稀土市场价格4月止跌反弹

The price of the rare earth market stopped falling and bounced back in April

4月中旬以来，稀土市场活跃度提高，询单增加，低价减少，稀土价格开始全面上涨。其中镨钕镝铽钆等产品价格涨势明显，涨幅较大。到4月下旬，氧化镝市场均价为259万元(吨价，下同)，氧化铽为1410万元，氧化钬为122.5万元，氧化钆为44万元，氧化钕为88.5万元，氧化镨为86.5万元，镨钕氧化物为84万元，分别较4月中旬上涨2%至19%不等。

Since the middle of April, the market active of rare earth had increased, and the price of rare earth had decreased. Among them, the price of the products such as the product of the three elements increased significantly. At the end of April, the average price of the market was 2 million 590 thousand dollars (ton price, the same below). The price of the product was 14 million 100 thousand dollars, the price of the product was 1 million 225 thousand dollars, the price of the product was 440 thousand dollars, the price of the product was 440 thousand dollars, the price of the product was 885 thousand dollars, the price of the product was 865 thousand dollars, the price of the product was 865 thousand dollars, and the price of the product was 840 thousand dollars. They were respectively increasing from 1 million 225 thousand to 885 thousand from the middle of the month.

据资讯机构百川盈孚分析，此次稀土价格反弹上涨，主要受供需调整及市场情绪转变的影响。一方面，上游现货供应持续紧张，氧化物现货库存处于低位，分离企业产量增加有限，部分地区因环保、原料紧张等原因停产减产，整体供应增量不足。另一方面，从终端需求来看，前期价格持续下跌，下游订单跟进不足，延迟采购，企业库存降至低位。随着价格反弹，商家买涨不买跌，询单积极，成交低位上移。另外，从市场情绪面看，进入3月以来，稀土价格持续下滑，市场低价库存持续减少，厂家成本支撑，挺价情绪明显，随着询单活跃度提高，商家出现惜售情绪，稀土价格持续拉高。

According to the analysis of the information agency, the price of rare earth rose sharply this time mainly due to the adjustment of supply and demand and the change of market mood. On the one hand, the supply of the upstream spot was still tight, and the stock of the oxygen was at a low level. The output of the separated enterprises had increased limited. Some areas had stopped production and reduced production due to the lack of environment protection and raw materials, and the overall supply growth was insufficient. On the other hand, according to the final demand, the early price continued to fall, and the downstream orders were not followed up, delayed purchasing, and the enterprise's stock dropped to the low point. As the price rebounded, the price of the goods would go up and down, while the price of the goods would go up and down. In addition, from the market mood, since March, the price of rare earth continued to fall, and the market's low price stocks continued to decrease. The factory's costs were supported, and the price was obviously high. With the increasing of the vitality of the order, the merchants were reluctant to sell, and the price of rare earth continued to rise.

从出口情况看，据海关统计数据，今年一季度，我国共出口稀土1.27万吨，同比增长6.5%；出口金额为15.5亿元，同比增长74.6%。出口呈现价涨量增的良好态势，也对稀土价格上涨产生一定的推动作用。

According to the statistics of the customs, in the first quarter of this year, our country's total export of rare earth was 12 thousand and 700 tons, which was 6.5% higher than that of last year; The total amount of export was 1 billion 550 million, up 74.6% from last year. The export price was increasing, which also pushed the price up to a certain extent.