《稀土周报》第17周（4.21-4.25）

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

《稀土周报》第17周（4.21-4.25）

2025-06-04 08:51:48 来源：北方有色网责任编辑：潘利军

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1、价格走势分析
美国关税政策搅动全球贸易稳定格局，针对中国船舶的港口费征收方案、对东南亚国家的关税等政策、对中国汽车和零部件加征关税的政策，给出口企业带来利空消息。技术替代加速：铈铁合金或可取代钕材料、无稀土永磁材料的研发突破，一定程度上抑制了市场对稀土需求增长的预期。本周下游市场需求疲软，市场情绪悲观，交投呈现颓势，稀土价格持续走低，4月24日稀土价格指数报171.7，对比上周跌3.8%。

图1：稀土价格指数

数据来源：北方有色网整理

1.1矿端价格情况
稀土矿价格随氧化物市场波动，分离厂采购不积极，稀土矿价格整体偏弱运行。本周中钇富铕矿市场平均价格在180元/千克，对比上周跌3.74%。

图2：中钇富铕矿价格趋势（单位：元/千克）

数据来源：北方有色网

1. 2轻稀土价格情况
国际贸易摩擦持续，影响下游市场需求，加之替代技术进一步挤压需求空间，市场情绪悲观，本周轻稀土市场行情继续走弱。

1. 3中重稀土价格情况
利好因素逐渐消耗殆尽，企业库存充足，生产企业报价还相对坚挺，但部分贸易商主动低价出货，市场询价活跃度偏低，实际成交价格有所下滑。

1.4钕铁硼价格情况
下游磁材订单削减，需求疲软；中小磁材厂因资金链压力（产能利用率从85%降至65%）加速出清，部分供应商以价换量意愿较强，本周钕铁硼价格走弱。

2、本周看点
2.1国际动态
当地时间4月17日，美国贸易代表办公室（USTR）提出一项计划，采取措施拟对停靠在美国港口的中国船只额外收费。所有停靠在美国的中国建造和中国拥有的船只都将根据所载货物量收取费用，所收取的费用将用于振兴美国衰落的造船业。此举或进一步增加出口企业运输成本，推高中国输美商品价格，给出口企业造成“关税+非关税壁垒”的双重压力。
4月21日，美国政府再次升级贸易保护措施，柬埔寨输美商品将被征收49%关税，越南46%，印尼32%。同日，美国贸易代表办公室进一步对东南亚四国太阳能产品加征反倾销与反补贴关税，部分企业税率甚至飙升至3500%，引发东南亚舆论强烈反弹。此举将加剧东南亚国家的出口压力，扰乱全球供应链，进一步冲击本已脆弱的国际经济秩序。

2.2国内动态

4月25日，国家能源局发布数据称，今年一季度，中国风电光伏发电合计新增装机7433万千瓦，累计装机达到14.82亿千瓦，首次超过14.51亿千瓦的火电装机。其中，风电装机5.36亿千瓦，光伏发电装机9.46亿千瓦。国家能源局称，未来随着风电光伏装机新增装机持续快速增长，风电光伏装机超过火电将成为常态。风电永磁电机和光伏逆变器等关键设备对稀土材料的稳定需求，对稀土市场形成一定的利好支撑。

3、市场预测

美国对全球贸易政策，搅动市场格局，对中国出口企业造成一定影响；替代技术的推进，给轻稀土的需求空间产生一定压制。特斯拉积极寻求稀土磁体出口许可证，有望推动磁材企业订单增长，但量产计划推迟至2025Q4，短期镨需求增量不及预期。五一假期到来，市场无利好提振的情况下，下周市场或将维持疲软态势。

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《稀土周报》第17周（4.21-4.25）

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