HK Stock Market Move | JL Mag Rare-Earth (06680) rose by nearly 5%, with institutions predicting that the global supply-demand gap for rare earths may continue to widen.

Jl Mag Rare-Earth (06680) rose by nearly 5%, as of the time of writing, it increased by 4.88% to HK$23.64, with a turnover of HK$335 million. On the news side, Jl Mag Rare-Earth recently announced positive earnings, forecasting a full-year net profit attributable to shareholders of between 660 million and 760 million yuan in 2025, representing an increase of 127% to 161% compared to the same period last year. The company stated that its product sales volume reached a historical high, further strengthening its leading position in the global rare earth permanent magnet industry. In 2025, the company has already made small-scale deliveries of its Siasun Robot & Automation motor rotors and magnetic materials products, as well as products in the low-altitude aircraft field. A recent research report from CITIC SEC pointed out that the global strategic position of rare earth resources continues to rise, and the rare earth industry is entering a new era of high-quality development. On the supply side, quota controls and regulatory policies are expected to strengthen; on the demand side, emerging sectors such as new energy vehicles, humanoid Siasun Robot & Automation, and low-altitude economy are expected to be core drivers of long-term high-speed demand growth. The bank expects that from 2026 onwards, the global supply-demand gap for rare earths may continue to expand, with rare earth prices remaining stable or making progress, and the profitability of the industry chain continuously improving. The bank continues to recommend strategic allocation value in the rare earth industry chain.