金力永磁稀土行情简报2513期（总第549期）04-07~04-11 - 稀土行情周报

金力永磁稀土行情簡報2513期（總第549期）04-07~04-11

更新時間：2025-04-15 12:10:54　點擊次數：1646

JL MAG Rare-Earth Industry Price Briefing 04-07~04-11

Week 15，2025

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹、金屬釹價格出現小幅下降，鏑鐵合金價格出現小幅上漲，金屬鋱價格出現較大幅上漲。亞洲金屬網周末價格: 鐠釹金屬價格527-530元/KG；金屬釹價格552-557元/KG；鏑鐵合金價格1630-1650元/KG；金屬鋱價格8700-8800元/KG。

In the rare earth market this week, the price of PrNd and Nd metal declined slightly, the price of DyFe alloy rose slightly, and the price of Tb metal rose sharply. The prices of Asian metal performed at the weekend: PrNd metal 527-530 RMB/KG; Nd metal 552-557 RMB/KG; DyFe alloy 1,630-1,650 RMB /KG; Tb metal price 8,700-8,800 RMB /KG.

2. 業內人士分析Analysis of Professional Insiders

本周（4月07日-4月11日）中美貿易摩擦升級，政策變動頻繁，稀土市場整體交投謹慎，各主流產品價格漲跌互現；鐠釹產品高價位成交乏力，價格弱勢運行；中重各產品少量高價位成交，帶動價格重心上移，走勢偏強；當前，稀土市場上下游博弈氛圍濃厚，各主流產品成交量依然有限。

This week (April 7 - April 11), the escalation of Sino-US trade tensions and frequent policy changes have led to cautious overall trading in the rare earth market, with prices of mainstream products fluctuating. PrNd products struggled to sustain high-price transactions, resulting in a weak price trend. Meanwhile, medium and heavy rare earth products saw some high-price transactions in limited quantities, driving the overall price center upward and showing a relatively strong trend. Currently, the rare earth market is marked by intense standoffs between upstream and downstream players, with trading volumes for mainstream products remaining limited

4月4日，中國對釤、釓、鋱、鏑等7類中重稀土實施出口管制，作為全球最大的稀土生產國和出口國，出口管制政策直接收縮了國際市場的稀土供應，這一舉措迅速引發業內對國內稀土產品需求減量的擔憂，以及海外市場由于稀土供應短缺從而刺激價格上漲的預期。本周，稀土各主流產品價格走勢分化明顯，鐠釹產品價格整體下跌，主要源于出口管制引發市場供需憂慮，情緒面影響價格走勢；中重稀土表現較為活躍，中重稀土各主流產品呈上漲趨勢，主要源于出口管制政策下供應預期收緊，市場對其稀缺性預期增強。（包頭稀土產品交易所）

On April 4, China imposed export controls on seven medium and heavy rare earth elements, including samarium (Sm), gadolinium (Gd), terbium (Tb), and dysprosium (Dy). As the world's largest producer and exporter of rare earths, this policy directly tightened the global supply, quickly sparking industry concerns about reduced domestic demand for rare earth products and expectations of rising international prices due to potential shortages. This week, prices of mainstream rare earth products showed significant divergence. PrNd prices declined overall, primarily due to market anxiety over supply and demand triggered by the export controls, with sentiment weighing on price trends. In contrast, medium and heavy rare earth performed more actively, with most mainstream products trending upward; driven by expectations of tighter supply under the export restrictions and heightened market anticipation of their scarcity.

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