China Rare Earth Outlook on Future Rare Earth Price Trends

The recent China Rare Earth Investor Relations Activity Record indicates the company's outlook on the future rare earth price trends: Rare earth product prices are influenced by supply and demand dynamics and have remained in a fluctuating state.Since the third quarter of last year, the company has maintained a cautiously optimistic and positive attitude toward the medium- to long-term rare earth price trends. This year, rare earth product prices have overall shown a bottoming-out and upward trend, though the magnitude of increases varies across different varieties, aligning with the company's predictions. China Rare Earth believes that as the application scope of downstream end markets expands, the growing demand for rare earths in industries such as humanoid robots and low-altitude economy will further highlight the value of rare earth products. Meanwhile, the successive issuance and implementation of the "Rare Earth Management Regulations" and related detailed rules will help regulate industry development order and promote high-quality industry growth. Therefore, China Rare Earth predicts that rare earth product prices will maintain a steady upward trend.

According to CTIA GROUP LTD, as of the time of this report, this year, the price of terbium oxide has increased by approximately 1,590 yuan per kilogram, a rise of 28.34%; the price of praseodymium oxide has increased by approximately 224,000 yuan per ton, a rise of 53.85%; the price of neodymium oxide has increased by approximately 235,000 yuan per ton, a rise of 58.05%; the price of dysprosium oxide has increased by approximately 10,000 yuan per ton, a rise of 0.62%; the price of praseodymium-neodymium oxide has increased by approximately 178,000 yuan per ton, a rise of 44.50%; and the price of praseodymium-neodymium metal has increaseed by approximately 214,000 yuan per ton, a rise of 43.58%.

China Rare Earth focuses on the mining, processing, and smelting separation of rare earth minerals, while also providing related technology research and consulting services. Since its establishment, the company has built strong advantages in production technology, product quality, quality control, energy conservation and environmental protection, trade operations, team management, and compliant operations. In recent years, its business scale and performance have shown overall improvement, with continuously enhanced asset scale and quality, and a reasonable asset-liability structure.

China Rare Earth serves as the core listed platform of China Rare Earth Group on the capital market, acting as the rare earth "national team." Anchored to the mission of ensuring national strategic resource security, it targets the goal of being the rare earth "national team" on the capital market. By leveraging the functions of China Rare Earth Group's core listed platform, the company focuses on resource and technology development, aiming to build an industry-leading listed company with both national strategic attributes and market competitiveness.

• < Prev
• Next >