According to the CITIC Construction Investment Research Report, domestic dental zirconia companies have confirmed that “they have received a notice from Japan's Tosoh to suspend the supply of zirconia powder,” indicating that after overseas rare earth supply was limited, the shortage of raw materials went from expected to a reality. Yttrium-stabilized nano zirconia is a high-performance ceramic material containing yttrium oxide. Due to limited overseas rare earth supply, the domestic and foreign price difference is as high as hundreds of times. The domestic price of yttrium oxide is about 55,000 yuan/ton, the port price of Rotterdam is 457.50 US dollars/kg, and the European market price of Baichuan News is 1,175 US dollars/kg. The difference between domestic and foreign prices is huge. Furthermore, according to Baichuan data, the internal and external price difference of dysprosium oxide is about 8 times, the internal and external price difference of terbium oxide is about 5 times, the internal and external price difference of gadolinium oxide is about 40 times, and the internal and external price difference of scandium oxide is about 6 times, etc. Rare earths are high-end materials and an indispensable additive for high-end manufacturing. As overseas rare earth supply tightens and domestic and foreign price differences widen, domestic high-end materials with rare earths are expected to gain a larger global market share, and the middle and lower reaches of the rare earth industry chain benefit from this.

According to the CITIC Construction Investment Research Report, domestic dental zirconia companies have confirmed that “they have received a notice from Japan's Tosoh to suspend the supply of zirconia powder,” indicating that after overseas rare earth supply was limited, the shortage of raw materials went from expected to a reality. Yttrium-stabilized nano zirconia is a high-performance ceramic material containing yttrium oxide. Due to limited overseas rare earth supply, the domestic and foreign price difference is as high as hundreds of times. The domestic price of yttrium oxide is about 55,000 yuan/ton, the port price of Rotterdam is 457.50 US dollars/kg, and the European market price of Baichuan News is 1,175 US dollars/kg. The difference between domestic and foreign prices is huge. Furthermore, according to Baichuan data, the internal and external price difference of dysprosium oxide is about 8 times, the internal and external price difference of terbium oxide is about 5 times, the internal and external price difference of gadolinium oxide is about 40 times, and the internal and external price difference of scandium oxide is about 6 times, etc. Rare earths are high-end materials and an indispensable additive for high-end manufacturing. As overseas rare earth supply tightens and domestic and foreign price differences widen, domestic high-end materials with rare earths are expected to gain a larger global market share, and the middle and lower reaches of the rare earth industry chain benefit from this.