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中文(ZH) 中信证券:供需与科技共振,稀土价值重估正当时

Rare earth prices to surge amid supply crunch and tech demand, REITs launch · 1 source tracked

CITIC Securities has released a report indicating a significant increase in the price of praseodymium-neodymium oxide, projecting a 73.6% year-over-year rise to 731,000 yuan/ton by the first half of 2026. This price surge is attributed to tightening supply, with reduced imports and stricter domestic rare earth management policies, coupled with growing demand from the new energy vehicle and robotics sectors, including Tesla's upcoming mass production of robots. The report forecasts a widening global rare earth supply-demand gap, supporting long-term price increases and recommending strategic allocation to the rare earth industry chain. Separately, the first batch of CSI REITs total return index funds were launched on July 1st, with industry experts noting that the current REITs market valuation is attractive for long-term investors seeking stable cash flow and high dividends, especially in a declining interest rate environment. AI

IMPACT Rare earth price increases could impact the cost of manufacturing AI-related hardware and robotics.

RANK_REASON The item is a financial news report analyzing market trends and analyst predictions, rather than a direct announcement from a company or research institution.

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Rare earth prices to surge amid supply crunch and tech demand, REITs launch · 1 source tracked

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CITIC Securities: Supply, demand, and technology resonate, it is the right time for rare earth value re-evaluation

    36氪获悉,中信证券研报指出,2026年上半年氧化镨钕均价为73.1万元/吨,同比增长73.6%。供给侧,进口及回收出现明显减量,国内稀土管理政策执行力度趋严,稀土行业供给持续偏紧;需求侧,新能源汽车及机器人产量环比提升,出口订单强势增长,特斯拉机器人量产在即,稀土需求有望延续增长趋势。综合供需形势,2026年起全球稀土供需缺口有望持续扩大,对稀土价格形成长期支撑,推荐稀土产业链战略配置价值。