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Hong Kong stocks closed (02.20) | The Hang Seng Index fell 1.6%, with major Technology stocks collectively declining, while some pharmaceutical stocks strengthened against the trend.
Hong Kong stocks showed a significant correction today, with the Hang Seng Index and the China Enterprises Index both falling over 2% at one point, while the Science and Technology Index closed down over 3%.
Sinolink: Overall bullish on the Rare Earth Permanent Magnets Sector, suggest paying attention to CHINA RAREEARTH (000831.SZ) and others.
Sinolink believes that rare earth groups and magnetic material symbols that enter the Siasun Robot&Automation Industry Chain are expected to benefit significantly.
【Brokerage Focus】CITIC SEC: AI and policies may resonate, the rare earth Industry is expected to develop in a high-quality manner.
Jinwu Financial News | CITIC SEC stated that on the policy level, the draft detailed rules for the rare earth management regulations emphasize that the rare earth Indicators will only be issued to rare earth groups. The bank believes that in the future, rare earth resources may further concentrate towards large rare earth groups, control over imported minerals may be strengthened, and the rigid logic on the supply side of the rare earth Industry will continue to be reinforced. The release of the draft for consulting on the management measures for the traceability of rare earth products will also help in the standardized development of the rare earth Industry; on the demand side, 2025 is expected to become the first year of mass production for humanoid robots, with the industry breaking through the critical point at an超线性 speed, and high-performance neodymium iron boron, as a key material for Electric Machines used in robots, is expected to fully benefit in the future.
Jiangsu Huahong Technology (002645.SZ) signed a procurement cooperation framework agreement for oxides with CHINA RAREEARTH Guomao and others.
Jiangsu Huahong Technology (002645.SZ) released an announcement that its wholly-owned subsidiary Xintai Technology has signed an agreement with CHINA RAREEARTH Group...
GTJA: "Rare earth small strengths" are hard to scale up, and the logic of "two new" strengthens the reversal.
The difficulty in increasing the output of rare earth "cockroaches", combined with the strengthening of the end market cycles by the "Two New" policies, has facilitated the second phase reversal of the rare earth magnetic materials Sector.
CHINA RAREEARTH (000831.SZ): The overall completion acceptance and transition to official production of the 5000t/a rare earth separation processing project in Yongzhou has been accomplished.
Gelonghui, January 24丨CHINA RAREEARTH (000831.SZ) announced that recently, the wholly-owned subsidiary of China Rare Earth Group Resources Technology Co., Ltd., Zhongxi (Hunan) Rare Earth Development Co., Ltd., has completed the overall acceptance of its 5000t/a rare earth separation processing project and has entered into formal Operation. After the overall acceptance of the project has transitioned into formal production, Zhongxi Yongzhou has the capability to process 5000 tons of ion-type rare earth concentrate for separation and processing annually, capable of producing 15 single or mixed oxide (salt) products of rare earth elements. Zhongxi Yongzhou
