Zhi Tong Cai Jing·2026-01-12 06:06Core Viewpoint - The stock of Jinli Permanent Magnet (金力永磁) has increased by over 4%, currently trading at 22 HKD with a transaction volume of 332 million HKD, driven by positive news regarding rare earth prices and company profit forecasts [1] Group 1: Company Performance - Jinli Permanent Magnet expects to achieve a net profit attributable to shareholders of 660 million to 760 million RMB for the fiscal year ending December 31, 2025, representing a year-on-year growth of 127% to 161% [1] Group 2: Industry Trends - Northern Rare Earth (北方稀土) and Baogang Group (包钢股份) announced an adjustment in the price of rare earth concentrate to 26,834 RMB per ton (dry weight, REO=50%) for the first quarter of 2026, reflecting a 2.4% increase compared to the previous period [1] - The price of rare earth concentrate has seen six consecutive increases since the third quarter of 2024, indicating a strong upward trend in the market [1] - Strengthened export controls on rare earths are expected to support further price increases in the short term, suggesting a potential recovery in the sector [1]