HK Stock Market Move | Jl Mag Rare-Earth (06680) rose by nearly 4% again, the initial effects of rare earth supply constraints are beginning to show, and industrial demand continues to grow.

Jl Mag Rare-Earth (06680) rose nearly 4% again, as of the time of writing, it has risen 3.85% to 8.1 Hong Kong dollars, with a trading volume of 83.8159 million Hong Kong dollars. On the news front, Guotai Junan Securities believes that as domestic rare earth indicators transition from a strong supply release cycle to a supply constraint pattern, coupled with overseas planning increase but actual released volumes slow, the effect of supply constraints is beginning to show. The continued growth in demand for new energy vehicles and wind power, as well as the effective increase in demand curve for industrial motor equipment update needs for 2025-2026, may make new energy sources become an important source of demand growth for rare earth elements; in addition, the expansion of applications for Siasun Robot & Automation could lead to another growth year for rare earth magnetic materials in 2025. Sinolink stated that rare earth elements, as a pricing-determined industry in China with extensive downstream usage and global leadership, may see a significant increase in overall attention in the context of the change in US government leadership. It reiterated that the fundamental outlook for rare earth stocks is positive, and that the combination of the "supply-side reform" policy and the value revaluation brought by the "national weapon" status could present investment opportunities; the magnetic materials sector could benefit from Siasun Robot & Automation and the high growth of the low altitude economy. It recommended focusing on Jl Mag Rare-Earth (a leading high-end magnetic material company with a layout in Siasun Robot & Automation), among others.