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整体报价较少，贸易商少量让价出货，金属厂适量采购，价格小幅回暖，镨钕金属价格对应调整，成交未及预期；中重稀土分离厂报价犹豫，镝铽价格坚挺，金属报价对应但成交一般，磁材谨慎观望刚需采购为主。

The overall quotation of mainstream products in the rare earth market this week was relatively small, traders made a small amount of concessionary prices, and metal factories purchased moderately. The price rebounded slightly. The price of praseodymium and neodymium metal adjusted accordingly, and the transaction was not as expected; the quotation of the medium and heavy rare earth separation plant was hesitant, and the dysprosium and terbium The price is firm, the metal quotation corresponds but the transaction is average, and the magnetic material is cautiously wait and see and just need to purchase.

2、市场报价

表三 2021年3月15日-3月19日主流稀土产品市场价格（万元/吨）

数据来源：我的有色

3、市场成交

表四 2021年3月15日-3月19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整体稳中偏强运行，氧化物价格更为坚挺。上游分离厂家整体报价较少，部分厂家暂无报价，捂货惜售谨慎观望为主，部分贸易商试探性少量货源报出让利变现，市场氧化物现货报出量一般，金属厂采购犹豫，对锁订单少量刚需采购为主，镨钕金属报价对应氧化物调整，磁材采购意愿不强，消耗库存为主，成交有待观望。截至本周五，氧化镨钕市场主要报57.5-58.0万元/吨，主要成交价格57.5-58.0万元/吨，57.5万元/吨及以内货源难寻，金属厂询价活跃度一般刚需对锁采购为主。镨钕金属方面，目前金属大厂仍以交付期货订单为主，现货较少，主动报价意愿不强，镨钕金属月结大厂个别报价72.0-73.0万元/吨，主要成交价格72.0-72.5万元/吨，整体成交较少，现款现货主要报70.0-71.0万元/吨，主要成交70.0-70.5万元/吨，70.0万元/吨以内货源有所收紧，磁材企业现阶段新增订单折合镨钕价格68-70万元居多，70,0万元以上接单偏难，降库观望为主，对锁刚需采购。

This week, the price of praseodymium and neodymium in the rare earth market was generally stable and strong, and the price of oxide was firmer. The overall quotations of the upstream separation manufacturers are relatively small, and some manufacturers have no quotations temporarily. They are mainly cautious and wait and see. Some traders tentatively report a small amount of supply to realize the profit. The market oxide spot sales volume is average, and the metal factory is hesitant to purchase. A small number of orders are mainly needed for purchase. The quotation of neodymium praseodymium metal is adjusted in response to oxides. The willingness to purchase magnetic materials is not strong, and inventory is mainly consumed. As of this Friday, the market for praseodymium oxide and neodymium oxide is mainly reported at 575,000 to 580 thousand yuan/ton, and the main transaction price is 575,000 to 580 thousand yuan/ton. It is difficult to find the source of goods within 575,000 yuan/ton and the activity of metal factories generally needs to be right. Mainly lock purchase. Regarding praseodymium and neodymium metals, major metal manufacturers still focus on delivering futures orders. There are few spot goods and the willingness to actively quote is not strong. Individual praseodymium and neodymium metal monthly prices are quoted at 72.0-73.0 million yuan/ton, and the main transaction price is 72.0-72.5. RMB 10,000/ton, the overall transaction is relatively small, the cash spot price is mainly at RMB 700-701,000/ton, the main transaction is RMB 700-705,000/ton, the supply of goods within RMB 700,000/ton has been tightened, and the magnetic material enterprises are new at this stage. The increase in orders is mostly 680-700,000 yuan, and it is difficult to receive orders above 700,000 yuan. The main reason is to drop the warehouse and wait and see, and the locks just need to be purchased.

