《稀土周报》第19周（5.6-5.9）

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19周（5.6-5.9）

2025-06-04 08:49:28 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

节后，国际、国内利好消息释放对市场信心有一定的提振，支撑稀土及其制品价格上涨。5月8日稀土价格指数报174.73，周平均价格指数环比上周涨0.75%。

国际利好消息：贸易摩擦有缓和迹象，中方和欧洲议会决定同步全面取消对相互交往的限制，欧洲市场镝、铽价格受中国稀土出口管制影响上涨3倍。国内利好消息：国家释放一揽子金融政策，支撑经济复苏，一季度工程项目稳步开启，人形机器人行业快速发展或对稀土需求带来一定的增量，市场信心有所好转。

1.1矿端价格情况

来自美国和缅甸的进口稀土矿数量有所缩减，行业整合加速，引发市场供应收紧预期，给稀土矿价格带来一定支撑。本周中钇富铕矿市场平均价格在176.33元/千克，较上周涨1.3%。

1.2轻稀土价格情况

上游供应的收紧，间接影响镨钕分离产能，节后下游释放订单集中招标信号，对镨钕价格形成支撑。氧化镨周均价从43.04万元/吨涨43.23万元/吨，涨幅0.45%；氧化钕周均价由42.26万元/吨涨至42.53万元/吨，涨幅0.65%。

1.3中重稀土价格情况

受中国稀土出口管制影响，海外价格飙升，加之上游供给收紧，市场追涨情绪高。氧化铽周均价从675万元/吨涨至683万元/吨，环比涨1.26%，氧化镝周均价从160.7万元/吨涨至160.8万元/吨，环比涨0.08%，氧化钬周均价从49.2万元/吨涨至50.1万元/吨，环比涨1.9%，实际市场缺乏需求支撑，成交较少。

1.4钕铁硼价格情况

受上游成本支撑，本周钕铁硼价格止跌回稳，48N本周均价155元/千克，45H周均价205元/千克，下游实质性需求有待释放，市场多观望情绪，交投一般。

2、本周看点

2.1国际动态

当地时间5月8日，美国总统特朗普表示，美国刚刚与乌克兰达成了稀土协议，该协议现已全部签署并批准，美国可以获得“大量非常高质量的稀土”。

中方决定同意与美方进行接触。中美经贸高层会谈5月10日至11日在瑞士日内瓦举行，双方会谈达成重要共识，并取得实质性进展。中美双方将尽快敲定相关细节，并将于5月12日发布会谈达成的联合声明。

中方和欧洲议会决定同步全面取消对相互交往的限制，过去四年里中欧之间的“政治冷战”画上句号，将为中欧关系持续健康稳定发展注入新动力。

2.2国内动态

5月7日，国新办举行新闻发布会，中国人民银行、国家金融监督管理总局、中国证券监督管理委员会负责人发布“一揽子金融政策”支持稳市场稳预期，这些政策利好指向明确，将对经济结构调整产生积极作用。

5月9日，国家出口管制工作协调机制办公室组织召开打击战略矿产走私出口专项行动现场会。会议强调，各部门要聚焦战略矿产领域，针对伪报瞒报、夹藏走私、“第三国”转口等典型规避手法，重点打击战略矿产走私出口，坚决维护国家安全和发展利益。

一季度工程项目全面开启，涉及建筑、铁路、公路、水运、水利、能源、机场等领域，项目投资增长势头良好。一季度，工程总造价超10亿元的重大项目共计182个，同比增长41.8%；工程总造价合计约3400亿元，同比增长39.1%。工程总造价低于500万元的项目共计约1.7万个，同比增长4.8%；工程总造价合计近280亿元，同比增长7.2%。

3、市场预测

节后，国际贸易摩擦有缓和迹象，宏观面连续释放利好消息，上游矿端供应收紧，对稀土价格形成一定的支撑。短期市场信心虽有好转，但观望情绪依旧浓厚，待政策面消息仍待进一步明朗，以支撑下游需求的释放，预计下周市场价格维持小幅震荡走势。

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《稀土周报》第19周（5.6-5.9）

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