稀土价格|轻重稀土市场走势分化

Core Viewpoint - The rare earth market shows mixed performance, with light rare earth prices rising due to supply constraints and strong vendor sentiment, while heavy rare earth prices remain stable but face challenges in price increases due to low downstream demand and production cost pressures [5][6]. Group 1: Rare Earth Prices - The price of Praseodymium Neodymium oxide (PrNd) has significantly increased, with Pr6011 priced at 616,000.00 yuan/ton and Nd2O3 at 613,000.00 yuan/ton, reflecting a rise of 16,000 yuan and 18,000 yuan respectively [4][5]. - Dysprosium and Terbium prices are struggling to rise, with the market showing weak stability and low purchasing enthusiasm from downstream buyers [5][6]. - Some products, like Gadolinium oxide, have seen slight price increases, indicating a mixed market response [5]. Group 2: Tariff Adjustments - The 2026 Tariff Adjustment Plan specifies that starting January 1, 2026, a provisional tax rate of 0% will be applied to various rare earth metals, including Neodymium, Dysprosium, and Terbium, while the Most-Favored-Nation (MFN) rate will be set at 5% [6]. - This adjustment also applies to rare earth compounds such as Cerium oxide and Lanthanum oxide, which will also have a 5% MFN rate and a 0% provisional tax rate [6].