--- title: "The two major rare earth giants join forces to raise prices for seven consecutive quarters! The rare earth ETF Huatai-PB helps seize the price upward channel" type: "News" locale: "en" url: "https://longbridge.com/en/news/282794776.md" description: "Against the backdrop of tight supply and demand in the rare earth industry, the two giants have raised rare earth concentrate prices for seven consecutive quarters, with a quarter-on-quarter increase of 44.61% in the second quarter. The rare earth ETF Huatai-PB (516780) has seen an increase in funds, reaching a scale of 3.006 billion yuan. Supply tightening and demand expansion are the main driving factors for the price increase. China holds a dominant position in the rare earth industry chain, and the Ministry of Commerce has implemented export controls, further consolidating the industry's advantages. The demand for rare earths in high-end manufacturing continues to rise, and technological innovation is also driving industrial upgrades" datetime: "2026-04-15T06:29:14.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282794776.md) - [en](https://longbridge.com/en/news/282794776.md) - [zh-HK](https://longbridge.com/zh-HK/news/282794776.md) --- # The two major rare earth giants join forces to raise prices for seven consecutive quarters! The rare earth ETF Huatai-PB helps seize the price upward channel Against the backdrop of a tightening supply-demand pattern in the rare earth industry, the rare earth market is experiencing a new round of price increases. On April 10, 2026, the two industry giants simultaneously raised the transaction prices of rare earth concentrates for the second quarter, with a month-on-month increase of 44.61%. Notably, since the fourth quarter of 2024, the transaction prices of rare earth concentrates from the two giants have been raised for seven consecutive quarters, with the price increase trend continuing to strengthen. In this context, the popular product—rare earth ETF Huatai-PB (516780)—has seen continuous capital inflow this week, with the latest scale reaching 3.006 billion yuan, highlighting its liquidity advantage. The driving factors behind this round of "price surge" are primarily the continuous tightening on the supply side and steady expansion on the demand side. On the supply side, China not only dominates the global rare earth reserves and production but also possesses the most complete rare earth industrial chain and monopolistic processing and smelting technology in the world, forming a significant cost advantage. Meanwhile, against the backdrop of increasingly complex trade environments and frequent geopolitical conflicts, the Ministry of Commerce announced on April 9 that it would implement export controls on certain overseas rare earth-related items and technologies containing Chinese components, further building a "strategic moat" for the industry. On the demand side, rare earth permanent magnets are key materials in high-end manufacturing fields such as satellites, robotics, and the low-altitude economy, earning the nickname "military vitamin," with prominent rigid demand. With the rapid development of new economic industries, the demand for rare earths as core materials continues to rise, providing solid support for the price center of rare earths. In addition, the technological innovation capability of China's rare earth industry is also continuously breaking through. On April 13, the "Preparation and Application of a High Stability Homogeneous Neodymium Catalyst" patent applied for by Jinzhou Petrochemical Research Institute was authorized by the National Intellectual Property Administration. This important innovative achievement in the field of high-end rare earth catalysts injects strong technological momentum into the transformation path of enterprises from "refining to chemicals, chemicals to materials, and materials to mid-to-high-end," further highlighting the potential for China's rare earth industrial chain to extend towards high added value. It is reported that the rare earth ETF Huatai-PB (516780) is the first rare earth industry-themed ETF in the market, closely tracking the CSI Rare Earth Industry Index, which selects securities of listed companies involved in rare earth mining, processing, trading, and applications as samples to reflect the overall performance of rare earth industry listed companies. The top five constituent stocks are CNRE, Goldwind Technology, Xiamen Tungsten Industry, ZGXT, and GEM, all of which are competitive leading enterprises in the industry. The 2025 product annual report shows that as of December 31, 2025, the number of holders of the rare earth ETF Huatai-PB (516780) reached 60,300, making it the only rare earth-themed ETF in the market with over 50,000 holders during the same period. The fund manager of the rare earth ETF Huatai-PB (516780) and its connecting funds (Class A 014331/Class C 014332), Huatai-PB Fund, is one of the first ETF managers in China, dedicated for many years to providing investors with transparent investment, convenient trading, and low-cost index tool products. According to the latest annual report data, Huatai-PB Fund generated a cumulative profit of 111.14 billion yuan for investors in 2025, making it one of only seven fund companies in the entire market to profit over 100 billion yuan during the same period The popular product under its banner - Huatai-PB CSI 300 ETF (510300) achieved a fund profit of 78.516 billion yuan in 2025, becoming the only fund product in the entire market with profits exceeding 60 billion yuan during the same period. Risk Warning: Funds carry risks, and investments should be made cautiously. The fund management company does not guarantee that this fund will definitely make a profit, nor does it guarantee a minimum return. Past performance of the fund cannot predict future returns. The market has risks, and investments should be made cautiously, with risks borne by the investor. Investors should carefully read the "Fund Contract" and "Prospectus" and other legal documents of the fund before investing, fully understand the risk-return characteristics of the fund products, and based on an understanding of the product situation and listening to the suitability opinions of the sales institution, make independent decisions on fund investments according to their own risk tolerance, investment horizon, and investment objectives, and choose suitable fund products ### Related Stocks - [600111.CN](https://longbridge.com/en/quote/600111.CN.md) - [000831.CN](https://longbridge.com/en/quote/000831.CN.md) - [516780.CN](https://longbridge.com/en/quote/516780.CN.md) ## Related News & Research - [VanEck, Grayscale file fresh BNB ETF amendments as race for next altcoin spot ETF accelerates](https://longbridge.com/en/news/286652991.md) - [South Korean funeral company reveals $33 million loss on leveraged ether ETF bet](https://longbridge.com/en/news/287088714.md) - [Worried About a Market Crash? 3 Vanguard ETFs Built to Survive](https://longbridge.com/en/news/286880525.md) - [3 Dividend ETFs to Lock In Before Summer Volatility Picks Up](https://longbridge.com/en/news/286999152.md) - [$100 Invested In iShares S&P 500 Growth ETF 20 Years Ago Would Be Worth This Much Today](https://longbridge.com/en/news/286800978.md)