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中国稀土市场周评(01月04日-01月08日)

2021/1/11 9:30:48     点击:

一、挂牌价

1、南方稀土集团挂牌价

表一 中国南方稀土2021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偏强运行,市场整体询盘更活跃,成交量有所增加,中下游陆陆续续开始适量采购备货,上游现货供应显紧,分离厂报价坚挺出货犹豫,金属厂补库需求存在。

2、市场报价

表三 2021年01月04日-01月08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 2021年01月04日-01月08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:

本周稀土市场镨钕价格偏强延续,氧化物市场供应有限,部分持货商挺价持货惜售,金属大厂维持正常生产少量采购补库,价格随成交逐步上移,金属价格对应氧化物调整,市场询盘成交均有所回暖。截至本周五氧化镨钕主要报41.8-42.1万元/吨,部分现货偏少坚挺42.3万元/吨及以上,主要成交41.8-42.0万元/吨,42.0万元/吨及以上金属厂采购犹豫高价承压,41.8万元/吨及以内询低为主,货源有限。镨钕金属方面,金属厂整体报价偏少少,部分观望市场,部分镨钕金属月结大厂主要报52.5-52.8万元/吨,市场成交较少,现款现货主要报51.5-52.0万元/吨,51.2-51.5万元/吨少量成交,51.5万元/吨以上含部分承兑级个别成交,磁材询盘较活跃,实际成交较少,观望为主。综合来看:氧化镨钕现货紧张,受部分地区物流停运影响,部分金属厂少量补库,高位接受意愿较低,部分磁材企业节前集中补货,金属成交回暖,镨钕价格短期稳中偏强延续。

In this week, the overall prices of major heavy rare earth products rose, and the overall transaction volume increased, and the transaction price moved up. The quotations of dysprosium, terbium and holmium oxide separation companies are firm. Erbium prices have stabilized, downstream inquiries have been general, and some middlemen have made profits. Metal factories mainly needed to purchase on bargain prices, and metal transactions fell short of expectations. As of Friday, dysprosium oxide cash transactions ranged from 1.98 to 2 million yuan/ton, and individual transactions above 200 including partial acceptances. The purchase of metal plants above 198 was under pressure, the stock of intermediaries was small, and the overall inquiry activity was relatively high; terbium oxide was in the middle The early quotations were 7.65-7.7 million yuan/ton, manufacturers reported 7.8 million yuan/ton and above, and the market cash transaction price of 7.7-7.8 million yuan/ton, including acceptance of individual transactions of 780 and above, the market supply was limited, and the price of metal terbium Corresponding to the upward adjustment, the overall transaction volume fell short of expectations. A small amount of transactions was conducted at RMB 9.5-9.6 million/ton, and transactions above 960 were individually under pressure; the activity of inquiries for gadolinium oxide increased from last week, with transactions at RMB 185--187,000/ton, at 18.6 in midday. And it is difficult to find goods within, and the quotation of gadolinium iron is correspondingly increased by 184 to 190 million yuan/ton, but the inquiries for magnetic materials are less and the transaction is under pressure; the inquiries for holmium oxide are more active, and the quotations of separation plants and holders are strong, with very few transactions 61.5-62.0 million yuan/ton, the supply of goods within 61.5 and less at midday is difficult to find. The spot quotation of holmium iron is less, 62.8-63.2 one-time cash transaction is small, and the second cash is about 63.5 individual transactions. Magnetic materials are cautiously wait and see and just need to purchase.

中重稀土方面:

本周中重稀土主要产品整体价格上涨,整体成交量有所增加,成交价位上移。镝铽钬氧化物分离企业报价坚挺。铒价格走稳,下游询盘一般,部分中间商让利变现。金属厂逢低刚需采购为主,金属成交未及预期。截至周五,氧化镝现款成交区间198-200万元/吨,200以上含部分承兑个别成交,198以上金属厂采购承压,中间商库存较少,整体询盘活跃度较高;氧化铽中间商早盘报价765-770万元/吨,厂家报780万元/吨及以上显坚挺,770-780万元/吨市场现款成交价,含承兑个别780及以上成交,市场货源有限,金属铽报价对应上调但整体成交量未及预期,950-960万元/吨少量成交,960以上成交个别承压;氧化钆询盘活跃度较上周提高,18.5-18.7万元/吨成交,午盘18.6及以内寻货偏难,钆铁报价对应上调18.4-19.0万元/吨,但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61.5-62.0万元/吨,午盘61.5及以内货源难寻,钬铁现货报价较少,62.8-63.2一次现款少量成交,二次现款63.5左右个别成交,磁材谨慎观望刚需采购。

In this week, the overall prices of major heavy rare earth products rose, and the overall transaction volume increased, and the transaction price moved up. The quotations of dysprosium, terbium and holmium oxide separation companies are firm. Erbium prices have stabilized, downstream inquiries have been general, and some middlemen have made profits. Metal factories mainly needed to purchase on bargain prices, and metal transactions fell short of expectations. As of Friday, dysprosium oxide cash transactions ranged from 1.98 to 2 million yuan/ton, and individual transactions above 200 including partial acceptances. The purchase of metal plants above 198 was under pressure, the stock of intermediaries was small, and the overall inquiry activity was relatively high; terbium oxide was in the middle The early quotations were 7.65-7.7 million yuan/ton, manufacturers reported 7.8 million yuan/ton and above, and the market cash transaction price of 7.7-7.8 million yuan/ton, including acceptance of individual transactions of 780 and above, the market supply was limited, and the price of metal terbium Corresponding to the upward adjustment, the overall transaction volume fell short of expectations. A small amount of transactions was conducted at RMB 9.5-9.6 million/ton, and transactions above 960 were individually under pressure; the activity of inquiries for gadolinium oxide increased from last week, with transactions at RMB 185--187,000/ton, at 18.6 in midday. And it is difficult to find goods within, and the quotation of gadolinium iron is correspondingly increased by 184 to 190 million yuan/ton, but the inquiries for magnetic materials are less and the transaction is under pressure; the inquiries for holmium oxide are more active, and the quotations of separation plants and holders are strong, with very few transactions 61.5-62.0 million yuan/ton, the supply of goods within 61.5 and less at midday is difficult to find. The spot quotation of holmium iron is less, 62.8-63.2 one-time cash transaction is small, and the second cash is about 63.5 individual transactions. Magnetic materials are cautiously wait and see and just need to purchase.

市场总结:

我的有色网认为:金属厂、磁材维持订单生产,以及考虑到物流、疫情等因素影响适量备货,市场整体询盘活跃,中上游报价坚挺出货犹豫,氧化物价格稳中偏强试探上行,金属报价对应上调,成交量有所增加,成交价位上移,短期镨钕价格区间稳中偏强震荡延续,中重稀土再加上集团适量采购挺价作用,价格上扬持续。

Metal factories and magnetic materials maintain order production and take into account factors such as logistics and epidemics to affect appropriate stocking. The overall market inquiries are active. The mid-upstream quotations are firm and shipments are hesitant. Oxide prices are stable and strong. Metal quotations rise accordingly. The transaction volume increased and the transaction price moved up. The short-term price range of neodymium praseodymium remained stable, medium and strong, and the fluctuation continued. Coupled with the group's moderate purchase price, the price increase continued.

来源:我的有色网(Mysteel