CITIC Securities: AI Demand, Policy Tightening to Boost High-Quality Development of Rare Earth Industry

Published: Feb 20, 2025 09:34

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[CITIC Securities: AI and Policies May Resonate, Rare Earth Industry Expected to Achieve High-Quality Development] A research report by CITIC Securities pointed out that, on the policy front, the draft for soliciting opinions on the detailed rules of the Rare Earth Management Regulations emphasizes that rare earth quotas will only be allocated to rare earth groups. We believe that rare earth resources may further concentrate in large rare earth groups in the future, import ore control may be further strengthened, and the rigid logic on the supply side of the rare earth industry will continue to be reinforced. The release of the draft for soliciting opinions on the Rare Earth Product Information Traceability Management Measures also contributes to the standardized development of the rare earth industry. On the demand side, 2025 is expected to mark the first year of mass production for humanoid robots, with the industry breaking through the critical point at a super-linear speed. High-performance NdFeB, as a key material for robot motors, is expected to fully benefit in the future. Rare earths are a national strategic resource, and total volume management and traceability systems help ensure the security of strategic resources, promote high-quality development of the industry, and continue to highlight the strategic allocation value of the rare earth permanent magnets sector.

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