金力永磁稀土行情简报2502期（总第538期）01-06~01-10 - 稀土行情周报

金力永磁稀土行情簡報2502期（總第538期）01-06~01-10

更新時間：2025-01-14 09:20:00　點擊次數：1661

JL MAG Rare-Earth Industry Price Briefing 01-06~01-10

Week 02，2025

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹、金屬釹、金屬鋱和鏑鐵合金價格均出現小幅上漲。亞洲金屬網周末價格: 鐠釹金屬價格491-494元/KG；金屬釹價格491-496元/KG；鏑鐵合金價格1570-1590元/KG；金屬鋱價格7050-7150元/KG。

This week, the rare earth market has seen a slight increase in prices for PrNd, Nd metal, Tb metal, and DyFe alloy. Asia Metal weekend prices: PrNd metal price ranges from 491-494 RMB/KG, The price of Nd metal is 491-496 RMB/KG, The price of DyFe alloy is 1570-1590 RMB/KG, Tb metal price is 7050-7150 RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

本周（1月6日到10日）稀土市場主流商品價格延續弱穩波動，市場活躍度有所下降，分離企業對外出貨報價較為稀少，按需補庫，維持正常采購節奏，貿易企業主動出貨量小幅增加，市場內流通的現貨逐步縮減，尋找低價貨源的難度日益增大。鐠釹價格小幅震蕩，市場詢價企業有所增多，但出貨積極性不高，多以觀望為主。

This week (Jan. 6-10), the mainstream commodity prices in the rare earth market continued to fluctuate weakly and steadily with a decrease in market activity. Separate enterprises offered relatively rare quotes for external shipments, and they supplemented their inventory as needed to maintain a normal procurement rhythm. Trading enterprises actively increased their shipment volume, and the spot goods circulating in the market gradually decreased, making it increasingly difficult to find low-priced sources of goods. The price of PrNd has fluctuated slightly, and there has been an increase in market inquiry companies, but the enthusiasm for shipment is not high, and most of them are just wait-and-see.

總體來看，原材料市場供應相對充裕，節前備貨已滿足節后下游原材料的部分需求，市場活躍度有所降低。同時，隨著國內外稀土開采和冶煉分離總量的不斷增加，市場供應壓力也在逐步加大。2025年，預計以舊換新政策、稅收優惠措施以及購車補貼等激勵政策將繼續實施，維持并促進汽車市場需求的穩步增長。同時，根據中央經濟工作會議的指導精神，將加大對新能源汽車下鄉活動的支持力度，并持續推進以舊換新政策。基于以上積極因素，GGII（全球產業研究機構）預測，2025年我國新能源汽車銷量將達到1610萬輛，電動化滲透率也有望超過50%的里程碑，為行業需求注入一定的信心。（包頭稀土產品交易所）

Generally speaking, the supply of raw materials in the market is relatively abundant, and pre holiday stocking has met some of the downstream demands after the holiday, resulting in a decrease in market activity. At the same time, with the continuous increase in the total amount of rare earth mining and smelting separation at home and abroad, the market supply pressure is gradually increasing. In 2025, it is expected that incentive policies such as trade-in, tax incentives, and car purchase subsidies will continue to be implemented to maintain and promote steady growth in demand in the automotive market. At the same time, in accordance with the guidance of the Central Economic Work Conference, we will increase support for the rural activities of new energy vehicles and continue to promote the policy of exchanging old for new. Based on the above positive factors, GGII (Global Industry Research Institute) predicts that the sales of NEV in China will reach 16.1 million units by 2025, and the penetration rate of electrification is expected to exceed the milestone of 50%, inputing a certain level of confidence into industry demand. (Baotou Rare Earth Products Exchange)

3.趨勢圖（參考亞洲金屬網）Tendency Chart (refer to Asian Metal)