Rare earth market update on October 22, 2025

The domestic rare earth market has generally shown a trend of stabilizing after a decline, mainly attributed to the enhanced profit awareness of suppliers and the increased enthusiasm of downstream users for bargain hunting.

Rare earth market update on October 21, 2025

The domestic rare earth market continues to exhibit a bearish downward trend, primarily due to reduced market demand and a high willingness among suppliers to lower prices for shipments.

Rare earth market update on October 20, 2025

On Monday, the domestic rare earth market overall continued the weak pattern from last week. Affected by numerous uncertain factors, the prices of mainstream light rare earth products continued to decline, while the prices of medium and heavy rare earth products maintained a sideways consolidation trend.

In the first three quarters of 2025, JL Mag Rare-Earth Co., Ltd. （JLMAG）is expected to achieve net profit attributable to shareholders of the parent company (NPASP) of RMB 505.00 million to RMB 550.00 million, increased by 157% to 179% year-on-year; non-recurring profit and loss-adjusted net profit of RMB 415.00 million to RMB 460.00 million, increased by 365% to 415% year-on-year. For the third quarter, the company is expected to realize NPASP of RMB 200.047 million to RMB 245.047 million, increased by 159% to 217% year-on-year; and non-recurring profit and loss-adjusted net profit of RMB 180.9875 million to RMB 225.9875 million, increased by 228% to 309% year-on-year.

Rare earth market update on October 17, 2025

This week, the domestic rare earth market is under overall pressure, with a mix of bullish and bearish factors leading to pergent price trends among mainstream light and heavy rare earth products: praseodymium-neodymium prices continue to decline steadily, while dysprosium-terbium prices oscillate within a narrow range.

According to customs data, from January to September 2025, China's cumulative rare earth imports were 78,898.4 tons, decreased by 23.0% year-on-year; the cumulative import value was 9.32 billion yuan, increased by 6.9% year-on-year; the cumulative rare earth exports were 48,355.7 tons, increased by 12.6% year-on-year; the cumulative export value was 2.45 billion yuan, decreased by 7.0% year-on-year. This indicates that in the first three quarters of this year, rare earth import volumes declined significantly year-on-year, but import values rose, suggesting that the average import price of rare earths in the first three quarters of this year was higher than in the same period last year. Rare earth export volumes increased year-on-year in the first three quarters, indicating that China's rare earth exports were not significantly affected by policies.

According to customs data, in September 2025, China's rare earth imports were 6,864.7 tons, increased by 36.73% month-on-month, decreased by 36.46% year-on-year; the import value was 1.0 billion yuan, increased by 26.58% month-on-month, decreased by 9.91% year-on-year; the rare earth exports were 4,000.3 tons, decreased by 30.93% month-on-month, increased by 4.32% year-on-year; the export value was 430 million yuan, increased by 10.26% month-on-month, increased by 95.45% year-on-year.

Rare earth market update on October 16, 2025

The domestic rare earth market continues to perform poorly, with prices of praseodymium-neodymium series products further declining, low enthusiasm among traders for market engagement, and slow growth in actual orders.

Rare earth market update on October 15, 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.

A reporter asked: We noticed that MOFCOM issued two announcements on the morning of October 9th regarding strengthening export controls on rare earth-related items. Could you please provide more information on the relevant details?