---
title: "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"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/282481431.md"
description: "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"
datetime: "2026-04-13T03:33:12.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/282481431.md)
  - [en](https://longbridge.com/en/news/282481431.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/282481431.md)
---

# 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

As of 10:43, the CSI Rare Earth Industry Index rose by 1.2%. Among the index constituents, JiaoZuo Wanfang hit the daily limit, BSU rose over 6%, and Yuyuan New Materials rose over 3%.

On the news front, Northern Rare Earth and BSU announced an increase in the related transaction price of rare earth concentrates for the second quarter of 2026, up by 11,970 yuan/ton compared to the first quarter, a month-on-month increase of 44.61%, marking the largest quarterly increase since the pricing mechanism reform in 2023, and initiating the seventh consecutive quarter of price increases. In the spot market, the price of praseodymium-neodymium oxide continues to rebound, rising 6.32% to 757,500 yuan/ton in the past two weeks.

CITIC Securities expects that starting in 2026, the global supply-demand gap for rare earths may continue to widen, and rare earth prices are expected to stabilize and improve, with the price center for praseodymium-neodymium oxide likely to rise to the range of 600,000 to 800,000 yuan/ton.

The rare earth ETF E Fund (159715) closely tracks the CSI Rare Earth Industry Index, bundling leading companies in core sectors such as rare earth mining, smelting, and permanent magnet materials, with a management fee rate of only 0.15% per year, helping investors capture the dual opportunities of improving supply-demand dynamics and rising price centers at a low cost.

Daily Economic News

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