金力永磁稀土行情简报2517期（总第553期）05-19~05-23 - 稀土行情周报

金力永磁稀土行情簡報2517期（總第553期）05-19~05-23

更新時間：2025-05-29 08:40:00　點擊次數：1103

JL MAG Rare-Earth Industry Price Briefing 05-19~05-23

Week 21，2025

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、鏑鐵價格出現小幅下跌。亞洲金屬網周末價格: 鐠釹金屬價格526-529元/KG；金屬釹價格537-542元/KG；鏑鐵合金價格1570-1590元/KG；金屬鋱價格8750-8850元/KG。

In the rare earth market this week, the price of PrNd，Nd metal，Tb metal and DyFe declined slightly. The prices of Asian metal performed at the weekend: PrNd metal 526-529 RMB/KG; Nd metal 537-542 RMB/KG; DyFe alloy 1,570-1,590 RMB /KG; Tb metal 8,750-8,850 RMB /KG.

2. 業內人士分析Analysis of Professional Insiders

本周（5月19日-5月23日）稀土市場主流價格平穩回調，基于上周漲幅較大，形成沖高回落、平穩調整的走勢。影響價格的主要因素在于當前國際形勢尚不明確，下游訂單量增量不明顯；企業觀望情緒較濃，導致部分訂單延期；市場原料供應量充足，上周補貨積極，本周成交量價小幅下滑。

This week (May 19th - May 23rd), the mainstream prices in the rare earth market have stabilized, forming a trend of surging then falling back, followed by stable adjustment, due to the significant price increases last week. The main factors affecting prices are as follows: the current international situation remains unclear, leading to no obvious increase in downstream order volumes; enterprises are adopting a wait-and-see attitude, causing some orders’ delay; the market's raw material supply is sufficient, with active restocking last week, resulting in a slight decline in transaction volume and prices this week.

中重稀土出口政策強化了中重稀土的戰略屬性，也加劇了國際市場的恐慌性采購。歐洲市場氧化鏑價格飆升至850美元/公斤，鋱價突破3000美元/公斤，但國內分離廠受限于出口配額和走私打擊，實際成交量有限。盡管整體需求疲軟，但終端釹鐵硼出現分化。高端磁材領域二季度風電將進入采購增長期，疊加新能源汽車產銷量增長，大型釹鐵硼生產企業仍保持韌性。部分企業因獲得出口許可，歐洲市場訂單增長顯著，帶動金屬廠對高性能稀土金屬的采購。然而，中小型磁材企業因缺乏長協訂單，采購更為零散，進一步加劇市場僵持。（包頭稀土產品交易所）

The export policy of medium and heavy rare earths has strengthened their strategic attributes and intensified panic buying in the international market. The price of Dy oxide in the European market soared to 850 US dollars/KG, and the price of Tb exceeded 3,000 US dollars/KG. However, the actual transaction volume of the separation plant is limited due to export quotas and crackdowns on smuggling. Despite weak overall demand, terminal NdFeB has shown differentiation. In the high-end magnetic materials sector, wind power procurement will enter a growth period in the second quarter. Coupled with the growth in production and sales of new energy vehicles, large NdFeB manufacturers still maintain resilience. Some enterprises have significantly increased orders in the European market due to obtaining export licenses, driving metal plants to purchase high-performance rare earth metals. However, small and medium-sized magnetic materials enterprises have more fragmented procurement due to the lack of long-term agreement orders, further intensifying market stalemate. (Baotou Rare Earth Products Exchange)

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