A · Important
[Northern Rare Earth: The trading price of rare earth concentrates in the fourth quarter of 2026 is adjusted to 38,769 yuan/ton excluding tax] On October 9th, Northern Rare Earth (600111.SH) announced that based on the rare earth concentrate pricing method and the price of rare earth oxides in the third quarter of 2026, it is estimated that As reviewed and approved by the company's 20th general manager office meeting in 2026, the company's rare earth concentrate transaction price in the fourth quarter of 2026 was adjusted to 38,769 yuan/ton excluding tax (dry volume, REO = 50%). For every 1% increase or decrease in REO, the excluding tax price increased or decreased by 775.38 yuan/ton.
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