Movement Alert|JL MAG Rare-Earth Rises 5.95% in Regular Trading, Rare Earth Sector Strengthens as Institutions Forecast Price Uptrend

Market Focus06-16

On June 16, JL MAG Rare-Earth rose 5.95% in regular trading, trading at 20.28 HKD/share, with turnover of 82.04 million HKD. The stock rallied alongside a broader strengthening of the rare earth sector, with AH shares rising in tandem.

On the news front, institutional research indicates that amid intensifying international geopolitical friction, rare earth as a core strategic metal sees its strategic value extending long-term, with the long-term price center expected to shift upward. For magnetic material companies, institutions highlight potential inventory gains from rising rare earth prices and additional value from accelerating humanoid robot application deployment. Near-term rare earth prices are expected to remain stable to slightly strong, with PrNd prices stabilizing after recent weakness.

On the supply-demand front, domestic PrNd oxide supply-demand is projected to maintain a tight balance from 2026-2028, with supply at 11.8/12.6/13.5 thousand tonnes versus demand at 12.5/13.8/15.4 thousand tonnes. Under sustained demand growth, PrNd price centers are expected to hold at elevated levels.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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