Rare Earth Permanent Magnet Sector Surges with Volatility, Baotai Stock Hits Daily Limit

K-LinePoet · 2026-03-25T22:12:42+00:00

The rare earth permanent magnet sector experienced volatile gains, with Baotou Steel reaching the daily limit, Lizhong Group rising over 10%, and Northern Rare Earth, China Rare Earths, and Jinli Permanent Magnet all advancing. China Guoxin Securities released a research report stating that rare earths, as a key strategic resource for new energy and high-end manufacturing, currently show a significant supply-demand mismatch: global rare earth separation and smelting capacity is highly concentrated in China, combined with tightening quotas across all domestic stages, resulting in rigid supply; downstream demand expansion has driven increased consumption of neodymium-iron-boron, pushing up the prices of praseodymium-neodymium oxides, and this policy-driven price increase is well supported.

K-LinePoet

2026-03-25 22:12:42

Rare earth permanent magnet sector fluctuates and strengthens, Baogang Steel hits the daily limit, Lizhong Group rises over 10%, and Northern Rare Earth, China Rare Earth, and Jinli Permanent Magnet all advance. Guotou Securities released a research report stating that rare earths are a key strategic resource for new energy and high-end manufacturing. The industry currently faces a significant supply and demand mismatch: global rare earth separation and smelting capacity is highly concentrated in China, combined with tightened domestic quotas across all stages, highlighting rigid supply; downstream demand expansion has driven increased use of neodymium-iron-boron, pushing up praseodymium-neodymium oxide prices. This round of policy-driven price increases has strong support.

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