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Express News | French Finance Minister Lescure: We need to organize the rare-earth market to prevent any single country from establishing a monopoly.
U.S., China Weigh Extension of Rare Earth Truce as Beijing Maintains Export Restrictions: Report
CITIC Securities: Significant acceleration in earnings growth, metal market remains promising
Looking ahead to 2026, with liquidity shocks easing, frequent supply disruptions, and certain downstream sectors maintaining high prosperity, it is recommended to continue focusing on investment opportunities in lithium, copper, rare earths, strategic metals, aluminum, and gold sectors.
Industrial Securities: The non-ferrous metals sector experienced an initial rise followed by a decline, with high-probability opportunities selected amidst geopolitical uncertainties.
If the new chair's policy stance shifts from hawkish to dovish in the second half of 2026, an increase in market expectations for rate cuts will drive real interest rates lower. This development, combined with structural support from a weakening of the US dollar's credibility, could propel gold prices to break through the current range and trend higher.
Express News | Rare-earth permanent-magnet concept rallies amid volatility; China Rare Earth Metals hits limit-up
Express News | General Administration of Customs: China's rare earth imports in April amounted to 8,780.7 tons, compared to 13,176.2 tons in March.