Core Insights - The rare earth market is experiencing a mixed price trend for mainstream products, with prices for praseodymium and neodymium oxide averaging 595,000 CNY/ton, down 1,200 CNY/ton, and praseodymium and neodymium metal averaging 721,300 CNY/ton, down 1,600 CNY/ton [1][1][1] - The overall supply of rare earths remains tight, leading to a stalemate in market transactions despite a decline in downstream purchasing volumes [1][1][1] - The A-share market shows positive performance for some rare earth permanent magnet concept stocks, with notable increases in stock prices and trading volumes [1][1][1] Price Trends - Praseodymium and neodymium oxide: 595,000 CNY/ton, down 1,200 CNY/ton - Praseodymium and neodymium metal: 721,300 CNY/ton, down 1,600 CNY/ton - Dysprosium oxide: 1,462,100 CNY/ton, down 7,500 CNY/ton - Terbium oxide: 6,456,400 CNY/ton, down 18,600 CNY/ton [1][1][1] Market Activity - Downstream acceptance of current prices is low, leading to reduced purchasing activity [1][1][1] - The mid-heavy rare earth market is underperforming with low activity levels and stable prices [1][1][1] - Recent rapid price increases for praseodymium and neodymium products have made merchants cautious about purchasing high-priced goods [1][1][1] A-share Market Performance - 华新环保 (Hua Xin Environmental Protection): Latest price 12.91 CNY, increase 6.78%, trading volume 285 million CNY - 彤程新材 (Tong Cheng New Materials): Latest price 45.35 CNY, increase 6.31%, trading volume 2.47 billion CNY - 金风科技 (Goldwind Technology): Latest price 15.67 CNY, increase 4.19%, trading volume 2.1 billion CNY - 德宏股份 (Dehong Co.): Latest price 18.5 CNY, increase 3.64%, trading volume 87.16 million CNY - 卧龙新能 (Wolong New Energy): Latest price 8.12 CNY, increase 2.92%, trading volume 399 million CNY [1][1][1]
2025年12月2日稀土主流产品价格分化 氧化铽均价645.64万元/吨下跌1.86万元/吨
Jin Rong Jie·2025-12-02 15:20