Guotai Haitong Securities: Under the catalysis of policies, emotions, and supply and demand, the rare earth magnetic material market is expected to accelerate

On April 8th, according to a research report by Guotai Haitong Securities, after the implementation of equivalent tariffs in the United States, China has timely introduced export controls on medium and heavy rare earths, which is expected to leverage the strategic advantages of China’s rare earth industry. Overseas related industries may start to replenish inventory in advance, promoting price increases. Under the catalysis of policies, emotions, and supply and demand, the rare earth magnetic material market is expected to accelerate.