智通财经网·2026-02-11 02:42Core Viewpoint - The stock price of JINLI Permanent Magnet (06680) has increased by over 9%, reaching HKD 23.36, with a trading volume of HKD 1.57 billion, driven by rising rare earth prices [1] Group 1: Rare Earth Market Trends - As of February 10, the prices of mainstream rare earth products have generally risen, with praseodymium-neodymium oxide averaging CNY 850,200 per ton, up CNY 51,400 per ton; praseodymium-neodymium metal averaging CNY 1,016,000 per ton, up CNY 39,700 per ton; dysprosium oxide averaging CNY 1,412,200 per ton, up CNY 11,400 per ton; and terbium oxide averaging CNY 6,234,300 per ton, up CNY 20,000 per ton [1] - Since January, rare earth prices have been on the rise, with expectations of stable growth in both domestic and international demand, potentially initiating a new round of inventory replenishment [1] Group 2: Future Outlook - Guotou Securities anticipates that the rigid constraints of the whitelist and quota indicators will limit supply in 2026, while demand is expected to grow steadily, leading to an increase in the central price of rare earths [1] - Guojin Securities believes that the rare earth sector will continue to evolve with both valuation and performance improvements, with 2026 being a critical year for resolving competition among peers in the industry [1]