Xin Lang Cai Jing·2025-08-22 00:08Group 1 - The upcoming consumption peak season in September and October is expected to boost downstream demand and significantly revive market activity [1] - The rapid digestion of previously circulating low-priced goods has led to a steady increase in prices for rare earths and cobalt, while lithium carbonate prices have surged due to supply disruptions in Jiangxi [1] - Rare earth prices, particularly praseodymium and neodymium, have been rising continuously as major manufacturers intensify bidding and some magnetic material companies extend production schedules to mid-October [1] Group 2 - Cobalt imports saw a significant decline in June, and current smelter operating rates are continuously being adjusted downwards, with some production cuts anticipated [1] - It is expected that cobalt prices will receive strong support towards the end of Q3 and the beginning of Q4 due to low raw material inventory levels at smelters [1] - Lithium prices are likely to rise due to upstream mine production cuts and a strong expectation of increased downstream demand, making price declines difficult [1]