The two giants raise prices, the global rare earth supply-demand gap continues to widen, and the allocation logic of the rare earth ETF E Fund (159715) is strengthened

Northern Rare Earth and BSU announced an increase in the price of rare earth concentrates for the second quarter of 2026, with a rise of 44.61%, marking the largest quarterly increase in 2023. The CSI Rare Earth Industry Index rose by 1.2%, JiaoZuo Wanfang hit the daily limit, and BSU increased by over 6%. The price of praseodymium and neodymium oxide rebounded, and it is expected that the global rare earth supply-demand gap will widen in 2026, with the price center expected to rise to 600,000 to 800,000 yuan/ton. The rare earth ETF E Fund (159715) has a management fee rate of only 0.15% per year, helping investors seize opportunities in the rare earth market