Zhi Tong Cai Jing·2026-02-11 03:49Core Viewpoint - The rare earth market is experiencing a price increase for key products, driven by stable demand and supply constraints expected to persist through 2026 [3] Price Movements - As of February 10, the average price of praseodymium-neodymium oxide is 850,200 CNY/ton, up by 51,400 CNY/ton - The average price of praseodymium-neodymium metal is 1,016,000 CNY/ton, up by 39,700 CNY/ton - The average price of dysprosium oxide is 1,412,200 CNY/ton, up by 11,400 CNY/ton - The average price of terbium oxide is 6,234,300 CNY/ton, up by 20,000 CNY/ton [3] Market Outlook - According to Guotou Securities, the rare earth prices have been rising since January, with expectations of a new inventory replenishment cycle starting due to stable demand and supply constraints [3] - Guojin Securities believes that the rare earth sector will continue to see both valuation and performance improvements, with 2026 being a critical year for resolving competition among peers in the industry [3]