2025年3月4日稀土行情日报：废料谨慎观望氧化物低价抛货

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4日稀土行情日报：废料谨慎观望氧化物低价抛货

2025-03-04 16:38:13 来源：北方有色网责任编辑：管理员

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一、细分市场分析

稀土废料市场

1.受原料价格波动及下游需求分化影响，废料回收商采购策略转向 “挑货压价”。

2.部分企业因前期高价囤货面临库存压力，选择低价甩货回笼资金，但终端磁材厂对高价废料接受度有限，多以刚需补库为主。

3.市场普遍预期缅甸矿进口恢复缓慢，短期废料供应或维持偏紧，但高价抑制成交活跃度。

稀土氧化物市场

1.轻稀土（如氧化镨钕）低价报盘增多，主因下游磁材企业订单量不足，叠加原料库存偏高，厂商降价促销意愿增强。

2.中重稀土（如氧化铽）因缅甸局势动荡支撑价格，但实际成交稀少，贸易商多持观望态度。

3.氧化铈等低端产品因现货资源收紧，价格小幅上涨，但整体需求集中于刚需补货。

稀土金属市场

1.金属镨钕报价较少，市场成交冷清，部分企业暂停报价以规避风险。

2.新能源汽车、风电等领域需求释放节奏放缓，主机厂采购转向按需采购，对高价金属接受度下降。

3.政策端稀土开采指标尚未明确，企业备货意愿不足，市场静待配额落地指引。

二、后市展望

短期来看，稀土市场供需矛盾仍存：

供应端：缅甸矿进口恢复无期，国内分离企业原料库存低位，政策调控强化供给约束；

需求端：新能源汽车、机器人等领域需求预期向好，但当前高价抑制采购积极性，订单转化缓慢。

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2025年3月4日稀土行情日报：废料谨慎观望 氧化物低价抛货

一、细分市场分析

稀土废料市场

二、后市展望

有色金属报告推荐

2025年3月4日稀土行情日报：废料谨慎观望氧化物低价抛货