稀土永磁板块强势爆发，华宏科技7天6板领涨，供需缺口推动价格上涨

Group 1 - The rare earth permanent magnet sector has shown strong market performance recently, with Huahong Technology being a standout stock, achieving a remarkable 7-day surge of 6 consecutive limits [1] - Shenghe Resources also recorded a limit increase, indicating ongoing market interest in the rare earth permanent magnet concept [1] - Traditional rare earth companies such as China Northern Rare Earth Group, Jiaozuo Wanfang, and Baotou Steel have also seen stock price increases, reflecting the active state of the entire sector [1] Group 2 - The supply-demand dynamics are providing foundational support for the sector's strength, with projections indicating a tight supply situation for global praseodymium and neodymium oxide over the next three years [1] - The supply-demand gap for praseodymium and neodymium oxide is expected to be 28 tons, 1525 tons, and 1018 tons from 2025 to 2027, representing 0.02%, 1.24%, and 0.78% of annual demand respectively [1] - The continuous tight supply situation is likely to drive moderate price increases for rare earths, with improved market expectations providing upward momentum for related companies' stock prices [1] Group 3 - Huahong Technology, as the sector leader, is expected to see a significant increase in net profit for the first half of the year, with a year-on-year growth rate projected between 3047% and 3722% [1] - The recovery and stabilization of rare earth prices, along with growth in high-performance magnetic material production and sales, are the main drivers behind the substantial improvement in performance [1] Group 4 - Huahong Technology has an annual production capacity of 15,000 tons in the rare earth permanent magnet materials sector and is advancing the construction of a 10,000-ton high-performance rare earth permanent magnet materials project in Baotou, expected to be completed by the end of the year [2] - The discovery of a new mineral, "Neodymium Yellow River Mineral," approved by the International Mineralogical Association, enriches the theoretical framework of rare earth mineralogy and provides new avenues for independent development and utilization of neodymium resources [2] - Neodymium, as a core component of high-performance permanent magnetic materials, is in high demand in sectors such as new energy vehicles, wind power generation, and electronic information [2]