金力永磁稀土行情简报2508期（总第544期）03-03~03-07 - 稀土行情周报

金力永磁稀土行情簡報2508期（總第544期）03-03~03-07

更新時間：2025-03-12 13:32:00　點擊次數：1811

JL MAG Rare-Earth Industry Price Briefing 03-03~03-07

Week 10，2025

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹和鏑鐵合金價格小幅下跌，金屬釹價格保持不變，金屬鋱價格出現較大幅度上漲。亞洲金屬網周末價格: 鐠釹金屬價格538-541元/KG；金屬釹價格548-553元/KG；鏑鐵合金價格1640-1660元/KG；金屬鋱價格7950-8050元/KG。

This week's rare earth market trend saw a decrease in the prices of PrNd metal and DyFe alloy, while the price of Nd metal remained unchanged but a big increase of Tb metal. Asian metal weekend prices: PrNd metal 538-541 RMB/KG; Nd metal 548-553 RMB/KG; DyFe alloy 1640-1660 RMB/KG; Tb metal 7950-8050 RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

本周（3月3-7日）輕稀土鐠釹走勢相對較穩，即使震蕩也修復較快；中稀土鏑鋱同樣在低價位難有匹配中不斷走穩，盡管一度出現出貨增多的情況，但整體讓價幅度不大，基本面依舊持穩。與節前相比，當前價位處于高位平臺期，市場畏高情緒有所收斂，加之緬甸礦短期內依舊難進，導致分離廠及貿易商對氧化物的堅挺分外有信心，疊加主流大廠氧化物報價堅挺，使得金屬產品成交區間有所拉寬，下游受資金及訂單成本影響，以低價詢采為多，小范圍拉低了金屬的成交價。

This week (March 3-7) the trend of light rare earth PrNd is relatively stable, even if the shock is repaired faster; Medium rare earth Dy and Tb are also difficult to match in the low price continues to stabilize, although there was an increase in shipments, but the overall price margin is not large, the fundamentals are still stable. Compared with before the festival, the current price is in a high plateau period, the market fear of high sentiment has been restrained, coupled with the Myanmar mine is still difficult to enter in the short term, resulting in separation plants and traders have extra confidence in the strength of oxides, superimposed mainstream oxide quotes are strong, making the trading range of metal products wider, downstream affected by the cost of funds and orders, with low prices, which slightly lower the metal prices.

從當前產業鏈各端表現情況來看：原料端供應趨緊的態勢不減，節后下游復產節奏加快，但成本端支撐弱化推動下游利潤亟需修復，導致合金端擠壓讓利。分離企業對氧化物的堅挺，可能在短期內使價格微震蕩穩運行，等待終端逐漸接受此價位。（瑞道稀土資訊）

From the current performance of all ends of the industrial chain: the tight supply of raw materials does not decrease, and the downstream production resumption rhythm is accelerated after the festival, but the weakening of the cost end support promotes the downstream profits in urgent need of repair, resulting in the extrusion of the alloy end. The strength of the separation enterprise for the oxide may make the price fluctuate steadily in the short term, waiting for the terminal to gradually accept this price. (Ruidao Rare Earth Information)

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