据包头稀土产品交易所（简称"稀交所"）1月9日消息，近日， 稀土价格指数正式在稀交所官方网站、微信公众号及中国 金融信息网、新华财经专业终端、新华财经APP等平台同步上线。 。 | 北方稀土采购包钢股份 | | | | --- | --- | --- | | 稀土精矿日常关联交易定价趋势 | | | | 报价周期 | 报价 | 环比增幅 | | (元/吨) | | (%) | | 2026 一季度 | 26834 | 2. 40 | | 四季度 2025 | 26205 | 37. 13 | | 三季度 | 19109 | 1. 51 | | 二季度 | 18825 | 1. 11 | | 李度 | 18618 | 4. 70 | | 四季度 | 17782 | 6.22 | | 三季度 | 16741 | -0.30 | | 2024 二季度 | 16792 | -19. 02 | | -季度 | 20737 | 0. 98 | | 四季度 2023 | 20536 | 1. 78 | | 三季度 | 20176 | -34. 98 | | 二季度 | 31030 | 1 | | 来源:上市公司公告 | | ...

Core Viewpoint - The Baotou Rare Earth Products Exchange (referred to as "Rare Exchange") has officially launched a rare earth price index, which aims to provide timely, accurate, and transparent price references for the rare earth industry, reflecting overall price trends and changes in specific varieties [1]. Group 1: Price Index Launch - The rare earth price index is based on the exchange's trading data and extensive collection of compliant trade data, developed using rigorous index models from research institutions [1]. - The index covers mainstream rare earth products such as lanthanum, cerium, praseodymium, and neodymium, and has gained significant attention since its announcement [1]. - The exchange plans to continuously optimize the index content, enrich the index system, and expand its application to serve the development of a unified national market for rare earths [1]. Group 2: Historical Context and Company Information - The Rare Exchange was established with contributions from 13 major rare earth enterprises and institutions, officially opening in March 2014 after passing national inspections [2]. - In January 2026, Baogang Co. and Northern Rare Earth both announced an increase in the associated transaction price for rare earth concentrates to 26,834 yuan/ton (excluding tax) [2][3]. - The price adjustment mechanism indicates that for every 1% change in REO (Rare Earth Oxide), the price will increase or decrease by 536.68 yuan/ton [3]. Group 3: Price Trends - The price of rare earth concentrates has been on the rise since 2024, with the fourth quarter of 2025 seeing a 37% increase from the previous quarter, adjusting to 26,205 yuan/ton [4][5]. - Rare earths are classified into light and heavy rare earths, with heavy rare earths being rarer and more unevenly distributed, primarily concentrated in China [5].

包头稀土产品交易所（简称"稀交所"）近日宣布，稀土价格指数正式在稀交所官方网站、微信公众号及 中国金融信息网等平台同步上线。 该指数应用稀交所平台自身交易数据及广泛采集的真实、合规贸易数据，结合科研院校严谨的指数模型 编制而成，覆盖镧、铈、镨、钕等稀土市场主流产品，全面、动态反映我国稀土产品整体价格走势和细 分品种的行情变化，为稀土产业提供更及时、准确、透明的价格参考。 稀交所称，该指数于2025年12月5日在2025企业家博鳌论坛上发布以来，为建立体系健全、机制完善和 功能有效的稀土价格信息提供有力工具，助力稀土市场健康有序发展，一经发布得到稀土行业广泛关 注。目前，稀交所"每日成交价格、周频稀土价格指数、月频稀土价格预期指数"综合价格体系日渐完 善。 稀交所表示，下一步将持续优化指数内容，丰富指数体系，拓展指数平台发布，加强推广指数应用，致 力于打造我国稀土产品流通领域不可或缺的价格"晴雨表"和"风向标"，为服务高质量建设全国最大的稀 土新材料基地和全球领先的稀土应用基地、保障产业链供应链安全、构建稀土产业全国统一大市场贡献 数智力量。 此前，北方稀土将2025年第四季度稀土精矿交易价格调整为不含税262 ...

Core Viewpoint - The Baotou Rare Earth Products Exchange (referred to as "Rare Exchange") has officially launched a rare earth price index, which aims to provide timely, accurate, and transparent price references for the rare earth industry in China [1]. Group 1: Price Index Launch - The rare earth price index is based on the exchange's trading data and extensive collection of compliant trade data, utilizing a rigorous index model developed by research institutions [1]. - The index covers mainstream rare earth products such as lanthanum, cerium, praseodymium, and neodymium, reflecting the overall price trends and market changes of rare earth products in China [1]. - The index was announced on December 5, 2025, during the 2025 Entrepreneurs Forum in Boao, and has garnered significant attention from the rare earth industry [1]. Group 2: Future Developments - The Rare Exchange plans to continuously optimize the index content, enrich the index system, expand the index platform, and enhance the promotion of index applications [1]. - The goal is to establish the index as an indispensable "barometer" and "weather vane" for the circulation of rare earth products in China, contributing to the development of a unified national market for the rare earth industry [1]. Group 3: Company Background - The Rare Exchange was established with contributions from 13 major rare earth enterprises and related institutions, including Northern Rare Earth and China Rare Earth [2]. - The exchange was officially launched on March 28, 2014, after passing national inspections and has since received recognition as a national high-tech enterprise in 2022 [2]. Group 4: Price Adjustments - On January 9, 2026, Baogang Co. and Northern Rare Earth announced an increase in the associated transaction price for rare earth concentrates for the first quarter of 2026 to 26,834 yuan/ton (excluding tax, dry weight, REO=50%) [2][3]. - The price adjustment mechanism indicates that for every 1% change in REO, the price will increase or decrease by 536.68 yuan/ton [3]. - The previous quarter's price was set at 26,205 yuan/ton, reflecting a 37% increase compared to the prior quarter [3]. Group 5: Market Trends - Since the beginning of 2024, the trading prices of rare earth concentrates have been on the rise [4]. - Rare earth elements are classified into light and heavy rare earths, with heavy rare earths being rarer and more unevenly distributed, primarily concentrated in China [4].