图一 2021年2月22日-3月19日氧化镨钕均价走势

数据来源：我的有色

图二 2021年2月23日-3月19日镨钕金属均价走势

数据来源：我的有色

中重稀土方面：

本周中重稀土主要产品厂家整体报价少，镝品种价格上涨，钬钆偏弱震荡，铽以稳为主，贸易商少量报货居多，金属厂采购谨慎，逢低刚需对锁，市场整体观望情绪较浓，下游磁材询盘活跃度一般，金属实际成交未及预期。截至周五，氧化镝市场询价活跃度升高，成交区间303-305万元/吨，305万元/吨及以上含承兑个别成交，镝铁报价对应上调成交低位上移，金属厂镝铁报价至303万元/吨，298-301万元/吨少量成交，301万元/吨以上极个别成交承压，磁材询价活跃度一般，成交有限；氧化铽980-1000万元/吨少量成交，中间商少量散货低价报出变现成交960-970万元/吨，金属厂金属铽报价对应1255-1290万元/吨，成交1255-1285万元/吨，整体成交量较少；氧化钆市场询盘活跃度较低，22.3-23.0万元/吨少量成交，23.0万元/吨及以上成交承压，钆铁一次22.5-23.0万元/吨少量成交，磁材逢低刚需；氧化钬询盘活跃度较低，分离厂报价较少，中间商报货为主，98.0万元/吨以内个别成交，金属厂钬铁报价犹豫期货交付为主，一次现款成交区间99-100万元/吨个别成交，成交量少。预计，短期中重稀土价格走势整体以稳为主，镝品种稳中偏强延续。

In the middle of this week, the major manufacturers of heavy rare earth products offered low overall prices, prices of dysprosium varieties increased, holmium and gadolinium were weak and fluctuating, terbium was mainly stable, and traders mostly reported a small amount of goods. Metal factories were cautious in purchasing. Strong, the activity of downstream magnetic material inquiries was average, and the actual metal transaction was lower than expected. As of Friday, dysprosium oxide market enquiry activity has increased, the transaction range is 3.0-3.05 million yuan/ton, 3.05 million yuan/ton and above include acceptances for individual transactions, dysprosium iron quotations are correspondingly raised and the transaction low is shifted upwards, and the metal factory dysprosium iron The quotation was 3.03 million yuan/ton, 2.98-30 million yuan/ton, a small number of transactions, very few transactions above 3.01 million yuan/ton were under pressure, magnetic material inquiry activity was average, and the transaction was limited; terbium oxide 9.8-10 million yuan/ton A small number of transactions, a small amount of bulk cargo reported by the middleman at a low price, realized a transaction of 9.6-9.7 million yuan / ton, the metal plant's price of terbium metal corresponds to 1,255-129 million yuan / ton, and the transaction is 1,255-285 million yuan / ton. The overall transaction volume is relatively small. ; Gadolinium oxide market enquiry activity is low, a small transaction of 222-330 yuan/ton, a transaction of 230 thousand yuan/ton and above is under pressure, a small transaction of gadolinium iron is 225,000-23.0 million/ton, and the magnetic material is in demand on dips. ; Holmium oxide enquiry activity is low, separation plants offer fewer quotations, and the intermediaries mainly report goods. Individual transactions within RMB 980,000/ton. The holmium iron quotations of metal plants mainly hesitate to deliver futures, and a cash transaction range is 99-100. Individual transactions of RMB 10,000/ton were made, but the transaction volume was small. It is expected that the overall price trend of medium and heavy rare earths in the short-term will be stable, and the dysprosium varieties will continue to be stable and strong.

图三 2021年2月23日-3月19日氧化镝均价走势

数据来源：我的有色

图四 2021年2月23日-3月19日镝铁合金均价走势

数据来源：我的有色

图五 2021年2月23日-3月19日氧化铽均价走势

数据来源：我的有色

图六 2021年2月19日-3月19日金属铽均价走势

数据来源：我的有色

市场总结：

本周轻稀土镨钕价格偏稳运行，价格小幅上涨，上游厂家报价犹豫，市场观望氛围浓厚，下游金属厂、磁材按需采购为主，补库意愿不高，买卖双方博弈激烈，且市场交投活跃较低，镨钕价格偏稳运行 ；中重稀土上游厂家报价犹豫，出货意愿较低，铽价格显坚挺，镝偏强延续。

       This week, the price of light rare earth praseodymium and neodymium has been running steadily, and the price has risen slightly. The upstream manufacturers are hesitant to offer prices. The market is full of wait-and-see atmosphere. The downstream metal factories and magnetic materials mainly purchase on demand. The willingness to replenish the warehouse is not high. The buyer and the seller have a fierce game and the market Trading activity is relatively low, and the price of praseodymium and neodymium is running steadily. The upstream manufacturers of medium and heavy rare earths are hesitant to offer prices, and their willingness to ship is low.

来源：我的有色网（Mysteel）