稀土市场上行趋势不改The upward trend of rare earth market remains unchanged
分类Catalog：最新公告
发布时间Time：2021.08.23
作者：易赞磁业Author:EZC Magnetic
稀土市场逐渐稳定，经过年后下游及中间商的陆续补库后，市场成交活跃度较之前略显下降。由于分离厂年后开工时间不长，部分产品货源仍比较紧张。
本周氧化镧市场主流价格在1.3万元/吨~1.4万元/吨，氧化铈市场主流价格在1.1万元/吨~1.2万元/吨，价格稳定，氧化镨市场主流价格在33.5万元/吨~34万元/吨，与年前相比上涨了5000元/吨~10000元/吨。由于市场对氧化镨钕的需求，大部分分离厂以分离氧化镨钕为主，单一的氧化镨、氧化钕的量逐渐减少，因此市场上氧化镨货源相对紧缺。有中间商表示，虽然氧化镨价格涨上来了，但需求情况并不乐观。陶瓷行业由于资金和环保压力，年后还没开始采购氧化镨类的釉料，较多采购的是硅酸锆等陶瓷主要原材料。年后氧化镨价格上涨主要还是中间商进货，而市场货源又比较紧缺造成的，这部分货源暂时还未到达终端。
本周氧化钕市场主流价格在26.8万元/吨~27.3万元/吨，价格趋于稳定，市场交投不多。氧化镨钕市场主流价格在27.2万元/吨~27.6万元/吨，主流成交价格集中在27.2万元/吨~27.3万元/吨，镨钕金属市场主流价格在35.7万元/吨~36万元/吨，成交量并不大，受成交量的影响，价格上涨的趋势放缓，逐渐企稳。有金属厂表示，一些大型的钕铁硼工厂年前备了足两月的库存，年后主要是以中小型企业采购为主，预计三月左右大厂库存基本消化，届时新一轮的采购或将开始。
本周氧化钆市场主流价格在7.1万元/吨~7.3万元/吨，与年前相比价格上调了1000元/吨，近期市场询盘增多。由于市场情绪仍在看多，虽然市场询盘增多，但有出货意愿的持货商较少，而分离厂现货普遍不多，市场交投表现一般。有囤货计划的中间商表示，按照当前的市场价格采购的意愿较大，较高价位现在还难以接受。
本周氧化镝市场主流价格在120万元/吨~122万元/吨，在120万元/吨能拿到少量货源，而此前拿货价格至少在121万元/吨。价格略有回落，主要由于需求情况不及预期，镝铁的库存基数较大，金属厂不着急拿货。
氧化铕本周价格坚挺，市场主流价格在43万元/吨~45万元/吨，在国储、商储等因素对库存的消化后，市场基本面趋于平衡，价格出现大幅波动的可能性较小。
氧化铽市场主流价格在295万元/吨~305万元/吨，较上周（2月13日~17日，下同）下调了5万元/吨，市场成交比较少，中间商高价位拿货意愿不大，终端需求也有限。
本周氧化铒市场主流价格在17万元/吨~17.5万元/吨，与上周相比低价位上调了5000元/吨，分离厂货源不多，低价位也很难从工厂拿到货。有中间商反映，在调价后，部分下游还处在观望状态中，不着急采购。
氧化镥本周市场主流价格在450万元/吨~480万元/吨，与上周相比低价位上调了10万元/吨，据持货商表示，由于氧化镥产量本来就少，近期各大稀土集团也在备货准备交国储，市场上货源就更少了，工厂出货价格也上调不少。
本周稀土市场逐渐趋于理性，但市场参与者对后市持续看好的心态没有改变，尤其在国储、商储后，市场过剩库存逐渐被消化，稀土专项“打黑”行动力度空前，对非法货源的遏制更为明显，稀土市场的寒冬或许已经过去，春天即将来到。The rare earth market is gradually stable. After years of replenishment by downstream and middlemen, the market transaction activity is slightly lower than before. As the commencement time of the separation plant is not long after the year, the supply of some products is still tight.
