Rare earth prices have risen significantly with 14 stocks receiving financing funds increasing their positions by over 10%.

Since 2026, rare earth prices have shown a significant increase. Wind data shows that as of January 16th, the ex-factory price of praseodymium neodymium oxide was 682,500 yuan/ton, an increase of 11.88% compared to the previous year; the ex-factory price of praseodymium neodymium alloy was 822,500 yuan/ton, an increase of 11.53% compared to the previous year. The rise in rare earth prices is largely related to the tight supply and price increases of upstream raw materials. On January 9th, two of China's largest rare earth giants, Northern Rare Earth and Baotou Steel, announced adjustments to the trading prices of rare earth concentrates for the first quarter of 2026, with the adjusted price being 26,834 yuan/ton without tax. This is the sixth consecutive increase in rare earth concentrate trading prices since the third quarter of 2024. In the A-share market, the rare earth permanent magnet sector has performed well due to the price increase. As of January 19th, the Wind Rare Earth Permanent Magnet Index has accumulated a growth of over 82% since 2025, significantly outperforming the Shanghai Composite Index during the same period. Looking at individual stocks, there are 8 stocks such as Xiamen Tungsten, China Rare Earth, and Northern Rare Earth that have seen a growth of over 100% since 2025. In terms of financing, as of January 16th, the total margin financing balance for 24 stocks in the rare earth permanent magnet sector was 31.353 billion yuan, an increase of over 10% from the end of last year. Among them, 20 stocks received additional financing, with 14 stocks seeing a margin increase of over 10% and 4 stocks seeing a margin increase of over 20%.