近日，网络上有消息宣称，"蚂蚁集团与中国人民银行、中国稀土集团共建全球首个稀土人民币稳定币"。 对此，蚂蚁集团回应称，关注到网络上有上述消息，并以此诱导投资者关注相关板块，蚂蚁集团从未与相关机构有此类计划，请公众注意甄别，谨防上 当受骗。 ...

Group 1 - Ant Group announced on August 11 that it is aware of rumors online claiming that it is collaborating with the People's Bank of China and China Rare Earth Group to create the world's first rare earth RMB stablecoin [1] - Ant Group clarified that it has never had any plans with these institutions regarding such a project and urged the public to be cautious and discerning to avoid being deceived [1]

新京报讯 据蚂蚁集团消息，蚂蚁集团关注到网络上有消息宣称"蚂蚁集团与中国人民银行、中国稀土 （000831）集团共建全球首个稀土人民币稳定币"，并以此诱导投资者关注相关板块，蚂蚁集团从未与 相关机构有此类计划，请公众注意甄别，谨防上当受骗。 ...

Core Viewpoint - Ant Group has denied rumors regarding the establishment of the world's first rare earth RMB stablecoin in collaboration with the People's Bank of China and China Rare Earth Group, urging the public to be cautious and avoid falling for scams [1] Group 1 - Ant Group has observed online claims about a partnership with the People's Bank of China and China Rare Earth Group to create a rare earth RMB stablecoin [1] - The company emphasizes that it has no such plans with the mentioned institutions [1] - Ant Group warns the public to verify information and be wary of potential scams [1]

Core Viewpoint - Ant Group has denied rumors regarding the establishment of a rare earth RMB stablecoin in collaboration with the People's Bank of China and China Rare Earth Group, urging the public to be cautious and avoid falling for scams [1] Company Summary - Ant Group has clarified that it has no plans to collaborate with the People's Bank of China or China Rare Earth Group on a rare earth RMB stablecoin [1] - The company emphasizes the importance of public awareness and vigilance against misleading information circulating online [1]

Core Viewpoint - Ant Group has denied rumors regarding the establishment of the world's first rare earth RMB stablecoin in collaboration with the People's Bank of China and China Rare Earth Group, urging the public to be cautious and avoid falling victim to scams [1] Company Summary - Ant Group has clarified that it has no plans or agreements with the People's Bank of China or China Rare Earth Group regarding the rumored stablecoin [1] - The company emphasizes the importance of public awareness and vigilance against misleading information circulating online [1]

Group 1 - Ant Group announces a comprehensive strategic cooperation with the Chinese rare earth stablecoin project to develop, test, and globally implement a "rare earth-backed RMB stablecoin" [1][3] - The rare earth stablecoin is a new type of digital currency supported by China's abundant rare earth resources, priced in RMB, and issued through blockchain technology [3] - This project is a significant step in promoting the application of digital RMB and financializing strategic resources, aiming to break the US dollar's monopoly on commodity pricing and accelerate the internationalization of the RMB [3] Group 2 - The implementation of the "Stablecoin Issuance and Regulation Regulations" in 2025 will provide institutional support for the rare earth stablecoin to enter sandbox testing [3] - Ant Group's involvement will enhance the project with core capabilities in blockchain technology, security risk control, and international payment networks [3] - Industry analysts believe that the rare earth stablecoin is likely to first land in countries along the "Belt and Road" initiative and other emerging markets, leveraging resource and financial synergies to accelerate the global de-dollarization process [4]

