HK Stock Market Move | JL Mag Rare-Earth (06680) rose more than 4%, institutions are optimistic about the investment value of rare earth key strategic resources.

Jl Mag Rare-Earth (06680) rose more than 4%, at the time of publication, it rose 4.25% to 21.58 Hong Kong dollars with a trading volume of HK$65.6576 million. On the news front, Guotai Haitong research report pointed out that they continue to maintain a positive outlook on the investment value of rare earths as a key strategic resource in the medium to long term. In a situation of tight supply and demand balance, the supply and demand balance sheet is important, but it is even more necessary to pay attention to the core impact of macroeconomic factors on metal prices, with monetary policy, macro expectations, geopolitical game and supply disruptions becoming crucial factors. Sinolink believes that the price of praseodymium-neodymium oxide in the current period (3.23-4.3) is 75,310 yuan/ton, up 7.16% from the previous period. Looking at the price trend from the beginning of the year to the present, the trend has been continuously rising. The bank believes that this may be largely related to the supply-side documents released for 2024-2025, as the industry continues to push for supply reform. The year-on-year export demand is -1% for 2025, while the export demand has significantly increased from the beginning of 2026, indicating a large overseas demand for replenishing stocks.