Intensified Back-and-Forth Negotiations Between Upstream and Downstream, Rare Earth Market Expected to Remain Stable in the Future [[SMM Rare Earth Weekly Review]]

๊ฒŒ์‹œ๋จ: May 8, 2025 14:36
[SMM Rare Earth Weekly Review: Intensified Back-and-Forth Negotiations Between Upstream and Downstream, Stable Outlook Expected for Rare Earth Market] The price of Pr-Nd oxide rose significantly this week. Separation enterprises and scrap recycling enterprises stated that due to the tight supply of rare earth ore and scrap, the quotes for rare earth oxides have been raised overall. Meanwhile, the prices of dysprosium and terbium also began to rise this week. In addition to the tight raw material supply, the advancement of export license processing by leading domestic magnetic material enterprises is one of the main reasons for the upward trend in medium-heavy rare earth prices.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
[SMM ํฌํ† ๋ฅ˜ ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘] Pr-Nd ์‚ฐํ™”๋ฌผ ์‹œ์„ธ ๊ฒฌ์กฐ, ๋””์Šคํ”„๋กœ์Š˜-์ฒ  ํ•ฉ๊ธˆ ์†Œํญ ์ƒ์Šน, ์ตœ์ข… ์ˆ˜์š”๋Š” ์—ฌ์ „ํžˆ ๋น„์ˆ˜๊ธฐ ์ˆ˜์ค€ ์œ ์ง€.
3์‹œ๊ฐ„ ์ „
[SMM ํฌํ† ๋ฅ˜ ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘] Pr-Nd ์‚ฐํ™”๋ฌผ ์‹œ์„ธ ๊ฒฌ์กฐ, ๋””์Šคํ”„๋กœ์Š˜-์ฒ  ํ•ฉ๊ธˆ ์†Œํญ ์ƒ์Šน, ์ตœ์ข… ์ˆ˜์š”๋Š” ์—ฌ์ „ํžˆ ๋น„์ˆ˜๊ธฐ ์ˆ˜์ค€ ์œ ์ง€.
๋” ๋ณด๊ธฐ
[SMM ํฌํ† ๋ฅ˜ ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘] Pr-Nd ์‚ฐํ™”๋ฌผ ์‹œ์„ธ ๊ฒฌ์กฐ, ๋””์Šคํ”„๋กœ์Š˜-์ฒ  ํ•ฉ๊ธˆ ์†Œํญ ์ƒ์Šน, ์ตœ์ข… ์ˆ˜์š”๋Š” ์—ฌ์ „ํžˆ ๋น„์ˆ˜๊ธฐ ์ˆ˜์ค€ ์œ ์ง€.
[SMM ํฌํ† ๋ฅ˜ ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘] Pr-Nd ์‚ฐํ™”๋ฌผ ์‹œ์„ธ ๊ฒฌ์กฐ, ๋””์Šคํ”„๋กœ์Š˜-์ฒ  ํ•ฉ๊ธˆ ์†Œํญ ์ƒ์Šน, ์ตœ์ข… ์ˆ˜์š”๋Š” ์—ฌ์ „ํžˆ ๋น„์ˆ˜๊ธฐ ์ˆ˜์ค€ ์œ ์ง€.
๏ผปPr-Nd ์‚ฐํ™”๋ฌผ ํ˜ธ๊ฐ€ ๊ฒฌ์กฐ ์œ ์ง€, ๋””์Šคํ”„๋กœ์Š˜-์ฒ  ํ•ฉ๊ธˆ ์†Œํญ ์ธ์ƒ, ์‹ค์ˆ˜์š” ๋น„์ˆ˜๊ธฐ ๊ตญ๋ฉด ์ง€์†๏ผฝ ์–ด์ œ, ํ”„๋ผ์„ธ์˜ค๋””๋ฎด-๋„ค์˜ค๋””๋ฎด ํ•ฉ๊ธˆ ๊ฐ€๊ฒฉ์ด ์†Œํญ ํ•˜๋ฝํ–ˆ๊ณ , ์‹œ์žฅ ๊ฑฐ๋ž˜ ๋ถ„์œ„๊ธฐ๋Š” ๋ถ€์ง„ํ–ˆ์œผ๋ฉฐ, ๊ธˆ์† ๊ณต์žฅ๋“ค์˜ ํ˜ธ๊ฐ€๋Š” ์—‡๊ฐˆ๋ ธ๋‹ค๏ผš๋Œ€ํ˜• ๊ณต์žฅ์˜ ํ˜ธ๊ฐ€๋Š” ๊ฒฌ์กฐํ–ˆ์ง€๋งŒ ์†Œํ˜• ๊ณต์žฅ๋“ค์€ ์ ๊ทน์ ์œผ๋กœ ์ €๊ฐ€ ๋งค๋„ํ–ˆ์œผ๋‚˜ ์ „์ฒด ๊ฑฐ๋ž˜๋Š” ์ œํ•œ์ ์ด์—ˆ๋‹ค. ์ค‘ํฌํ† ๋ฅ˜์—์„œ๋Š” ํ…Œ๋ฅด๋ธ€ ๊ธˆ์† ๊ฐ€๊ฒฉ์ด ๋ณดํ•ฉ์„ธ๋ฅผ ๋ณด์˜€๊ณ , ๋””์Šคํ”„๋กœ์Š˜-์ฒ  ํ•ฉ๊ธˆ ์‹œ์žฅ์˜ ์ €๊ฐ€ ๊ณต๊ธ‰์ด ๊ฐ์†Œํ•˜๋ฉฐ ํ˜ธ๊ฐ€๊ฐ€ ์†Œํญ ์ธ์ƒ๋˜์—ˆ๋‹ค.
