《稀土周报》第23周（6.3-6.6）

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23周（6.3-6.6）

2025-06-16 10:39:56 来源：北方有色网责任编辑：王天龙

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1、价格走势分析
上游成本支撑，加之中国稀土出口禁令传导至全球汽车制造业、半导体等相关行业面临生产中断或停产，外盘市场价格有继续攀高的预期，另外市场对出口管制有可能放松的预期，本周周中，稀土市场价格有所上调，有部分商家进行谨慎的刚需采购。6月5日稀土价格指数报181.04，周平均价格指数环比上周涨0.9%。

1.1矿端价格情况
2025年度开采指标尚未下发，分离企业采购谨慎，缅甸方面由于市场需求弱，价格走低，低价出货意愿不强，整个矿端资源供应略显紧俏，对价格形成一定支撑，本周中钇富铕矿市场平均价格在185.5元/千克，较上周涨0.82%。

1.2轻稀土价格情况
上游成本支撑，下游市场听闻出口管制可能有所放松，个别磁材企业有接单消息，周中价格有所上调。氧化镨周均价从44.65万元/吨涨至45.1万元/吨，涨幅1.01%；氧化钕周均价由43.8万元/吨涨至44.53万元/吨，涨幅1.67%；金属钕价格由53.75万元/吨涨至54.52万元每吨，涨幅1.43%，市场有刚需采购，整体市场需求无大的改善。

1.3中重稀土价格情况
受出口管制影响，下游需求较淡，上游资源供应方面也较为紧俏，中重稀土维持僵持平衡状态，市场价格小幅波动。氧化铽周均价从713.1万元/吨涨至718万元/吨，环比涨幅0.68%，氧化镝周均价从162.5万元/吨涨至163万元/吨，环比涨幅0.31%，钬铁周均价从52.45万元/吨跌至52.3万元/吨，环比跌幅0.29%。

1.4钕铁硼价格情况
永磁企业对高价接受度较低，普遍采取观望态度，终端需求疲软，在实质性消息出台在以前，整体市场情绪比较谨慎，短期以平价为主，35N本周均价120元/千克，40H周均价175元/千克，与上周持平。

2、本周看点
2.1国内动态
6月5日晚，国家主席习近平应约同美国总统特朗普通电话。两国元首同意双方团队继续落实好日内瓦共识，尽快举行新一轮会谈。6月7日，商务部在近日已批准一定数量的出口许可申请，并承诺加强审批效率。受此消息提振，6月9日相关概念股大幅走强。截至收盘，中国稀土(00769.HK)、金力永磁(06680.HK)分别上涨29.41%、2.71%。

国家主要经济指标公布，整体呈现回稳态势，但结构性压力仍存‌：‌制造业采购经理指数（PMI）为49.5%，较上月回升0.5个百分点，景气水平比上月有所改善。

中国引入稀土信息追踪系统，并于上周正式启用，以强化行业管控，打击走私、非法开采和逃税等违法行为。要求生产商在线提交包括交易量和客户名称在内的额外信息。‌

2.2国际动态

欧洲汽车供应商协会（CLEPA）称，由于中国实施出口限制导致稀土短缺，多家欧洲汽车供应商工厂和生产线已关闭。中国4月决定暂停多种稀土及稀土磁铁的出口，此举颠覆了全球汽车制造商、航空航天制造商、半导体公司和军事承包商的核心供应链，并促使德国、美国和印度的行业团体呼吁政界人士游说北京，以尽快找到解决方案。

加拿大国防金属公司（Defense Metals）获加拿大出口发展公司2.5亿美元贷款用以开发其位于不列颠哥伦比亚省的Wicheeda稀土项目。该项目的储量支持15年的矿山寿命（LOM），平均每年生产31,900吨精矿中的总稀土氧化物（TREO），去除铈（Ce）和镧（La）后，在高价值混合稀土碳酸盐（MREC）中可产生约5,200吨TREO。

蒙古国国家大呼拉尔（议会）3日没有通过关于总理信任投票决议草案，决定解除总理奥云额尔登的职务。2023年8月，奥云额尔登在访美期间，再次就稀土等战略矿产和美国达成协议，蒙古过拥有6140万吨的铜储量、310万吨的稀土储量，美国在蒙古谋求的稀土资源，也将面临更多阻碍。

3、市场预测
受上游成本支撑，短期市场价格难有大的跌幅。政策面消息有待进一步明确，
预计短期市场维持观望情绪，价格维持小幅震荡，后续行情看消息面的带动。

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《稀土周报》第23周（6.3-6.6）

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