According to Gate News bot, Bloomberg reported that in May, China's rare earth magnet exports further declined, with a particularly significant drop in exports to the U.S., mainly due to the China-U.S. trade war.

Jin10 data reported on June 13th that Huayang New Materials issued a notice of abnormal fluctuations, stating that the company's stock price rise was significantly higher than the industry average during the same period, indicating a potential overheating of market sentiment; recently, some media outlets have reported the company as a rare earth permanent magnet concept stock. After a comprehensive self-examination, the company verifies that, to date, its main business and existing product system have not involved the rare earth permanent magnet field, nor does it have any relevant business layout or technological reserves. Therefore, it clarifies that the company does not possess the attributes of a rare earth permanent magnet concept.

Jin10 Data reported on June 13 that Beikang Technology announced that its stock has hit the upper limit for five consecutive trading days from June 9 to June 13, with a cumulative increase of 61.09% during this period. The company's main business is mining and metallurgy equipment and magnetic materials, among which the magnetic materials business mainly focuses on ferrite magnetic materials. Currently, the rare earth permanent magnet materials business only has small-scale production capacity, accounting for less than 1% of operating revenue, which has limited impact on the company's short-term performance.

Jinshi data news on December 27th, TF Securities research report pointed out that materials empower the strategic development of emerging industries. In the new round of technological revolution and industrial change, it has been emphasized many times to focus on the improvement of AI computing power and the high power density of power devices, corresponding to the two highly prosperous industries of electronics and electric power. The demand for AI computing power is leading the direction of material revolution, and high power, high frequency, and high heat dissipation performance have become the main requirements. At the same time, AI empowers the iterative upgrade of consumer electronics, and high-end promotion drives demand increment. Under the trend of high power density, high-performance semiconductor materials, magnetic materials, etc. become the preferred options. In addition, AI applications are opening up new blue oceans, among which the trend of humanoid robot industry is gradually established, bringing incremental opportunities for lightweight materials and rare earth permanent magnets. Seize the growth opportunities of new materials that have emerged in the electronics, electric power, and humanoid robot industries.

Jin10 data June 18 news, some investors asked Antai Technology, may I ask what is the recent progress of the company in the rare earth permanent magnet export license? Antai Technology stated on the interactive platform that the company is actively taking measures to carry out export declarations in accordance with relevant regulations. Currently, some orders have obtained export licenses. The sales price of the company's rare earth permanent magnets fluctuates with the raw material prices and adjusts according to market rules.

After taking office, Trump quickly influenced the economy, triggering optimism among companies to rise, but subsequent events led to a decline in sentiment. Market Fluctuation, Vistage surveys show a reversal in confidence, with subdued Wall Street overseas mergers and acquisitions. Institutions believe that the current situation is chaotic, the future is full of turbulence, despite the benefits of tariffs, the current situation remains unclear.

The creditors of the cryptocurrency exchange FTX will receive over $12 billion in payments over the next few months under a court-approved payment plan, with the possibility that some of the funds will be reinvested in the digital asset market, potentially providing a catalyst for prices. It is necessary to establish a trust and hire a company to oversee the fund allocation process.

Huayang New Materials has recently seen significant Fluctuation in its stock price, with the rise significantly deviating from industry levels. The company has small assets and market capitalization, presenting a risk of speculation. On June 14 and today, the announcement reiterated that its main business is precious metal recycling and that it has not been involved in the rare earth permanent magnet field.

Renowned trader analysis indicates that the recent trend of Bitcoin is uncertain. TheKingfisher points out that there are concentrated Long Positions at $95,700-96,000, and a large number of short orders at $96,500-97,000, which may become price magnet levels. Michaël van de Poppe believes that as long as Bitcoin remains above $91,500-92,000, it still has the potential to reach new highs, but the market may undergo a pullback before the Federal Reserve meeting.

In 2024, the detailed control indicators for the second batch of rare earth mining, smelting and separation were announced. The mining quota for medium and heavy rare earths remained unchanged, while the quota for light rare earths rose by 6.4% compared to the previous year. The rare earth prices steadily pumped, with improved transactions as the peak season for downstream approaches. The role of support in price from both supply and demand sides gradually strengthens, following the upward opportunity for rare earth magnetic materials zone.

Jin10 Data, April 10 - Zhongke Sanhuan stated on the interactive platform that the company's overseas customers are distributed across multiple regions including Europe, Asia-Pacific, and North America, with direct exports to the United States accounting for about 10%. Currently, the export control measures for medium and heavy rare earth-related items mainly involve the company's production of neodymium-iron-boron permanent magnet materials containing dysprosium and terbium, and exports of these products must be declared and approved before they can be exported. The company has actively taken measures and has initiated export declarations in accordance with relevant regulations at the earliest opportunity.

Golden Ten data on January 9th, the three major A-share indices opened lower in the morning and then shook Rebound. The Shanghai Composite Index shook weakly, and as of the midday close, the Shanghai Composite Index fell by 0.29%, the Shenzhen Component Index rose by 0.38%, and the ChiNext Index rose by 0.3%. In terms of market data, the PCB concept rose sharply, with more than ten stocks such as Jingwang Electronics, Shengyi Technology, and Yibo Technology rising to the limit; the rare earth permanent magnet concept strengthened, and Yiloho rose to the limit. The copper cable high-speed connection concept pulled back, with companies like Zhonglong Interconnection and Bochuang Technology falling by more than 5%. Supply and marketing cooperatives, new stocks, liquid cooling servers, AI glasses and other zones also rose at the forefront, while zones such as petroleum, shipping concepts, and coal fell.

On January 25th, Jinli Permanent Magnet stated on the interactive platform that humanoid robots are one of the important growth points for high-performance neodymium iron boron magnetic materials in the future. The company is grasping the trend of the times and actively cooperating with world-renowned customers in the research and development of magnetic components for humanoid robots. There have been small batches of deliveries, but at this stage, they have a minimal impact on the company's revenue and profit. Regarding specific customer-specific business and other situations, the company will strictly abide by relevant laws and regulations and do a good job in information disclosure based on the confidentiality protocol signed with customers. At present, the company does not have any undisclosed matters that should be disclosed.

Jinse Finance reported that, according to Lookonchain monitoring, staqi.sol spent only 3 SOL (428 US dollars) to purchase 48.25 million Magnets, and sold 44.51 million Magnets at a price of 1,241 SOL (180,500 US dollars), earning 1,238 SOL (180,000 US dollars) in just 12 hours. staqi.sol still holds 3.74 million Magnets (45,000 US dollars).

On August 5th, Jin10 Data reported that the activity in the rare earth permanent magnet market has increased and the rare earth prices have risen. Overall, there is little change in the supply side and the impact of the reduction in production by a small number of metal factories is relatively small. On the demand side, it is still in the off-season, with limited new orders, and most magnetic material companies maintain stable production without centralized procurement. The latest week's rise in rare earth prices reflects more of a positive sentiment, and prices are expected to rise further as the peak season approaches.

The co-chief investment officer of Magnet Capital predicts that the market's investability will increase under the Trump administration, and tokens related to Maker, Aave, and Lidoprotocol will perform well. Compared to Trump, Harris' position on cryptocurrency issues is still unclear.