节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10


2026年2月2日稀土市场延续分化，轻稀土表现强势。长江有色金属网数据显示，金属镨均价101.125万元/吨，单日上涨5000元，涨幅0.50%，价格区间上探至100.75-101.50万元/吨；氧化镨均价同步上涨至79.375万元/吨，涨幅0.32%。

轻稀土供应紧张加剧，现货市场流通量持续收缩，持货商惜售心态普遍。国内资源开采总量控制约束供给增量，海外进口因外部环境波动稳定性不足，主产区分离冶炼产能受环保政策约束，企业开工率有限，即时现货供应进一步压缩。

下游需求结构性增长多元，新能源汽车领域高镍三元电池技术渗透与风电装机量增长构成稳定需求基础，人形机器人、AI服务器等前沿产业对高性能永磁材料需求爆发，下游磁材企业虽面临成本压力，但基于终端订单的刚性采购需求，为市场提供坚实基本面支撑。

行业政策从资源整合与绿色低碳协同发力，国内以大Ş..

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