2026年1月28日稀土价格一览 | | | 中钨在线稀土产品报价表 | | | | | --- | --- | --- | --- | --- | --- | | | | 2026年1月28日 | | | | | 产品名称 | | 规格/含量/牌号 | 中钨在线报价 | 涨跌 | 車位 | | | 氧化铜 | La2O3/TREO 99.5-99.9% | 4.400.00 | 1 | 元/吨 | | | 氧化镇 | Eu2O3/TREO 99.95-99.99% | 170.00 | 1 | 元/千克 | | 轻 | 氧化籍 | Pr6011/TREO 99.0-99.9% | 735,000.00 | 1 25,000 | 元/吨 | | 編 | | | | | | | + | 氧化紋 | Nd2O3/TREO 99.0-99.9% | 726.000.00 | 1 21,000 | 元/吨 | | | 氧化墙钦 | (Nd2O3+PrcO11)/TREO275.0% | 698,000.00 | 1 8,000 | 元/吨 | | | 错效金属 | Pr/TREM 20-25% | 850.000.0 ...

又一稀土龙头企业业绩预喜。1月27日盘后，中稀有色发布2025年度业绩预告。公司预计2025年实现归母净利润1亿元至1.3亿元，与上年同期相比，将实 现扭亏为盈；扣非净利润为1.3亿元至1.6亿元。 此前，A股已有北方稀土、中国稀土、中稀有色3家稀土企业发布2025年年度业绩预告，其中北方稀土归母净利润同比增超1倍，中国稀土、中稀有色净利 润均实现扭亏为盈。 此外，中稀有色参股企业广东省大宝山矿业有限公司保持稳产高产，因报告期内铜硫钨价格持续上涨，企业盈利增加，公司按权益法核算的投资收益金额 增加。 对于本期业绩扭亏原因，中稀有色分析称，2025年稀土市场行情整体呈上涨趋势，公司紧跟市场行情积极把握机遇，通过强化市场研判、统筹企业管理、 加强上下游营销业务协同、创新市场营销模式，推动稀土冶炼分离与永磁材料产销量实现增长，从而达成预期利润。 （文章来源：上海证券报） 中稀有色表示，2025年公司持续聚焦主业发展，加大力度清理低效资产、退出亏损企业，不断优化资产结构，从根本上减少亏损源。因上述改革出清等工 作承担相关改革成本，影响了公司当期部分损益。 不过，在2025年第四季度，因中重稀土产品价格下降、推进改革出 ...

中证智能财讯中稀有色（600259）1月27日晚间披露2025年度业绩预告，预计2025年归母净利润1亿元至1.3亿元，上年同期亏损2.99亿元；扣非净利润预计 1.3亿元至1.6亿元，上年同期亏损3.12亿元。以1月27日收盘价计算，中稀有色目前市盈率（TTM）约为207.68倍-269.99倍，市净率（LF）约7.73倍，市销率 （TTM）约3.18倍。 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况 (倍) 2,500 2337.6 2000 1,500 1,000 500 TT 8 SE 101,36 0 77668 64-0 -500 2020-12-37 2021-06-30 2021-12-37 r 市净率(LF)历史分位(%) 100 ହ୍ର ୨୦ 80 70 60 61027 50 48.4 42852 40 39x23 30 25.8 20 20.73 18:09 10 0 2020-12-37 1 2021-06-30 2021-12-37 <- 12-37 . 2n- 公司 -○- 行业均值 制图数据来自恒生聚源数据库 -○- 公司 -○- 行业 ...

025年稀土市场行情整体呈上涨趋势，公司紧跟市场行情积极把握机遇，通过强化市场研判、统筹企业 管理、加强上下游营销业务协同，并创新市场营销模式，推动稀土冶炼分离与永磁材料产销量实现增 长，从而达成预期利润。第四季度因中重稀土产品价格下降、推进改革出清以及确认参股企业投资减值 等因素影响，公司第四季度业绩有所下滑。 智通财经APP讯，中稀有色(600259.SH)发布2025年度业绩预告，预计2025年度实现归属于母公司所有 者的净利润为10,000万元至13,000万元，与上年同期(法定披露数据)相比，将实现扭亏为盈。 ...