Core Viewpoint - The Baotou Rare Earth Products Exchange (referred to as "Rare Exchange") has officially launched a rare earth price index, which utilizes its own trading data and widely collected compliant trade data, aiming to serve as a price "barometer" and "guideline" for the rare earth market in China [1]. Group 1 - The rare earth price index covers mainstream products such as lanthanum, cerium, praseodymium, and neodymium [1]. - The Rare Exchange plans to continuously optimize the index content, enrich the index system, and expand the index platform's publication to contribute to the establishment of a unified national market for rare earths [1]. - Baotou Steel and Northern Rare Earth announced an adjustment of the rare earth concentrate transaction price to 26,834 yuan/ton (excluding tax, REO=50%) for Q1 2026, marking a 2.4% increase [1]. Group 2 - The pricing trend for rare earth concentrates shows a significant increase from 19,109 yuan/ton in Q3 2025 to 26,834 yuan/ton in Q1 2026, reflecting a 37.13% increase from Q4 2025 [3]. - The price adjustments have been consistent, with six consecutive increases since Q3 2024, indicating a strong upward trend in the rare earth market [1][3].

Core Viewpoint - The Baotou Rare Earth Products Exchange (referred to as "Rare Exchange") has officially launched a rare earth price index, which aims to provide timely, accurate, and transparent price references for the rare earth industry, reflecting overall price trends and specific product variations in the market [1]. Group 1: Price Index Launch - The rare earth price index is based on the exchange's trading data and extensive collection of compliant trade data, developed using rigorous index models from research institutions [1]. - The index covers mainstream rare earth products such as lanthanum, cerium, praseodymium, and neodymium, and aims to support the healthy and orderly development of the rare earth market [1]. - The index was first announced on December 5, 2025, during the 2025 Entrepreneurs Forum in Boao, and has garnered significant attention from the rare earth industry [1]. Group 2: Future Plans - The Rare Exchange plans to continuously optimize the index content, enrich the index system, expand the index platform's publication, and enhance the promotion of index applications [1]. - The goal is to establish the index as an indispensable price "barometer" and "weather vane" in the rare earth product circulation sector, contributing to the construction of a unified national market for rare earths [1]. Group 3: Company Background - The Rare Exchange was established with contributions from 13 major rare earth enterprises and related institutions, including Northern Rare Earth, China Rare Earth, and others [2]. - The exchange was officially launched on August 8, 2012, and has since passed various national reviews and received high-tech enterprise certification in 2022 [2]. Group 4: Price Adjustments - On January 9, Baogang Co. and Northern Rare Earth announced an increase in the associated transaction price for rare earth concentrates for the first quarter of 2026 to 26,834 yuan/ton (excluding tax, dry weight, REO=50%) [2]. - Northern Rare Earth also confirmed that the price for the first quarter of 2026 would be adjusted to the same figure, reflecting a 37% increase from the previous quarter's price of 26,205 yuan/ton [3]. Group 5: Market Dynamics - Since 2024, the trading price of rare earth concentrates has been on the rise, indicating a growing demand and potential supply constraints in the market [4]. - Rare earth elements are classified into light and heavy rare earths, with heavy rare earths being rarer and more unevenly distributed, primarily concentrated in China [4].

Core Viewpoint - The Baotou Rare Earth Products Exchange (referred to as "Rare Exchange") has officially launched a rare earth price index, which aims to provide timely, accurate, and transparent price references for the rare earth industry in China [1]. Group 1: Price Index Launch - The rare earth price index is based on the exchange's trading data and extensive collection of compliant trade data, reflecting the overall price trends and market changes of mainstream rare earth products such as lanthanum, cerium, praseodymium, and neodymium [1]. - The index was announced on December 5, 2025, during the 2025 Entrepreneurs Forum in Boao, and has garnered significant attention from the rare earth industry [1]. - The exchange is committed to continuously optimizing the index content, expanding the index system, and enhancing the promotion of index applications to serve the development of a unified national market for rare earths [1]. Group 2: Exchange Background - The Rare Exchange was established with contributions from 13 major rare earth enterprises and related institutions, including Northern Rare Earth, China Rare Earth, and others [2]. - The exchange was officially unveiled on August 8, 2012, and has since passed various national inspections and received high-tech enterprise certification in 2022 [2]. Group 3: Price Adjustments - On January 9, 2026, Baogang Co. and Northern Rare Earth announced an increase in the associated transaction price for rare earth concentrate for the first quarter of 2026 to 26,834 yuan/ton (excluding tax, dry weight, REO=50%) [2][3]. - The price adjustment mechanism indicates that for every 1% change in REO, the price will increase or decrease by 536.68 yuan/ton [3]. - The previous quarter's price was adjusted to 26,205 yuan/ton, reflecting a 37% increase compared to the prior quarter [3]. Group 4: Market Dynamics - Since the beginning of 2024, the trading prices of rare earth concentrates have been on the rise, indicating a growing demand and tightening supply in the market [4]. - Rare earth elements are classified into light and heavy rare earths, with heavy rare earths being rarer and more unevenly distributed, primarily concentrated in regions such as Jiangxi, Fujian, Guangdong, and Yunnan [5].