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26日-10月30日)

2020/10/31 9:19:58     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

本周镨钕市场稳中偏强,价格随氧化物现货偏紧小幅上调,镝、铽询盘成交增加偏强运行,钬钆持稳为主。

This week, the neodymium praseodymium market was stable and strong, and the price rose slightly along with the tight spot of oxides. The enquiry transactions of dysprosium and terbium increased and the holmium and gadolinium remained stable.

2、市场报价

表三 2020年10月26日-10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10月26日-10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:

本周镨钕市场整体偏强运行,随着金属厂投入产能增加,部分金属冶炼企业适量补取氧化物,市场询货问价活跃度提升,部分分离厂捂货惜售,氧化物现货供应偏紧,价格随成交逐日小幅上行,金属报价对应上调。截至本周五氧化镨钕主要报价33.0-33.2万元/吨,涨幅1.22%,主要成交33.0-33.2万元/吨,截至午盘,33.0万元/吨货源有所收窄,33.2万元/吨以上成交承压,个别成交,33.0及以下金属厂询货较活跃。镨钕金属方面,镨钕金属月结大厂主要报价41.5-42.0万元/吨,主要成交41.5-41.7万元/吨,厂家报价坚挺,整体成交一般,现款现货主要报价41.0-41.2万元/吨,主要成交40.8-41.0万元/吨,磁材观望情绪较浓,询低少量刚需采购,压价意愿尚存。磁材方面,目前部分前期降库至低位磁材企业本月逐步少量采购补库,采购仍显谨慎,实际采购量未及市场预期。综合看来,在部分金属厂适量补取氧化物需求尚存,短期氧化镨钕现货供应仍显紧张,磁材采购意愿有待观望,上下游博弈,短期镨钕预计以稳为主,上调的空间仍存。

The neodymium praseodymium market is operating strongly this week. With the increase in production capacity of metal plants, some metal smelting companies replenish oxides in an appropriate amount, and the market inquiries for goods and prices have increased. Some separation plants are reluctant to sell their products. The spot supply of oxides is tight, and prices With the transaction going up slightly day by day, metal quotations rose accordingly. As of this Friday, the main quotation of neodymium praseodymium oxide was 330-332 thousand yuan/ton, an increase of 1.22%, and the main transaction was 330-332 thousand yuan/ton. As of midday, the supply of 330 thousand yuan/ton had narrowed, and 332,000 yuan/ton. Transactions of more than ton are under pressure, and individual transactions are conducted. Inquiries from metal factories of 33.0 and below are active. Regarding praseodymium and neodymium metal, the major monthly prices of praseodymium and neodymium metal manufacturers mainly quoted 415,000-42.0 million yuan/ton, and the main transaction was 415,000-41.7 million yuan/ton. The manufacturers' quotations were strong and the overall transaction was average. Tons, the main transaction is RMB 408,000-410 thousand/ton. Magnetic materials have a strong wait-and-see sentiment. Inquiries are low for a small amount of just-needed purchases, and the willingness to lower prices still exists. In terms of magnetic materials, some of the magnetic materials companies that have dropped to a low level in the early stage have gradually purchased a small amount of replenishment this month, and their purchases are still cautious, and the actual purchase volume has fallen short of market expectations. On the whole, in some metal factories, there is still demand for adequate replenishment of oxides, short-term spot supply of praseodymium and neodymium oxide is still tight, and the willingness to purchase magnetic materials remains to be seen. Upstream and downstream games are expected to be stable in the short-term. Still exists.

