CHINA RAREEARTH: CHANGE OF DATE OF BOARD MEETING
CHINA RAREEARTH (00769.HK) will hold a Board of Directors meeting on March 28 to approve the annual performance.
Gelonghui, March 17: CHINA RAREEARTH (00769.HK) announced that the company will hold a Board of Directors meeting on March 28, 2025, to approve the release of the annual performance announcement for the year ending December 31, 2024, and to consider the proposal for the distribution of a final dividend (if any).
CHINA RAREEARTH: DATE OF BOARD MEETING
Express News | The Chairman of CHINA RAREEARTH Group: Establish a rare earth industry upgrade Fund at the national level to provide financial support for rare earth Technology innovation.
Guoxin Securities: The policy for total control of rare earths has been introduced, and the price center is expected to rise.
In the long term, the resonance between policies and emerging demands (such as Siasun Robot&Automation and the low-altitude economy) is expected to promote the upgrading of the Industry Chain towards high added value. Leading enterprises, relying on their ability to integrate resources and comply with regulations, may dominate the restructuring of the Industry.
Rare Earth Sector: A cumulative increase of over 80% over 22 trading days, with a continuous upward trend under bullish policies and explosive demand.
Since January 22, 2025, the Hong Kong stock market's rare earth Sector has truly welcomed a "thorough and enjoyable" period of increase.
Express News | CHINA RAREEARTH Group: National Key R&D Plan project launched in Jiangxi.
Hong Kong stocks closed (02.20) | The Hang Seng Index fell 1.6%, with major Technology stocks collectively declining, while some pharmaceutical stocks strengthened against the trend.
Hong Kong stocks showed a significant correction today, with the Hang Seng Index and the China Enterprises Index both falling over 2% at one point, while the Science and Technology Index closed down over 3%.
Sinolink: Overall bullish on the Rare Earth Permanent Magnets Sector, recommends paying attention to CHINA RAREEARTH (000831.SZ) and others.
Sinolink believes that rare earth groups and magnetic material symbols that enter the Siasun Robot&Automation Industry Chain are expected to benefit significantly.
Market Alert | Hong Kong stocks related to Rare Earth Metals are rising, with Jl Mag Rare-Earth increasing over 12% again, and closing up over 27% yesterday.
Rare Earth Metals concept stocks rise. As of the time of writing, Jl Mag Rare-Earth increased by 12.29%, reported at 16.08 HKD, with the stock closing up over 27% yesterday.
【Brokerage Focus】CITIC SEC: AI and policies may resonate, the rare earth Industry is expected to develop in a high-quality manner.
Jinwu Financial News | CITIC SEC stated that on the policy level, the draft detailed rules for the rare earth management regulations emphasize that the rare earth Indicators will only be issued to rare earth groups. The bank believes that in the future, rare earth resources may further concentrate towards large rare earth groups, control over imported minerals may be strengthened, and the rigid logic on the supply side of the rare earth Industry will continue to be reinforced. The release of the draft for consulting on the management measures for the traceability of rare earth products will also help in the standardized development of the rare earth Industry; on the demand side, 2025 is expected to become the first year of mass production for humanoid robots, with the industry breaking through the critical point at an超线性 speed, and high-performance neodymium iron boron, as a key material for Electric Machines used in robots, is expected to fully benefit in the future.
Hong Kong stock Concept tracking | Major news! China plans to introduce new regulations for rare earth mining. Institutions state that the rare earth downturn cycle has gradually begun (including Concept stocks).
On February 19, the Ministry of Industry and Information Technology publicly solicited opinions on the "Interim Measures for Total Control and Management of Rare Earth Mining and Rare Earth Smelting and Separation (Public Consultation Draft)" and others.
Ministry of Industry and Information Technology: No approval means no rare earth mining and smelting separation production activities are allowed.
The Ministry of Industry and Information Technology is publicly soliciting opinions on the "Interim Measures for the Total Control Management of Rare Earth Mining and Rare Earth Smelting Separation (Draft for Public Comments)" and the "Interim Measures for the Information Traceability Management of Rare Earth Products (Draft for Public Comments)". The draft indicates that the Ministry, in conjunction with relevant departments, will identify rare earth mining enterprises and rare earth smelting separation enterprises and publicly announce them. Rare earth mining enterprises and rare earth smelting separation enterprises should be large rare earth Conglomerates established and promoted by the state, as well as their affiliated rare earth mining enterprises and rare earth smelting separation enterprises. Other organizations and individuals shall not obtain rare earth Indicators except for the enterprises determined in the first clause.
Hong Kong stocks are moving unusually丨Rare Earth Metals concept stocks surge, Jl Mag Rare-Earth rises more than 12%, CHINA RAREEARTH increases by 2.6%.
On February 19, Gelonghui reported that Hong Kong stocks of Rare Earth Metals surged significantly, with Jl Mag Rare-Earth rising over 12% and CHINA RAREEARTH increasing by 2.6%. In terms of news, the Trump administration had previously proposed that Ukraine use 50% of its rare earth mines to repay aid, but according to media reports, Ukraine rejected the USA's ownership of 50% of its rare earth resources. Recently, GTJA's Research Reports stated that Myanmar's rare earth production has grown rapidly in recent years, making it China's largest import source; however, due to political turmoil and risks of resource over-exploitation, supply may face strong constraints. Meanwhile, the domestic "Two New" policies bolster the terminal prosperity cycle, suggesting that rare earth prices are expected to show a steady increase.
Mainland China has increased its support for mineral resource exploration for lithium, cobalt, and nickel.
The Ministry of Industry and Information Technology and eight other departments released the "High-Quality Development Action Plan for New Energy Storage Manufacturing Industry," which mentioned increasing support for domestic mineral resources such as lithium, cobalt, and nickel. It aims to scientifically and orderly deploy mining rights, enhance domestic resource security capabilities, and guide Chinese enterprises to diversify, orderly, and collaboratively layout overseas resource projects, thereby reducing resource development and transportation costs. Under the premise of risk prevention, it supports enterprises in strengthening foreign investment cooperation and improving overseas mineral development supply capabilities. At the same time, it encourages production enterprises to manage the entire product lifecycle effectively, strengthen green product design, and improve the recyclability and usability of products. Supporting products meets performance requirements.
Express News | Baotou Steel Group held a communication seminar with CHINA RAREEARTH Group.
Express News | Jiangsu Huahong Technology: The wholly-owned subsidiary signed a framework agreement for the procurement of oxides.
Express News | CHINA RAREEARTH Industry Association: Today's rare earth price Index has increased by 1.3 points compared to the previous day.
GTJA: "Rare earth small strengths" are hard to scale up, and the logic of "two new" strengthens the reversal.
The rare earth "cockroach" is difficult to produce in large quantities, combined with the "two new" policies strengthening the terminal prosperity cycle, aiding the second phase reversal of the rare earth magnetic materials Sector.
Ministry of Commerce spokesperson: Adding export controls on rare Metals reflects the idea of coordinating development and security regulation.
The Ministry of Commerce of China, in conjunction with the General Administration of Customs, has announced the implementation of export controls on tungsten and other related items, specifically imposing export controls on ammonium paratungstate and 25 other rare Metal products and their technologies. A spokesperson for the Ministry stated that prior notifications regarding the export controls on tungsten and other related items had been sent to relevant countries and regions. The spokesperson noted that the implementation of export controls on tungsten and similar items is a common practice internationally. As a major producer and exporter of tungsten and related items globally, China has long upheld its international obligations regarding Non-Diffusion and, in accordance with the need to maintain National Security and interests, has legally implemented export controls on specific related items, thus adding relevant items this time.