No Data
Guoxin Securities: The policy for total control of rare earths has been introduced, and the price center is expected to rise.
In the long term, the resonance between policies and emerging demands (such as Siasun Robot&Automation and the low-altitude economy) is expected to promote the upgrading of the Industry Chain towards high added value. Leading enterprises, relying on their ability to integrate resources and comply with regulations, may dominate the restructuring of the Industry.
Rare Earth Sector: A cumulative increase of over 80% over 22 trading days, with a continuous upward trend under bullish policies and explosive demand.
Since January 22, 2025, the Hong Kong stock market's rare earth Sector has truly welcomed a "thorough and enjoyable" period of increase.
Trending Industry Today: JLMAG Leads Losses In Rare Earth Metals Stocks
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.
