2 1 Shi Ji Jing Ji Bao Dao·2025-07-10 13:18Group 1 - The core viewpoint of the news is that the price of rare earth concentrate is set to increase, with a new price of 19,109 yuan/ton announced by Northern Rare Earth and Baotou Steel for Q3 2025 [3][6] - The price of rare earth concentrate has risen from 16,792 yuan/ton in Q2 2024 to the current price, indicating a significant upward trend in the market [3][6] - The demand for rare earth elements is expected to grow due to applications in electric vehicles, wind power, and home appliances, with humanoid robots also emerging as a significant market for high-performance neodymium-iron-boron magnets [4][6] Group 2 - U.S. rare earth stocks saw significant pre-market gains, with MP Materials rising over 48%, USA Rare Earth up over 21%, and Energy Fuels increasing nearly 11% [4] - According to a report by Guotou Securities, the price of rare earths is expected to continue rising, supported by the recovery of exports and increasing demand in various sectors [4] - The report highlights that the global market for praseodymium and neodymium oxides may face a demand gap, leading to sustained price increases for these materials [4]