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2020-2021年每月挂牌价格

数据来源：北方稀土

二、稀土市场

1、中国稀土市场评述

本周稀土市场主流产品厂家报价较少，市场整体成交有限，多为贸易商试探性报货，镨钕价格偏弱调整；中重稀土镝钬询盘较活跃，价格显坚挺，铽钆询盘成交偏少，价格弱稳，金属报价对应但成交较少，磁材对锁刚需采购观望为主。

2、市场报价

表三 2021年4月06日-4月09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4月06日-4月09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周初偏弱运行，临近周末逐步偏稳。上游分离厂主动报价意愿较低，贸易商货源少量低价报出变现，金属厂采购较犹豫，对锁刚需采购为主，市场观望情绪较浓，镨钕金属报价随氧化物调整，磁材询盘活跃度较低，降库采购，成交有待观望。截至本周五，氧化镨钕主要报57.3-57.5万元/吨，主要成交57.2-57.5万元/吨，57.5万元/吨及以上成交承压。镨钕金属方面，金属大厂报货偏紧，月结大厂主要报价71.0-71.5万元/吨，主要成交70.8-71.5万元/吨，71.5万元/吨以上成交承压，现款现货主要报70.0-70.5万元/吨，主要成交70.0-70.5万元/吨，磁材低价刚需采购为主。综合来看：本周氧化镨钕价格走势逐渐偏稳，现货报出不多，以贸易商报货为主，下游金属厂惜货谨慎采购、磁材刚需少量采购，市场询盘活跃度不高，谨慎观望居多，实际成交较少，上下游博弈局面尚存，预计镨钕价格短期震荡为主。

The price of praseodymium and neodymium in the rare earth market this week was weak at the beginning of the week and gradually stabilized towards the weekend. Upstream separation plants are less willing to actively offer quotations, traders have reported a small amount of low prices for realisation, metal plants are more hesitant to purchase, and are mainly required to purchase locks. The market is more wait-and-see sentiment. The quotation of praseodymium and neodymium metal is adjusted with oxides, and magnetic materials are inquired. The market activity is relatively low, and the stock purchases are downgraded, and the transaction remains to be seen. As of this Friday, praseodymium oxide and neodymium oxide were mainly reported at 573-575 million yuan/ton, the main transaction was 572,000-575,000 yuan/ton, and the transaction of 575,000 yuan/ton and above was under pressure. Regarding praseodymium and neodymium metals, major metal manufacturers reported tightly, with monthly prices mainly priced at 710-715,000 yuan/ton, major transactions were 708,000-715,000 yuan/ton, transactions above 715,000 yuan/ton were under pressure, and cash and spot prices were mainly It was reported at 70-705,000 yuan/ton, the main transaction was 70-705,000 yuan/ton, and the low-price magnets were mainly purchased. On the whole: The price trend of praseodymium oxide and neodymium oxide has gradually stabilized this week, and there are not many spot reports, mainly by traders. Downstream metal factories are cautious in purchasing goods, and magnetic materials are just in need of small purchases, and market enquiries are not active. , Most of them are cautious and wait and see, actual transactions are few, and the upstream and downstream game still exists. It is expected that the price of neodymium will fluctuate mainly in the short term.

图一 2021年3月09日-4月09日氧化镨钕均价走势

数据来源：我的有色

图二 2021年3月09日-4月09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整体价格持稳运行，个别产品区间小幅震荡，钆钬成交低位下探，镝高位上移，分离企业氧化物报价较少观望居多，部分贸易商资金回笼，少量货源让利变现，金属厂刚需对锁，中重稀土金属产品报价对应调整，下游磁材询盘活跃度较低，整体成交未及预期。截至周五，氧化镝成交区间308-310万元/吨，310万元/吨以上含承兑极个别成交承压，镝铁报价走稳，300-304万元/吨少量成交，现款300及以上成交承压；氧化铽中间商报货居多，920-930万元/吨少量变现，920以内极少货源暂无代表性，分离厂家报价坚挺940-950万元/吨，大型企业谨慎观望，金属厂金属铽报价1180-1200万元/吨弱持稳，成交1170-1180万元/吨左右少量，磁材降库为主；氧化钆询盘活跃度一般，22.3-22.5万元/吨少量成交，22.5万元/吨及以上成交承压，钆铁一次现款报价22.3万元/吨左右；氧化钬询盘活跃度一般，分离厂报货92万元/吨及以上，现款成交91万元/吨左右，贸易商91万元/吨以内极个别变现成交但货源有限，92.0万元/吨以上成交暂承压，金属厂钬铁报价谨慎现货较少，一次现款对应报91-92万元/吨，二次94-95万元/吨个别成交。

