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中国稀土市场周评(12月21日-12月25日)

2020/12/29 15:26:54     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整体稳中偏强,上游报价犹豫出货谨慎,年底部分贸易商现货让利变现,下游观望为主,刚需采购询盘偏淡,整体成交未及预期。

This week, the prices of mainstream products in the rare earth market were generally stable and strong. The upstream quotations were hesitant and cautious in shipments. At the end of the year, some traders realized their spot profits. The downstream mainly waited and watched.

2、市场报价

表三 2020年12月21日-12月25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12月21日-12月25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:

本周镨钕市场整体稳中偏强延续,周初市场整体观望为主,厂家报价犹豫,下游询盘一般成交僵持偏少,镨钕价格持稳,周中随着金属厂询盘增加,适量采购,厂家挺价意愿较高,部分持货商谨慎持货惜售观望,市场低价货源报出减少,镨钕价格随成交小幅上涨、截至本周五氧化镨钕主要报40.2-40.5万元/吨,厂家现货报价活跃,高位挺价,主要成交40.0-40.2万元/吨,40.2万元/吨以上个别成交,金属厂询盘活跃,40.0万元/吨及以内询低为主,高价接受度有限,整体成交僵持。镨钕金属方面,金属市场整体成交略显不足,持货报价暂稳,镨钕金属月结大厂主要报51.0-51.5万元/吨,主要成交50.5-51.0万元/吨,现款现货主要报49.8-50.0万元/吨,主要成交49.5-49.7万元/吨,50.0万元/吨含部分承兑少量成交,磁材询货活跃度有所增加,逢低采购为主,压价意愿较高,成交有待提高。综合来看:氧化物现货供应仍显紧张,金属厂少量采购,需求尚存,磁材新增订单有所回暖,且年末将至,金属备货需求或将增加,短期镨钕价格整体走势仍稳中偏强为主,上行空间或有限。

The neodymium praseodymium market remained stable and strong this week. At the beginning of the week, the market as a whole was mainly wait-and-see. Manufacturers were hesitant to offer prices. In general, downstream inquiries were stalemate, and the price of neodymium praseodymium remained stable. Price willingness is high. Some holders are cautiously holding the goods and reluctant to sell. The low-price supply reports in the market have decreased. The price of neodymium praseodymium has increased slightly with the transaction. The quotation is active, the high price is very high, the main transaction is 400-400 thousand yuan/ton, and the individual transactions above 402,000 yuan/ton. The metal factory has active inquiries. The low price of 400 thousand yuan/ton or less is the main one. The acceptance of high prices is limited. The transaction is deadlocked. Regarding praseodymium and neodymium metals, the overall transaction in the metal market is slightly insufficient, and the holding quotations are temporarily stable. The major manufacturers of praseodymium and neodymium metal monthly settlements mainly quoted at 51.0-51.5 million yuan/ton, and the main transaction was 505-11.0 million yuan/ton. 498,000-50,000 yuan/ton, the main transaction was 495,000-497,000 yuan/ton, and a small amount of transactions including 50 million yuan/ton including partial acceptances increased the activity of magnetic material inquiries, mainly bargain hunting, and a higher willingness to lower prices. The transaction needs to be improved. On the whole: Oxide spot supply is still tight, metal factories purchase a small amount, and demand still exists. New orders for magnetic materials have picked up, and the end of the year is approaching, metal stocking demand may increase, and the overall price of praseodymium and neodymium remains stable in the short term The medium is strong, and the upside space may be limited.

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,铽价格偏强运行,镝钆钬铒价格趋稳,下游询盘较少,持货商部分惜售观望,部分让利变现意见分歧,分离企业报价坚挺。金属厂逢低刚需采购,金属报价对应坚挺但成交未及预期。氧化镝现款成交区间190-193万元/吨,192及以上含部分承兑个别成交,190及以上金属厂采购承压,中间商少量货源变现,整体询盘活跃度一般;氧化铽午盘市场主流报价690-700万元/吨,厂家报700万元/吨以上显坚挺,690-700万元/吨市场成交价,含承兑个别700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,880-885万元/吨少量成交,885以上极个别承压;氧化钆询盘活跃度一般,17.7-17.8万元/吨成交,17.6以内寻货偏难,钆铁报价持稳,磁材询盘较少成交承压;氧化钬询盘较活跃,分离厂、持货商报价坚挺,极个别成交58.5-59.0万元/吨,58.2以内货源难寻,钬铁现货报价较少且显坚挺,部分厂家期货订单交付。

This week, the overall quotation of the main products of heavy rare earths is stable and strong, the overall transaction is average, the price of terbium is relatively strong, and the price of dysprosium, gadolinium, holmium and erbium has stabilized, and there are fewer downstream enquiries. Corporate quotations are firm. Metal factories just needed to purchase on bargain prices, and the metal quotations were firm but the transaction was not as expected. Dysprosium oxide cash transaction range is 1.9-1.99 million yuan/ton, 192 and above including partial acceptances, individual transactions, 190 and above metal factories are under pressure, middlemen are realized with a small amount of supply, and overall enquiry activity is average; terbium oxide midday market mainstream The quotation was 6.9-7 million yuan/ton, and the manufacturers reported more than 7 million yuan/ton. The market transaction price was 6.9-7 million yuan/ton, including acceptance of individual transactions above 700. The market supply is limited. The metal factory just needs to purchase, and the metal price is terbium. Correspondingly, the overall transaction volume is relatively small, with a small amount of 8.8-8.85 million yuan/ton, and very few transactions above 885 are extremely under pressure; the activity of gadolinium oxide inquiries is average, with 1777-17.8 million yuan/ton transactions, it is difficult to find goods within 17.6, gadolinium The iron quotation remained stable, and the magnetic material inquiries were less under pressure; the holmium oxide inquiries were more active, and the quotations of separation plants and holders were firm. Very few transactions were 585-590 thousand yuan/ton. The source of holmium iron is difficult to find within 58.2. Spot quotations were few and firm, and some manufacturers delivered futures orders.

市场总结:

我的有色网认为:镨钕氧化物询货问价整体活跃度有所提升,金属厂适量逢低适量采购,高价仍显压力,金属价格随氧化物坚挺,磁材刚需采购,实际成交仍显僵持较少,镨钕价格以稳为主,报价或将有所上扬但是空间有限,上行仍承压;中重稀土上游挺价惜售,个别中间商少量年底变现出货,下游刚需采购为主,价格偏稳,铽基本面支撑仍偏强运行,镝受上游挺价,部分集团拿货作用,价格缓慢上行。

The overall activity of praseodymium oxide inquiries for goods and prices has increased. Metal factories have appropriate purchases on dips and high prices are still under pressure. Metal prices are firming with oxides and magnetic materials are just in need of purchase. Actual transactions are still stalemate. The price is mainly stable, and the quotation may rise, but the space is limited, and the upward pressure is still under pressure; the upstream of China Heavy Rare Earth is reluctant to sell, and a small amount of middlemen realizes the shipment at the end of the year. The downstream just needs to purchase mainly, the price is stable, and the terbium is basically The surface support is still strong. Dysprosium is affected by the upstream price, and some groups get the goods, and the price slowly rises.

来源:我的有色网(Mysteel