稀土产业链价格下调
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金力永磁跌超4% 本月股价累跌逾两成 稀土产业链价格延续下调
Zhi Tong Cai Jing· 2026-03-19 08:04
Group 1 - The stock price of Jinli Permanent Magnet (06680) has dropped over 4%, with a cumulative decline of more than 20% this month, currently trading at HKD 19.86 with a transaction volume of HKD 76.35 million [1] - The Baotou Rare Earth Products Exchange reported a general weakening in the prices of mainstream rare earth products as of March 18, with the average price of praseodymium and neodymium oxide at CNY 741,900 per ton, down by CNY 2,400 per ton; and the average price of praseodymium and neodymium metal at CNY 927,800 per ton, down by CNY 9,200 per ton [1] - Xiangcai Securities indicated that the high valuation of the sector is under pressure due to a decline in market risk appetite, leading to short-term downward pressure; however, the price trend in the industry chain remains unchanged, and under policy constraints, there is unlikely to be a significant increase in supply in the medium to long term, while demand continues to show stable growth [1]
港股异动 | 金力永磁(06680)跌超4% 本月股价累跌逾两成 稀土产业链价格延续下调
智通财经网· 2026-03-19 07:39
Core Viewpoint - Jilin Permanent Magnet (06680) has seen its stock price drop over 20% this month, with a current decline of 4.61% to HKD 19.86, amid a decrease in rare earth product prices [1] Group 1: Company Performance - Jilin Permanent Magnet's stock price has fallen by more than 20% this month, indicating significant market pressure [1] - The current trading volume is HKD 76.35 million, reflecting investor activity amidst the price decline [1] Group 2: Industry Trends - The Baotou Rare Earth Products Exchange reported a general weakening in rare earth product prices as of March 18, with praseodymium-neodymium oxide averaging RMB 741,900 per ton, down RMB 2,400 per ton, and metallic praseodymium-neodymium averaging RMB 927,800 per ton, down RMB 9,200 per ton [1] - Xiangcai Securities noted that high valuations in the sector are being pressured by a decline in market risk appetite, leading to short-term downward pressure [1] - Despite the current price trends, the supply side is unlikely to see significant increases due to policy constraints, while the demand side is expected to maintain stable growth [1]