Rare earth market update on September 26, 2025

This week, the domestic rare earth market overall exhibited a weak performance trend, with mainstream light and heavy rare earth product prices declining to varying degrees amid low enthusiasm for inquiries and purchases from downstream users and slightly insufficient confidence in price stability among suppliers.

Rare earth market update on September 25, 2025

The domestic rare earth market overall continues to operate in a weak state, primarily characterized by differentiated price declines across numerous products, low enthusiasm among traders for market engagement, and limited actual transaction volumes. 

Rare earth market update on September 24, 2025

The overall performance of the domestic rare earth market is moderate, with a somewhat stagnant negotiation atmosphere between suppliers (with low willingness to reduce prices) and buyers (with limited consumption capacity), and no major news releases in the market, resulting in product prices fluctuating within a narrow range and limited actual transaction volumes.

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 recent news from the Baotou Industry and Information Technology Bureau, in August 2025, among the 47 industrial products under key monitoring in Baotou, on a month-on-month basis, the prices of 20 products, including cerium oxide, I-beam, A00 aluminum, and PVC, decreased; the price of 1 product, metallic lanthanum, remained stable; and the prices of 26 products, including rare earth carbonate, rebar, 1# magnesium ingot, monocrystalline silicon, and fluorite, increased. On a year-on-year basis, the prices of 21 products, including metallic lanthanum, pig iron, 1# magnesium ingot, and photovoltaic modules, decreased; and the prices of 26 products, including neodymium oxide, hot-rolled coil, A00 aluminum, and monocrystalline silicon, increased.

Rare earth market update on September 23, 2025

The domestic rare earth market overall maintained stable operation, with a somewhat stagnant negotiation atmosphere between buyers and sellers due to weak supply and demand dynamics and gradually declining bullish support, resulting in product prices fluctuating within a reasonable range and limited new orders.

Rare earth market update on September 22, 2025

On Monday, the domestic rare earth market overall remained lukewarm, with a subdued trading atmosphere and product prices fluctuating within a narrow range, amid low willingness from suppliers to reduce prices and limited consumption capacity among buyers.

Rare earth market update on September 19, 2025

This week, the price trends of mainstream light and heavy rare earth products in China showed slight differences. 

Rare earth market update on September 18, 2025

The overall performance of the domestic rare earth market has been lackluster, influenced by slow downstream demand follow-through and relatively ample spot supply.

Rare earth market update on September 17, 2025

The overall performance of the domestic rare earth market remains weak, primarily reflected in a price correction for praseodymium-neodymium, limited downstream demand, and insufficient motivation among suppliers to raise prices.