据SMM，九月初，在北方稀土挂牌价上调、大厂连续招标的带动下，稀土价格走势快速攀升。截至9月29日，氧化镨钕日均价较9月2日上行了3.1%，氧化镝价格上行2.9%，氧化铽价格上行幅度达到9%。华福证券认为，随着年末终端销量冲刺以及《条例》实行，供需皆有改善预期，预计稀土将继续呈现震荡偏强走势。China Rareearth (00769) closed up 20%, rising 20% by the end of the trading day to HKD 0.42, with a turnover of 13.5973 million Hong Kong dollars.
According to the Wisdom Financial APP, China Rareearth (00769) closed up 20%, rising 20% by the end of the trading day to HKD 0.42, with a turnover of 13.5973 million Hong Kong dollars.
On the news front, the State Council officially announced the "Rare Earth Management Regulations", which will be fully implemented from October 1, 2024. Sinolink Securities pointed out that the formal implementation of the "Regulations" in the future market will not only further regulate the industry's supply structure emotionally, but also with Q4 being the peak period of rare earth demand each year, the bank believes that the uptrend in rare earth prices has just begun and the prices are expected to continue to rise.
According to SMM, in early September, the prices of rare earths rose rapidly following the price adjustment in China Northern Rare Earth and continuous bidding by major factories. As of September 29, the daily average price of praseodymium and neodymium oxide rose by 3.1% from September 2, dysprosium oxide prices rose by 2.9%, and terbium oxide prices surged by 9%. Huafu Securities believes that with the year-end terminal sales surge and the implementation of the "Regulations", expectations for improvement in supply and demand, rare earths are expected to continue to show a volatile and strong trend.
