00769 CHINA RAREEARTH
- 0.440
- +0.010+2.33%
CHINA RAREEARTH News
Express News | Li Bo, Chairman of the China Rare Earth Society: Rare earth permanent magnetic materials will become an important driving force for the global industrial transformation and upgrading.
Express News | Galaxy Securities: State-owned enterprise reform helps reshape the valuation of non-ferrous central state-owned enterprises.
The state-owned rare earth enterprise has changed leadership! It will appropriately promote internal and external restructuring at the right time.
According to China Fund Inc. on November 20th, China Rareearth Group welcomed its second director. The State-owned Assets Supervision and Administration Commission disclosed that Liu Leiyun was appointed as the Party Secretary and Chairman of China Rareearth Group Co., Ltd., no longer serving as the General Manager of China Rareearth Group Co., Ltd. In addition, China Rareearth recently stated during institutional research acceptance that it will timely promote the integration and restructuring of rare earth assets internally and externally, making active efforts to promote the sustainable development of the rare earth industry.
The rare earth metals concept stocks are weakening, jl mag rare-earth (06680) fell by 6.77%, and it is reported that the rare earth mines in Myanmar are expected to resume production as soon as this week.
Jinwu Financial News | Rare earth metals stocks are weakening. As of the time of this report, jl mag rare-earth (06680) is down 6.77%, china rareearth (00769) is down 2.13%. In terms of news, there has been a new development regarding the shutdown of rare earth metal mines in Myanmar. Currently, the rare earth metal mines in Myanmar have entered a cease-fire stage for negotiations. The Myanmar rare earth metal mines are expected to resume production this week, but full production may have to wait until after a complete cease-fire. Furthermore, industry insiders have stated, "Even if the Myanmar rare earth metal mines continue to be shut down, the impact will not be significant, as the domestic ion ore inventory is sufficient, and currently the prices of medium and heavy rare earth metals remain relatively stable."
Myanmar mining area may resume production this week, will rare earth prices fluctuate? Industry insiders: It's difficult for Q4 praseodymium neodymium oxide to exceed 450,000 yuan/ton. | Industry News
① Currently, ceasefire negotiations have taken place in Myanmar's rare earth mining areas, with a rapid resumption of production expected this week, but full production may have to wait until a complete ceasefire; ② Industry insiders believe that if Myanmar mines continue to suspend production, the domestic impact will be minor as there is a sufficient inventory of ion ore in the country, and the prices of medium and heavy rare earths are relatively stable; ③ It is reported that the supply of medium and heavy rare earths in the domestic market exceeds demand, and the consumption levels in both upstream and downstream are low, leading to inventory buildup and making it difficult for prices to rise significantly.
Hong Kong stocks anomaly | Rare earth metals concept stocks rise, China Rareearth (00769) up over 6% jl mag rare-earth (06680) up over 4%.
Rare earth metals concept stocks rose in early trading. As of the time of publication, China Rareearth (00769) rose by 6.59% to HK$0.485; JL Mag Rare-earth (06680) rose by 4.26% to HK$9.55.
Express News | China rareearth: Promote the integration and reorganization of rare earth assets inside and outside at the right time.
Express News | Tight supply and demand driving price increases, the rare earth industry has strong momentum for industry chain integration.
Hong Kong stock market anomaly | rare earth metals concept stocks are strong against the trend. China Northern Rare Earth's listing price hike boosts market confidence, with continuous demand growth in multiple industries.
Rare earth metals concept is strong against the trend. As of the time of publication, JL Mag Rare-Earth (06680) rose by 10.54%, reporting 11.12 Hong Kong dollars; China Rareearth (00769) rose by 4.17%, reporting 0.5 Hong Kong dollars. 06680, 00769
[Brokerage Focus] Citic Securities pointed out that the supply and demand pattern of the rare earth industry is expected to see a turning point, and the rare earth permanent magnets sector is expected to continue to rise.
