2025年3月，全国碳排放权交易市场正式将钢铁、水泥、铝冶炼行业纳入覆盖范围，标志着中国碳市场 从"发电行业单一试点"进入"多高耗能行业协同监管"的战略性阶段。全国碳市场扩容倒逼钢铁、水泥、 铝冶炼等高耗能产业加快低碳转型和技术升级。 同年8月，《中共中央办公厅 国务院办公厅关于推进绿色低碳转型加强全国碳市场建设的意见》发布， 首次从中央层面针对推进全国碳市场建设做出系统部署，释放了清晰稳定的政策信号，为中国碳市场的 长远发展锚定方向，更加明确了绿色是大宗商品市场发展的底色。大宗商品龙头企业开始积极探索环 境、社会和公司治理（ESG）可持续发展评估体系。 鼓励发展产能预售和订单交易 2025年4月，商务部印发的《加快推进服务业扩大开放综合试点工作方案》明确提出，鼓励依托现有商 品现货交易场所开展大宗现货交易，推进符合实体经济发展需要的产能预售、订单交易等交易模式创 新，建设符合国际惯例的大宗商品场外交易市场。此举不仅赋予这两种交易模式明确的政策合规性，更 凸显了其在服务实体经济中的创新价值。在此政策引导下，大宗商品交易平台及地方交易场所积极探索 产能预售与订单交易模式的创新实践。 大宗商品现货市场持续迎来政策 ...

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 | | ...

稀交所称，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。下一步，稀交所将持续优化指数内 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的价 格"晴雨表"和"风向标"。 稀交所最新数据显示，1月9日氧化镨钕均价为62.49万元/吨，金属镨钕为76.07万元/吨，相较于2026年 首个交易日均有小幅上涨。 包头稀土产品交易所(以下简称"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，新华财经专业终端，新华财经 App等平台同步上线。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 东方证券表示，淡季不淡的情况下，看好2026年供需两端持续抬升稀土价格中枢，重申稀土仍处于大周 期起点的判断。受益于稀土产业供给格局持续优化，上游冶炼加工企业因配额的稀缺性，有望在产业链 利润分配中占据主导地位，形成产品数量可控，价格温和上涨，利润稳步提升的高质量发展格局。 ...

Group 1 - The Ministry of Commerce has outlined eight key areas of focus for the national business system in 2026, with a primary emphasis on implementing consumption promotion initiatives and building a unified national market [1][1][1] - The National Healthcare Security Administration is piloting the "Personal Medical Insurance Cloud" project to create a comprehensive smart healthcare management model by aggregating and utilizing personal health data [1][1][1] - The China Securities Regulatory Commission aims to enhance the institutional environment for long-term investments and improve services for technology innovation enterprises, focusing on risk prevention and high-quality development during the 14th Five-Year Plan period [1][1][1] Group 2 - The "Tianma-1000" unmanned transport aircraft has successfully completed its first flight test, designed for logistics, emergency rescue, and material delivery, capable of autonomously loading and unloading tons of goods within five minutes [1][1][1] - The Baotou Rare Earth Products Exchange has launched a rare earth price index, which will serve as a price "barometer" and "guideline" for the rare earth market, utilizing transaction data and a rigorous index model [1][1][1]

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: Rare Earth Price Index - The index is based on the Rare Exchange's trading data and extensive collection of compliant trade data, utilizing a rigorous index model developed by research institutions [1] - It covers mainstream rare earth products such as lanthanum, cerium, praseodymium, and neodymium, and is designed to support the healthy and orderly development of the rare earth market [1] - The index system includes daily transaction prices, weekly rare earth price indices, and monthly rare earth price expectation indices, which are continuously being improved [1] Group 2: Background of the Rare Exchange - The Rare Exchange was established by 13 major rare earth enterprises and related institutions, including Northern Rare Earth and China Rare Earth [2] - It was officially launched 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, 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] - The price adjustment mechanism indicates that for every 1% change in REO, the price will increase or decrease by 536.68 yuan/ton [2][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: Rare Earth Resource Overview - Rare earth elements consist of 17 elements and are classified into light and heavy rare earths based on their physical and chemical properties [4] - Light rare earths are more abundant and widely distributed, while heavy rare earths are rarer and unevenly distributed, with most reserves concentrated in China [4] - Ion-type rare earths (heavy rare earths) are primarily found in Jiangxi, Fujian, Guangdong, and Yunnan, accounting for over 80% of global heavy rare earth reserves [4]

包头稀土产品交易所（简称"稀交所"）1月9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、新华财经专业终端、新华财经App等平台同步上线。 | 报价周期 | | 报价 | 环比增幅 | | --- | --- | --- | --- | | | | (元/吨) | (%) | | 2026 | 季度 | 26834 | 2. 40 | | 2025 | 四季度 | 26205 | 37. 13 | | | 三季度 | 19109 | 1. 51 | | | 二季度 | 18825 | 1. 11 | | | 一季度 | 18618 | 4. 70 | | 2024 | 四季度 | 17782 | 6.22 | | | 三季度 | 16741 / | -0.30 | | | 二季度 | 16792 | -19.02 | | | -季度 | 20737 | 0. 98 | | 2023 | 四季度 | 20536 | 1. 78 | | | 三季度 | 20176 | -34. 98 | | | 二季度 | 31030 | 1 | | | | 来源:上市公司公告 | | 图片来源：财联社 ...

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。 稀交所官网显示，稀交所由北方稀土、中国稀土、中国稀有稀土、中稀发展、国储 ...

据了解，稀交所由北方稀土、中国稀土、中国稀有稀土、中稀发展、国储中心、中色股份、厦门钨业、中稀凉山、甘肃稀土、高新控股、中钢贸易、中核 投资、新华指数等13家中央及地方大型稀土骨干企业、相关机构共同出资组建。 稀交所称，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。下一步，稀交所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的价 格"晴雨表"和"风向标"。 稀交所最新数据显示，1月9日氧化镨钕均价为62.49万元/吨，金属镨钕为76.07万元/吨，相较于2026年首个交易日均有小幅上涨。 1月9日盘后，北方稀土、包钢股份发布公告，拟将2026年第一季度稀土精矿关联交易价格调整为不含税26834元/吨（干量，REO=50%），环比上涨 2.4%。REO（稀土氧化物）每增减1%、不含税价格增减536.68元/吨。自2024年三季度起，稀土精矿交易价格实现连续6次上调。北方稀土与包钢股份均是 包钢集团旗下企业。 包头稀土产品交易所（以下简称"稀交所"）近日宣布， 稀土价 ...

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].