金力永磁稀土行情简报2510期（总第546期）03-17~03-21 - 稀土行情周报

金力永磁稀土行情簡報2510期（總第546期）03-17~03-21

更新時間：2025-03-28 15:25:21　點擊次數：1777

JL MAG Rare-Earth Industry Price Briefing 03-17~03-21

Week 12，2025

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹價格出現較小幅度上漲，金屬鋱、金屬釹、鏑鐵合金價格保持不變。亞洲金屬網周末價格: 鐠釹金屬價格543-546元/KG；金屬釹價格550-555元/KG；鏑鐵合金價格1640-1660元/KG；金屬鋱價格8050-8150元/KG。

This week in the rare earth market, PrNd prices saw a slight increase, while the prices of Tb, Nd, and DyFe alloy remained stable. Asian Metal's weekend prices are as follows: PrNd metal 543-546 RMB/KG; Nd metal 550-555 RMB/KG; DyFe alloy 1640-1660 RMB/KG; Tb metal 8050-8150 RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

本周（3月17-21日）本周稀土價格維持弱穩走勢，市場活躍度不高，觀望情緒占據主導。原料趨緊仍是目前稀土市場運行的長期邏輯。2025年前兩個月進口稀土16922.2噸，環比減少19.3%，尤其是美國、緬甸兩國稀土進口量明顯減少，稀土供應不足的情況仍將持續。隨著成本壓力向上游傳導，稀土產業面臨“高需求、低成本”的新挑戰。

This week (Mar. 17th to Mar. 21th), rare earth prices remained weakly stable with low market activity, as a wait-and-see sentiment dominated. Tight supply of raw materials continues to be the long-term driving factor in the rare earth market. In the first two months of 2025, China imported 16,922.2 tons of rare earths, a 19.3% decrease compared to the previous period. Notably, imports from the U.S. and Myanmar declined significantly, indicating that the supply shortage may persist. As cost pressures move upstream, the rare earth industry faces a new challenge: high demand amid constrained low-cost supply.

上周下游大廠集中招標采購完成后，鐠釹主流產品采購量快速減少，氧化鐠釹價格略有回落，商家觀望增多，盡管詢盤依舊積極，但大多為試探性詢價，多數逢低成交，市場活躍度降低。金屬廠報價相對堅挺，對氧化鐠釹下跌起到穩定作用。金屬鈰延續了上周的高報價，市場現貨的緊張，帶動了氧化鈰的交易，市場詢價積極。鏑鋱產品受到市場關于緬甸開關消息的影響，部分持貨企業出貨意愿增強，價格略微下跌。短期來看，稀土價格走弱可能仍將持續一段時間，但大部分企業仍看好后市發展，隨著零散小單成交進行，未來稀土價格仍有望增長。（包頭稀土產品交易所）

Following the completion of centralized tendering and procurement by major downstream manufacturers last week, purchasing volumes for mainstream PrNd products declined rapidly, resulting in a slight correction in PrNd oxide prices. Market sentiment turned more cautious, with increased wait-and-see attitudes among traders. While inquiries remained active, most were merely price testing, and transactions predominantly occurred at discounted levels, leading to reduced market activity. Metal producers maintained relatively firm offers, which helped cushion the downward pressure on PrNd oxide prices. Ce metal sustained its premium pricing from the previous week, and tight spot availability stimulated active trading in Ce oxide, attracting robust market inquiries. For Dy and Tb products, prices edged lower as news about the potential reopening of Myanmar's border prompted some holders to increase sales. In the short term, the current softness in rare earth prices may persist in the near term. However, most market participants remain optimistic about medium-to-long-term prospects, anticipating a potential price recovery as scattered small orders continue to be executed. (Source: Baotou Rare Earth Products Exchange)

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