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中国稀土市场周报(11月09日-11月13日)

2020/11/17 8:48:07     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

本周镨钕市场以稳为主,市场询货问价活跃有所降低,成交较少,铽、钬询盘增加偏强运行,镝钆偏稳。

This week, the praseodymium and neodymium market is mainly stable, the market inquiries for goods and prices have been active, and there are fewer transactions. Terbium and holmium inquiries have increased, and dysprosium and gadolinium have been stable.

2、市场报价

表三 2020年11月09日-11月13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09日-11月13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:

本周镨钕市场整体以稳为主,上游厂挺价意愿较高,下游询盘活跃度降低,市场观望情绪较浓,成交较少僵持,截至本周五氧化镨钕主要报34.3-34.5万元/吨,主要成交34.2-34.3万元/吨,34.2万元/吨货源报出有所收窄,需方采购较谨慎,34.2万元/吨及以内询货较活跃,少量刚需采购为主。镨钕金属方面,镨钕金属月结大厂主要报价43.5-44.0万元/吨,主要成交43.5万元/吨左右,43.5万元/吨及以上成交承压,整体成交较少,需求尚存。现款现货主要报43.0-43.2万元/吨,主要成交42.8-43.0万元/吨。磁材方面:目前钕铁硼中高端板块需求较好,磁材订单排产偏满,部分磁材企业满产运行。综合看来,镨钕氧化物相对偏紧,市场看好情绪较浓,部分磁材企业少量补库需求尚存,预计短期镨钕稳中偏强为主。

This week, the neodymium praseodymium market is mainly stable. The upstream factories are more willing to bid for the price, the downstream inquiries are less active, the market wait-and-see sentiment is stronger, and the transaction is less deadlocked. As of this Friday, the neodymium praseodymium oxide is mainly reported at 343,000 to 345 thousand yuan/ Ton, the main transaction was 342-343 million yuan/ton, and the supply of 342,000 yuan/ton was reported to be narrowed. The demand side was more cautious in purchasing. Inquiries for goods within 342 thousand yuan/ton and below were more active. In terms of neodymium praseodymium metal, the major monthly prices of neodymium praseodymium metal are mainly 435-440 thousand yuan/ton, the main transaction is about 435,000 yuan/ton, and the transaction of 435,000 yuan/ton and above is under pressure. The overall transaction is small and the demand is still there. . The cash spot price was mainly quoted at 430-432 thousand yuan/ton, and the main transaction was 428-430 thousand yuan/ton. In terms of magnetic materials: At present, the demand for the mid-to-high-end NdFeB segment is relatively good, and the order schedule for magnetic materials is full, and some magnetic materials companies are running at full production. On the whole, neodymium praseodymium oxide is relatively tight, and the market is optimistic. Some magnetic companies still have a small amount of replenishment demand. It is expected that neodymium praseodymium is stable and strong in the short term.

中重稀土方面:

本周中重稀土主要产品整体报价稳中偏强,整体成交一般,铽钬价格持续上涨。市场询盘活跃度一般,钬铽氧化物寻货较活跃,持货商逢低采购,部分观望,分离企业报价犹豫显坚挺。金属厂刚需采购,合金产品报价对应调整,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170-171万元/吨,171及以上含部分承兑个别成交,170以上金属厂采购承压,部分中间商持少量库存谨慎观望,镝铁主流报价169-171万元/吨,成交167-170万元/吨;氧化铽市场整体报价少,午盘部分中间商报价520万元/吨,厂家报525万元/吨显坚挺,518-523万元/吨市场成交价,含部分承兑极个别525成交,金属级氧化物极个别520及以内寻货存在压力,货源有限,金属厂刚需采购,金属铽部分厂家报价上调,整体成交量较少,现款成交650-657万元/吨,账期660-670万元/吨成交;氧化钆询盘活跃度一般,17.2-17.3万元/吨成交,17.2货源有限,钆铁报价持稳,磁材询盘偏淡;氧化钬询盘增加,分离厂、持货商报价44.0-44.5万元/吨,午盘个别厂家报44.5以上,成交44.0-44.5万元/吨,低价货源难寻,金属厂钬铁对应氧化物报价但现货成交承压,部分厂家惜售,整体成交量较少。氧化铒成交主流区间15.1-15.5万元/吨,短期中重稀土稳中有升延续。

This week, the overall quotations of the main products of heavy rare earths were stable and strong. The overall transactions were average, and the prices of terbium and holmium continued to rise. Market enquiries were generally active, and holmium and terbium oxide were more active in seeking goods. Holders purchased on bargain prices, and some waited and watched. The quotations of separate companies were hesitant and firm. The metal factory just needs to purchase, the alloy product quotation is adjusted accordingly, the downstream magnetic material inquiries are general, and the transaction is waiting to be seen. As of Friday, the cash transaction range of dysprosium oxide was between RMB 1.7-1.71 million/ton, and individual transactions of 171 and above including partial acceptances. The purchase of metal plants above 170 was under pressure. Some middlemen held a small amount of inventory and cautiously wait and see. The mainstream price of dysprosium iron is 169-171 RMB 10,000/ton, turnover was RMB 1.67-1.7 million/ton; the overall price of terbium oxide market was low, and some intermediaries offered 5.2 million yuan/ton at midday, and manufacturers reported 5.25 million yuan/ton, which was firm, and 5.185.23 million yuan/ton Market transaction price, including partial acceptance, very few 525 transactions, metal-grade oxide very few 520 and under pressure to find goods, supply is limited, metal factories just need to purchase, some manufacturers of terbium metal have raised their quotations, overall transaction volume is small, and cash transactions are 650 -65,700,000 yuan/ton, transaction period of 6.6-6.7 million yuan/ton; gadolinium oxide enquiry activity is average, 172-173 million yuan/ton transaction, 17.2 supply is limited, gadolinium iron quotation is stable, magnetic material inquiries are biased Low; holmium oxide inquiries increased, separation plants and holders quoted 440 to 445,000 yuan/ton, and individual manufacturers reported more than 44.5 in midday, and the transaction was 440 to 445,000 yuan/ton. It is difficult to find low-priced sources of holmium iron. Corresponding to oxide quotations, but spot transactions are under pressure, some manufacturers are reluctant to sell, and overall transaction volume is small. The mainstream trading range of erbium oxide was 151-155 million yuan/ton, and the short-term medium and heavy rare earths continued to rise steadily.

市场总结:

我的有色网认为;镨钕氧化物现货供应仍偏紧,厂家挺价意愿尚存,磁材企业补库犹豫谨慎,但接单情况普遍较好,需求尚存,预计下周整体走势以稳为主,价格小幅上行;中重稀土上游厂家挺价惜售,磁材刚需采购,铽仍有上行空间,镝钆钬偏稳为主。

The spot supply of neodymium praseodymium oxide is still tight, and manufacturers still have the willingness to hold up prices. Magnetic materials companies are hesitant and cautious in replenishment, but the order situation is generally good and the demand is still there. ; Upstream manufacturers of medium and heavy rare earths are reluctant to sell, magnetic materials just need to be purchased, terbium still has room for upside, and dysprosium, gadolinium and holmium are mainly stable.

来源:我的有色网