This week, the mainstream price of lanthanum oxide Market is 13000 yuan / ton ~ 14000 yuan / ton, and the mainstream price of cerium oxide Market is 11000 yuan / ton ~ 12000 yuan / ton. The price is stable. The mainstream price of praseodymium oxide Market is 335000 yuan / ton ~ 340000 yuan / ton, an increase of 5000 yuan / ton ~ 10000 yuan / ton compared with years ago. Due to the market demand for praseodymium and neodymium oxide, most separation plants mainly separate praseodymium and neodymium oxide, and the amount of single praseodymium oxide and neodymium oxide gradually decreases. Therefore, the supply of praseodymium oxide in the market is relatively scarce. Some middlemen said that although the price of praseodymium oxide has risen, the demand situation is not optimistic. Due to the pressure of capital and environmental protection, the ceramic industry has not started to purchase praseodymium oxide glazes after two years, but mainly zirconium silicate and other ceramic raw materials. After, the price rise of praseodymium oxide was mainly caused by the purchase of middlemen, and the market supply was relatively scarce. This part of the supply has not yet reached the terminal.
This week, the mainstream price of neodymium oxide in the market is 268000 yuan / ton ~ 273000 yuan / ton. The price tends to be stable and there is little market trading. The mainstream price of praseodymium and neodymium oxide in the market is 272000 yuan / ton ~ 276000 yuan / ton, the mainstream transaction price is concentrated in 272000 yuan / ton ~ 273000 yuan / ton, and the mainstream price of praseodymium and neodymium metal in the market is 357000 yuan / ton ~ 360000 yuan / ton. The trading volume is not large. Affected by the trading volume, the trend of price rise slows down and gradually stabilizes. Some metal factories said that some large Nd-Fe-B factories prepared enough inventory for two months before the year. After the year, they mainly focus on the procurement of small and medium-sized enterprises. It is expected that the inventory of large factories will be basically digested around March. At that time, a new round of procurement may begin.
This week, the mainstream price of gadolinium oxide in the market is 71000 yuan / ton ~ 73000 yuan / ton, which has increased by 1000 yuan / ton compared with years ago. Recently, the market inquiry has increased. As the market sentiment is still bullish, although the market inquiry is increasing, there are fewer carriers willing to ship, while the spot of separation plants is generally small, and the market trading performance is general. Middlemen with stock up plans said that they are willing to purchase at the current market price, and the higher price is still difficult to accept.
This week, the mainstream price of dysprosium oxide in the market is 1.2 million yuan / ton ~ 1.22 million yuan / ton. A small amount of goods can be obtained at 1.2 million yuan / ton, while the previous price was at least 1.21 million yuan / ton. The price dropped slightly, mainly because the demand was lower than expected, the inventory base of dysprosium iron was large, and the metal factory was not in a hurry to get the goods.
The price of europium oxide is strong this week, and the mainstream price in the market is 430000 yuan / ton ~ 450000 yuan / ton. After the inventory is digested by national reserve, commercial reserve and other factors, the market fundamentals tend to balance, and the possibility of sharp price fluctuation is small.
The mainstream price of terbium oxide in the market is 2.95 million yuan / ton ~ 3.05 million yuan / ton, down 50000 yuan / ton compared with last week (February 13 ~ 17, the same below). There are few market transactions, the middlemen are not willing to take goods at high prices, and the terminal demand is also limited.
This week, the mainstream price of erbium oxide in the market is 170000 yuan / ton ~ 175000 yuan / ton, which is increased by 5000 yuan / ton compared with last week. There are few sources of goods in the separation plant, and it is difficult to get goods from the plant at a low price. Some middlemen reported that after the price adjustment, some downstream are still in a wait-and-see state and do not rush to purchase.
The mainstream price of lutetium oxide in the market this week is between 4.5 million yuan / ton and 4.8 million yuan / ton, up 100000 yuan / ton compared with last week. According to the owner, due to the small output of lutetium oxide, the major rare earth groups are also preparing goods for national storage recently, there are fewer sources of goods in the market, and the factory shipment price has also increased a lot.
This week, the rare earth market has gradually become rational, but the market participants' mentality of continuing to be optimistic about the future market has not changed. Especially after the State Reserve and commercial reserve, the market surplus inventory has been gradually digested. The special "anti Mafia" action of rare earth is unprecedented, and the containment of illegal sources is more obvious. The cold winter of the rare earth market may have passed, and spring is coming.
返回文章列表Back
