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中国稀土市场周报(08月24日-08月28日)

2020/9/10 16:16:48?????点击:

一、挂牌价

1、南方稀土集团挂牌价

表一 中国南方稀土2020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稳中偏弱震荡,轻中重稀土氧化物金属厂家报价较少,现货库存不同导致镨钕金属报价差异逐渐扩大,大厂账期坚挺,持货商现货部分让利变现,中重稀土整体小幅偏弱运行,成交较少。

This week, the prices of mainstream products in the rare earth market remained stable and fluctuated slightly. Manufacturers of light, medium and heavy rare earth oxide metals offered fewer prices. The difference in spot inventories led to the gradual increase in the price difference of praseodymium and neodymium metals. The accounting period of large manufacturers was firm, and the spot part of the holders was realized. , Medium and heavy rare earths were operating slightly weaker overall, with fewer transactions.

2、市场报价

表三 2020年08月24日-08月28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08月24日-08月28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:

本周镨钕市场下探回调,截至本周五,氧化物成交有现货33.7-33.8万元/吨低位少量货源成交收紧至34.0万元/吨部分成交?;毓艘恢苁谐?,周初氧化镨钕报货34.8-35.0万元/吨开始增加,市场畏高情绪开始积累,主要资金进入温和看稳阶段,部分获利散货逐步报出市场下调贴合成交,镨钕金属本周市场成交整体不多,金属厂采购氧化物以及磁材采购镨钕金属大多进入谨慎观望降库阶段,消化上周买货库存,氧化镨钕在回调过程,上下游市场表现出对后市不同预期态度,氧化物在下探至34.0万元/吨以内市场逢低维稳需求增加,15天、10天期货在33.5-33.8逐步有所增加,一个月以上交付期货在33.5以内逐步有所成交,市场低吸需求增加,截至本周五33.8-34.0部分期货氧化镨钕部分成交,金属方面,磁材大多降库观望价格调整为主,月结大厂订单排产整体仍偏满,报价44.5-45万元/吨坚挺,少量现货账期因为价格调整幅度小,成交相对犹豫僵持,现款部分成交至43万元/吨附近对磁材现金流相对充裕有所吸引,综合需求看来,磁材下游订单在镨钕回调过程下单观望居多,月底大多主流资金处于时间性收紧,预计下周月初镨钕价格以及市场情绪自上而下走稳引导终端企业接受和认可当前价位,在终端需求整体不弱背景下,采购需求或随市提振回暖。

This week, the neodymium praseodymium market has declined. As of this Friday, oxide transactions have been spotted at a low level of 337,000-338,000 yuan/ton, and a small amount of supply has tightened to 340000 yuan/ton. Looking back at the market for a week, early this week, the praseodymium oxide and neodymium oxide orders began to increase from RMB 348,000 to RMB 350,000 per ton. The market fears of high prices began to accumulate, and the main funds entered a moderate and stable stage. Some profitable bulk cargoes were gradually reported to the market for downward adjustments and discounts. The overall market transactions of neodymium praseodymium metal this week are not much. The purchase of oxides by metal factories and the purchase of neodymium praseodymium metal for magnetic materials have mostly entered the stage of cautiously waiting and watching to reduce the inventory. The inventory purchased last week is digested. The neodymium praseodymium oxide is in the process of callback, and the upstream and downstream markets show Different expected attitudes towards the market outlook. Oxide is dropping to less than 340000 yuan/ton. The demand for bargain hunting to maintain stability has increased. 15-day and 10-day futures will gradually increase in 33.5-33.8, and futures delivered over one month will gradually increase within 33.5. As of this Friday, some of the 33.8-34.0 praseodymium and neodymium oxide futures were partially traded. For metals, most of the magnetic materials were lowered in the warehouse and the price adjustment was mainly due to the price adjustment. The order schedule of the large monthly accounts was still full, and the quotation 445,000-45 thousand yuan/ton is strong. Due to the small price adjustment, the transaction is relatively hesitant and deadlocked due to the small price adjustment period. The relatively abundant cash flow of magnetic materials is attracted to the cash flow near 430,000 yuan/ton. The comprehensive demand seems, Downstream orders for magnetic materials are mostly placed on the sidelines during the callback process of NdPr and neodymium. At the end of the month, most mainstream funds are in a time-sensitive tightening. It is expected that the price of NdPr and the market sentiment will stabilize from top to bottom at the beginning of next week, leading terminal companies to accept and recognize the current price. Under the background that the overall terminal demand is not weak, procurement demand may pick up with the market.

