主要成交40.5-40.6万元/吨,成交重心40.5万元/吨,磁材询盘活跃实际采购意愿较低,40.4万元/吨及以下询货活跃,逢低少量刚需为主。目前,分离厂挺价意愿尚存报价显坚挺,金属厂询低采购为主,磁材目前采购较谨慎,询低分批采购为主,需求尚存,实际成交稍显压力,有待观望。综合看来,金属厂氧化物补货需求仍在,下游磁材金属采购谨慎,上下游博弈局面尚存,成交稍显僵持,预计镨钕价格短期以稳为主,或有上扬可能但需要成交量支撑,趋势偏缓。

The neodymium praseodymium market is steadily rising this week. Neodymium praseodymium oxide has been active in inquiries from some metal factories. Appropriate procurement and replenishment have led to an increase in the demand for neodymium praseodymium oxide in the market. It shows that the transaction price rose slightly day by day, and the quotation of neodymium praseodymium metal rose slightly accordingly. As of this Friday, the main quotations of neodymium praseodymium oxide were 326,000-328,000 yuan/ton, an increase of 1.08%, the main transaction was 325,000-326,000 yuan/ton, the transaction center was 325,000 yuan/ton, and the purchase willingness of metal factories of 326,000 yuan/ton and above Lower, 324,000 yuan/ton demand-side inquiries were more active, and the supply of goods was less difficult to inquire. The activity of market enquiries and transactions decreased compared with the beginning of the week. In terms of neodymium praseodymium metal: the main price of the monthly settlement is 412 to 415 thousand yuan/ton, the main transaction is 412 to 413 thousand yuan/ton, the transaction above 412,000 yuan/ton is under pressure, and the cash spot price is mainly 407,000 to 408,000 yuan/ton. , The main transaction is 405,000-4006,000 yuan/ton, and the transaction center is 405,000 yuan/ton. Active magnetic material inquiries are active and the actual purchase willingness is low. Inquiries are active for 404,000 yuan/ton and below. At present, the willingness of the separation plant to keep the price still has a strong offer. The metal factory mainly asks for low purchases. The current purchase of magnetic materials is more cautious. On the whole, the demand for replenishment of oxides from metal factories is still in demand, and downstream magnetic materials are purchased cautiously. The upstream and downstream game still exists, and the transaction is slightly deadlocked. Volume support, the trend is slow.

中重稀土方面:

本周中重稀土主要产品整体报价持稳成交偏少,厂家、持货商惜售观望,主动报价少。分离企业部分惜售,长协客户实单采购出售。截至本周五,厂家谨慎,持货商主动报价减少,部分低价寻货对锁,个别少量建仓。金属厂逢低刚需采购,合金产品报价持稳,部分金属厂试探性上调,磁材企业整体询盘偏淡,整体成交未及预期。截至周五,氧化镝现款成交区间162-164万元/吨,162及以内持货商低价寻货,164及以上金属厂采购承压,部分中间商开始低价寻货货源有限,整体询盘活跃度提升。镝铁报价试探性上调,主流报价162-164万元/吨,成交161-163万元/吨;氧化铽市场整体报价少,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,金属厂刚需采购补货,金属铽报价以稳为主,整体成交量较少;氧化钆询盘活跃度不及上周,厂家、持货商主动报价减少,金属厂询盘偏淡;氧化钆17.1-17.3万元/吨成交,17.1及以内寻货偏难,钆铁报价持稳,磁材询盘偏淡成交承压,钬询盘一般,分离厂、持货商报价41.8-42.0万元/吨,个别厂家报42.0万元/吨以上,41.8以内货源难寻,金属厂现货报价显坚挺但现货成交偏难,整体成交量较少。

In the middle of this week, the overall quotations of the main products of heavy rare earths remained stable and there were few transactions. Manufacturers and holders were reluctant to sell and wait and see, and actively offered less. Part of the separated enterprise is reluctant to sell, and the long-term cooperative customer purchases and sells. As of this Friday, manufacturers have been cautious, and holders have taken the initiative to reduce their quotations, some low-price search for goods are locked, and a few open positions in some cases. Metal factories just needed to purchase on bargain prices, alloy product quotations remained stable, some metal factories tentatively raised, the overall inquiries of magnetic materials enterprises were weak, and the overall transaction was lower than expected. As of Friday, dysprosium oxide cash transactions ranged from 1.62 to 1.64 million yuan/ton. Holders within 162 and below were looking for goods at low prices. Metal factories of 164 and above were under pressure. Some middlemen began to look for goods at low prices and the supply was limited. Increased disk activity. The quotation of dysprosium iron is tentatively raised, the mainstream quotation is 1.62-164 million yuan/ton, and the transaction is 1.61-163 million yuan/ton; the overall quotation of terbium oxide market is low, the intermediary quoted 4.8 million yuan/ton, and the group reported 4.83 million yuan/ton. The ton is strong, and the market transaction price is 4.8 million yuan/ton. The metal factory just needs to purchase and replenish the goods. The quotation of terbium metal is mainly stable, and the overall transaction volume is small; the gadolinium oxide inquiry activity is less than last week, and the manufacturers and holders take the initiative The quotation decreased, and the metal factory's inquiry was weak; the transaction for gadolinium oxide was 171-1173 million yuan/ton, and it was difficult to find goods within 17.1. The quotation of gadolinium iron remained stable, the magnetic material inquiry was weak and the transaction was under pressure, and the holmium inquiry was general. Separation plants and holders quoted prices of 418,000-420 thousand yuan/ton, and individual manufacturers reported more than 42 million yuan/ton. The source of goods within 41.8 was difficult to find. The spot quotations of metal factories were strong but the spot transactions were difficult, and the overall transaction volume was small.

市场总结:

我的有色网认为:轻稀土金属厂补货需求尚存,氧化物价格坚挺,金属对应报价但成交未及预期,高价承压,上下游博弈,预计短期以稳为主;中重稀土消费暂无支撑,利好消息尚未出现,上游惜售下游刚需采购,短期平稳运行。

The demand for replenishment of light rare earth metals plants still exists, oxide prices are firm, metals correspond to quotations but transactions are not as expected, high prices are under pressure, upstream and downstream games are expected to be stable in the short term; medium and heavy rare earth consumption is temporarily unsupported, and the good news is not yet It appears that the upstream is reluctant to sell and the downstream just needs to purchase, and the short-term stable operation.

来源:我的有色网