《稀土周报》第20周（5.12-5.16）

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20周（5.12-5.16）

2025-06-04 08:48:59 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
本周稀土市场先扬后抑，周初受《中美日内瓦经贸会谈联合声明》利好消息提振，稀土报价走高，但下游需求无实质性的改善，交投较清淡，周后期价格有所回调，但本周价格整体高于上一周。5月15日稀土价格指数报179.2，周平均价格指数环比上周涨3.2%。
1.1矿端价格情况
缅甸内战白热化且东南亚进入雨季，离子矿进口会受到一定程度的影响，持货商惜售情绪加重，稀土矿出货量减少，本周中钇富铕矿市场平均价格在187元/千克，较上周涨2.8%。
1.2轻稀土价格情况
周初受政策面利好消息影响，稀土氧化物持货商信心提振，产品报价上探，下游磁材企业开始出现询单备库现象，询盘活跃，氧化镨周均价从43.2万元/吨涨44.7万元/吨，涨幅3.47%；氧化钕周均价由42.5万元/吨涨至43.6万元/吨，涨幅2.59%。周中后期随利好消息被消化，稀土氧化物价格重回弱势运行。
1.3中重稀土价格情况
海外稀土价格暴涨，市场追涨情绪高，本周中重稀土价格继续上探。氧化铽周均价从683.5万元/吨涨至719.4万元/吨，环比涨5.25%，氧化镝周均价从160.8万元/吨涨至165.5万元/吨，环比涨2.9%，氧化钬周均价从50.1万元/吨涨至52.1万元/吨，环比涨3.95%。实际稀土出口管制政策并未发生变化，下游企业接单无实质性变化，市场有价无市。
1.4钕铁硼价格情况
主流产品价格整体持稳，部分持货企业出货变现行为增加，致价格小幅松动，磁材企业在买涨不买跌的心态上，采购意愿一般。48N本周均价155元/千克，45H周均价205元/千克。
2、本周看点
2.1国际动态
12日《中美日内瓦经贸会谈联合声明》发布，中美各取消 91%的关税， 24%的关税在初始的90天内暂停实施。剩余10%的关税予以保留。中方还相应暂停或取消对美国的非关税反制措施。这一举措符合两国生产者和消费者的期待，也符合两国利益和世界共同利益。
各国加速稀土资源布局，试图摆脱对中国稀土的依赖。本周美国MP与沙特阿拉伯国家矿业公司签订覆盖稀土整个供应链的合作备忘录。法国Carester旗下的子公司Caremag 正在法国西南部的比利牛斯-大西洋地区建设一座稀土精炼厂，预计该厂将主要利用回收的磁铁生产超过 1000 公吨的稀土氧化物。日本国有企业JOGMEC将向法国稀土精炼项目投资高达 1.1 亿欧元（1.2亿美元，约合人民币8.68亿元），以实现采购多元化。
美国MP Materials第一季度，其位于加利福尼亚州的芒廷帕斯矿（Mountain Pass）稀土精矿产量达12213吨，同比增长10%。
2.2国内动态
中国已向至少4家稀土磁铁生产商发出出口许可证，包括包头天和磁材，该公司生产用于电动和混合动力汽车发动机的磁铁，已于4月底获得出口许可证，将原料出口给德国大众（Volkswagen）汽车。其余三个获得许可证的企业包括中科三环、包头英斯特磁业和大地熊先进磁性材料。这是中国对七种稀土元素和相关材料实施限制以来首次发放许可证，是对特朗普总统美国关税的回应，打破了行业长期等待的预期。
中国稀土表示将充分发挥自身在稀土产业运营与上市平台优势，适时推进内外部稀土资产整合重组，为推动稀土行业持续健康发展做出积极努力。
《人形机器人标准体系框架（V1.0版）》发布，将加速推动产业化进程和应用场景落地
3、市场预测
近期稀土市场受消息面影响较大，出口困难，下游需求难以释放。上游挺价，引导市场价格走高，下游谨慎采购，成交整体比较清淡，市场价格较乱。有待政策面消息进一步明朗，预计短期稀土价格会随多空消息影响而小幅震荡。

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《稀土周报》第20周（5.12-5.16）

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