稀土金属市场规模、份额及成长分析（按元素、应用及地区划分）－2026-2033年产业预测

预计到 2024 年，全球稀土金属市场规模将达到 77.8 亿美元，到 2025 年将达到 87.8 亿美元，到 2033 年将达到 230 亿美元，在预测期（2026-2033 年）内，复合年增长率为 12.8%。

全球稀土金属市场正经历显着成长，主要受可再生能源和汽车等各产业需求成长的推动。稀土金属以其鲜艳的色彩和优异的导电性而闻名，是製造高性能磁铁和催化剂的关键材料，尤其在电动车领域发挥重要作用。汽车产业向更环保的替代技术转型以及减少二氧化碳排放的需求进一步推动了对这些材料的需求。此外，都市化、工业化以及终端用户产业研发活动的活性化也对市场扩张产生了正面影响。同时，稀土金属的回收为市场参与者提供了盈利空间，增强了在这个不断变化的环境中创新和成长的潜力。

全球稀土元素市场驱动因素

全球稀土元素市场主要受稀土金属在汽车、电子和可再生能源等众多产业中所扮演的关键角色所驱动。由于其独特的性质，例如高剩磁和高矫顽力，稀土元素是製造混合动力汽车动力汽车和电动车所用永久磁铁的必要材料，而这些汽车的性能和效率越来越依赖稀土元素。此外，在汽车废气系统催化剂、风力发电机和家用电子电器等技术领域，轻量化和高性能至关重要，这些应用进一步推动了对稀土元素的需求。在监管压力和不断变化的消费者需求的推动下，创新和永续性措施预计将推动市场强劲成长。

限制全球稀土元素市场的因素

全球稀土金属市场面临原物料价格波动带来的严峻挑战，迫使製造商在接受更高成本或提高产品价格之间做出抉择。稀土金属需求与其在各工业领域的应用密切相关，这使得供应链复杂化，最终推高了整体製造成本。价格的快速波动会扰乱财务计划，迫使製造商亏损营运。为了因应价格上涨，企业通常会寻找替代供应商，包括来自低成本地区的供应商，但这会为供应链带来额外的风险。由于特定应用所需的品质和数量不同，成本会显着波动，因此，私人市场交易的不透明性和纯度水平的差异进一步加剧了价格追踪的难度。

全球稀土金属市场趋势

受电子、可再生能源和电动车等高科技产业需求成长的推动，全球稀土金属市场正经历一场意义深远的变革时期。绿色技术的转型推动了稀土元素在高效电池和磁铁製造中的应用，促进了储能和电力推进系统的创新。此外，地缘政治因素和日益复杂的供应链促使各国投资建立国内矿产和加工能力，以降低对进口的依赖。这种动态格局很可能加剧竞争，并导致贸易政策的转变，进而塑造全球稀土元素产业的未来。

目录

介绍

• 调查目标
• 调查范围
• 定义

调查方法

• 资讯收集
• 二手资料和一手资料方法
• 市场规模预测
• 市场假设与限制

执行摘要

• 全球市场展望
• 供需趋势分析
• 细分市场机会分析

市场动态与展望

• 市场规模
• 市场动态
  • 驱动因素和机会
  • 限制与挑战
• 波特分析

关键市场考察

• 关键成功因素
• 竞争程度
• 关键投资机会
• 市场生态系统
• 市场吸引力指数（2025）
• PESTEL 分析
• 总体经济指标
• 价值链分析
• 定价分析

全球稀土金属市场规模（按元素和复合年增长率划分）（2026-2033 年）

• 铈
• 钕
• 镧
• 鎝
• 铽
• 铒
• 铕
• 钆
• 钬
• 镏
• 镨
• 鲷
• 钹
• 鉥
• 镱
• 钇
• 钪
• 其他的

全球稀土金属市场规模（依应用领域划分）及复合年增长率（2026-2033 年）

• 催化剂
• 陶瓷
• 磷光体
• 玻璃和抛光
• 冶金
• 磁铁
• 其他的

全球稀土金属市场规模及复合年增长率（2026-2033）

• 北美洲
  • 美国
  • 加拿大
• 欧洲
  • 德国
  • 西班牙
  • 法国
  • 英国
  • 义大利
  • 其他欧洲地区
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 亚太其他地区
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲地区
• 中东和非洲
  • 海湾合作委员会国家
  • 南非
  • 其他中东和非洲地区

竞争资讯

• 前五大公司对比
• 主要企业的市场定位（2025 年）
• 主要市场参与者所采取的策略
• 近期市场趋势
• 公司市占率分析（2025 年）
• 主要企业公司简介
  • 公司详情
  • 产品系列分析
  • 依业务板块进行公司股票分析
  • 2023-2025年营收年比比较

主要企业简介

• China Rare Earth Group（China）
• Aluminum Corporation of China（Chinalco）（China）
• Lynas Rare Earths Ltd.（Australia）
• MP Materials Corp.（US）
• Arafura Resources Ltd.（Australia）
• Avalon Advanced Materials Inc.（Canada）
• Northern Minerals Ltd.（Australia）
• Iluka Resources Ltd.（Australia）
• Rare Element Resources Ltd.（Canada）
• Ucore Rare Metals Inc.（Canada）
• Shenghe Resources Holding Co., Ltd.（China）
• Minmetals Rare Earth Co., Ltd.（China）
• Xiamen Tungsten Co., Ltd.（China）
• Jiangxi Ganzizhou Rare Earth Group Co., Ltd.（China）
• China Northern Rare Earth Group Co., Ltd.（China）
• India Rare Earths Ltd.（India）
• Jinduicheng Mining Group Co., Ltd.（China）
• Baotou Steel Rare-Earth（Group）High-Tech Co., Ltd.（China）
• NioCorp Developments Ltd.（Canada）
• USA Rare Earth LLC（US）

结论与建议

Global Rare Earth Metals Market size was valued at USD 7.78 Billion in 2024 and is poised to grow from USD 8.78 Billion in 2025 to USD 23 Billion by 2033, growing at a CAGR of 12.8% during the forecast period (2026-2033).