3์‹œ๊ฐ„ ์ „
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ์—‡๊ฐˆ๋ ค; ์ƒ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ณ ์ˆ˜, ํ•˜๋ฅ˜ ๊ด€๋ง [SMM Rare Earth Daily]
23์‹œ๊ฐ„ ์ „
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ์—‡๊ฐˆ๋ ค; ์ƒ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ณ ์ˆ˜, ํ•˜๋ฅ˜ ๊ด€๋ง [SMM Rare Earth Daily]
๋” ๋ณด๊ธฐ
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ์—‡๊ฐˆ๋ ค; ์ƒ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ณ ์ˆ˜, ํ•˜๋ฅ˜ ๊ด€๋ง [SMM Rare Earth Daily]
ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ์—‡๊ฐˆ๋ ค; ์ƒ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ณ ์ˆ˜, ํ•˜๋ฅ˜ ๊ด€๋ง [SMM Rare Earth Daily]
[SMM ํฌํ† ๋ฅ˜ ์ผ์ผ ์‹œํ™ฉ: ์ƒ๋ฅ˜ ๊ฐ€๊ฒฉ ๊ณ ์ˆ˜ยทํ•˜๋ฅ˜ ๊ด€๋ง ์† ํฌํ† ๋ฅ˜ ๊ฐ€๊ฒฉ ์—‡๊ฐˆ๋ ค] ์ „๋ฐ˜์ ์œผ๋กœ Pr-Nd ์‹œ์žฅ์€ ํ•˜๋ฅ˜์˜ ์‹ ๊ทœ ์ฃผ๋ฌธ ๋ถ€์กฑ์œผ๋กœ ๊ฑฐ๋ž˜๊ฐ€ ๊ต์ฐฉ ์ƒํƒœ์— ๋น ์กŒ์œผ๋ฉฐ, ์ƒ๋ฅ˜๋Š” ๊ฐ€๊ฒฉ์„ ๊ฐ•ํ•˜๊ฒŒ ์œ ์ง€ํ•˜๋ ค๋Š” ์˜์ง€๋ฅผ ๋ณด์˜€์Šต๋‹ˆ๋‹ค. ๋ฐ˜๋ฉด ๋””์Šคํ”„๋กœ์Š˜๊ณผ ํ™€๋ฎด ์‹œ์žฅ์—์„œ๋Š” ์ €๊ฐ€ ๊ณต๊ธ‰์ด ์ค„์–ด๋“ค๋ฉด์„œ ๊ณต๊ธ‰์—…์ฒด๋“ค์ด ํ˜ธ๊ฐ€๋ฅผ ์ธ์ƒํ–ˆ์Šต๋‹ˆ๋‹ค. ๋‹จ๊ธฐ์ ์œผ๋กœ๋Š” ์ƒ๋ฅ˜์˜ ๊ฐ€๊ฒฉ ๊ณ ์ˆ˜ ์‹ฌ๋ฆฌ ์˜ํ–ฅ์œผ๋กœ Pr-Nd ์ œํ’ˆ ๊ฐ€๊ฒฉ์ด ์†Œํญ ์ƒ์Šนํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋ฉ๋‹ˆ๋‹ค.
