7.14：今日稀土价大涨！北方稀土成交额超100亿

SMM稀土2025-07-14

稀土速报SMM消息面：7月14日，稀土永磁概念股维持强势，华宏科技2连板，卧龙新能、京运通涨停，奔朗新材、包钢股份、北方稀土、久吾高科、中色股份、北矿科技等多股涨超5%。截至11:15，北方稀土成交额达100亿元，涨超1%。SMM现货日评：今日稀土市场价格明显上调。具体而言，氧化物市场方面，氧化镨钕价格涨至47.4-47.6万元/吨，氧化镝价格稳定在167-170万元/吨，氧化铽价格稳定在716-...

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The turnover of northern rare earths exceeds 10 billion","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159715":1,"600111":1},"content_text":"稀土速报SMM消息面：7月14日，稀土永磁概念股维持强势，华宏科技2连板，卧龙新能、京运通涨停，奔朗新材、包钢股份、北方稀土、久吾高科、中色股份、北矿科技等多股涨超5%。截至11:15，北方稀土成交额达100亿元，涨超1%。SMM现货日评：今日稀土市场价格明显上调。具体而言，氧化物市场方面，氧化镨钕价格涨至47.4-47.6万元/吨，氧化镝价格稳定在167-170万元/吨，氧化铽价格稳定在716-720万元/吨，氧化钆价格上调至16.5-17万元/吨；氧化钬价格稳定在52.5-53万元/吨，氧化铒价格继续在32.3-32.5万元/吨之间波动。在金属市场，镨钕金属价格涨至58-58.6万元/吨，镝铁合金价格上调至160-162万元/吨，金属铽报价稳定在890-895万元/吨，钆铁合金价格稳定在15.9-16.1万元/吨，钬铁市场价格上调至53-53.5万元/吨，镧铈金属价格则继续稳定在1.7-1.9万元/吨之间。目前，稀土市场价格出现明显上涨，主要体现在轻稀土市场。由于东南亚矿端受雨季影响供应缩减以及部分分离厂受环保督察影响出现停工减产，叠加导致氧化镨钕供应偏紧，同时市场消息持续发酵。氧化物市场看涨情绪得到拉涨，持货商挺价意愿强烈，纷纷上调报价，市场上低价货源迅速收紧，氧化物价格快速上行。而由于氧化物价格涨幅过大，金属厂报价谨慎，观望情绪浓厚。由于氧化物成本支撑，金属价格得到明显拉涨，但是终端需求未见明显增加，磁材厂难以接受高价镨钕金属，试探性询价居多，未有实际成交。综合来看，本次涨幅主要由上游支撑，而下游订单情况难以接受如此高价金属，稀土市场陷入上下游博弈僵持状态。预计短期内，受供应紧缺和消息面推动，稀土价格将持续上行。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2551970452","isCrawlerRequest":true}