Group 1: Rare Earth Industry - The price of praseodymium and neodymium oxide is 597,200 CNY/ton this week, a decrease of 4.05% week-on-week [1][5] - The recent implementation of the "Interim Measures" marks the official start of supply-side reforms in the rare earth industry [1][5] - In July, the export volume of magnetic materials increased significantly, with a month-on-month growth of 75% and a year-on-year growth of 6%, indicating substantial recovery potential in exports [1][5] Group 2: Copper Market - This week, LME copper price increased by 0.99% to 9,906 USD/ton, while Shanghai copper rose by 0.91% to 79,400 CNY/ton [2] - Domestic copper inventory increased by 4,100 tons to 127,100 tons compared to Monday, but decreased by 4,600 tons compared to last Thursday [2] - The operating rate of copper rod enterprises decreased to 68.12%, down 3.25% week-on-week, indicating a slow recovery in terminal demand [2] Group 3: Aluminum Market - This week, LME aluminum price decreased by 0.11% to 2,619 USD/ton, while Shanghai aluminum increased by 0.53% to 20,700 CNY/ton [3] - Domestic electrolytic aluminum ingot inventory rose by 4,000 tons to 620,000 tons compared to Monday [3] - The operating rate of recycled aluminum leading enterprises increased by 0.5% to 53.5%, reflecting a mild recovery in downstream demand [3] Group 4: Gold Market - This week, COMEX gold price is 3,516.10 USD/ounce, with SPDR gold holdings decreasing by 19.19 tons to 977.68 tons [4][5] - The gold market is experiencing fluctuations due to geopolitical conflicts and trade uncertainties [5] Group 5: Antimony and Molybdenum - Antimony prices are expected to rebound due to improved export expectations and significant production cuts in domestic smelters [6] - Molybdenum prices have risen as major steel mills resume procurement, with steel procurement volumes returning to around 13,000 tons since August [6] Group 6: Lithium and Cobalt - The average price of lithium carbonate decreased by 4.6% to 81,000 CNY/ton this week, while lithium hydroxide price decreased by 0.5% to 82,000 CNY/ton [7] - The price of cobalt decreased by 1.7% to 267,000 CNY/ton, while cobalt intermediate CIF price increased by 0.8% to 13.3 USD/pound [7]