The prices of rare earths have risen significantly, and the margin trading funds of 14 stocks have increased by over 10%.

Since 2026, the prices of rare earths have increased significantly. According to Wind data, as of January 16, the ex-factory price of praseodymium-neodymium oxide was 682,500 yuan per ton, up 11.88% from the price before the Spring Festival; the ex-factory price of praseodymium-neodymium alloy was 822,500 yuan per ton, up 11.53% from the price before the Spring Festival. In the A-share market, affected by the price increase, the rare earth permanent magnet sector has performed well. As of January 19, the Wind Rare Earth Permanent Magnet Index has risen more than 82% since 2025, significantly outperforming the Shanghai Composite Index during the same period. Looking at individual stocks, since 2025, 8 stocks, including Xiamen Tungsten Co., Ltd., Zhongxi Nonferrous Metals Co., Ltd., and Inner Mongolia Baotou Steel Rare-Earth Hi-Tech Co., Ltd., have risen more than 100%. In terms of margin trading funds, as of January 16, in the rare earth permanent magnet sector, the total margin trading balance of 24 margin trading target stocks was 31.353 billion yuan, an increase of more than 10% from the end of last year. Among them, 20 target stocks received additional margin trading funds, 14 stocks had an additional margin trading increase of more than 10%, and 4 stocks had an additional margin trading increase of more than 20%. (Securities Times)