Mei Ri Jing Ji Xin Wen·2025-06-12 00:32Group 1 - The report from CITIC Securities indicates that China's rare earth exports may see positive signals as domestic price increases narrow the gap with international prices [1] - Since April, when China implemented partial export controls on rare earths, the export volume of rare earth permanent magnets has decreased by over 50% month-on-month, reaching a historical low in the past five years [1] - The Ministry of Commerce has responded that it will approve rare earth export license applications that meet regulations, leading to an increase in rare earth raw material prices in the market [1] Group 2 - Guojin Securities forecasts that the elderly care robot market will conservatively exceed 15 billion yuan in the short term, driven by the ongoing aging process in China [2] - The elderly care robot industry chain is highly correlated with humanoid robots, and its rapid development will continue to catalyze upgrades in related industrial chains [2] - The report suggests focusing on core precision transmission components such as high-precision sensors, reducers, and lead screws [2] Group 3 - Guotai Haitong Securities has upgraded its tactical allocation view on gold to overweight, citing the unpredictable nature of U.S. tariff policies and their impact on the traditional world order [3] - Concerns over international geopolitical crises and potential recession or stagflation pressures in the U.S. and global economies have heightened the appeal of gold as a non-bond safe-haven asset [3] - Gold is viewed as a "perfect hedge" against nearly all risks in the current market environment [3]