Rare earth market update on May 9, 2025

In the first week following the May Day holiday, the domestic rare earth market in China performed relatively well, with rising prices for numerous products, increased market trading activity, and higher transaction volumes.

Rare earth market update on May 8, 2025

The domestic rare earth prices remain locally stable with slight increases in some areas, with praseodymium-neodymium metal prices rising by approximately 3,000 yuan/ton, terbium oxide by about 90 yuan/kg, and dysprosium oxide by around 20,000 yuan/ton.

According to the Baotou City Statistics Bureau, Baotou's economy achieved a strong start in Q1 2025. The city's GDP reached 109.13 billion yuan, up 7.1% year-on-year at constant prices.

In Q1 2025, Northern Rare Earth reported revenue of 9.287 billion yuan, up 61.19% year-on-year; net profit attributable to shareholders was 431 million yuan, up 727.30% year-on-year; non-recurring profit-adjusted net profit was 435 million yuan, up 11,622.98% year-on-year; basic earnings per share were 0.12 yuan, up 727.30% year-on-year; net cash flow from operating activities was 410 million yuan, up 371.14% year-on-year; total assets at the end of the period were 46.235 billion yuan, up 1.88% year-on-year; and net assets attributable to shareholders were 22.87 billion yuan, up 1.95% year-on-year.

Rare earth market update on May 7, 2025

The domestic rare earth market in China maintains stable operation, with supply and demand in a relatively balanced state, leading to a somewhat stagnant negotiation atmosphere between buyers and sellers.

Rare earth market update on May 6, 2025

The overall domestic rare earth market remained stable, with traders primarily maintaining rigid transactions and product price showing no significant changes.

I. Analysis of China's Rare Earth Price Trends in April 2025

According to CTIA GROUP LTD, the price trends of mainstream light and heavy rare earth products in China during April 2025 showed pergence: praseodymium-neodymium prices fluctuated downward, while dysprosium and terbium prices initially rose before declining.

Rare earth market update on April 29, 2025

Domestic rare earth prices in China are consolidating within a reasonable range, with praseodymium oxide at approximately 433,000 yuan/ton, gadolinium oxide at 163,000 yuan/ton, and dysprosium oxide at 1,600,000 yuan/ton. Market activity remains subdued, with few new orders. 

In the first quarter of 2025, China Rare Earth reported revenue of 728 million yuan, up 141.32% year-on-year; net profit attributable to shareholders was 72.62 million yuan, up 125.15% year-on-year; non-recurring profit-adjusted net profit was 66.22 million yuan, up 122.83% year-on-year; net cash flow from operating activities was -119 million yuan, up 76.46% year-on-year; basic earnings per share were 0.068 yuan, up 125.14% year-on-year; total assets at the end of the reporting period were 5.293 billion yuan, down 3.51% year-on-year; and equity attributable to shareholders was 4.717 billion yuan, up 3.51% year-on-year.

In 2024, China Rare Earth reported revenue of 3.027 billion yuan, down 24.09% year-on-year; net profit attributable to shareholders was -287 million yuan, a decline of 168.69% year-on-year; non-recurring profit-adjusted net profit was 145 million yuan, down 158.65% year-on-year; net cash flow from operating activities was 594 million yuan, down 271.65% year-on-year; basic earnings per share were -0.27 yuan, down 163.94% year-on-year; total assets at the end of the reporting period were 5.486 billion yuan, down 0.92% year-on-year; and equity attributable to shareholders was 4.643 billion yuan, down 4.39% year-on-year.