据国金证券测算，2024年全球稀土市场供给和需求增速分别为3%、9%。该行认为，供需在今年有望显著改善。今年以来，稀土价格历经磨底，在供需改善预期显著加强和“类供改”政策催化的大背景下，商品价格已经较底部上涨近20%，价格重心逐步抬升，该行认为涨势有望继续延续；重申稀土板块股票底部向上机会。Rare earth concept stocks rose in the morning session, as of the time of publication, jl mag rare-earth increased by 5.26% to HK$7.2; china rareearth rose by 1.3% to HK$0.390.
According to the Securities Times app, rare earth concept stocks rose in the morning session, as of the time of publication,$JLMAG (06680.HK)$increased by 5.26%, to HK$7.2;$CHINA RAREEARTH (00769.HK)$rose by 1.3%, to HK$0.390.
On the news front, the State Council recently announced the "Regulations on the Control of Dual-use Goods Export", which will take effect from December 1, 2024. Dual-use goods refer to items that can be used for both civilian purposes and potentially for military, nuclear, and other non-civilian purposes. These items include commodities, technology, services, etc., with a wide range. Rare earth, as a dual-use item, is a key material for manufacturing a series of special products.
According to sinolink Securities' calculations, the global rare earth market supply and demand are expected to grow by 3% and 9% respectively in 2024. The firm believes that supply and demand are expected to improve significantly this year. Since the beginning of this year, rare earth prices have experienced rock bottom, with prices rising by nearly 20% from the bottom due to significantly strengthened expectations of supply and demand improvement and the catalysis of the "similar supply reforms" policy. Price center has gradually moved up, and the firm believes the upward trend is likely to continue; reaffirming the bottom-up opportunity for rare earth sector stocks.
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