北方稀土：今年进口矿总量大幅缩减 供需关系进一步改善

Core Viewpoint - The company anticipates a significant reduction in imported ore volume in 2025, which, combined with the stimulation of consumption policies, will lead to improved supply-demand dynamics and positively impact product sales and prices [1] Group 1 - The total volume of imported ore is expected to decrease significantly in 2025 [1] - Demand is projected to increase due to a series of consumption policies implemented by the government [1] - Continuous release of consumption orders in key downstream sectors is expected [1]