Rare earth bibcock increases the listing priceSpinbountynodepositbonusThe agency expects the price of rare earths to fluctuate higher in the future.

Rare earth bibcock raised the listing price for the first time in half a year.

According to the official website of Northern rare Earth Group, on May 6, Northern rare Earth Group announced the listing price of rare earth products in May, and the price of praseodymium and neodymium oxide was 39.Spinbountynodepositbonus320 thousand yuan per ton, the price of neodymium oxide is 40SpinbountynodepositbonusThe price of praseodymium and neodymium is 488000 yuan per ton, and the price of neodymium is 498000 yuan per ton, up 7.52%, 7.35%, 7.25% and 7.1% respectively over April.

According to the Business Society, the price of light rare earths in the domestic market rose on May 7. The price of metal praseodymium and neodymium oxide rose by 505000 yuan / ton, praseodymium neodymium oxide rose 5000 yuan / ton to 407500 yuan / ton, neodymium oxide rose 5000 yuan / ton to 410000 yuan / ton, and praseodymium oxide price rose 5000 yuan / ton to 412500 yuan / ton. Domestic light rare earth prices are rising, downstream procurement is normal, and price shocks are expected to rise in the later period.

Guojin Securities issued a research report that the northern rare earths as the leader of light rare earths, their listing prices often have a certain guiding significance. Generally speaking, the price of praseodymium and neodymium oxide peaked in early 2022, and the listed price of rare earths in the north was generally down or flat, with only a rebound from September to October 2023. This increase is of great significance for thickening industry confidence for the first time since November 2023.

A number of concept stocks have been investigated by institutions.

According to the statistics of data Bao of the Securities Times, the stock price of rare earth concept stocks was relatively flat during the year, with only 11 concept stocks rising, including Xiamen Tungsten, medium Color and Baotou Steel.SpinbountynodepositbonusShare prices have risen by more than 10%.

From the first quarter results, Xiamen tungsten industry, Hengdian East Magnetic, China Color shares, Dayang Motor, Jinli permanent magnet's net profit scale is in the top, all exceeding 100 million yuan. In terms of performance growth, compared with the first quarter of 2022, the net profit of China Color and Dragon Magnetic Technology increased by more than 100% compared with the same period last year.

Since the beginning of this year, a number of rare earth concept stocks have been investigated by institutions, including platinum new materials, Xiamen tungsten industry, Hengdian East Magnetic, and Jinli permanent Magnet.

In the research activity, Platinum New Materials said that in 2024, with the completion of the construction of supporting facilities in Heyuan production base and the improvement of automation and management capabilities, the production capacity of the company's metal soft magnetic powder core will be released, and manufacturing and management costs will be significantly reduced. Will provide customers with more agile and high-quality delivery. At the same time, the company will continue to speed up the construction of the Huidong powder plant of 6000 tons per year, which is expected to release part of its production capacity in the second half of 2024 and be completed by 2025. The construction of the powder factory will effectively solve the problem of insufficient production capacity of powder for export and provide new growth momentum for the company.

spinbountynodepositbonus| Rare earth leader raises listing price, these concept stocks disclose important information (attached shares)

Xiamen Tungsten Industry said in an institutional survey that the NdFeB permanent magnet products produced by the company are widely used in new energy vehicle main drive motors, household appliances, wind power generation, and can meet the specifications and performance requirements of next-generation applications such as humanoid robots. At present, the company's magnetic blank production capacity has reached 12000 tons, and the production capacity of 5000 tons of energy-saving high-performance rare earth permanent magnet materials for motors will reach 17000 tons in 2025, reaching the forefront of the industry.

Hengdian East Magnetic said that in the first quarter of this year, benefiting from equipment upgrading and consumer goods trade-in policy documents, customers of downstream home appliances and auto parts increased production, driving an increase in shipments of magnetic materials, especially ferrite permanent magnet materials. Soft magnetic breakthroughs in the field of new energy vehicles and photovoltaic also continue to improve. The company expects to continue the situation in the first quarter in the second quarter, with the implementation of relevant policies in the follow-up industry, it also depends on the effect of trade-in.