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中国稀土市场周评(01月11日-01月15日)

2021/1/16 9:16:59     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

本周镨钕市场价格上扬,氧化物现货紧张,持货商捂货惜售,金属厂维持生产适量采购,金属价格随氧化物调整,高位承压,成交有待观望;中重稀土整体偏强,镝铽带涨,涨速较快。

2、市场报价

表三 2021年01月11日-01月15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01月11日-01月15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:

本周稀土市场镨钕价格整体偏强运行,上游厂家现货较少报价较犹豫,部分持货商看涨捂货观望,市场整体报价有所减少,下游考虑春节期间物流以及疫情等因素影响,适量采购补库,价格随成交持续上涨。截至本周五氧化镨钕主要报44.5-45.0万元/吨,涨幅6.67%,主要成交44.3-44.6万元/吨,44.3万元/吨以内少量成交,金属厂44.0万元/吨及以内询货较活跃,货源难询,44.6万元/吨及以上成交承压,市场成交有所减少。镨钕金属方面,镨钕金属月结大厂主要报55.5-56.0万元/吨,部分现货较少暂无报价,56.0万元/吨附近少量成交,现款现货主要报54.5-55.0万元/吨,报价随氧化物上调,部分报价坚挺55.0万元/吨以上,主要成交54.5-55.0万元/吨,磁材询盘活跃度有所减少,高价承压,成交较少观望居多。综合来看:氧化镨钕现货紧张,持货商看涨惜售情绪较高,现货报价减少,金属厂高位采购谨慎,对应金属价格成交偏难,部分磁材节前备货意愿减弱,成交较少僵持,预计短期镨钕价格稳中偏强延续。

This week, the price of praseodymium and neodymium in the rare earth market was generally strong. Upstream manufacturers had less spot quotations and hesitated. Some holders were bullish to cover their goods and wait and see. The overall quotation in the market decreased. Downstream, considering the impact of factors such as logistics and the epidemic during the Spring Festival, purchase moderately Replenishment, the price continued to rise with the transaction. As of this Friday, praseodymium oxide and neodymium oxide were mainly reported at 445,000-450 thousand yuan/ton, an increase of 6.67%. The main transaction was 443-446 million yuan/ton, a small amount of transactions within 443,000 yuan/ton, and metal factories 440 thousand yuan/ton and within inquiries The cargo is relatively active, and the source of the cargo is difficult to inquire. The transaction of 446,000 yuan/ton and above is under pressure, and the market transaction has decreased. Regarding praseodymium and neodymium metal, major manufacturers of praseodymium and neodymium metal monthly report mainly quoted 555,000-560 thousand yuan/ton, some spot prices are less and no quotation is currently available, a small amount of transactions near 560 thousand yuan/ton, cash spot mainly quoted 545-55.0 million yuan/ton , The quotation increased with the oxide, some of the quotations were firm and above 55 million yuan / ton, the main transaction was 545-55.0 million yuan / ton, the activity of magnetic material inquiries has decreased, high prices are under pressure, and the transactions are mostly less wait and see. On the whole: spot praseodymium and neodymium oxide is tight, holders are bullish and reluctant to sell, spot quotations are reduced, metal factories are cautious in high purchases, corresponding to metal prices are difficult to trade, some magnetic materials have weakened pre-holiday stocking willingness, and transactions are less stale. The price of neodymium praseodymium is expected to remain stable and strong in the short term.

中重稀土方面:

中重稀土方面:本周中重稀土主要产品整体报价偏强,整体成交量有所增加,尤其氧化物分离厂、持货商惜售观望,金属厂刚需采购,下游询盘成交有所增加。截至本周五,氧化镝现款成交区间210-212万元/吨,215及以上含部分承兑个别成交,210及以上金属厂采购承压;氧化铽中间商报价840-860万元/吨,厂家报850万元/吨及以上显坚挺,早间840-845极个别成交,午盘850万元/吨及以上个别市场成交价,860以上极个别或含承兑成交,市场货源有限,金属厂金属铽报价对应上调,整体成交量较少,10200-10600万元/吨少量成交,10800及以上承压;氧化钆询盘活跃度一般,19.0-19.2万元/吨成交,19.0及以内寻货偏难,钆铁报价稳中偏强,磁材询盘较少成交承压,一次钆铁现款现货18.7-18.8万元/吨少量;氧化钬询盘较活跃,分离厂、持货商报价坚挺,极个别成交65.0-65.5万元/吨,65.5以上个别成交,对应钬铁现货报价少,部分金属厂因氧化物难采购,现货库存少或钬铁市场成交价偏低暂无出货意愿,66.0-67.0万元/吨一次现款少量成交。

In terms of medium and heavy rare earths: this week, the overall quotations of the main products of medium and heavy rare earths were strong, and the overall transaction volume increased. In particular, oxide separation plants and holders were reluctant to sell and wait and see. Metal factories just needed to purchase, and downstream inquiries increased. As of this Friday, the cash transaction range of dysprosium oxide was RMB 2.1-2.12 million/ton, and individual transactions of 215 and above, including partial acceptances, were under pressure for the purchase of metal factories of 210 and above; terbium oxide intermediaries offered 8.4-8.6 million yuan/ton, manufacturers The price of 8.5 million yuan/ton and above was firm, very few transactions in the morning from 840 to 845, and individual market transactions of 8.5 million yuan/ton and above in midday, very few or including acceptance transactions above 860, the market supply was limited, and the metal factory metal The quotation of terbium was raised correspondingly, and the overall transaction volume was relatively small. A small number of transactions of 10200-106 million yuan/ton was under pressure for 10,800 and above; the activity of gadolinium oxide inquiries was average, with transactions of 190-192 million yuan/ton, and the deviation of searching goods within 19.0 yuan. It is difficult. The quotation of iron gadolinium is stable and strong, and there are fewer inquiries for magnetic materials. The transaction is under pressure. The cash spot of iron gadolinium is 187 to 188 thousand yuan per ton. Inquiries for holmium oxide are relatively active, and the quotations of separation plants and holders are firm. Very few transactions were 650-65.5 million yuan/ton, individual transactions above 65.5, corresponding to the low spot quotations of holmium iron, some metal factories are difficult to purchase due to oxides, the spot inventory is low or the holmium iron market transaction price is low, and there is no willingness to ship, 66.0 670,000 yuan/ton in a small amount of cash transactions.

市场总结:

我的有色网认为: 现阶段上游分离厂、贸易商出货意愿低,现货报价减少,持货上惜售观望,金属厂、磁材考虑为节前节后备货,以及疫情影响物流等因素,除订单刚需外或多或少适量备货,市场整体询盘活跃度较高,再加上氧化物现货流通供应偏紧,价格持续上涨,且镨钕、镝、铽等主要产品涨势明显,目前看来上扬行情延续,除基本面还有政策面利好;而金属部分品种价格倒挂,仍需观望金属成交情况。

At this stage, upstream separation plants and traders are low in willingness to ship goods, spot quotations are reduced, and holdings are reluctant to sell. A small amount of stock is available, and the overall market enquiry activity is relatively high. In addition, the oxide spot circulation supply is tight, the price continues to rise, and the main products such as neodymium praseodymium, dysprosium, and terbium are rising significantly. Fundamentals still have favorable policies; while the prices of some metal varieties are upside down, we still need to wait and see the metal transaction situation.

来源:我的有色网(Mysteel