金力永磁稀土行情简报2507期（总第543期）02-24~02-28 - 稀土行情周报

金力永磁稀土行情簡報2507期（總第543期）02-24~02-28

更新時間：2025-03-05 14:14:00　點擊次數：1479

JL MAG Rare-Earth Industry Price Briefing 02-24~02-28

Week 09，2025

1. 重要新聞簡報Briefing of Important News

本周稀土市場行情，鐠釹、金屬釹和金屬鋱價格上漲，鏑鐵合金價格小幅下跌。亞洲金屬網周末價格: 鐠釹金屬價格544-547元/KG；金屬釹價格548-553元/KG；鏑鐵合金價格1670-1690元/KG；金屬鋱價格7850-7950元/KG。

This week's rare earth market trend saw an increase in the prices of PrNd metal, Nd metal, and Tb metal, while the price of DyFe alloy slightly decreased. Asian metal weekend prices: PrNd metal 544-547 RMB/KG; Nd metal 548-553 RMB/KG; DyFe alloy 1670-1690 RMB/KG; Tb metal 7850-7950 RMB/KG.

2. 業內人士分析Analysis of Professional Insiders

本周（2月24-28日）稀土市場價格持續上揚，2月24日工信部發布《稀土開采和冶煉分離總量調控管理辦法（暫行）》，首次將進口礦及獨居石納入指標管理，進一步收緊供給端。政策要求僅大型稀土集團具備合規生產資質，并建立全鏈條追溯系統，推動行業集中度提升。此舉緩解國內供給過剩壓力，支撐價格底部回升，尤其利好磁材頭部企業。緬甸作為中國中重稀土主要進口來源國，2025年進口量或下滑30%～42%，加劇全球中重稀土供應緊張，稀土價格彈性有望增強。

This week (February 24-28), rare earth market prices continued to rise. On February 24th, the Ministry of Industry and Information Technology issued the "Interim Measures for the Control and Management of Total Amount of Rare Earth Mining and Smelting Separation", which for the first time included imported minerals and monazite in the index management, further tightening the supply side. The policy requires only large rare earth groups to have compliant production qualifications and establish a full chain traceability system to promote industry concentration. This move alleviates the pressure of domestic oversupply and supports a bottoming out of prices, especially benefiting leading magnetic material companies. As the main source of China's imports of medium and heavy rare earths, Myanmar's import volume is expected to decline by 30% to 42% in 2025, exacerbating the global shortage of medium and heavy rare earths and increasing the price elasticity of rare earths.

2月稀土市場在政策與需求的“蹺蹺板效應”中完成筑底反彈，3月將進入“政策紅利兌現+終端需求放量”的關鍵窗口期。預計產業鏈價格傳導逐步順暢，行業景氣度由上游向中下游擴散，稀土板塊或迎來“量價齊升”的階段性行情。（包頭稀土產品交易所）

In February, the rare earth market completed a bottoming out rebound in the "seesaw effect" of policies and market demands, and in March, it will enter a critical window period of "policy dividends realization + increased terminal demand". It is expected that the transmission of prices in the industrial chain will gradually become smooth, and the industry prosperity will spread from upstream to midstream and downstream. The rare earth sector may usher in a phase of "simultaneous increase in quantity and price". (Baotou Rare Earth Products Exchange)

3.趨勢圖（參考亞洲金屬網）Tendency Chart (refer to Asian Metal)