2025年12月3日稀土市场主流产品价格偏弱 氧化镨钕均价58.88万元/吨下跌0.62万元/吨

Group 1 - The rare earth market is experiencing a weak overall price trend, with prices for praseodymium and neodymium products rising and then falling, leading to a slight decrease in both transaction volume and price [1] - The average price of praseodymium and neodymium oxide is 588,800 CNY/ton, down by 6,200 CNY/ton; the average price of metallic praseodymium and neodymium is 712,300 CNY/ton, down by 9,000 CNY/ton; the average price of dysprosium oxide is 1,435,000 CNY/ton, down by 27,100 CNY/ton; and the average price of terbium oxide is 6,443,800 CNY/ton, down by 12,600 CNY/ton [1] - Market sentiment is generally cautious, with metal companies holding limited spot inventory and primarily focusing on long-term contracts, putting pressure on price transactions [1] Group 2 - New orders from neodymium-iron-boron companies are progressing slowly, with weak demand and low enthusiasm for end-user stocking, leading to only essential purchases [1] - The recycling prices in the scrap market are declining, increasing the willingness of holders to sell [1] - In the short term, mainstream product prices are expected to continue adjusting, showing a narrow fluctuation and weak operational trend [1] Group 3 - A-share market performance for some rare earth permanent magnet concept stocks includes: China Aluminum (11.03 CNY, +4.25%, 4.404 billion CNY), Jinchao Wanfang (10.00 CNY, +3.09%, 594 million CNY), Huaxin Environmental Protection (13.29 CNY, +2.94%, 312 million CNY), Northern Rare Earth (47.22 CNY, +1.77%, 6.853 billion CNY), and Guangsheng Nonferrous (53.73 CNY, +1.38%, 589 million CNY) [1]