Changes in Hong Kong stocks | Rare earth concept stocks opened higher, China's rare earths (00769) rose more than 7%, Jinli Permanent Magnet (06680) rose more than 6%

The Zhitong Finance App learned that rare earth concept stocks opened higher. As of press release, China Rare Earth (00769) rose 7.06% to HK$0.455; Jinli Permanent Magnet (06680) rose 6.94% to HK$19.72.

According to the news, a spokesman for the Ministry of Commerce said about the export control measures for medium and heavy rare earths that with the development of industries such as robots and new energy vehicles, countries' demand for medium and heavy rare earths in the civilian sector continues to grow. As a responsible power, China fully takes into account the reasonable needs and concerns of various countries in the civil sector, examines export license applications for rare earth-related items according to law and regulations, has approved a certain number of compliance applications in accordance with the law, and will continue to strengthen the examination and approval of compliance applications. In this regard, China is ready to further strengthen export control communication and dialogue with relevant countries to facilitate compliant trade.

The Dongguan Securities Research Report points out that since 2025, changes in the national tariff policy and the release of rare earth industry policies have promoted increased attention to the rare earth industry chain. From a fundamental perspective, supply-side reforms in the rare earth industry have accelerated, and concepts such as demand-side humanoid robots and low-altitude economy have opened up a new demand curve for rare earths and promoted a recovery in the rare earth industry. China's rare earth industry has an absolute advantage. Production scale and smelting technology are in a leading position in the world. It is difficult to replace overseas in a short period of time, and the rare earth industry will continue to play an important role in the resource game in the future.