江西潦脖大药房有限公司

一、掛牌價(jià)

1、南方稀土集團(tuán)掛牌價(jià)

表一 中國(guó)南方稀土2021年中重稀土氧化物掛牌價(jià)

數(shù)據(jù)來(lái)源：南方稀土

2、北方稀土集團(tuán)掛牌價(jià)

表二 中國(guó)北方稀土高科技術(shù)股份有限公司2021年每月掛牌價(jià)格

數(shù)據(jù)來(lái)源：北方稀土

二、稀土市場(chǎng)

1. 中國(guó)稀土市場(chǎng)評(píng)述

本周稀土市場(chǎng)主流產(chǎn)品漲跌互現(xiàn)，鐠釹穩(wěn)中偏強(qiáng)震蕩，中重稀土鋱鈥貿(mào)易商少量讓價(jià)出貨，金屬?gòu)S剛需采購(gòu)，整體成交未及預(yù)期，磁材謹(jǐn)慎觀望剛需采購(gòu)，降庫(kù)為主。

2、市場(chǎng)報(bào)價(jià)

表三 2021年3月22日-3月26日主流稀土產(chǎn)品報(bào)價(jià)（萬(wàn)元/噸）

數(shù)據(jù)來(lái)源：我的有色

3、市場(chǎng)成交

表四 2021年3月22日-3月26日主流稀土產(chǎn)品成交情況

數(shù)據(jù)來(lái)源：我的有色

三、市場(chǎng)分析

輕稀土方面：

本周稀土市場(chǎng)鐠釹價(jià)格整體偏強(qiáng)運(yùn)行，上游分離廠家整體報(bào)價(jià)較少，部分廠家暫無(wú)報(bào)價(jià)，中間商少量貨源報(bào)出，金屬?gòu)S詢盤(pán)活躍度有所增加，適量采購(gòu)，價(jià)格隨成交小幅上漲，金屬報(bào)價(jià)對(duì)應(yīng)上調(diào)，磁材企業(yè)詢低少量補(bǔ)庫(kù)，壓價(jià)意愿尚存，整體成交未及預(yù)期。截至本周五，氧化鐠釹市場(chǎng)主要報(bào)58.8-59.2萬(wàn)元/噸，主要成交價(jià)格58.7-59.0萬(wàn)元/噸，59.0及以上成交承壓，金屬?gòu)S詢盤(pán)活躍度有所減弱，采購(gòu)較猶豫剛需對(duì)鎖為主，58.5萬(wàn)元/噸及以內(nèi)尋低較活躍，整體成交一般。鐠釹金屬方面，鐠釹金屬方面，金屬大廠現(xiàn)貨較少，報(bào)價(jià)隨氧化物堅(jiān)挺，鐠釹金屬月結(jié)大廠主要報(bào)價(jià)73.0-73.5萬(wàn)元/噸，部分報(bào)74.0萬(wàn)元/噸，主要成交在72.5-73.0萬(wàn)元/噸，73.0萬(wàn)元/噸以上成交承壓，現(xiàn)款現(xiàn)貨主要報(bào)71.8-72.0萬(wàn)元/噸，主要成交71.0-71.5萬(wàn)元/噸，磁材逢低少量采購(gòu)為主。綜合來(lái)看：目前市場(chǎng)鐠釹氧化物現(xiàn)貨報(bào)出較少，價(jià)格顯堅(jiān)挺，金屬?gòu)S采購(gòu)猶豫，對(duì)應(yīng)金屬價(jià)格成交偏難，磁材下游對(duì)當(dāng)前金屬價(jià)格接受度一般，需時(shí)間消化，需求帶動(dòng)價(jià)格變化，上下游僵持博弈局面尚存，預(yù)計(jì)短期鐠釹價(jià)格以穩(wěn)為主，區(qū)間小幅震蕩。

