《稀土周报》第24周（6.9-6.13）

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24周（6.9-6.13）

2025-06-16 09:46:08 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
受稀土出口禁令和中美贸易谈判消息的扰动，周初市场看涨情绪高涨，引导主流价格上涨，周中后期相关消息逐渐明朗，市场需求未见明显变化，成交清淡，价格有所回调，市场持续观望。6月12日稀土价格指数报182.25，周平均价格指数环比上周涨1.17%。

1.1矿端价格情况
周初消息面带动矿端价格走高，矿商惜售，高价难成交，市场有价无市，周中后期价格回调，市场观望情绪浓，本周中钇富铕矿市场平均价格在189元/千克，较上周涨1.89%。

1.2轻稀土价格情况
周初市场延续上周看涨情绪，轻稀土价格上涨，持货商积极报价，随中美贸易谈判推进，市场情绪逐渐消化，市场面临上游成本支撑和下游需求疲软僵持格局，周中后期价格回调，市场观望为主。氧化镨周均价从45.1万元/吨涨至45.98万元/吨，涨幅1.94%；氧化钕周均价由44.53万元/吨涨至45.06万元/吨，涨幅1.19%；金属钕价格由54.5万元/吨涨至55.7万元每吨，涨幅2.17%，市场需求无大的变化。

1.3中重稀土价格情况
受上游成本支撑，本周中重稀土价格小幅震荡，下游刚需采购，交投不活跃。氧化铽周均价从718万元/吨涨至721万元/吨，环比涨幅0.42%，氧化镝周均价从163万元/吨涨至164.3万元/吨，环比涨幅0.77%。

1.4钕铁硼价格情况
下游企业以消化库存为主，采购不积极，海关出口情况依旧不明朗，金属采买追高情绪较弱，市场成交量小。周初受成本和消息面的拉动个别价格报高，但周中后期又有回调，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

中美经贸磋商达成一致共识，美国将对进口中国商品征收总计55%的关税，包括10%的基准“互惠”关税、20%与芬太尼贩运相关的税费，以及25%的原有关税，同时美国高校将重新招收中国学生。中国将对美国进口商品征收10%的关税作，依法依规对稀土相关物项出口许可申请进行审查，依法批准一定数量的合规申请，并将持续加强合规申请的审批工作。

5月稀土进出口数据：进口稀土11700.3吨，同比减少14.9%，1至5月进口稀土48998.0吨，累计比去年同期减少21.7%。出口稀土5864.6吨，同比减少5.7%，2025年1至5月累计出口稀土24827.0吨，累计比去年同期增长2.3%。

北方稀土本周在互动平台表示，在磁材合金方面，公司目前拥有10万吨/年的磁性材料合金产能。未来，公司通过并购重组延链补链强链，将资源优势转化为产业上下游协同联动发展优势。

正海磁材在投资者互动平台上表示，公司生产经营正常，出口申报工作稳步推进，新的出口许可证陆续获批。

中国稀土行业协会发布《2025年度中国稀土行业企业信用等级评价及复审工作的通知》，意向企业在6月30日前提交相关意向书。‌

2.2国际动态

乌干达国家矿业公司（UNMC）本周宣布成立。这家国有企业将在全国所有大中型采矿项目中持有重要股权，持股比例最高可达15%。未来五年，乌干达政府将向该公司注资5万亿乌干达先令（约合1.3亿美元）。

由亚马逊和微软投资的加拿大初创企业 Cyclic Materials 正斥资2500万美元，在安大略省金斯顿建设一座稀土回收工厂及研究中心。该中心占地14万平方英尺，计划于2026年第一季度投入运营，每年可处理500吨富磁原料，转化为再生混合稀土氧化物（rMREO）。

美国商务部宣布将自6月23日起对多种钢制家用电器加征关税，包括洗碗机、洗衣机和冰箱等“钢铁衍生产品”。

3、市场预测

上游成本对价格有一定支撑，下游，既中美贸易磋商尘埃落地，观察后续下游需求放量情况，如下游需求有实质性改善，价格可能有小幅上调，如无明显变化，预计观望情绪持续，价格小幅震荡。

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《稀土周报》第24周（6.9-6.13）

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