2026年1月21日稀土主流产品价格小幅回落 氧化铽均价636.50万元/吨下跌1.83万元/吨
Jin Rong Jie·2026-01-21 10:34

Core Viewpoint - The rare earth market is experiencing a slight decline in prices, with a lack of active trading and low purchasing willingness from downstream manufacturers [1] Price Trends - The average price of praseodymium and neodymium oxide is 663,900 CNY/ton, down by 1,900 CNY/ton - The average price of praseodymium and neodymium metal is 803,100 CNY/ton, down by 1,700 CNY/ton - The average price of dysprosium oxide is 1,439,200 CNY/ton, down by 5,100 CNY/ton - The average price of terbium oxide is 6,365,000 CNY/ton, down by 18,300 CNY/ton [1] Market Activity - There is limited transaction information for products such as neodymium oxide, praseodymium oxide, lanthanum cerium oxide, and europium oxide, indicating a cautious market [1] - The praseodymium and neodymium product prices are maintaining a weak and stable trend, with low purchasing intent from downstream magnetic material manufacturers [1] - Overall, the rare earth market is undergoing continuous adjustment, with both ends being relatively cold and lacking effective transaction support [1] Stock Performance - A-share market performance for some rare earth permanent magnet concept stocks on January 21, 2026: - Wolong New Energy (600173): Latest price 7.85 CNY, increase of 9.94%, transaction amount 315 million CNY - Chifeng Gold (600988): Latest price 38.39 CNY, increase of 9.81%, transaction amount 532 million CNY - Zhongmin Resources (002738): Latest price 92.09 CNY, increase of 9.45%, transaction amount 315.5 million CNY - Xiamen Tungsten Industry (600549): Latest price 59.09 CNY, increase of 9.14%, transaction amount 403.1 million CNY - Dehong Shares (603701): Latest price 23.16 CNY, increase of 6.24%, transaction amount 18 million CNY [1]