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中国稀土市场周报(11月02日-11月06日)

2020/11/11 10:16:09     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强震荡,报价上涨成交重心上移,整体成交量较上周有所减少。镨钕氧化物支撑,中重稀土镝铽企业采购给予市场信心,下游磁材询盘一般,刚需采购为主。

This week, the prices of mainstream products in the rare earth market remained stable and fluctuated strongly. The quotations rose and the transaction center shifted upward, and the overall transaction volume decreased compared with last week. Supported by praseodymium and neodymium oxide, the purchase of medium and heavy rare earth dysprosium and terbium enterprises gives market confidence. Inquiries for downstream magnetic materials are general, and the procurement is mainly just needed.

2、市场报价

表三 2020年11月02日-11月06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11月02日-11月06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延续,氧化物现货偏紧,部分持货商捂货惜售,金属厂补货需求仍存,价格随成交上行,金属价格对应调整显坚挺。截至本周五氧化镨钕主要报价34.2-34.4万元/吨,涨幅3.63%,金属厂34.2万元/吨及以上采购意愿较低,34.0万元/吨及以下询货活跃,34.2万元/吨少量成交,市场询盘活跃度降低,成交较少。镨钕金属方面,镨钕金属月结大厂主要报价43.5-43.8万元/吨,部分金属厂坚挺44.0万元/吨,主要成交43.3-43.5万元/吨,43.5万元/吨及以上成交承压,现款现货主要报43.0万元/吨,磁材采购意愿较低观望居多,市场整体询盘成交偏淡。目前镨钕氧化物运行至34.2万元/吨,金属厂采购意愿较低,对应金属成交承压,磁材采购较谨慎,部分磁材企业试探上调钕铁硼毛坯价格,磁材下游接受意愿较低,询低下单为主。综合来看,氧化镨钕现货偏紧局面仍存,上游报价显坚挺,下游高位接受度偏低,有待观望,上下游僵持博弈情绪增加,预计短期镨钕以稳为主。

This week, the neodymium praseodymium market continued to be strong as a whole, and the spot oxides were tight. Some holders were reluctant to sell their goods. The replenishment demand of metal factories still existed. The price rose with the transaction, and the corresponding adjustment of metal prices was firm. As of this Friday, the main quotations of neodymium praseodymium oxide were 342 to 344 thousand yuan/ton, an increase of 3.63%. The willingness of metal factories to purchase 342,000 yuan/ton and above was low, and inquiries were active for 340 thousand yuan/ton and below, and 342,000 yuan/ton. A small number of transactions per ton resulted in lower market enquiry activity and fewer transactions. Regarding praseodymium and neodymium metal, major praseodymium and neodymium metal month-end plants mainly quoted 435-438 thousand yuan/ton, some metal factories firmed up 440 thousand yuan/ton, the main transaction was 433-43.5 million yuan/ton, and 435,000 yuan/ton and above. Under pressure, the cash spot price was mainly quoted at RMB 430000/ton, and the willingness to purchase magnetic materials was relatively low. Most of them wait and see, and the overall market inquiries and transactions were weak. At present, neodymium praseodymium oxide is operating at 342,000 yuan/ton, and the willingness of metal factories to purchase is low. Corresponding to the pressure of metal transactions, the purchase of magnetic materials is more cautious. Some magnetic materials companies are tentatively increasing the price of NdFeB blanks. Low, inquiring low and placing orders. On the whole, the tight spot situation of NdPr and NdO2 still exists. The upstream quotations are firm, and the acceptance of downstream high positions is low. Wait and see. Upstream and downstream stalemate game sentiment will increase. It is expected that the short-term NdPr and Nd will be stable.