Core Viewpoint - The prices of minor metals such as cobalt, tungsten, antimony, and rare earths have been rising significantly this year, driven by supply changes and increasing demand, leading to strong performance in related A-share stocks [1][2][9]. Price Trends - As of August 8, 2023, the average prices for various minor metals have increased significantly compared to the beginning of the year: - Electrolytic cobalt: 265,000 CNY/ton (+55.43%) - Tungsten oxide: 317,500 CNY/ton (+32.02%) - Antimony ingot: 186,500 CNY/ton (+33.21%) - Molybdenum bar: 490 CNY/kg (+4.48%) - Bismuth: 118,500 CNY/ton (+61.22%) - Praseodymium-neodymium oxide: 521,500 CNY/ton (+31.03%) - Dysprosium oxide: 1,615,000 CNY/ton (+0.13%) - Terbium oxide: 7,020,000 CNY/ton (+25.13%) [2]. Company Performance - The non-ferrous metal sector has shown significant growth, with revenue and net profit for the sector increasing by 8.0% and 65.1% year-on-year in Q1 2025, respectively. Nearly 70% of listed companies in this sector have positive earnings forecasts for the first half of 2025 [3][4]. - Notable companies include: - Northern Rare Earth: Expected net profit growth of over 2000% year-on-year - Shenghe Resources: Expected net profit growth of over 600% year-on-year [3]. Market Performance - The non-ferrous metal sector has outperformed the broader market, with a cumulative increase of 32% this year, compared to the Shanghai Composite Index's 8.45% increase [4]. - Key stocks include Shenghe Resources and Guangsheng Nonferrous, both up over 120%, and several others showing significant gains [4]. Supply and Demand Dynamics - Changes in supply dynamics have been noted, particularly with cobalt, where the Democratic Republic of Congo has extended its export ban, leading to a significant decrease in imports of cobalt intermediate products in China [5][6]. - The global rare earth reserves are dominated by China, which holds 44 million tons, accounting for 40% of the total [6]. Future Demand Projections - The demand for rare earth materials, particularly neodymium-iron-boron magnets, is expected to grow significantly due to the rise of electric vehicles and renewable energy technologies. By 2026, the demand for high-performance neodymium-iron-boron materials is projected to reach 21.1 million tons, with a compound annual growth rate of approximately 14% [8][10]. - The commercialization of humanoid robots is anticipated to further increase demand for neodymium, with projections suggesting a growth rate of 75% from 2024 to 2035 [8]. Price Outlook - Analysts expect the upward price trend for minor metals to continue, driven by persistent demand expansion and supply disruptions. The price of antimony and cobalt is projected to rise due to supply constraints and increasing demand from sectors like electric vehicles [9][10].

Core Viewpoint - China Rare Earth (00769.HK) has received guidance from the Stock Exchange regarding the resumption of trading, which includes several requirements to address potential issues related to asset misappropriation and compliance with listing rules [1] Group 1: Investigation and Compliance - The company is required to conduct an independent forensic investigation to identify any potential asset misappropriation, unauthorized transactions, or non-compliance with listing rules, including allegations mentioned in complaint letters and issues identified by legal advisors [1] - The investigation must assess the impact on the company's operations and financial condition, publish the results, and implement appropriate remedial measures [1] - The company must demonstrate that there are no reasonable regulatory concerns regarding the integrity, capability, or character of the management and individuals significantly influencing the company's operations, to mitigate risks and restore market confidence [1] Group 2: Internal Controls and Disclosure - An independent internal control review is mandated to prove that the company has sufficient internal controls and procedures in place to comply with listing rules [1] - The company is also required to disclose all material information to allow shareholders and investors to evaluate the company's status [1]

Industry Overview - The rare earth sector has seen a significant increase, with companies like Zhenghai Magnetic Materials and Aishichuang hitting the daily limit up, indicating strong market performance [1] - Rare earth elements are classified into light and heavy rare earths, with China being the sole source of heavy rare earth separation globally [1] - The rare earth industry is entering a traditional consumption peak season in August, leading to increased demand and procurement [1] Supply and Demand Dynamics - The demand for rare earth materials is expected to rise due to increased orders from major manufacturers, with some orders scheduled until mid-September [1] - The import volume of domestic rare earth products has significantly decreased due to factors like US-China tariff conflicts and political issues in Myanmar [1] - Recent price increases in rare earth materials are a key catalyst for the sector's heightened interest, with expectations of continued upward price momentum driven by strong demand [1][2] Applications of Rare Earth Materials - Rare earth permanent materials are crucial in the electric vehicle sector, with approximately 2 kilograms of rare earth used per vehicle [2] - The consumer electronics sector also shows stable growth in demand for high-performance permanent materials, used in devices like smartphones and computers [2] - Emerging industries, such as humanoid robotics, are projected to create substantial demand for rare earth materials, with estimates suggesting a potential market of $800 billion [2] Key Companies in the Rare Earth Sector - Northern Rare Earth: One of the largest suppliers of light rare earth products globally, with a target utilization rate of 90% for praseodymium and neodymium by 2025 [3] - Zhongke Magnetic Materials: A significant domestic producer of permanent magnetic materials, focusing on sintered neodymium-iron-boron and ferrite magnets [3] - China Rare Earth: The only listed platform for China Minmetals, specializing in ion-type rare earth separation and processing [3] - Galaxy Magnet: Engaged in the development and production of bonded neodymium-iron-boron magnets and samarium-cobalt magnets [3] - Inlohua: Produces neodymium-iron-boron permanent materials and serves major clients like Apple and Samsung [3] - Baotou Steel: Supplies rare earth concentrates and is known for its rich mineral resources [3] - Guangxi Rare Earth: A key player in the Guangdong rare earth industry, holding significant mining rights [4] - Xiamen Tungsten: Involved in rare earth permanent magnets with an annual production capacity of 4,000 tons [4]