23์‹œ๊ฐ„ ์ „
[SMM ํฌํ† ๋ฅ˜ ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘] ๊ด‘์„ ๊ฐ€๊ฒฉ์€ ์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ ์ƒ์Šน์— ๋”ฐ๋ผ ์˜ฌ๋ž์œผ๋ฉฐ, ์ž์„ฑ์žฌ๋ฃŒ ์‹œ์žฅ ๊ฑฐ๋ž˜ ํ™œ๋™์€ ๋ณดํ†ต ์ˆ˜์ค€์ด์—ˆ์Šต๋‹ˆ๋‹ค.
2026๋…„ 7์›” 15์ผ 10:36
[SMM ํฌํ† ๋ฅ˜ ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘] ๊ด‘์„ ๊ฐ€๊ฒฉ์€ ์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ ์ƒ์Šน์— ๋”ฐ๋ผ ์˜ฌ๋ž์œผ๋ฉฐ, ์ž์„ฑ์žฌ๋ฃŒ ์‹œ์žฅ ๊ฑฐ๋ž˜ ํ™œ๋™์€ ๋ณดํ†ต ์ˆ˜์ค€์ด์—ˆ์Šต๋‹ˆ๋‹ค.
๋” ๋ณด๊ธฐ
[SMM ํฌํ† ๋ฅ˜ ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘] ๊ด‘์„ ๊ฐ€๊ฒฉ์€ ์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ ์ƒ์Šน์— ๋”ฐ๋ผ ์˜ฌ๋ž์œผ๋ฉฐ, ์ž์„ฑ์žฌ๋ฃŒ ์‹œ์žฅ ๊ฑฐ๋ž˜ ํ™œ๋™์€ ๋ณดํ†ต ์ˆ˜์ค€์ด์—ˆ์Šต๋‹ˆ๋‹ค.
[SMM ํฌํ† ๋ฅ˜ ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘] ๊ด‘์„ ๊ฐ€๊ฒฉ์€ ์‚ฐํ™”๋ฌผ ๊ฐ€๊ฒฉ ์ƒ์Šน์— ๋”ฐ๋ผ ์˜ฌ๋ž์œผ๋ฉฐ, ์ž์„ฑ์žฌ๋ฃŒ ์‹œ์žฅ ๊ฑฐ๋ž˜ ํ™œ๋™์€ ๋ณดํ†ต ์ˆ˜์ค€์ด์—ˆ์Šต๋‹ˆ๋‹ค.
[๊ด‘์„ ๊ฐ€๊ฒฉ, ์‚ฐํ™”๋ฌผ ์ƒ์Šน์„ธ ๋™์กฐ, ์ž์„ฑ ์žฌ๋ฃŒ ์‹œ์žฅ ํ‰๊ท ์  ๊ฑฐ๋ž˜] ์–ด์ œ Pr-Nd ์‚ฐํ™”๋ฌผ ์‹œ์žฅ ๊ฐ€๊ฒฉ์ด ์„ ๋ฌผ ๋”ฐ๋ผ ์†Œํญ ํ•˜๋ฝํ–ˆ์œผ๋‚˜, ๋Œ€๋‹ค์ˆ˜ ๊ณต๊ธ‰ ์—…์ฒด์˜ ์˜คํผ ๊ฐ€๊ฒฉ์€ ๊ฒฌ์กฐํ–ˆ๊ณ  ์ €๊ฐ€ ๋ฌผ๋Ÿ‰ ํ™•๋ณด๋Š” ์—ฌ์ „ํžˆ ์–ด๋ ค์› ์Šต๋‹ˆ๋‹ค. ์ค‘ํฌํ† ๋ฅ˜ ๋ถ€๋ฌธ์—์„œ๋Š” ๋””์Šคํ”„๋กœ์Š˜๊ณผ ํ„ฐ๋ธ€ ์‹œ์„ธ๊ฐ€ ์ „๋ฐ˜์ ์œผ๋กœ ๊ฐ•๋ณดํ•ฉ์„ธ๋ฅผ ์œ ์ง€ํ•œ ๊ฐ€์šด๋ฐ ์ผ๋ถ€ ๋งค์ˆ˜์„ธ๊ฐ€ ์†Œ๋Ÿ‰ ๊ตฌ๋งค์— ๋‚˜์„ฐ์Šต๋‹ˆ๋‹ค.
2026๋…„ 7์›” 15์ผ 10:36
[SMM Rare Earth Weekly Review: Intensified Back-and-Forth Negotiations - Shanghai Metals Market (SMM)