金力永磁再涨超4% 开年来稀土价格持续上行 产业有望进入新一轮成长周期
Zhi Tong Cai Jing·2026-02-12 06:26

Group 1 - The core viewpoint of the article highlights the significant increase in rare earth prices since the beginning of 2026, with specific price increases for various rare earth oxides [1] - As of February 11, the average price of praseodymium oxide reached 877,000 yuan per ton, an increase of over 260,000 yuan per ton this year, representing a growth of 43.42% [1] - The average price of neodymium oxide reached 870,000 yuan per ton, with a similar increase of 260,000 yuan per ton, reflecting a growth of 42.62% [1] Group 2 - The report from Guoyuan Securities suggests that the demand for rare earths in high-end manufacturing sectors, such as electric vehicles, wind power generation, and robotics, is continuously expanding [1] - The combination of technological advancements in the industry and government policies supporting resource management and industrial upgrades is expected to lead the rare earth permanent magnet industry into a new growth cycle [1]

JLMAG-金力永磁再涨超4% 开年来稀土价格持续上行 产业有望进入新一轮成长周期 - Reportify