中重稀土方面:

本周中重稀土方面:本周中重稀土主要产品整体报价弱稳运行,厂家报价犹豫出货谨慎,持货商报价让利变现为主,市场整体报价较少。买涨不买跌市场规律,厂家了解下游现阶段询盘寻货较少,主动让利报价成交更不易,因此分离厂整体报价少,实单寻货再考虑成本报价,长协客户交易为主,且目前分离厂现金流较宽松,中重稀土产品出售欲望较低,静待收储消息,部分持货商受市场情绪影响,少量货源试探性让利变现。截至周五,氧化镝现款成交区间175-177万元/吨,178成交承压,175以内极个别暂无代表性,中间商报价居多,金属厂镝铁报价对应偏弱调整,成交174-176万元/吨,176及以上账期成交居多;氧化铽大部分分离厂暂无报价,惜售持货观望,部分中间商低报485-488万元/吨,实际成交485-490万元/吨,485以内寻货偏难,市场整体流通量较少,金属厂家刚需对锁采购,金属铽报价调整,大厂账期报630万元/吨集中,630成交显压力;钆钬氧化物询盘活跃度较低,持货商报货增加,厂家意见存在分歧,部分持货观望另外一部分随行就市,氧化钆18.0万元/吨内货源难寻,18.1以上成交有限,氧化钬整体成交偏少,金属厂询盘活跃度较低,实际成交低位小幅下探。预计,下周中重稀土主流产品整体以稳为主,部分品种小幅偏弱震荡。

In terms of China Heavy Rare Earths this week: The overall quotations of the major products of China Heavy Rare Earths have been weak and stable this week. Manufacturers are hesitant to ship with caution. The market law of buying up and not buying down. Manufacturers understand that there are fewer inquiries and find goods downstream at this stage, and it is more difficult to actively make profit quotations. Therefore, the overall quotation of the separation plant is small, and the cost quotation is considered for the actual order. In addition, the cash flow of the separation plant is relatively loose, and the desire to sell medium and heavy rare earth products is low. Waiting for news of the purchase and storage, some holders are affected by market sentiment, and a small amount of supply is tentatively realized. As of Friday, dysprosium oxide cash transactions ranged from 1.75 to 1.77 million yuan/ton, and 178 transactions were under pressure. Very few within 175 were temporarily unrepresented. The quotations of middlemen were mostly, and dysprosium iron quotations of metal factories were adjusted correspondingly to weak adjustments, and transactions were 174-176. Ten thousand yuan/ton, most of the transactions in the account period of 176 and above; most terbium oxide separation plants have no quotations for the time being, and they are reluctant to sell and wait and see. Some middlemen under-reported 4.85-488 million yuan/ton, and the actual transaction was 4.85-4.9 million yuan/ton , It is difficult to find goods within 485, and the overall market circulation is small. Metal manufacturers just need to purchase locks. The price of metal terbium is adjusted. Large factories report 6.3 million yuan/ton concentrated, and 630 transactions are under pressure; Gadolinium holmium oxide inquiry The activity is low, the holders of the goods have increased, and the opinions of the manufacturers are divided. Some hold the goods and wait and see, and the others follow the market. It is difficult to find the source of gadolinium oxide within 180,000 yuan / ton. Factory enquiry activity was low, and actual transaction lows dropped slightly. It is expected that next week, the mainstream products of medium and heavy rare earths will mainly be stable, and some varieties will fluctuate slightly.

市场总结:

我的有色网认为:截至周五来看,镨钕氧化物低价货源整体报价略有减少,但金属现货报价逐步下探,上下游僵持依旧,上游分离厂报价积极性较低,下游磁材整体询盘活跃度不高谨慎观望,预计镨钕下周或将逐渐趋稳,下行幅度将有所变缓;中重稀土主流产品本周整体小幅偏弱走势,目前持货商让利变现为主,分离厂持货观望,下游刚需采购,若没有利好政策推进,上游目前资金关注度较低,中重稀土产品或弱稳震荡延续。

As of Friday, the overall quotations for low-priced sources of NdPr and neodymium oxide have decreased slightly, but the spot quotations of metals are gradually falling, and the upstream and downstream stalemates remain. The upstream separation plants are less active in quotation and the overall downstream magnetic materials are not active. Be cautious and wait and see. It is expected that Ndpraseodymium will gradually stabilize next week, and the downward rate will be slowed down; the mainstream products of medium and heavy rare earths will be slightly weaker this week. At present, the holders are mainly making profits, while the separation plants will wait and see. The downstream is just in need of procurement. If there is no favorable policy to advance, the upstream is currently less concerned about funds, and the medium and heavy rare earth products may continue to be weak and stable.

来源:我的有色网

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