本文源自：市场资讯 A股市场部分稀土永磁概念股行情表现（2026年1月23日） 代码名称最新价（元）涨跌幅（%）成交额002943宇晶股份66.3110.01.76亿元300263隆华科技 10.547.5510.15亿元002340格林美9.666.6239.81亿元002056横店东磁21.856.1713.19亿元300706阿石创 39.085.715.72亿元 2026年1月23日稀土市场行情： 根据包头稀土产品交易所显示，今日稀土主流产品价格小幅调整。氧化镨钕均价67.24万元/吨，上涨 0.08万元/吨；金属镨钕均价81.01万元/吨，上涨0.05万元/吨；氧化镝均价143.06万元/吨，下跌0.27万元/ 吨；氧化铽均价631.45万元/吨，下跌1.01万元/吨。今日询价氧化钕、氧化镨、氧化镧铈、氧化铕等产 品成交信息较少，请慎重参考。上周市场情绪约23%看涨，14%看跌，62%看平，整体稳中有升，与本 周实际情况基本吻合。本周看平居多，看涨情绪保持在25%，看跌情绪降低至11%。本周产品价格涨跌 互有，影响价格主要源于下游磁材企业节前备货、春节临近物流趋缓、金属厂刚需采购等三个方面，氧 化镨 ...

Group 1: Rare Earth Market Overview - The prices of mainstream rare earth products showed slight adjustments, with praseodymium and neodymium oxide averaging 608,000 CNY/ton, down 700 CNY/ton; praseodymium and neodymium metal averaging 736,200 CNY/ton, down 1,800 CNY/ton; dysprosium oxide averaging 1,354,300 CNY/ton, up 9,700 CNY/ton; and terbium oxide averaging 6,006,400 CNY/ton, up 25,300 CNY/ton [1] - The transaction information for products like neodymium oxide, praseodymium oxide, lanthanum cerium oxide, and europium oxide was limited, indicating a cautious market [1] - The praseodymium and neodymium market is seeing increased transactions, with upstream suppliers maintaining firm pricing, although downstream demand remains slow [1] Group 2: A-Share Market Performance of Rare Earth Permanent Magnet Stocks - The latest prices and performance of select rare earth permanent magnet concept stocks were reported, with Jin Feng Technology at 24.09 CNY, up 9.99%, and a transaction volume of 1.3664 billion CNY [2] - China Aluminum Industry was priced at 13.97 CNY, up 7.37%, with a transaction volume of 764 million CNY [2] - Other notable stocks included Yujing Co. at 46.05 CNY, up 5.61%, and Jiaozuo Wanfang at 11.89 CNY, up 5.04%, with respective transaction volumes of 100 million CNY and 1.132 billion CNY [2]

Core Viewpoint - The rare earth market in China is currently experiencing a "price without market" situation, with divergent price trends for light and heavy rare earth products [5][6]. Group 1: Light Rare Earth Market - The prices of mainstream light rare earth products initially declined, then increased, and finally stabilized during the week. This was due to weak downstream demand and suppliers' inability to raise prices at the beginning of the week [2][7]. - Midweek, the strengthening of production cost support, increased inquiries from magnetic material companies, and tightening supply expectations contributed to suppliers' confidence in raising prices [7]. - As the weekend approached, the pace of downstream demand recovery slowed, and favorable factors began to diminish, leading to a slowdown in the rate of price increases [7]. Group 2: Heavy Rare Earth Market - The price trend for dysprosium and terbium was characterized by an initial decline followed by stabilization. At the beginning of the week, low market inquiry activity and financial pressures on rare earth manufacturers led to a strong inclination among suppliers to lower prices [3][8]. - By the end of the week, the significant price increase of praseodymium and neodymium helped stabilize dysprosium and terbium prices [8]. - Specific price changes included an increase of approximately 19,000 yuan/ton for praseodymium-neodymium oxide (3.30% increase), a rise of about 25,000 yuan/ton for praseodymium-neodymium metal (3.57% increase), a decrease of 70,000 yuan/ton for terbium oxide (1.14% decrease), and a drop of 10,000 yuan/ton for dysprosium oxide (0.74% decrease) [8]. Group 3: Regulatory Environment - On December 25, 2025, the Ministry of Commerce held a regular press conference addressing questions about China's restrictions on certain rare earth elements, particularly those needed for permanent magnets in the U.S. The spokesperson emphasized that most rare earth magnets are general import and export goods, and fluctuations in trade data are normal market phenomena [3][8]. - The Chinese government remains committed to maintaining the stability and security of the global supply chain and actively promotes and facilitates compliant trade [8].

