Rare earth market update on August 8, 2025
This week, the domestic rare earth market exhibited a pattern of mixed price increases and decreases. Amid flat downstream demand and slow growth in spot supply, the negotiation atmosphere between buyers and sellers remains somewhat stagnant, resulting in low market trading activity and limited transaction volumes. However, from a long-term perspective, many industry players still hold significant expectations for the future market. Caitong Securities believes that, over the medium to long term, rare earth capacity consolidation and supply tightening will make prices more likely to rise than fall. From an overseas perspective, high smelting costs support price differentials, signaling a revaluation of rare earth value.
According to information from CTIA GROUP LTD Online, this week the price of praseodymium-neodymium oxide decreased by approximately 5,000 yuan per ton, a drop of 0.94%; praseodymium-neodymium metal price remained stable compared to last week; terbium oxide price decreased by about 100 yuan per kilogram, a drop of 1.40%; dysprosium oxide price decreased by approximately 30,000 yuan per ton, a drop of 1.82%; and the prices of 55N neodymium-iron-boron blanks and neodymium-iron-boron waste (praseodymium-neodymium) remained unchanged from last week. This indicates that this week, prices of both light and heavy rare earth products are adjusting within a reasonable range.
As a key application area for rare earth functional materials, the robotics industry is entering a phase of rapid development. According to CCTV.com, in the first half of this year, China’s industrial robot and service robot production increased by 35.6% and 25.5%, respectively, year-on-year. As of now, China has over 930,000 robot-related enterprises, with more than 100,000 new enterprises added in the first half of this year, representing an increase of approximately 45% compared to the same period in 2024.
Price of rare earth products on August 8, 2025
Neodymium oxide picture