The Global Rare Earth Metals Market is experiencing significant growth driven by the increasing demand for these elements in various industries, particularly in renewable energy and automotive sectors. Rare earth metals, known for producing vibrant colors and strong electrical conductivity, are essential in the manufacturing of high-performance magnets and catalysts, especially in electric vehicles. The automotive industry's shift towards greener alternatives and the need to reduce CO2 emissions further boost demand for these materials. Additionally, urbanization, industrialization, and heightened research and development activities within end-use industries are positively influencing market expansion. The recycling and repurposing of rare-earth metals also present lucrative opportunities for market players, enhancing their potential for innovation and growth in the evolving landscape.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Rare Earth Metals market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Rare Earth Metals Market Segments Analysis

Global Rare Earth Metals Market is segmented by Element, Application and region. Based on Element, the market is segmented into Cerium, Neodymium, Lanthanum, Dysprosium, Terbium, Erbium, Europium, Gadolinium, Holmium, Lutetium, Praseodymium, Promethium, Samarium, Thulium, Ytterbium, Yttrium, Scandium and Others. Based on Application, the market is segmented into Catalysts, Ceramics, Phosphors, Glass and Polishing, Metallurgy, Magnets and Others. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Global Rare Earth Metals Market

The Global Rare Earth Metals market is significantly propelled by the critical role these metals play across diverse industries, including automotive, electronics, and renewable energy. Their unique properties, such as high remanence and coercivity, make rare earth metals indispensable in the production of permanent magnets used in hybrid and electric vehicles, which are increasingly reliant on these materials for performance and efficiency. Further, the demand for rare earth metals is fueled by their applications in catalysts for automotive emissions systems, as well as in technologies like wind turbines and consumer electronics, where their lightweight and high-performance characteristics are essential. As regulatory pressures and consumer needs evolve, the market is set for robust growth driven by innovation and sustainability initiatives.

Restraints in the Global Rare Earth Metals Market

The Global Rare Earth Metals market faces significant challenges due to the fluctuations in raw material prices, which force manufacturers to either accept higher costs or raise their product prices. The strong correlation between the demand for rare earth metals and their applications in diverse industries complicates the supply chain, thereby increasing overall manufacturing costs. Sudden price shifts can disrupt financial planning and lead manufacturers to operate at a loss. In response to price surges, companies often look for alternative suppliers, including those in lower-cost regions, although this introduces additional risks into the supply chain. The opaque nature of private market transactions and the variability in purity levels further complicate price tracking, as costs can vary significantly based on the required quality and quantity for specific uses.

Market Trends of the Global Rare Earth Metals Market

The Global Rare Earth Metals market is experiencing a significant transformation, driven by escalating demand across various high-tech industries, including electronics, renewable energy, and electric vehicles. The transition towards green technologies has propelled the use of rare earth metals in manufacturing efficient batteries and magnets, fostering innovations in energy storage and electric propulsion systems. Additionally, geopolitical factors and supply chain complexities are prompting countries to invest in domestic mining and processing capabilities, reducing dependency on imports. This dynamic landscape is likely to result in heightened competition and evolving trade policies, shaping the future of the rare earth metals sector worldwide.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2025
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis

Global Rare Earth Metals Market Size by Element & CAGR (2026-2033)

• Market Overview
• Cerium
• Neodymium
• Lanthanum
• Dysprosium
• Terbium
• Erbium
• Europium
• Gadolinium
• Holmium
• Lutetium
• Praseodymium
• Promethium
• Samarium
• Thulium
• Ytterbium
• Yttrium
• Scandium
• Others

Global Rare Earth Metals Market Size by Application & CAGR (2026-2033)

• Market Overview
• Catalysts
• Ceramics
• Phosphors
• Glass and Polishing
• Metallurgy
• Magnets
• Others

Global Rare Earth Metals Market Size & CAGR (2026-2033)

• North America (Element, Application)
  • US
  • Canada
• Europe (Element, Application)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Element, Application)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Element, Application)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Element, Application)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2025
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2025
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2023-2025)

Key Company Profiles

• China Rare Earth Group (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Aluminum Corporation of China (Chinalco) (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Lynas Rare Earths Ltd. (Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• MP Materials Corp. (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Arafura Resources Ltd. (Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Avalon Advanced Materials Inc. (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Northern Minerals Ltd. (Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Iluka Resources Ltd. (Australia)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Rare Element Resources Ltd. (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Ucore Rare Metals Inc. (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Shenghe Resources Holding Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Minmetals Rare Earth Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Xiamen Tungsten Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Jiangxi Ganzizhou Rare Earth Group Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• China Northern Rare Earth Group Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• India Rare Earths Ltd. (India)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Jinduicheng Mining Group Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Baotou Steel Rare-Earth (Group) High-Tech Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NioCorp Developments Ltd. (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• USA Rare Earth LLC (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations