According to the Securities Times app, rare earth concept stocks rose in early trading. As of the time of writing, China Rareearth (00769) rose by 6.59%, to 0.485 Hong Kong dollars; JL Mag Rare-Earth (06680) rose by 4.26%, to 9.55 Hong Kong dollars.

Sinolink Securities pointed out that the rare earth industry can be described as a model industry in the state-owned enterprise reform, after years of integration, it has formed a state-owned asset system led by 'light in the north, heavy in the south' and Shenghe Resources Holding. With the implementation of the "Regulations", the bank believes that it will directly benefit rare earth groups with absolute leading qualifications, technologies, and industry positions. In addition, as a globally advantageous industry in China, the strategic value of rare earths is expected to further increase against the backdrop of global geopolitical fluctuations, and the industry's fundamentals are also in a phase of bottoming and recovery.

China Post Securities previously stated that the turmoil in Myanmar affects exports, improving the supply and demand expectations for rare earths. According to statistics from the General Administration of Customs, Myanmar is an important import destination for medium and heavy rare earths in China. From January to September, China imported 0.03964 million tons of rare earth ore and related products from Myanmar, accounting for approximately 39.54% of the total rare earth imports. According to research on mainstream market enterprises, downstream manufacturers usually maintain rare earth raw material inventories for 1-2 months. In addition, with the approaching U.S. election, the importance of rare earths and other advantageous strategic small metals will increase.