新闻资讯    News
联系我们   Contact
你的位置:首页 >  »  新闻资讯  »  行业资讯

中国稀土市场周评(02月08日-02月10日)

2021/2/20 8:53:40     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整体偏强运行,临近春节,上游报价犹豫减少出货谨慎,主流产品报价坚挺,下游观望为主,氧化物询盘成交相对活跃,成交价格有所上涨,金属价格对应调整成交未及预期。

2、市场报价

表三 2021年02月08日-02月10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02月08日-02月10日主流稀土产品成交情况(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稳中偏强运行,上游分离厂、金属厂报价较少,捂货观望为主,部分厂家已开始步入休假模式,暂停报价,中间商看好后市捂货惜售,价格高位挺价,下游询盘相对活跃度,市场需求尚存,氧化物询盘成交较金属活跃,金属厂适量采购,价格随成交逐步上移。截至本周三氧化镨钕主要报47.0-47.5万元/吨,部分坚挺47.5万元/吨及以上,主要成交47.0-47.3万元/吨,金属厂47.0万元/吨以内询货较活跃,货源难询。镨钕金属方面,镨钕金属月结大厂主要报59.0万元/吨左右,主要成交在58.5-59.0万元/吨,59.0万元/吨以上成交承压,现款现货主要报58.0万元/吨较集中,57.8-58.2万元/吨少量成交,临近放假,磁材采购意愿较低,成交较少。综合来看:现阶段氧化物现货供应偏紧,缺口尚存,且金属厂当前订单排产至2月底货3月初,订单交付紧张,市场现货有限,价格支撑,预计节后镨钕价格稳中偏强格局或将不变。

This week, the price of praseodymium and neodymium in the rare earth market is generally stable and strong. The upstream separation plants and metal plants offer fewer prices, and mainly cover the goods and wait and see. Some manufacturers have begun to enter the vacation mode and suspend the quotations. The middlemen are optimistic about the future. The price is high and the price is high, the downstream inquiries are relatively active, and the market demand still exists. The oxide inquiries are more active than metals. Metal factories purchase moderate amounts, and the prices gradually move up with the transactions. As of this Wednesday, praseodymium oxide and neodymium oxide were mainly reported at 470-475,000 yuan/ton, and some were strong at 475,000 yuan/ton and above. The main transaction was 47-473 million yuan/ton. Metal factories inquired less than 470,000 yuan/ton. The source of supply is difficult to find. Regarding praseodymium and neodymium metal, the major monthly price of praseodymium and neodymium metal manufacturers mainly reported about 590 thousand yuan/ton, and the main transaction was 585,000-590 thousand yuan/ton. The transaction above 590 thousand yuan/ton was under pressure, and the cash spot price was mainly 580 thousand yuan/ton. The ton is relatively concentrated, with a small amount of 578,000-58.2 million/ton transactions. The holiday is approaching, and the willingness to purchase magnetic materials is low, and there are fewer transactions. On the whole: Oxide spot supply is tight at this stage, the gap still exists, and the current orders of the metal factory are scheduled to the end of February and the beginning of March. The order delivery is tight, the market spot is limited, and the price is supported. It is expected that the price of Ndpraseodymium after the holiday is stable The strong pattern may remain unchanged.

中重稀土方面:

本周中重稀土主要产品整体报价稳中偏强延续,个别品种小幅上探,整体成交量较少,大部分分离厂、持货商没有报价,惜售观望,报货少,金属厂刚需采购为主,主动追涨较少,下游磁材询盘有所增加成交量未及预期。截至本周三氧化镝成交区间238-242万元/吨,238及以上金属厂采购承压;氧化铽中间商报价870-880万元/吨,厂家报880万元/吨及以上显坚挺,850-870万元/吨市场个别成交,880及以上极个别或含承兑成交,市场货源报出有限,但临近年底,部分贸易商回款少量散货出售略低于市场主流价格让利变现,金属厂金属铽报价对应,整体成交量较少;氧化钆询盘活跃度一般,19.5-19.7万元/吨成交,19.7万元/吨以上极个别,19.5以内寻货偏难,钆铁报价偏稳,磁材询盘较少成交承压;氧化钬询盘较活跃,分离厂、持货商报货极少价格坚挺,极个别成交74.5-75.5左右万元/吨,市场氧化钬现货难寻,金属厂钬铁报价少现货库存低,一次现款75.5万元/吨左右个别成交。

This week, the overall quotation of the main products of China's heavy rare earths remained stable and strong. Some varieties went up slightly, and the overall transaction volume was small. Most of the separation plants and holders did not have quotations. They were reluctant to sell and wait and see. Actively chasing up less, the downstream magnetic material inquiries have increased and the transaction volume has not met expectations. As of this Wednesday, the transaction range of dysprosium oxide was 2.38-2.42 million yuan/ton, and the purchase of 238 and above metal factories was under pressure; terbium oxide intermediaries quoted 8.7-8.8 million yuan/ton, and the manufacturers reported 8.8 million yuan/ton and above. 8.5-8.7 million yuan / ton market is individual transactions, 880 and above are very few or include acceptance transactions, market supply reports are limited, but near the end of the year, some traders pay back a small amount of bulk sales slightly lower than the mainstream market price to realize profit, metal The price of terbium metal in the factory corresponds to the overall transaction volume; the activity of gadolinium oxide inquiries is average, with 195-195 thousand yuan per ton transaction, and very few transactions over 197,000 yuan per ton. It is difficult to find goods within 19.5, and the quotation for gadolinium iron is relatively stable. , Magnetic material inquiries are less under pressure; holmium oxide inquiries are more active, and separation plants and holders rarely report strong prices. Very few transactions are about 74.5-75.5 million yuan/ton. Holmium oxide spot is hard to find in the market. The holmium iron quotation of the metal factory was low and the spot inventory was low, and individual transactions were made at about 755,000 yuan/ton in cash.

市场总结:

我的有色网认为:目前氧化物供应偏紧格局短期难以改善,市场现货报出有限,金属厂采购需求尚存,且金属厂部分期货预订至二月底或三月初,价格坚挺支撑,市场看涨情绪较浓,预计节后主流产品稳中偏强延续。

      The current tight supply of oxides is difficult to improve in the short term. Spot reports in the market are limited. The demand for purchases from metal plants still exists. And some futures of metal plants are booked until the end of February or early March. The prices are strong and the market is bullish. Mainstream products remain stable and strong.

来源:我的有色网(Mysteel