Huatai Securities: Value the strategic position of rare earths, optimistic about price increase.

Huatai Securities research report stated that it values the strategic position of rare earths and sees a positive outlook for prices. It is expected that the central price of rare earths will continue to rise from 2025 to 2026. In addition, in the context of "de-globalization", the strategic importance of rare earths is becoming increasingly prominent. The performance of the neodymium-praseodymium metal auction launched in July has been active, with a strong bullish sentiment in the market. Against the backdrop of the expected upward trend in rare earth prices, it is anticipated that the performance of related companies will continue to improve.