According to the CITIC Securities Research Report, leading companies such as Northern Rare Earths and Jinli Permanent Magnet have shown impressive results in the third quarter, and the boom in the rare earth industry may continue to improve; Shenghe Resources announced the transfer of shares in the smelting and separation business, further deepening industrial chain integration, and upstream concentration is expected to continue to increase. Trade negotiations between China and Europe sent a positive signal. The monthly export volume of rare earth permanent magnets hit a new high during the year, compounded by the peak traditional demand season in the fourth quarter and demand growth in emerging fields such as humanoid robots. The logic of supply rigidity and demand elasticity in the rare earth industry may continue to be strengthened, and the strategic allocation value of the rare earth industry chain continues to be recommended.

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