This week, the price of praseodymium and neodymium in the rare earth market is generally strong. The upstream separation manufacturers have less overall quotations. Some manufacturers have no quotations for the time being. The intermediaries have reported a small amount of sources. Rising, metal quotations rose correspondingly, magnetic materials companies inquired a small amount of replenishment, the willingness to keep prices down, the overall transaction fell short of expectations. As of this Friday, the market for praseodymium oxide and neodymium oxide was mainly reported at 588,000 to 592,000 yuan/ton, and the main transaction price was 587,000 to 59 million yuan/ton. The transaction price of 59.0 and above was under pressure, and the activity of metal factories in inquiries was weakened, and procurement was more hesitant. The main demand is for locks, and it is more active to find low prices within RMB 585,000/ton, and the overall transaction is average. In terms of neodymium praseodymium and neodymium praseodymium, major metal manufacturers have fewer stocks, and the quotations are firmer with oxides. The monthly prices of neodymium praseodymium metal are mainly 730-73.5 million yuan/ton, and some are quoted at 740000 yuan/ton. At 725-73.0 million yuan/ton, transactions above 730 million yuan/ton were under pressure. Cash spot prices were mainly at 718,000-72.0 million yuan/ton, and the main transactions were 710-715,000 yuan/ton. Magnet materials were mainly purchased on bargain prices. On the whole: At present, there are few spot reports of neodymium praseodymium oxide in the market, and the price is firm. Metal factories are hesitant to purchase, and the corresponding metal prices are difficult to transact. The downstream magnetic materials have generally accepted the current metal prices. It takes time to digest and demand drives prices. Changes, the upstream and downstream stalemate game situation still exists, it is expected that the short-term price of neodymium praseodymium will be stable, with a slight fluctuation in the range.

圖一 2021年03月22日-03月26日氧化鐠釹均價(jià)走勢(shì)

數(shù)據(jù)來(lái)源：我的有色

圖二 2021年03月22日-03月26日鐠釹金屬均價(jià)走勢(shì)

數(shù)據(jù)來(lái)源：我的有色

中重稀土方面：

本周中重稀土主要產(chǎn)品整體報(bào)價(jià)漲跌互現(xiàn)，氧化鏑釓成交價(jià)格穩(wěn)中偏強(qiáng)，鋱鈥價(jià)格走弱，分離廠觀望市場(chǎng)為主，貿(mào)易商少量貨源報(bào)出，金屬?gòu)S對(duì)鎖剛需采購(gòu)，主動(dòng)追漲少且金屬報(bào)價(jià)不多，下游磁材詢盤(pán)活躍度不高，成交未及預(yù)期。截至周五。氧化鏑成交區(qū)間306-308萬(wàn)元/噸，30中重稀土方面：今日中重稀土主要產(chǎn)品整體報(bào)價(jià)延續(xù)漲跌互現(xiàn)，氧化鏑釓成交價(jià)格穩(wěn)中偏強(qiáng)，鋱鈥價(jià)格走弱，分離廠觀望市場(chǎng)為主，貿(mào)易商少量貨源報(bào)出，金屬?gòu)S對(duì)鎖剛需采購(gòu)，主動(dòng)追漲少且金屬報(bào)價(jià)不多，下游磁材詢盤(pán)活躍度不高，成交未及預(yù)期。今日氧化鏑成交區(qū)間306-308萬(wàn)元/噸，308以上成交承壓，鏑鐵報(bào)價(jià)偏穩(wěn)為主，300-303萬(wàn)元/噸少量成交，現(xiàn)款300以上承壓，磁材詢盤(pán)活躍度有所增加但成交量有待觀望；氧化鋱中間商報(bào)貨為主，940-960貿(mào)易商變現(xiàn)，分離廠謹(jǐn)慎觀望為主，金屬?gòu)S金屬鋱報(bào)價(jià)1245-1255萬(wàn)元/噸對(duì)應(yīng)調(diào)整，成交1240-1250萬(wàn)元/噸，整體成交偏少；氧化釓詢盤(pán)活躍度提高，23.2-23.5萬(wàn)元/噸成交，23.5萬(wàn)元/噸及以上成交承壓，釓鐵一次現(xiàn)款報(bào)價(jià)23.2-23.5萬(wàn)元/噸，成交較少；氧化鈥詢盤(pán)活躍度低，分離廠報(bào)貨猶豫，現(xiàn)款成交94.0萬(wàn)元/噸左右，95.0萬(wàn)元/噸成交承壓，金屬?gòu)S鈥鐵報(bào)價(jià)較少，一次現(xiàn)款95萬(wàn)元/噸成交承壓。

