金力永磁稀土行情简报2506期（总第542期）02-17~02-21 - 稀土行情周报

金力永磁稀土行情簡報2506期（總第542期）02-17~02-21

更新時間：2025-02-26 09:35:00　點擊次數：1692

JL MAG Rare-Earth Industry Price Briefing 02-17~02-21

Week 08，2025

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較大幅度上漲。亞洲金屬網周末價格: 鐠釹金屬價格542-545元/KG；金屬釹價格545-550元/KG；鏑鐵合金價格1690-1710元/KG；金屬鋱價格7550-7650元/KG。

This week, rare earth market has a drastically increase in prices for PrNd, Nd metal, Tb metal, and DyFe alloy. Asia Metal weekend prices: PrNd metal price is 542-545 RMB/KG, Nd metal is 545-550 RMB/KG, DyFe alloy is 1,690-1,710 RMB/KG, and Tb metal is 7,550-7,650 RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

本周（2月17-21日）稀土市場經歷了一場由預期看弱到信心回升的過程，2月19日是個轉折點，在這之前，市場雖穩，但對短期預判看弱居多，主流稀土產品報價與成交價在震蕩邊緣徘徊，2月20日，高報價迭起，主流稀土價格突破此前高位，市場信心再次恢復。

This week (February 17-21), the rare earth market experienced a shift from weak expectations to renewed confidence, with February 19 marking a turning point. Prior to this date, the market remained stable but was dominated by short-term bearish sentiment, as mainstream rare earth product quotations and transaction prices hovered near volatile levels. By February 20, high quotations surged, with mainstream rare earth prices breaking through previous highs, reigniting market optimism.

本周前期的成交多以補單及剛需采購為主，氧化鐠釹的堅挺彰顯龍頭企業穩價的態度，金屬趨弱又暗顯下游接單價格的不易，當周后期價格不斷突破半年前高價后，上下游均有理性顧慮存在，本輪歷時兩個月的起漲至，走三步退一步的螺旋向上走勢，充滿了不確定性。此前據傳的進口礦納入配額的消息落地，重稀土價格向上期望仍存，盡管本周有部分貿易低價出貨，但出貨量畢竟有限，從目前來看，重稀土畏高拋貨的可能性不大，畢竟市場流通現貨依舊趨緊，短期內保穩或成為大概率可能，但中期來看或可保樂觀。（瑞道稀土資訊）

In the early stage of the week, transactions primarily consisted of supplemental orders and rigid demand purchases. The resilience of PrNd oxide prices reflected major producers' commitment to stabilizing the market, while weaker metal prices hinted at downstream buyers' reluctance to accept higher costs. As prices surpassed six-month highs later in the week, both upstream and downstream players exhibited cautious concerns. The current two-month upward trend, characterized by a "three steps forward, one step back" spiral trajectory, remains fraught with uncertainty. Following the official confirmation of earlier rumors about import quotas for rare earth ores, expectations for heavy rare earth price increases persist. Despite some low-priced trades this week, the limited volume of such transactions suggests minimal likelihood of panic selling in heavy rare earths, given ongoing tightness in spot market supply. While short-term stability appears probable, medium-term prospects remain cautiously optimistic. (Ruidow Rare Earth Information)

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