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中国稀土市场周报(08月31日-09月04日)

2020/9/10 16:24:37?????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

本周镨钕价格持稳为主,厂家报价坚挺,镝、铽、钬、钆均偏弱运行,小幅回调。

The price of praseodymium and neodymium remained stable this week, and manufacturers' quotations were firm. Dysprosium, terbium, holmium, and gadolinium all performed weakly with a slight correction.

2、市场报价

表三 2020年08月31日-09月04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31日-09月04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:

本周镨钕市场氧化镨钕区间震荡,主流持稳居多,下游接货犹豫压价明显,部分变现需求压低成交,主要成交区间为33.7-34.0万元/吨,主流分离以期货接单为主,少量现货试探报价,多数坚挺34.0万元/吨以上价格,金属方面,本周磁材头部企业拿货有所增加,带动部分中大型厂部分补库,补库量整体不大,月结不含承兑主要成交区间44.0-44.2万元/吨,43.8以内较少,账期大厂多坚挺44万元/吨以上报价,现款金属方面,厂家出货成交价格主要在42.5-43.0万元/吨,成交重心42.8以上,42.5以内成交多为中间获利环节,数量不多,市场喊跌询低明显,现货偏紧报价坚挺偏稳。从本周市场运行看来,当前金属炉台以及磁材现阶段订单排产都同比去年有所回暖,中高端需求较中低端表现偏好,主要金属厂九月份接单均偏慢,部分期货开始随当前现货价格签约至10月中下旬,当前金属炉台运行仍处于增炉保炉状态,现货惜售减炉意愿较低。综合看来,市场在8月下旬开始步入回调,上游中间获利货源出货,下游多数降库观望为主,中大型磁材企业巩固稳定金属安全库存,中小型企业库存步入相对低位,甩带片价格本周相对稳定,在主流维稳意愿不变下,氧化镨钕现货持续供应量仍不大,金属现货市场需求尚存,预计下周镨钕价格稳中有强局面不变。

This week, the neodymium praseodymium oxide market fluctuated, and the mainstream remained stable. The downstream received hesitation and lowered the price. Some of the demand for realization depressed the transaction. The main transaction range was 337,000 to 340 thousand yuan/ton. Probing the quotations, most of them have firmed up to prices above 340 thousand yuan/ton. For metals, this week’s magnetic material companies have increased their purchases, which has driven some medium and large factories to replenish warehouses. The amount of replenishment is generally not large. The monthly statement does not include acceptance. The main transaction range is 440-442,000 yuan/ton, less than 43.8 yuan, and most large manufacturers have firmed their quotations of 440,000 yuan/ton or more in the accounting period. In terms of cash metals, the factory shipment transaction price is mainly 425,000-43.0 million yuan/ton. The center of gravity is above 42.8, and the transactions within 42.5 are mostly intermediate profit-making links, and the number is not large. The market calls for lower and lower inquiries, and the tight spot quotation is firm and stable. Judging from the market operation this week, the current order schedule for metal stoves and magnetic materials has picked up year-on-year. The mid-to-high-end demand is preferred to the mid- and low-end. Major metal factories are slow to receive orders in September, and some futures start With the current spot price contract to mid-to-late October, the current metal stove operation is still in the state of increasing furnaces and maintaining furnaces, and the willingness to reluctantly sell the spot to reduce furnaces is low. On the whole, the market began to pull back in late August. The upstream intermediate profitable source of goods shipped, and most downstream stocks were lowered and wait-and-see. Medium and large magnetic companies consolidated and stabilized metal safety stocks, and small and medium-sized enterprises' stocks entered a relatively low level. The price of stripping film is relatively stable this week. With the mainstream willingness to maintain stability, the continuous supply of praseodymium and neodymium oxide is still small, and the metal spot market demand still exists. It is expected that the price of praseodymium and neodymium will remain stable next week.