2025年12月15日稀土市场行情： 根据包头稀土产品交易所显示，今日稀土主流产品价格小幅调整。氧化镨钕均价57.84万元/吨，微跌 0.06万元/吨；金属镨钕均价70.24万元/吨，微跌0.21万元/吨；氧化镝均价137.75万元/吨，上涨0.41万元/ 吨；氧化铽均价629.14万元/吨，下跌1.74万元/吨。今日询价氧化钕、氧化镨、氧化镧铈、氧化铕、氧 化钇等产品成交信息较少，请慎重参考。周初稀土市场延续此前走势，镨钕产品价格继续保持弱稳运 行，除少数刚需成交，市场交投有限。中重稀土市场保持少量刚需成交，近期氧化钇活跃度有所增长。 整体来看，稀土市场整体氛围偏淡，下游需求变化较小，近期稀土价格或继续保持弱稳走势。 A股市场部分稀土永磁概念股行情表现（2025年12月15日） | 0人气龙头 | | | | | --- | --- | --- | --- | | 厦门钨业 | 陆股通增 | 昨日连板 | 涨跌幅 流通值 | | 600549 | | | +2.29% 604.63亿 | | 入选理由:中重稀土开采量A股第二,2022年离子型稀土 | | | | | (中重)的开采控制量为3440吨,市占率 ...

Group 1: Market Overview - The domestic rare earth market shows a mixed trend, with prices for praseodymium-neodymium oxide and praseodymium-neodymium metal increasing by approximately 3,000 yuan/ton and 5,000 yuan/ton, respectively, while dysprosium oxide prices have decreased by about 10,000 yuan/ton [6][5][7]. Group 2: Light Rare Earth Market - The light rare earth market is characterized by a cautious atmosphere, with downstream demand progressing slowly. However, due to production cost support and limited market supply, major suppliers have tentatively raised their quotes [7][8]. - In October, some praseodymium-neodymium production enterprises in Jiangxi and Guangdong have ceased operations, further restricting market supply [7]. Group 3: Heavy Rare Earth Market - The heavy rare earth market is weak, with low purchasing enthusiasm from buyers and some suppliers adopting a price-for-volume strategy, leading to a decline in dysprosium and terbium prices [8]. Group 4: Import and Export Data - From January to November 2025, China's cumulative rare earth imports reached 91,110.9 tons, a year-on-year decrease of 26.1%, while the cumulative import value was 11.26 billion yuan, an increase of 9.0%. Cumulative exports amounted to 58,193.1 tons, a year-on-year increase of 11.7%, with an export value of 3.21 billion yuan, up 0.9% [8]. - In November 2025, China's rare earth imports were 5,221.0 tons, a month-on-month decrease of 25.32% and a year-on-year decrease of 53.91%. The import value was 900 million yuan, down 7.78% month-on-month but up 18.57% year-on-year. Rare earth exports were 5,493.9 tons, a month-on-month increase of 26.49% and a year-on-year increase of 24.42%, with an export value of 350 million yuan, down 12.50% month-on-month but up 34.62% year-on-year [8].

Group 1: Financial Performance - The company achieved profitability in the first half of 2025 due to a rise in rare earth market prices and effective marketing strategy adjustments, resulting in a year-on-year sales growth [2] - The reversal of inventory impairment provisions positively impacted profits, in accordance with accounting standards [2] Group 2: Production and Supply - The company adhered to its annual production plan and adjusted production volumes based on the total production control plan [3] - The company sources rare earth materials from its own mines in Hunan and through market-based procurement, ensuring high-quality and stable supply [3] Group 3: Market Impact and Export - The recent export controls on medium and heavy rare earths have minimal direct impact on the company's sales and performance, as international revenue accounts for less than 5% of total revenue [3] - The company produces various rare earth products, including light rare earths like praseodymium and neodymium oxides, leveraging southern ion-type mines for processing [3]