稀土市場上行趨勢不改The upward trend of rare earth market remains unchanged
分類Catalog：最新公告
發(fā)布時間Time：2021.08.23
作者：易贊磁業(yè)Author:EZC Magnetic
稀土市場逐漸穩(wěn)定，經過年后下游及中間商的陸續(xù)補庫后，市場成交活躍度較之前略顯下降。由于分離廠年后開工時間不長，部分產品貨源仍比較緊張。
本周氧化鑭市場主流價格在1.3萬元/噸~1.4萬元/噸，氧化鈰市場主流價格在1.1萬元/噸~1.2萬元/噸，價格穩(wěn)定，氧化鐠市場主流價格在33.5萬元/噸~34萬元/噸，與年前相比上漲了5000元/噸~10000元/噸。由于市場對氧化鐠釹的需求，大部分分離廠以分離氧化鐠釹為主，單一的氧化鐠、氧化釹的量逐漸減少，因此市場上氧化鐠貨源相對緊缺。有中間商表示，雖然氧化鐠價格漲上來了，但需求情況并不樂觀。陶瓷行業(yè)由于資金和環(huán)保壓力，年后還沒開始采購氧化鐠類的釉料，較多采購的是硅酸鋯等陶瓷主要原材料。年后氧化鐠價格上漲主要還是中間商進貨，而市場貨源又比較緊缺造成的，這部分貨源暫時還未到達終端。
本周氧化釹市場主流價格在26.8萬元/噸~27.3萬元/噸，價格趨于穩(wěn)定，市場交投不多。氧化鐠釹市場主流價格在27.2萬元/噸~27.6萬元/噸，主流成交價格集中在27.2萬元/噸~27.3萬元/噸，鐠釹金屬市場主流價格在35.7萬元/噸~36萬元/噸，成交量并不大，受成交量的影響，價格上漲的趨勢放緩，逐漸企穩(wěn)。有金屬廠表示，一些大型的釹鐵硼工廠年前備了足兩月的庫存，年后主要是以中小型企業(yè)采購為主，預計三月左右大廠庫存基本消化，屆時新一輪的采購或將開始。
本周氧化釓市場主流價格在7.1萬元/噸~7.3萬元/噸，與年前相比價格上調了1000元/噸，近期市場詢盤增多。由于市場情緒仍在看多，雖然市場詢盤增多，但有出貨意愿的持貨商較少，而分離廠現貨普遍不多，市場交投表現一般。有囤貨計劃的中間商表示，按照當前的市場價格采購的意愿較大，較高價位現在還難以接受。
本周氧化鏑市場主流價格在120萬元/噸~122萬元/噸，在120萬元/噸能拿到少量貨源，而此前拿貨價格至少在121萬元/噸。價格略有回落，主要由于需求情況不及預期，鏑鐵的庫存基數較大，金屬廠不著急拿貨。
氧化銪本周價格堅挺，市場主流價格在43萬元/噸~45萬元/噸，在國儲、商儲等因素對庫存的消化后，市場基本面趨于平衡，價格出現大幅波動的可能性較小。
氧化鋱市場主流價格在295萬元/噸~305萬元/噸，較上周（2月13日~17日，下同）下調了5萬元/噸，市場成交比較少，中間商高價位拿貨意愿不大，終端需求也有限。
本周氧化鉺市場主流價格在17萬元/噸~17.5萬元/噸，與上周相比低價位上調了5000元/噸，分離廠貨源不多，低價位也很難從工廠拿到貨。有中間商反映，在調價后，部分下游還處在觀望狀態(tài)中，不著急采購。
氧化镥本周市場主流價格在450萬元/噸~480萬元/噸，與上周相比低價位上調了10萬元/噸，據持貨商表示，由于氧化镥產量本來就少，近期各大稀土集團也在備貨準備交國儲，市場上貨源就更少了，工廠出貨價格也上調不少。
本周稀土市場逐漸趨于理性，但市場參與者對后市持續(xù)看好的心態(tài)沒有改變，尤其在國儲、商儲后，市場過剩庫存逐漸被消化，稀土專項“打黑”行動力度空前，對非法貨源的遏制更為明顯，稀土市場的寒冬或許已經過去，春天即將來到。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.
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