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收儲預期再起疊加需求回暖,國內重稀土價格大漲
格隆匯 05-21 10:30

數據顯示,昨日,國內多種重稀土價格上漲,其中氧化鏑價格上漲2萬元/噸至189萬元/噸,月累計漲幅為5.88%;鏑鐵合金價格上漲1萬元/噸至185萬元/噸,月漲幅也達到了4.23%。

此外,氧化鋱、金屬鋱等均有不同程度的價格上調。

今日,A股市場的稀土永磁板塊小幅上升,板塊內的金田銅業、盛和資源、北方稀土等概念股上漲。

(圖片來源:同花順)

近期重稀土價格上漲主要有兩方面的原因:

一是新能源汽車市場回暖,提振了對稀土下游永磁材料需求。

資料顯示,4月,國內新能源汽車產銷分別完成8.0萬輛和7.2萬輛,同比分別下降22.1%和26.5%。1-4月,新能源汽車產銷均完成20.5萬輛,同比分別下降44.8%和43.4%。

2019年上半年,國內新能源汽車產銷旺盛,基數高,所以今年同比增速有下滑,但是和1年內的情況相比,產銷已基本達到了2019年補貼退坡後的7月的水平,回暖趨勢確定。

另外,為了對抗疫情給市場造成的衝擊,新能源汽車領域近期還迎來了利好消息。

3月31日,國務院常務會議確定,將新能源汽車購置補貼和免徵購置税政策延長兩年;4月29日,國家發展改革委、科技部等11部門《關於穩定和擴大汽車消費若干措施的通知》確定,新能源汽車購置補貼政策將延續至2022年底,並平緩2020-2022年補貼退坡力度和節奏。

二是按照稀土“十三五”規劃,將繼續嚴控稀土開採量,2020年,開採總量控制在14萬噸以內。據測算,稀土“十三五”國儲剩餘額度中重稀土氧化鏑、氧化鋱分別佔2019年產量的52%和190%。

目前,緬甸封關仍然對國內的中重稀土進口供應產生緊縮影響。因此,一旦收儲計劃如期施行,將對重稀土鏑、鋱等的供需和價格帶來較大影響。

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