Jingu Finance | CITIC Securities stated that China Northern Rare Earth announced the listing price of light rare earth products in November 2024, with the listing price of praseodymium-neodymium oxide at 0.417 million yuan per ton, an increase of 0.22% month-on-month; the listing price of praseodymium-neodymium metal at 0.516 million yuan per ton, an increase of 0.19% month-on-month, has been continuously rising since August, expected to boost market confidence. With the formal implementation of the rare earth management regulations, the industry is expected to develop in a high-quality and standardized manner. On the supply side, impacted by the situation in Myanmar, the import quantity of ore decreased significantly from January to September 2024, with the annual domestic rare earth mining indicators for 2024 showing a 15.5% year-on-year decline.
Hong Kong stock concept tracking | Myanmar rare earth mining remains stagnant, rare earth industry is expected to rise rapidly in the short term (with concept stocks)
Regarding the future market, tianfeng Securities believes that under the background of optimizing the industrial supply and demand pattern, the center of rare earth prices will be significantly increased. More importantly, it is expected that the sustainability of price increase and the realization of profits will improve, thereby bringing the elasticity of stock prices to rare earth prices is also expected to continue to expand.
China rareearth raw material imports blocked, causing a 30% surge in JL Mag Rare-earth (06680.HK).
Rare earth concept stocks surged today (1st), with the highest price of JL Mag Rare-Earth (06680.HK) reaching 10.86 yuan, up 44%. Currently trading at 9.84 yuan, up 30.5%, with a transaction volume of 77.5729 million shares, involving 0.758 billion yuan. China Rareearth (00769.HK) is currently trading at 0.5 yuan, up 19.05%, with a transaction volume of 0.136 billion shares, involving 69.1442 million yuan. The local media reported that rare earth mining in Myanmar has stalled, coupled with border closures, leading to a blockade of China's rare earth raw material imports. Myanmar accounted for 11% of the world's raw ore production last year. In the first nine months of this year, China imported rare earth materials from Myanmar.
Myanmar's production shutdown and border closure, Hong Kong, A rare earth metals concept collectively surged, what is the impact?
Nearly 20 individual stocks in A-shares hit the daily limit.
Sudden Impact | Hong Kong stocks in the non-ferrous and rare earth metals sectors surged! jl mag rare-earth soared by more than 30%, china rareearth rose over 16%, what other stimulating factors are there in the industry?
①What are the recent stimulating factors for rare earth metals concept? ②How do institutions view the medium to long-term development of this industry?
Hong Kong stock market anomaly | Production suspension and closure in Myanmar may restrict the supply of rare earths, causing JL Mag Rare-Earth (06680) to rise by more than 20%, and China Rareearth (00769) to rise by more than 13%.
Rare earth metal concept stocks strengthened in the morning session. As of the time of publication, jl mag rare-earth (06680) increased by 20.03%, to HKD 9.05; china rareearth (00769) rose by 11.9%, to HKD 0.47.
Express News | The rare earth permanent magnets sector has risen again, and China rareearth has hit the limit up.
Express News | Rare earth permanent magnets sector plate initially lifted, innuovo technology saw two consecutive gains.
China Rare Earth (00769.HK): Rare earth product prices fluctuated in the first three quarters of this year, and prices are expected to rebound in the fourth quarter.
China Rare Earth (00769.HK) management stated at the performance release conference that rare earth product prices have been in a fluctuating state due to supply and demand. China Rare Earth explained that influenced by market environment, industry supply and demand cycles and other factors, the prices of main rare earth products showed a rapid decline trend in the first quarter of this year; the second and third quarters fluctuated at a relatively low level; as for the fourth quarter, some rare earth product prices have rebounded. China Rare Earth expects that with the formal implementation of the "Rare Earth Management Regulations" and the improvement of the supply and demand pattern, the prices of main rare earth products are expected to recover to a relatively reasonable range.
Express News | China rareearth: Entering the fourth quarter, prices of some rare earth products have rebounded.
Express News | China rareearth: The net income for the third quarter was 41.4206 million yuan, a decrease of 70.37% year-on-year.
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