中重稀土方面:

本周中重稀土主要产品整体报价偏强,整体成交有所增加,镝铽成交价格上涨,询盘活跃度增加,持货商情绪转变,分离企业报价犹豫显坚挺。厂家出货谨慎,观望居多,持货商低价寻货。金属厂逢低刚需采购为主,合金产品报价对应上调,下游磁材询盘一般,成交有待观望。截至周五,氧化镝现款成交区间169-170万元/吨,171含部分承兑个别成交,169及以上金属厂采购承压,部分中间商低价寻货,整体询盘活跃度一般。镝铁主流报价167-171万元/吨,成交165-168万元/吨,成交量一般;氧化铽市场报价少,寻货较活跃,部分中间商含税报价500-505万元/吨,厂家报505-510万元/吨显坚挺,502-505万元/吨市场成交价,505以上含承兑个别成交,金属级氧化物极个别500及以内寻货存在压力,货源有限,金属厂刚需采购补货,金属铽报价对应上调,整体成交量较少,个别厂家报价已到645万元/吨;氧化钆询盘活跃度一般,17.2-17.3万元/吨成交持稳,17.2及以内寻货偏难,钆铁报价持稳,磁材询盘偏淡;氧化钬询盘一般,午盘分离厂、持货商报价上调,极个别成交43.0-43.5万元/吨,43.0及以内货源难寻,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 this week, the overall quotations of major products of heavy rare earths were strong, and overall transactions increased. Dysprosium and terbium transaction prices rose, enquiry activity increased, holders' sentiment changed, and quotations of separate companies showed signs of hesitation. Manufacturers are cautious about shipments, mostly wait and see, and holders look for goods at low prices. Metal factories mainly need to purchase on bargain prices, and the quotations of alloy products are correspondingly increased. Inquiries for downstream magnetic materials are general, and transactions are waiting to be seen. As of Friday, dysprosium oxide cash transactions ranged between 169-1.7 million yuan/ton, 171 including partial acceptances, individual transactions, 169 and above metal factories under pressure, some middlemen looking for goods at low prices, and overall enquiry activity was average. The mainstream quotation of dysprosium iron is 1.67-1.71 million yuan/ton, and the transaction volume is 165-168 million yuan/ton. The transaction volume is average; the terbium oxide market is less quotation, and the search for goods is more active. Manufacturers reported 5.05-5.1 million yuan/ton, which was firm, and the market transaction price was 5.05-5.05 million yuan/ton. Individual transactions above 505 included acceptance. Very few metal-grade oxides were under pressure to find goods within 500 and the supply was limited. Metal factories just needed For purchasing and replenishment, the price of terbium metal has been increased accordingly, and the overall transaction volume is relatively small. The quotations of individual manufacturers have reached 6.45 million yuan/ton; gadolinium oxide inquiries are generally active, with 172-173 million yuan/ton transactions stable, and searches within 17.2 yuan The cargo is too difficult, the quotation of gadolinium iron is stable, and the inquiries for magnetic materials are weak; the inquiries for holmium oxide are general, and the quotations of the separation plants and holders at midday have been increased. Very few transactions were sold at RMB 43-435 thousand/ton, and the supply of 43.0 and less was difficult Looking forward, the spot quotations of metal factories were firm but the spot transactions were difficult, and the overall transaction volume was small.

市场总结:

我的有色网认为:轻稀土镨钕氧化物现货偏紧价格坚挺,金属厂、磁材刚需补货,金属对应报价但成交未及预期,高价承压,上下游博弈,预计下周整体走势趋稳,报价区间小幅震荡;中重稀土上游挺价惜售,成交价格上涨,下游谨慎刚需采购,仍有上行空间。

The spot price of light rare earth praseodymium and neodymium oxide is tight, and metal factories and magnetic materials just need to replenish goods. The corresponding quotations of metals but the transaction is not as expected. The high prices are under pressure and the upstream and downstream games are under pressure. ; The upstream of China Heavy Rare Earth is reluctant to sell, the transaction price rises, the downstream is cautious and just needs to purchase, there is still room for upside.

来源:我的有色网