中重稀土方面:

本周中重稀土主要产品整体报价稳中偏强运行,整体成交量相比上周有所增加,品种成交价格上涨,询盘活跃度增加,持货商惜售情绪,分离企业报价犹豫坚挺,出货谨慎持货观望为主。金属厂逢低刚需采购为主,合金产品报价小幅上调,下游磁材询盘偏淡,整体成交未及预期,成交价格小幅上探。截至周五,氧化镝现款成交区间165-167万元/吨,成交主流165-166万元/吨,165持货商寻货采购,低价寻货增加,整体询盘活跃度提升,整体报价上扬。镝铁报价部分试探性上调,主流报价163-166万元/吨,成交162-165万元/吨,整体成交偏少;氧化铽中间商含税报价485-486万元/吨,集团报487-488万元/吨显坚挺,485-487万元/吨市场成交价,金属级氧化物极个别485以内成交,货源有限,金属厂刚需补货,金属铽报价613-618万元/吨,部分厂家报价620万元/吨,但整体成交量少;氧化钆询盘活跃度一般,17.1-17.2万元/吨成交,17.1及以内寻货偏难,17.2成交承压,钆铁报价成交显倒挂,磁材询盘偏淡;氧化钬询盘活跃度一般,分离厂、持货商报价42.2-42.5万元/吨,极个别成交42.5万元/吨,42.2及以内货源难寻,金属厂现货报价犹豫成交僵持。大型企业适量采购给予市场信心,中间商顺势少量建仓,市场询盘活跃度提高成交量增加,预计镝铽仍有上行空间。

The overall quotations of the main products of Zhonghe Rare Earths have been stable and strong this week. The overall transaction volume has increased compared with last week. The transaction prices of varieties have increased, and the activity of inquiries has increased. Holders are reluctant to sell. Hold the goods and wait and see. Metal factories mainly needed to purchase on bargain prices. The quotations of alloy products increased slightly. The inquiries for downstream magnetic materials were weak. The overall transaction fell short of expectations, and transaction prices rose slightly. As of Friday, the transaction range of dysprosium oxide cash was 1.65-1.67 million yuan/ton, and the mainstream transaction was 1.65-1.66 million yuan/ton. 165 holders searched for goods, low-price searched goods increased, overall inquiry activity increased, and overall quotes Up. The quotation of dysprosium iron was tentatively raised, the mainstream quotation was 1.63-166 million yuan/ton, the transaction was 1.62-165 million yuan/ton, and the overall transaction was relatively small; the intermediary price of terbium oxide was 4.8-486 million yuan/ton, the group reported 487 -4.88 million yuan/ton is strong, the market transaction price of 4.85-487 million yuan/ton, metal-grade oxides are very few transactions within 485, the supply is limited, the metal factory just needs replenishment, the metal terbium is quoted at 6.13-618 million yuan/ton, Some manufacturers quoted 6.2 million yuan/ton, but the overall transaction volume was low; gadolinium oxide inquiries were generally active, with 171-172 million yuan/ton transactions, and it was difficult to find goods within 17.1 and 17.2 transactions were under pressure, and gadolinium iron quotation transactions were significant Upside down, inquiries for magnetic materials are weak; enquiries for holmium oxide are generally active. Separation plants and holders offer 422 to 425 thousand yuan/ton, and very few transactions are 425,000 yuan/ton. It is difficult to find sources within 42.2 and metal factories. Spot quotations hesitated and traded at a deadlock. Proper purchases by large enterprises have given market confidence, and intermediaries took advantage of the trend to open a small number of positions, and market enquiry activity has increased and transaction volume has increased.

市场总结:

我的有色网认为:轻稀土氧化镨钕供应紧张短期难以缓解,金属厂主动采购扩库尚存,金属对应报价,成交有待观望,镨钕价格坚挺,短期以稳为主;中重方面镝、铽询盘成交增加,部分交投资金入市,短期仍有上行空间,钆钬暂时趋稳。

The tight supply of light rare earth praseodymium and neodymium oxide is difficult to alleviate in the short-term. Metal factories have actively purchased and expanded their warehouses. Metals correspond to quotations. The transaction remains to be seen. The price of praseodymium and neodymium is strong in the short term. Part of the investment funds entered the market, and there is still room for upside in the short term, and gadolinium and holmium have temporarily stabilized.

来源:我的有色网