This week, the overall quotations of the main products of heavy rare earths were mixed. The transaction price of dysprosium and gadolinium oxide was stable and strong, and the price of terbium and holmium weakened. Separation plants mainly waited and watched the market. The chasing increase is small and the metal quotations are not many, the downstream magnetic material inquiry activity is not high, and the transaction is not as expected. As of Friday. The transaction range of dysprosium oxide was 3.0-3.08 million yuan/ton, and 30 medium and heavy rare earths: today, the overall quotations of the main products of medium and heavy rare earths continued to rise and fall. The transaction price of dysprosium and gadolinium oxide remained stable and strong, and the price of terbium and holmium weakened, and the separation plant Mainly watching the market, traders reported a small amount of supply. Metal factories just needed to purchase locks. They took the initiative to chase the increase and there were not many metal quotations. The activity of downstream magnetic materials inquiries was not high, and the transaction was not as expected. Today, the transaction range of dysprosium oxide is 3.0-3.08 million yuan/ton, and the transactions above 308 are under pressure. The quotation of dysprosium iron is mainly stable, with small transactions of 3-3.03 million yuan/ton, and the cash above 300 is under pressure. Magnetic material inquiries are active. The increase, but the transaction volume remains to be seen; the terbium oxide intermediaries mainly report goods, the 940-960 traders are realized, the separation plant is mainly cautious and wait-and-see, the metal factory's metal terbium quotation is 1,245-1255 million yuan/ton adjusted accordingly, and the transaction is 1,240-1250 Ten thousand yuan/ton, the overall transaction is relatively small; the activity of gadolinium oxide inquiries increased, 232-23.5 million yuan/ton transactions, 235,000 yuan/ton and above transactions were under pressure, gadolinium iron one-off cash quotation was 23-23.5 million yuan/ton , The transaction is small; the holmium oxide inquiry activity is low, the separation plant is hesitant to submit the goods, the cash transaction is about 940 thousand yuan / ton, the transaction is under pressure of 95 thousand yuan / ton, the holmium iron quotation of the metal factory is less, and the cash is 950,000 yuan at a time /Ton transactions are under pressure.

圖三 2021年03月22日-03月26日氧化鏑均價(jià)走勢(shì)

數(shù)據(jù)來(lái)源：我的有色

圖四 2021年03月22日-03月26日鏑鐵合金均價(jià)走勢(shì)

數(shù)據(jù)來(lái)源：我的有色

圖五 2021年03月22日-03月26日氧化鋱均價(jià)走勢(shì)

數(shù)據(jù)來(lái)源：我的有色

圖六 2021年03月22日-03月26日金屬鋱均價(jià)走勢(shì)

數(shù)據(jù)來(lái)源：我的有色

市場(chǎng)總結(jié)：

本目前看來(lái)，輕稀土分離廠鐠釹氧化物報(bào)價(jià)堅(jiān)挺，金屬價(jià)格對(duì)應(yīng)上調(diào)但成交承壓，磁材剛需采購(gòu)降庫(kù)為主，對(duì)應(yīng)接單核算或者與前期庫(kù)存平攤成本，價(jià)格僵持，預(yù)計(jì)鐠釹短期以穩(wěn)為主區(qū)間小幅震蕩；中重稀土分離廠報(bào)價(jià)猶豫，鏑釓低價(jià)成交價(jià)位上移，尋貨略有增加，短期穩(wěn)中偏強(qiáng)走勢(shì)延續(xù)，鋱庫(kù)存較集中，現(xiàn)階段貿(mào)易商變現(xiàn)價(jià)格偏弱震蕩，但空間或有限將逐漸走穩(wěn)。鈥暫時(shí)缺乏明顯利好，亦沒(méi)有資金投入，消費(fèi)缺乏支撐，震蕩偏弱為主。

At present, the price of praseodymium and neodymium oxide in the light rare earth separation plant is strong, and the metal price is correspondingly increased but the transaction is under pressure. The magnets just need to be purchased and the warehouse is mainly reduced. Pr and Nd are expected to fluctuate slightly in the short-term stability; the medium and heavy rare earth separation plant price hesitates, the low-price transaction price of dysprosium and gadolinium moves up, and the search for goods increases slightly. The short-term stability and strong trend continues, and the terbium inventory is concentrated. Traders realized the price is weak and fluctuating, but the space may be limited and will gradually stabilize. Holmium lacks obvious benefits for the time being, and there is no capital investment, consumption lacks support, and the fluctuations are mainly weak.

來(lái)源：我的有色網(wǎng)（Mysteel）