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中国稀土市场周评(12月28日-12月31日)

2021/1/4 8:52:48     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,氧化物现货偏紧支撑,金属厂维持生产适量采购,价格小幅上调,金属价格随氧化物调整成交承压;中重稀土整体偏稳,铽持续走高。

2、市场报价

表三 2020年12月28日-12月31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28日-12月31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:

本周镨钕市场整体稳中偏强,氧化物市场流通供应紧缺,厂家、持货商持货惜售,报价试探上调,金属大厂维持正常生产少量采购补货,金属价格随氧化物调整,实际成交承压、截至本周四氧化镨钕主要报40.8-41.0万元/吨,部分持货商坚挺41.2万元/吨,部分持货商持货惜售,报价试探上调,主要成交40.6-41.0万元/吨,41.0万元/吨以上成交承压,金属厂询盘一般,40.5万元/吨及以内询低为主,高价接货谨慎,整体成交较少。镨钕金属方面,金属市场整体成交较少,报价暂稳,镨钕金属月结大厂主要报51.8-52.0万元/吨,主要成交51.3-51.8万元/吨,现款现货主要报50.0万元/吨较集中,主要成交49.5-49.6万元/吨,49.7万元/吨及以上含部分承兑少量成交,磁材高价接货意愿不高,逢低采购为主,成交僵持有限。综合来看:镨钕氧化物现货供应偏紧,氧化物价格坚挺,金属报价对应上调但实际成交未及预期,高价承压,镨钕价格短期以稳为主,区间偏强小幅震荡。

This week, the neodymium praseodymium market is generally stable and strong. The oxide market is in short supply. Manufacturers and holders are reluctant to sell their products. The quotations have been raised tentatively. Major metal manufacturers maintain normal production and purchase a small amount of replenishment. Metal prices are adjusted with oxides, and actual transactions are accepted. As of this Thursday, the price of praseodymium oxide and neodymium oxide was mainly reported at RMB 408,000-410 thousand/ton. Some holders were firm at RMB 412,000/ton. Some holders were reluctant to sell the goods. Tons, transactions above 410 thousand yuan / ton are under pressure, metal factories generally make inquiries, with low prices of 405,000 yuan / ton and below, and high prices are cautious, and overall transactions are small. Regarding praseodymium and neodymium metal, the overall transaction in the metal market is relatively small, and the quotation is temporarily stable. The monthly price of praseodymium and neodymium metal is mainly at 518,000-520 thousand yuan/ton, the main transaction is 5133-518 million yuan/ton, and the cash spot price is mainly at 50 million yuan /Ton is relatively concentrated, the main transaction is 495,000-49.6 million yuan/ton, 497,000 yuan/ton and above including some acceptances, a small amount of transactions, magnetic materials are not willing to receive goods at high prices, and the purchase is mainly on bargaining, and the transaction is deadlocked. On the whole: spot supply of neodymium praseodymium oxide is tight, the price of oxide is firm, metal quotations are correspondingly increased but the actual transaction is lower than expected, high prices are under pressure, the price of neodymium praseodymium is mainly stable in the short-term, and the range is strong and slightly fluctuating.

中重稀土方面:

本周中重稀土主要产品整体报价稳中偏强,整体成交较少,铽价格小幅上扬,镝钆钬铒价格走稳,下游询盘较少,部分中间商让利变现,分离企业报价坚挺。金属厂逢低刚需采购为主,金属成交未及预期。氧化镝现款成交区间192-195万元/吨,194及以上含部分承兑个别成交,192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;氧化铽中间商报价710-720万元/吨,厂家报720万元/吨及以上显坚挺,710-720万元/吨市场成交价,含承兑个别720以上成交,市场货源有限,金属铽报价对应上调,整体成交量较少,900-910万元/吨少量成交,910以上极个别承压;氧化钆询盘活跃度一般,17.8-18.0万元/吨成交,17.8及以内寻货偏难,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60.0-60.5万元/吨,60.0以内货源难寻,钬铁现货报价较少,61.0一次现款少量成交,磁材谨慎观望。

This week, the overall quotation of the main products of heavy rare earths was stable and strong. The overall transaction was small, the price of terbium rose slightly, the price of dysprosium, gadolinium, holmium and erbium stabilized, and there were fewer downstream inquiries. Metal factories mainly needed to purchase on bargain prices, and metal transactions fell short of expectations. Dysprosium oxide cash transactions range from RMB 1.92 to 1.95 million per ton, and individual transactions of 194 and above including partial acceptances are under pressure. The purchase of metal plants of 192 and above is under pressure. A small amount of supply is realized by intermediaries. The overall enquiry activity is average; terbium oxide intermediaries offer 710 -7.2 million yuan / ton, manufacturers reported 7.2 million yuan / ton and above, the market transaction price of 7.1-7.2 million yuan / ton, including acceptance of individual transactions above 720, the market supply is limited, the price of terbium metal is increased accordingly, and the overall transaction volume Less, 9-9.1 million yuan / ton small transactions, very few above 910 are under pressure; gadolinium oxide inquiries are generally active, 17-8-18 million yuan / ton transactions, it is difficult to find goods within 17.8, and gadolinium iron quotes remain stable , Magnetic material inquiries are less under pressure; holmium oxide inquiries are more active, separation plants and holders have firm quotations, very few transactions are 60-605 million yuan/ton, sources within 60.0 are hard to find, and holmium iron spot quotations are few , A small amount of cash transactions at a time of 61.0, magnetic materials are cautiously waiting.

市场总结:

我的有色网认为:镨钕氧化物现货偏紧格局短期难以改善,金属厂维持生产适量采购,需求尚存,氧化物报价稳中偏强,金属报价对应上调但成交偏难,磁材仍询低少量采购为主,金属成交持续僵持,价格以稳为主,区间小幅震荡;中重稀土上游报价坚挺出货犹豫,市场整体流通量有限支撑,价格稳中偏强运行。

       The tight spot pattern of neodymium praseodymium oxide is difficult to improve in the short term. Metal factories maintain proper production and purchase, and demand still exists. Oxide quotations are stable and strong. Metal quotations are correspondingly increased but transactions are difficult. Magnetic materials are still inquiring low for small purchases. Metal transactions continued to stalemate, and prices were mainly stable, with small fluctuations in the range; the upstream quotations of China Heavy Rare Earths were firm and hesitant to ship, the overall market circulation was limited and the prices were stable and strong.

来源:我的有色网(Mysteel