Core Viewpoint - Two major rare earth giants have raised prices, leading to a surge in rare earth stocks in the A-share market, with several companies hitting their daily price limits or experiencing significant gains [1][2]. Price Adjustments - Northern Rare Earth and Baotou Steel announced on October 10 that they would adjust the trading price of rare earth concentrate for the fourth quarter of 2025 to 26,205 yuan/ton (excluding tax, dry weight, REO=50%), marking a 37% increase from the previous period and the highest level since Q2 2023 [2]. Stock Performance - Notable stock performances include: - Xinlaifu (20% increase) - Huicheng Environmental Protection (15.96% increase) - Jiuling Technology (13.54% increase) - Antai Technology (9.99% increase) - Baotou Steel (8.27% increase) - Benlang New Materials (7.06% increase) - Northern Rare Earth (6.33% increase) - Other companies also saw increases ranging from 4% to 6% [1][2].
两大稀土巨头再次提价，A股稀土股逆势上涨！新莱福20CM涨停，九菱科技涨13%，包钢股份涨超8%，北方稀土涨6%