The overall price of the main products of heavy rare earths in the middle of the week remained stable, and the range of individual products fluctuated slightly. The low level of gadolinium and holmium traded down, and the high level of dysprosium moved up. Metal factories just needed to lock, and the quotations of medium and heavy rare earth metal products were adjusted accordingly. The activity of downstream magnetic materials inquiries was low, and the overall transaction fell short of expectations. As of Friday, the transaction range of dysprosium oxide was between 3.08 and 3.1 million yuan/ton, and some transactions above 3.1 million yuan/ton including acceptance were under pressure. The quotation of dysprosium iron stabilized, with a small amount of 3 million to 3.04 million yuan/ton, and the cash amount was 300 and above. Deals are under pressure; most of the terbium oxide brokers offer goods, with a small amount of 9.2-9.3 million yuan / ton, and very few sources within 920 are temporarily unrepresented. The separate manufacturers offer strong prices of 9.4-9.5 million yuan / ton. Large companies are cautious and wait and see. The price of terbium metal from the factory was 1.80-12 million yuan/ton, weak and stable, with a small amount of about 1.70-11.8 million yuan/ton, mainly for magnetic material reduction; gadolinium oxide inquiries were generally active, with a small amount of 222-32.5 million yuan/ton. , The transaction of 225,000 yuan/ton and above is under pressure, and the one-off cash price of gadolinium iron is about 223,000 yuan/ton; the holmium oxide inquiry activity is average, and the separation plant provides 920,000 yuan/ton and above, and the cash transaction is 910,000 yuan/ About ton, traders realized transactions within 910,000 yuan/ton but the supply of goods was limited, and transactions above 920,000 yuan/ton were temporarily under pressure. The price of holmium iron from metal factories was cautious and the spot price was less. One-time cash was quoted at 910-92 million yuan/ Ton, the second individual transaction was 940-95 million yuan/ton.

图三 2021年3月09日-4月09日氧化镝均价走势

数据来源：我的有色

图四 2021年3月09日-4月09日镝铁合金均价走势

数据来源：我的有色

图五 2021年3月09日-4月09日氧化铽均价走势

数据来源：我的有色

图六 2021年3月09日-4月09日金属铽均价走势

数据来源：我的有色

市场总结：

轻稀土镨钕氧化物逐步走稳，市场低价货源难寻，分离企业报价犹豫，金属厂询盘有所增加少量采购，金属报价对应调整，磁材询盘活跃度一般，采购意愿不高，降库观望为主，上下游持续僵持，成交有待观望，镨钕价格短期以稳为主，区间小幅震荡；中重稀土价格整体偏稳，镝钬成交高位上移，铽厂家报价较少，贸易商少量货源低价变现报出，钆询盘成交较少，价格弱稳。

Light rare earth praseodymium neodymium oxide is gradually stabilizing, and low-priced sources are difficult to find. Separating companies are hesitant to offer prices. Metal factories have increased inquiries with a small amount of purchases. Metal quotations have been adjusted accordingly. Magnetic material inquiries are generally active, and the willingness to purchase is not high. The price of praseodymium and neodymium is mainly stable in the short-term, with a slight fluctuation in the range; the price of medium and heavy rare earths is generally stable, the transaction of dysprosium and holmium has moved up, and the price of terbium manufacturers is less. Traders reported a small amount of goods at low prices, and there were fewer gadolinium enquiries, and prices were weak and stable.

来源：我的有色网（Mysteel）