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中国稀土市场周评(12月14日-12月18日)

2020/12/21 9:06:14     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

本周镨钕市场震荡偏强,氧化物现货偏紧支撑,金属厂适量采购,小幅小幅上调,金属价格随氧化物调整;中重稀土整体偏弱,铽持续偏强。

This week, the praseodymium and neodymium market was volatile, and the oxide spot was tightly supported. Metal factories purchased moderately, with a slight upward adjustment, and the metal price adjusted with the oxide; medium and heavy rare earths were overall weak, and terbium continued to be strong.

2、市场报价

表三 2020年12月14日-12月18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

表三 2020年12月14日-12月18日主流稀土产品报价(万元/吨)


数据来源:我的有色

三、市场分析

轻稀土方面:

本周镨钕市场整体震荡偏强,周初开市市场整体处于观望当中,厂家报价较少,下游询盘成交冷清,部分持货商少量货源变现报出,镨钕价格小幅小调,周中随着金属厂询盘增加,逢低少量采购,厂家报价犹豫,部分持货商谨慎持货惜售观望,价格小幅上涨、截至本周五氧化镨钕主要报39.7-40.0万元/吨,市场询盘活跃一般,成交量略有降低,持货商报货犹豫,39.5-39.7万元/吨少量成交,39.8万元/吨及以上成交承压,金属厂39.5万元/吨及以内询货较活跃,货源有限。镨钕金属方面,镨钕金属月结大厂主要报51.0万元/吨较集中,50.0-50.5万元/吨少量成交,现款现货主要报49.5-50.0万元/吨,报价对应氧化物显坚挺,49.0-49.5万元/吨少量成交,磁材采购意愿偏低,观望为主。磁材方面:磁材新增订单不多,部分降库为主,个别逢低少量采购,观望氛围较浓。综合来看:随着镨钕氧化物运行至40.0万元/吨,金属50.0万元/吨价位,磁材订单未有明显好转,镨钕价格仍需时间消化,镨钕短期以稳为主,上行空间有限。

The neodymium praseodymium market fluctuated strongly this week. The market opened at the beginning of the week. The market was on the sidelines. Manufacturers offered fewer prices. The downstream inquiries were quiet. Some holders realized a small amount of supply. The price of neodymium praseodymium was slightly adjusted. Markets increase, small purchases on dips, manufacturers hesitate to offer prices, and some holders are cautiously holding the goods and reluctant to sell. The price rises slightly. As of this Friday, the price of praseodymium oxide and neodymium oxide is mainly at 397,000-400,000 yuan/ton. The market inquiries are active and transactions The volume decreased slightly, and the holders hesitated to declare the goods. A small amount of 395,000-397,000 yuan/ton was traded, and the transactions of 398,000 yuan/ton and above were under pressure. Metal factories were active in inquiries for goods within 395,000 yuan/ton and limited supply. Regarding praseodymium and neodymium metal, the major manufacturers of praseodymium and neodymium metal monthly settlements are mainly reported at 510,000 yuan/ton, which are relatively concentrated, 50-505,000 yuan/ton have a small transaction, and the cash spot price is mainly at 495,000-50,000 yuan/ton, and the quotations corresponding to oxides are strong. , A small number of transactions of 490-495 million yuan/ton, the willingness to purchase magnetic materials is low, and wait and see. In terms of magnetic materials: there are not many new orders for magnetic materials, and some of them are mainly due to downsizing. On the whole: With the price of Nd praseodymium oxide running to 400,000 yuan/ton and the price of metal 500,000 yuan/ton, the order for magnetic materials has not improved significantly, and the price of Ndpraseodymium still needs time to digest. Ndpraseodymium is mainly stable in the short term. Upside space is limited.

