Rare earth market update on July 14, 2025

At the beginning of the week, the domestic rare earth market showed a relatively positive overall trend. Driven by strong speculative sentiment among suppliers, the prices of most mainstream products saw varying degrees of increase, with praseodymium-neodymium oxide and erbium oxide prices rising by approximately 3,000 yuan per ton and 7,000 yuan per ton, respectively. 

On July 10, 2025, Northern Rare Earth released an announcement stating that the company expects to achieve a net profit attributable to shareholders of 900 million to 960 million yuan for the first half of 2025, an increase of 855 million to 915 million yuan compared to the same period last year, representing a year-on-year rise of 1882.54% to 2014.71%. It also anticipates a non-GAAP net profit of 880 million to 940 million yuan, an increase of 865 million to 925 million yuan year-on-year, marking a rise of 5538.33% to 5922.76%.

According to the Baotou Industry and Information Technology Bureau, in June 2025, among the 36 key monitored industrial products, month-on-month data shows that prices of 24 products, including cerium oxide, rebar, polyethylene, and PVC, decreased; prices of 3 products, such as lanthanum oxide and lanthanum metal, remained stable; and prices of 9 products, including neodymium metal, A00 aluminum, and #1 copper, increased. Year-on-year, prices of 27 products, such as high wire, hot-rolled coil, and A00 aluminum, decreased, while prices of 9 products, including rare earth carbonate, lanthanum oxide, and praseodymium-neodymium metal, increased.

Rare earth market update on July 11, 2025

This week, domestic rare earth prices exhibited an overall oscillating upward trend, driven by increased inquiry and procurement activity from magnetic material enterprises, limited growth in spot supply, strong support from production costs, and the continued strategic importance of rare earths at the national level.

Rare earth market update on July 10, 2025

The domestic rare earth market exhibits localized stability with some small price adjustments.

Rare earth market update on July 9, 2025

The domestic rare earth market continues to operate with a strong upward trend, driven by increased downstream demand, limited growth in spot supply, and persistently high overseas rare earth prices. 

Rare earth market update on July 8, 2025

On July 8, 2025, the domestic rare earth market is performing well, with prices of mainstream light and heavy rare earth products rising to varying degrees. 

Rare earth market update on July 7, 2025

On July 7, 2025, the domestic rare earth prices have experienced a slight upward shift. 

Rare earth market update on July 4, 2025

This week, the domestic rare earth market has remained stable, with a mix of bullish and bearish factors creating a somewhat stagnant negotiation atmosphere between buyers and sellers.

Rare earth market update on July 3, 2025

The domestic rare earth market is maintaining a sideways trend, with supplier reluctance to lower prices and limited downstream demand growth keeping mainstream products like praseodymium, neodymium, terbium, and dysprosium series prices fluctuating within reasonable ranges, alongside moderate transaction activity. Today, at 01:55 PM HKT on Thursday, July 03, 2025, prices for praseodymium-neodymium oxide, gadolinium oxide, and dysprosium-iron alloy are approximately 445,000 yuan/ton, 164,000 yuan/ton, and 1,580,000 yuan/ton, respectively.