Rare earth permanent magnet concept stocks have moved abnormally. Securities firms: optimistic about the investment opportunities of the rare earth industry chain driven by demand growth and price increases.
According to Chinese securities, following the rise of the semiconductor sector, rare earth permanent magnet concept stocks also collectively surged in the afternoon. Ningbo Yunsheng was the first to hit the daily limit, while Zhenghai Magnetics, Zhongke Magnetics, Benlang New Materials, and other stocks rose in a straight line. Recently, the rare earth permanent magnet sector received good news: the first domestic demonstration line for rare earth disc motors has started production, and a 6mm ultra-thin permanent magnet motor has been unveiled. It is reported that the success of this demonstration line marks a key step for China in the research and industrialization of high-end rare earth permanent magnet motors. Some securities firms believe that from rare earth resource development to the rare earth permanent magnet industry chain, China is globally leading in both scale and technology, giving it international pricing power. They are optimistic about investment opportunities in the rare earth industry chain driven by demand growth and price increases.
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