中重稀土方面:

本周中重稀土市场主流品种除铽运行相对坚挺,主流挺价意愿不明朗,镝钆钬铒市场少量成交随需求均有不同程度回调,从当前离子矿投矿量看来,投矿量水平维持3300-3500吨/月。主流大厂现金流相对充裕,市场价格在政策预计内小幅调整,短期市场需求为导向。截至本周五,氧化镝大厂报价175万元/吨坚挺,少量货源随需方压价成交至173及以内,镝铁随部分招标价格和氧化物价格小幅调整至大厂172万元/吨附近,随价格贴近主要关口,市场关注情绪有所增加,下游采购策略整体变化不大,铽市场方面,氧化铽主要运行区间485-490万元/吨,485以内随金属以及部分贸易资金寻低需求尚存,主流出货情绪较低支撑价格平稳运行,金属铽市场月结价格也维持区间625-630万元/吨,钆方面,氧化钆周初报价上调冲高至18.4万元/吨附近,下游观望为主,成交走弱,市场摸高出货情绪增加,截至本周五氧化钆主要成交区间17.8-18.0万元/吨,成交量整体不大,一次现款钆铁合计价格也下探至18.0万元/吨附近,钆价格回调后随镨钕上涨预期以及空间仍尚存,钬市场方面,氧化钬在本周个别货源变现报至42.0-42.5万元/吨,成交集中度有所增加,市场价格回弹至42.8-43.0万元/吨,42.5以内货源难寻,钬铁合金随氧化物相对坚挺,短期下行空间有限,综合看来,预计短期中重稀土整体处于随需求回调,主流资金阶段,其中铽仍会保持坚挺,镝市场回调至170万元/吨主要关口或有起底情绪支撑,钆钬市场当前资金关注度响度有限,主要为需求导向为主。

In the middle of the week, the mainstream varieties of heavy rare earth market were relatively strong except for terbium, and the mainstream price is unclear. A small number of transactions in the dysprosium, gadolinium, holmium and erbium market have been adjusted to varying degrees according to demand. Judging from the current volume of ion ore, the level of ore investment remains at 3300 -3500 tons/month. Major mainstream manufacturers have relatively abundant cash flow, and market prices have been adjusted slightly within policy expectations, and short-term market demand is oriented. As of this Friday, the large dysprosium oxide manufacturer's offer was firm at 1.75 million yuan/ton, and a small amount of goods was sold at a price of 173 or less on the demand side. The dysprosium iron was slightly adjusted to the large factory's 1.72 million yuan/ton along with some tender prices and oxide prices. , As the price approaches the main threshold, the market's sentiment has increased, and the downstream procurement strategy has not changed much. In the terbium market, the main operating range of terbium oxide is 4.8-4.9 million yuan/ton, and the demand for metals and some trade funds within 485 is low. Still, the mainstream shipment sentiment is low to support the stable operation of the price. The monthly closing price of metal terbium also remained in the range of 6.25-6.3 million yuan/ton. For gadolinium, the price of gadolinium oxide was raised to around 184,000 yuan/ton at the beginning of the week. The downstream wait-and-see mainly, the transaction weakened, and the market sentiment increased. As of this Friday, the main transaction range of gadolinium oxide was between 178,000 and 180,000 yuan/ton. The overall transaction volume was not large. The total price of one-time cash gadolinium iron also dropped to Around 180,000 yuan/ton, the price of gadolinium is expected to rise along with neodymium praseodymium, and there is still room for it. In the holmium market, holmium oxide has been realized this week from individual sources to 422,000 yuan/ton, and transaction concentration has increased , The market price rebounded to 428,000-43.0 million yuan/ton, and the supply within 42.5 is difficult to find. The holmium ferroalloy is relatively strong with the oxide, and the short-term downside space is limited. On the whole, it is expected that the short-term medium and heavy rare earths will be adjusted according to demand. At this stage, terbium will remain strong, and the dysprosium market may pull back to the major mark of 1.7 million yuan/ton, which may be supported by a bottoming mood. The current funding attention of the gadolinium and holmium market is limited, and it is mainly demand-oriented.

市场总结:

近期镨钕市场回调后筑稳震荡近半月,分离复产增长不及金属冶炼产能,氧化物中间获利货源多为金属环节低吸降库,上抬短期承压,市场现货逢低需求以及中高端磁材订单增加尚存,下周市场维稳有强预期不变,中重稀土方面,铽维稳市场现阶段仍强,镝钆钬随需求导向不同程度回调,主要价格关口筑底震荡预期尚存。

Recently, the neodymium praseodymium market has stabilized and fluctuated for nearly half a month after the callback. The separation and resumption of production has not increased as much as the metal smelting capacity. The intermediate profit sources of oxides are mostly low-reduction warehouses in the metal link, which will increase short-term pressure. The increase in orders for magnetic materials still exists, and the market will remain stable next week. Expectations remain unchanged. In terms of medium and heavy rare earths, the market for terbium and holmium is still strong at this stage. Dysprosium, gadolinium and holmium will be adjusted to varying degrees following the demand orientation. The main price barriers are expected to bottom out.

来源:我的有色网

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