“稀土价格指数”正式上线！配额严控+出口管制推动稀土价格长期上行

Group 1 - The Baotou Rare Earth Products Exchange has officially launched the rare earth price index on multiple platforms, marking a significant step in establishing a pricing benchmark for rare earth transactions [1] - The price of rare earth concentrate has been adjusted to 26,834 yuan per ton (dry weight, REO=50%) for Q1 2026, reflecting a 2.4% increase from the previous period, indicating a trend of continuous price increases since Q3 2024 [1] - The new "China Rare Earth Price Index" is transitioning from a reference point to a contract settlement benchmark, with nearly two-thirds of the national rare earth production expected to flow through this platform, enhancing transparency and credibility [1] Group 2 - The rare earth permanent magnet industry is anticipated to enter a new cycle of prosperity by 2025, driven by supply constraints and increasing demand from the new energy revolution [1] - Strict quota controls and export regulations are expected to push rare earth prices upward in the long term, with demand for high-performance NdFeB magnets projected to reach 212,000 tons by 2027, reflecting a compound annual growth rate of 13% [2] - The market size of the rare earth industry is expected to exceed 150 billion yuan by 2030, with a compound annual growth rate of 18%, driven by policy incentives and demand growth in sectors like new energy and robotics [2]