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
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
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电解液隔膜隔膜电解液电芯

2025年2月25日稀土行情日报

2025-02-26 09:28:16 来源：北方有色网责任编辑：管理员

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市场动态与供需分析

近期稀土市场呈现阶段性调整特征。上游稀土金属价格前期强势上涨后，终端企业因成本压力难以锁定订单，导致新增采购需求减少，磁材企业原料采买意愿降温，市场成交量维持低位。当前毛坯对应金属接单报价稳定在 49-52 万元 / 吨，甩带片对应金属报价则为 54-54.5 万元 / 吨，价格上行动力不足。

从供需基本面看，新能源汽车、风电、消费电子等领域对高性能钕铁硼磁材的需求持续增长。据机构测算，2025 年全球新能源汽车用钕铁硼磁材需求量预计将达 3.15 万吨，年复合增长率超 30%。然而，短期内受终端需求传导滞后及市场情绪影响，磁材企业备货谨慎，叠加国内稀土供应收缩政策持续发酵，市场处于供需弱平衡状态。

后市展望

综合市场分析，预计短期内钕铁硼价格将维持稳定运行。一方面，下游新能源领域需求韧性较强，叠加《稀土管理条例》实施推动行业规范化，长期供需格局改善预期仍在；另一方面，当前市场成交清淡，企业观望情绪浓厚，价格缺乏进一步上涨的动力。若后续新能源汽车产销数据超预期或稀土供应端出现新的收缩信号，价格可能重拾涨势。建议关注氧化镨钕等关键稀土氧化物价格波动及政策面动向，以把握市场节奏。

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基本文件流程错误 SQL 调试

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