Jinwu Financial News | Rare Earth Metals concept stocks all rose, CHINA RAREEARTH (00769) increased by 3.66%, Jl Mag Rare-Earth (06680) rose by 2.04%.
Zhongtai released a Research Report stating that two-pronged preparations are made, being Bullish on Precious Metals & Rare Earth Metals/Permanent Magnet sector investment opportunities. Regarding Rare Earth Metals/Permanent Magnets, prices are at a long-term historical bottom; after the implementation of export controls, the gap between domestic and international prices has significantly widened, highlighting the strategic value of Rare Earth Metals. Subsequent domestic Indicators and catalysts are expected to gradually materialize, and the price upward trend is clear.
China Securities Co., Ltd. pointed out that although currently affected by demand and exports, domestic prices of Terbium, Dysprosium, Yttrium, Cerium, and Neodymium have seen varying degrees of decline since April. However, based on previous experiences with export controls on products such as Germanium, Gallium, Antimony, and Tungsten, domestic prices have shown significant increases after brief declines. Therefore, domestic Rare Earth prices are likely to stop falling and rebound, with a large adjustment expected to match overseas prices. It is recommended to continue monitoring the Rare Earth sector.
