Source: Zhithon Finance

The Hong Kong stock market's Rare Earth Metals concept stocks have risen, as of the time of writing,$JLMAG (06680.HK)$up 12.29%, reporting at 16.08 Hong Kong dollars, this stock closed up over 27% yesterday;$CHINA RAREEARTH (00769.HK)$up 5.06%, reporting at 0.415 Hong Kong dollars.

Jl Mag Rare-Earth recently stated on the interactive platform that humanoid robots are one of the important growth points for high-performance neodymium iron boron magnetic materials in the future. The company is seizing 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 quantities delivered in succession, but currently, the impact on the company's revenue and profitability is minimal. Regarding specific customers' specific business matters, the company will strictly comply with relevant laws and regulations based on the confidentiality agreements signed with customers to ensure proper information disclosure, and currently, the company does not have any matters that should be disclosed but have not been disclosed.

In addition, the Ministry of Industry and Information Technology recently publicly solicited opinions on the "Interim Management Measures for Total Quantity Control of Rare Earth Mining and Rare Earth Smelting Separation (Draft for Public Comments)". It pointed out that the Ministry of Industry and Information Technology, the Ministry of Natural Resources, and the National Development and Reform Commission are responsible for the overall management work of rare earth mining and rare earth smelting separation quantity control, formulating and issuing annual control indicators for rare earth mining and rare earth smelting separation. Furthermore, domestic and foreign technology giants are competing to layout in the humanoid robot sector. Analysts from CITIC SEC in Shanghai pointed out that breakthroughs in AI large models will reduce the costs of general-purpose robots, and it is expected that by 2030, the global humanoid robot market size will reach one hundred billion U.S. dollars, leading to a 3-5 times expansion in the demand for Rare Earth Permanent Magnets.

CITIC SEC pointed out that in terms of policy, the draft of the Rare Earth Metals management regulations emphasizes that Rare Earth Metals Indicators will only be issued to Rare Earth Groups, and in the future, Rare Earth resources may further concentrate in large Rare Earth Groups, with import ore control likely to be strengthened, continuing to reinforce the rigid logic on the supply side of the Rare Earth Industry. The release of the draft for the traceability management approach for Rare Earth products will also contribute to the standardized development of the Rare Earth Industry. In terms of demand, 2025 is expected to be the year of mass production for humanoid robots, with the industry breaking through the critical point at a super-linear pace. High-performance neodymium iron boron, as a key material for Electric Machines used in robots, is expected to benefit significantly in the future.

编辑/jayden