Zhi Tong Cai Jing·2026-02-25 02:58Core Viewpoint - Jilin Permanent Magnet (06680) has seen a stock price increase of over 4%, currently trading at HKD 23.26 with a transaction volume of HKD 122 million [1][2] Group 1: Market Performance - Jilin Permanent Magnet's stock rose by 4.4% as of the latest report [1][2] - The trading volume reached HKD 122 million, indicating strong market interest [1][2] Group 2: Rare Earth Prices - As of February 24, the average price of praseodymium-neodymium oxide was RMB 882,000 per ton, an increase of RMB 41,600 per ton compared to the previous period [2] - The average price of praseodymium-neodymium metal was RMB 1,036,700 per ton, up by RMB 31,700 per ton [2] - The average price of dysprosium oxide rose to RMB 1,622,900 per ton, increasing by RMB 170,000 per ton [2] - The average price of terbium oxide reached RMB 6,438,000 per ton, up by RMB 118,000 per ton [2] Group 3: Export and Demand Insights - According to Guojin Securities, China's rare earth permanent magnet exports in December showed a month-on-month decrease of 3% but a year-on-year increase of 7%, marking a historical high for the same period [2] - The forecast for 2025 indicates a year-on-year decrease of 1% in exports, suggesting significant replenishment demand from overseas markets [2] - The rare earth sector is expected to continue evolving with both valuation and performance improvements, with 2026 identified as a critical year for resolving competition among peers [2]