Shenghe Resources said at the 2026 third quarter results briefing that the rare earth supply side is limited by production indicators and supply flexibility is low, and the demand side is greatly affected by the macroeconomic situation and the development of industries such as new energy vehicles, wind power, consumer electronics, energy-saving appliances, humanoid robots, and drones. Combined with the current supply and demand structure, the prices of major rare earth products are expected to fluctuate in a narrow range in the fourth quarter.

Shenghe Resources said at the 2026 third quarter results briefing that the rare earth supply side is limited by production indicators and supply flexibility is low, and the demand side is greatly affected by the macroeconomic situation and the development of industries such as new energy vehicles, wind power, consumer electronics, energy-saving appliances, humanoid robots, and drones. Combined with the current supply and demand structure, the prices of major rare earth products are expected to fluctuate in a narrow range in the fourth quarter.