目前稀土价格相较往期，处于较低区间，且存在一定幅度波动。稀土价格保持相对稳定，既有利于稀土永磁材料行业的发展，亦有利于公司经营业绩。展望2025年，结合目前有利的政策支持，以及不断提升的市场渗透率，公司对新能源汽车、变频空调等下游需求持乐观态度。Jl Mag Rare-Earth (06680) rose over 3%, as of the time of writing, it increased by 3.34%, trading at 8.04 Hong Kong dollars, with a transaction volume of 9.9293 million Hong Kong dollars.
According to Zhitong Finance APP, Jl Mag Rare-Earth (06680) has risen over 3%, as of the time of this report, up 3.34%, at 8.04 HKD, with a transaction volume of 9.9293 million HKD.
In terms of news, recently, during an institutional investigation, Jl Mag Rare-Earth stated that in the first three quarters of 2024, the company would rely on a relatively sufficient number of Orders to actively increase its market share. During the reporting period, the company's capacity utilization rate exceeded 90%, and the production and sales volume of high-performance magnetic materials increased by approximately 40% year-on-year, achieving revenue of 5.014 billion yuan, which is basically flat compared to the same period last year.
Currently, Rare Earth prices are at a relatively low Range compared to previous periods, and there are certain fluctuations. The stability of Rare Earth prices is beneficial for the development of the Rare Earth Permanent Magnets industry and advantageous for the company's Operational performance. Looking ahead to 2025, in light of favorable policy support and continuously improving market penetration, the company holds an optimistic attitude toward the downstream demand for New energy Fund vehicles and variable frequency Air Conditioners.
In addition, humanoid robots are one of the important growth points for high-performance neodymium iron boron magnetic materials in the future. The company is keeping up with the trend of the times and is actively cooperating with world-renowned clients in the research and development of magnetic components for humanoid robots, with small batches already being delivered; however, the current impact on the company's revenue and profits is minimal.
