国金证券指出，稀土作为我国定价、下游运用广泛且全球领先的优势产业，在美国政府换届的大背景下，板块整体关注度有望显著提高。银河证券也表示，在可能面临新一轮贸易战的情况下，稀土作为我国优势金属，或将被市场预期成为政策上可选择的反制工具，迎来更多的政策支持。Jl mag rare-earth (06680) rose more than 8%, as of the press release, up 7.84%, at 10.32 Hong Kong dollars, with a turnover of 0.132 billion Hong Kong dollars.
According to the Securities Times APP, jl mag rare-earth (06680) rose more than 8%, as of the press release, up 7.84%, at 10.32 Hong Kong dollars, with a turnover of 0.132 billion Hong Kong dollars.
On the news front, jl mag rare-earth recently stated that the company is seizing the trend of the times, actively cooperating with world-renowned customers in the development of humanoid robots using magnetic components, and has been delivering small batches one after another. However, at this stage, the impact on the company's revenue and profit is minimal. Dongguan Securities believes that as a key material in humanoid robots, the demand for rare earth magnetic materials is expected to further increase, looking forward to the mass production of humanoid robots next year.
Sinolink Securities pointed out that as China's advantage industry with wide downstream applications and global leadership, under the backdrop of the change of government in the usa, the overall attention to the sector is expected to significantly increase. Galaxy Securities also stated that in the possible scenario of a new round of trade wars, rare earth, as China's advantageous metal, may be expected by the market to become a selectable retaliatory tool in policy, attracting more policy support.
