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北方稀土:6月份稀土产品出口接单有了一定的恢复 公司对未来稀土价格走势持乐观看法
CNRECNRE(SH:600111) news flash·2025-07-08 07:50

Core Viewpoint - The company expresses optimism regarding future rare earth price trends, citing a recovery in export orders for rare earth products in June after a brief decline due to international factors [1] Company Summary - The company reported that after a temporary drop in rare earth prices in April and May, the clarity of national policies has increased interest in the rare earth industry, leading to a rise in product prices [1] - The company's subsidiary, Inner Mongolia Northern Rare Earth Magnetic Materials Co., Ltd., has a relatively full order book, indicating strong demand [1] - The company primarily exports light rare earth products, which are less affected by export control policies compared to heavy rare earth elements [1] Industry Summary - The export control policies for medium and heavy rare earth products have had some impact, particularly on the export of dysprosium and terbium among seven controlled rare earth elements [1] - Since the end of April, some rare earth companies have begun applying for export licenses, but the process has been delayed due to the time required for license processing and customs inspections, resulting in longer export times compared to before [1] - By June, there has been a noticeable recovery in export order intake for rare earth products [1]