[SMM Daily Review of Rare Earths: Rare Earth Prices Rise Significantly, Downstream Transactions Stall] Currently, rare earth market prices have risen significantly, mainly concentrated in the light rare earth sector. This increase has been driven by macro policy news and the rising cost of rare earth raw materials, thereby boosting market sentiment. However, end-use demand has not yet improved significantly. Orders from downstream magnetic material factories are average, and their ability to accept high-priced metals is limited, leading to an intensified market stalemate. The actual transaction situation remains to be observed.

[SMM Rare Earth Morning Meeting Summary: Rare Earth Speculation Sentiment Resurfaces, Prices Rise Slightly] Yesterday, the price of Pr-Nd oxide rose rapidly. Affected by speculative factors in the news, suppliers significantly increased their quotes for Pr-Nd oxide, and the supply of low-priced goods in the market tightened rapidly. It is understood that although the actual transaction prices of Pr-Nd oxide have risen, there has been no significant increase in actual trading volume.

[SMM Analysis: Rare Earth Export Controls in Place for Over Two Months, Overseas Automakers' Raw Material Inventories Critically Low] Currently, rare earth control measures have been in place for over two months, and some overseas automakers have seen their inventories of rare earth raw materials dwindle to critically low levels. The European Association of Automotive Suppliers has stated that due to severe shortages of rare earth materials and magnets, some European automotive parts suppliers have suspended several production lines. If China cannot swiftly resume exports, more production lines will face the risk of shutdown.

[SMM Rare Earth Weekly Review: Stalemate Between Upstream and Downstream of Rare Earths, Prices Remain Relatively Stable] Recently, the price fluctuations of rare earths have been relatively small. Downstream demand has been weak, but upstream suppliers' quotations remain firm, and the overall prices of light rare earths have been relatively stable. The price of Pr-Nd oxide has shown a slight upward trend this week, mainly due to the support of raw material costs, and suppliers have been reluctant to sell at low prices.

[SMM Weekly Review of Recycled Rare Earths: Rare Earth Scrap Prices Remain High and Steady, Market Trading Volume Increases] This week, the scrap market remained high and steady. Since last Friday, driven by the increase in oxide market prices, the scrap market prices have also risen. This week, the prices have continued to maintain this level, mainly influenced by the high prices in the oxide market.

[SMM Daily Review of Rare Earths: Rare Earth Miners Refuse to Budge on Prices, Prices Rise Slightly] Currently, the market prices of rare earths are showing a slight upward trend. This is mainly attributed to the increase in the market prices of oxides, which has boosted the rise in metal market prices. This round of price increases primarily stems from suppliers at the mining end refusing to sell, making it difficult for separation plants to procure low-priced materials. Consequently, they have had to slightly raise prices under cost pressure.

[SMM Rare Earth Morning Meeting Summary: Tight Supply and Demand for Rare Earths, Prices Stabilize] Yesterday, the prices of rare earth oxides generally remained stable. Given the difficulties in purchasing raw materials, separation plants showed low willingness to sell at low prices. With suppliers maintaining firm quotes, the price trend of oxides continued to stabilize.

[SMM Rare Earth Daily Review: Rare Earth Upstream and Downstream Industries Remain at a Stalemate, Prices Continue to Run Steadily] Currently, the rare earth market prices continue to remain stable. Affected by costs, the prices of oxides remain high. Due to the lack of significant improvement in end-use demand, the order-taking situation of downstream magnetic material enterprises is average, making it difficult for them to accept high-priced metals. This has led to difficulties in metal price increases, and the inverted price phenomenon of metal enterprises is unlikely to ease in the short term.

[SMM Rare Earth Morning Meeting Summary: Costs Support Prices, with Stalemate between Upstream and Downstream of Rare Earth Industry] Yesterday, the overall trend of rare earth oxides was relatively stable, with a sluggish market trading atmosphere. Suppliers' quotations remained firm, but the willingness of downstream buyers to inquire was poor. Metal plants faced severe losses and were unwilling to pay high prices.