2025年3月7日稀土市场动态：资金流入与供需博弈交织

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

2025年3月7日稀土市场动态：资金流入与供需博弈交织

2025-03-07 16:41:00 来源：北方有色网责任编辑：管理员

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市场表现与资金流向

今日 A 股稀土永磁板块呈现资金净流入态势，整体上涨 0.45%，主力资金合计流入 3.39 亿元。其中，中国稀土与北方稀土分别以 2.22 亿元和 1.41 亿元的单日净流入领跑，显示市场对头部企业的关注度提升。同期，稀土 ETF 基金（516150）连续四日获资金增持，累计净流入达 1 亿元，规模增至 17.86 亿元，创近一月新高。资金动向反映出投资者对稀土行业长期价值的认可，尽管短期价格波动仍存。

国内企业动态与行业格局

中国稀土与北方稀土作为行业龙头，今日股价分别上涨 2.71% 和 0.96%，但三季报数据显示行业整体面临压力。中国稀土前三季度营收同比下滑 45.03%，北方稀土归属净利润同比减少 70.64%，凸显需求疲软与成本压力。不过，行业整合与技术创新持续推进，安徽宁欣稀土合金材料科技有限公司新获电缆截断机专利，显示企业在深加工领域的突破。

全球供需格局与政策影响

国际能源署预测，2025 年全球电动汽车销量占比将超 20%，叠加风电装机容量年均增长 10%，稀土需求持续攀升。中国仍主导全球 60% 以上的开采和 90% 的加工产能，但美国、澳大利亚等加速布局本土供应链，欧盟《关键原材料法案》亦推动区域化产能建设。短期内，地缘政治与环保政策或加剧市场波动，长期则需关注技术替代（如无稀土电机）及回收技术对供需的影响。

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2025年3月7日稀土市场动态：资金流入与供需博弈交织

市场表现与资金流向

国内企业动态与行业格局

全球供需格局与政策影响

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