Zheng Quan Shi Bao Wang·2025-08-20 02:25Industry Overview - The rare earth sector experienced a significant rally on the 20th, with companies such as Beikong Technology and Dongfang Zirconium hitting the daily limit, while Jintian Co. rose nearly 9% and Jinli Permanent Magnet and Northern Rare Earth increased by over 3% [1] - Last week, rare earth prices surged rapidly, primarily driven by strong demand from multiple major magnetic material manufacturers simultaneously conducting bidding activities for praseodymium and neodymium metals [1] - The domestic orders have surged due to a significant price gap between domestic and international markets, leading to a spike in restocking orders [1] - Heightened trade conflicts have exacerbated supply chain concerns, prompting European and American manufacturers to increase their safety stock levels, which is expected to drive rare earth prices higher than anticipated [1] Company Insights - Huatai Securities emphasizes the strategic importance of rare earths and is optimistic about the upward price trend, predicting that the price center for rare earths will continue to rise from 2025 to 2026 [1] - The strategic significance of rare earths has become increasingly prominent in the context of "de-globalization" [1] - The active performance of the praseodymium and neodymium metal auctions that started in July reflects strong market bullish sentiment [1] - With the anticipated upward movement in rare earth price centers, it is expected that the performance of related companies will continue to improve [1]