未来稀土价格有望上涨15%
目前国储局已经与6大稀土集团签订了稀土收储协议，时值月底，稀土收储预期再度升温。此外，全国稀土标准技术化委员会近日召开会议，讨论并审定了《稀土产品牌号表示方法》等18项稀土行业标准。包钢稀土及下属单位稀土院、国贸公司、华美公司、贮氢公司牵头参与制定其中多项标准。随着六大稀土集团的组建，稀土的新定价机制有望破局。 据中证报报道，目前稀土收储正在进行第二轮谈判，接下来有望敲定收储价格等细节问题。经过2013年四季度的持续下跌，稀土价格已经接近2013年年中时期的底部水平。 稀土价格有所上涨。而由于最终并没有一个详细的方案出台，因此，前两周稀土价格重回跌势。不过，鉴于国储局已经与中铝、五矿、包钢、赣稀、厦门钨业和广晟有色签订了稀土收储协议，稀土收储可以被认为已经正式敲定。临近4月底，收储预期再度上升。有消息称，收储的产品种类可能是氧化镨钕、氧化镨、氧化钕、氧化铕、氧化铽、氧化镥、氧化镝、氧化铒、氧化钇，收储数量在原来1万吨的基础上再增加30%的企业自储，稀土收储的价格会比目前市场的主流价格高出约10%-15%.当然，在最终的收储细则正式出台以前，任何消息还都属于猜测。 从历史数据来看，1至2月份是稀土需求的淡季，3至5月稀土出口量环比通常会有明显增长。如果近期国家收储计划逐步实施，那么目前稀土价格对应阶段性底部。 业内人士乐观判断国内稀土价格后市有望上行，未来一个季度中价格升幅有望达到15%左右。除了收储之外，还应该加速推进对稀土行业的整合进程，这样可以通过减少市场供应量来稳定稀土价格。收储计划应该在大中型企业中进行，这样也会增强符合产业政策的企业竞争优势，配合相关环保政策，市场化兼并重组步伐也将加快。
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