中重稀土方面:

本周中重稀土主要产品整体报价涨跌互现,整体成交未及预期,铽价格持续上涨,镝钆钬价格偏弱,市场询盘一般。持货商部分惜售观望,部分让利变现,分离企业报价犹豫显坚挺。金属厂逢低刚需采购为主,成交未及预期。截至周五氧化镝现款成交区间187-190万元/吨上扬,190及以上含部分承兑个别成交,188及以上金属厂采购承压,中间商少量货源变现,金属厂整体询盘活跃度有所增加;氧化铽早盘市场报价670-680万元/吨,厂家报680万元/吨及以上显坚挺,670-680万元/吨市场成交价,含承兑个别675以上成交,市场货源有限,金属厂刚需采购,金属铽报价对应,整体成交量较少,860-875万元/吨少量成交,870以上极个别承压;氧化钆询盘活跃度偏淡,17.5-17.7万元/吨成交,17.5以内寻货偏难,钆铁报价持稳,磁材询盘较少成交承压;氧化钬询盘偏淡,分离厂、持货商报价坚挺,极个别成交56.0-56.5万元/吨,56.0以内货源难寻,钬铁现货报价显坚挺但成交未及预期。预计,氧化铽基本面支撑稳中偏强运行,其他中重稀土产品以稳为主,镝铽区间小幅偏强震荡。

In this week, the overall quotations of major heavy rare earth products were mixed. The overall transaction was not as expected. The price of terbium continued to rise, the price of dysprosium, gadolinium and holmium was weak, and the market inquiries were general. Holders are partly reluctant to sell and wait and see, and partly make profits, and the quotations of separate companies are hesitant and firm. Metal factories mainly needed to purchase on bargain prices, and the transaction fell short of expectations. As of Friday, the cash transaction range of dysprosium oxide rose from RMB 1.87 to RMB 1.9 million per ton. Individual transactions of 190 and above including partial acceptances, 188 and above metal factories were under pressure, and a small amount of supply of intermediaries was realized, and the overall inquiries of metal factories were active Increase; the early market price of terbium oxide was 6.7-6.8 million yuan/ton, and the manufacturers reported 6.8 million yuan/ton and above. The market transaction price of 6.7-6.8 million yuan/ton, including acceptance of individual transactions above 675, the market supply is limited. The factory just needs to purchase, the metal terbium quotation corresponds, the overall transaction volume is small, small transactions of 8.6-8.75 million yuan/ton, and very few transactions above 870 are under pressure; the activity of gadolinium oxide inquiries is weak, with 175-177 million yuan/ton transactions. It is difficult to find goods within 17.5, the quotation of gadolinium iron is stable, and there are fewer inquiries for magnetic materials, and the transaction is under pressure; the inquiries for holmium oxide are weak, and the quotations of separation plants and holders are firm, and very few transactions are 560-565 million yuan/ton. The supply of goods within 56.0 is difficult to find. The spot quotation of holmium iron is firm but the transaction is not as expected. It is expected that the fundamentals of terbium oxide support stable medium-to-strong operation, other medium and heavy rare earth products are mainly stable, and the dysprosium-terbium range fluctuates slightly.

市场总结:

我的有色网认为:轻稀土上游镨钕氧化物、金属现货供应仍紧张支撑,厂家挺价意愿较强,下游磁材企业谨慎观望刚需补库,整体成交未及预期显僵持,随着部分中小厂库存消耗,询价适量采购下周或将增加,预计本周整体走势以稳为主,有可能出现微弱幅度的上调行情;中重稀土上游厂家挺价惜售,出货犹豫,下游磁材刚需采购,铽基本面支撑,短时间内仍将处于卖家市场,后续仍有上行空间,镝市场供给相对充足,短期持稳为主。钬钆下游询盘减少,成交偏淡,弱稳震荡行情延续。

Mysteel believes that the upstream light rare earth praseodymium oxide and metal spot supply are still tightly supported, and manufacturers are willing to pay prices. Downstream magnetic companies are cautiously waiting and watching and just need to replenish the inventory. The overall transaction is not as expected as expected. Factory inventory consumption, inquiries and purchases may increase next week. It is expected that the overall trend will be stable this week, and there may be a slight increase in the market; the upstream manufacturers of medium and heavy rare earths are very expensive and hesitate to sell, and the downstream magnetic materials are just in demand. Purchasing, supported by terbium fundamentals, will remain in the seller's market in a short period of time, and there will still be room for upside in the future. The supply of dysprosium is relatively sufficient, and short-term stability is the main focus. The downstream inquiries for holmium and gadolinium decreased, the transaction was weak, and the weak, stable and volatile market continued.

来源:我的有色网(Mysteel