Rare Earth Permanent Magnet Sector Rises Strongly, Industry Outlook Favorable

In February 2025, the rare earth permanent magnet sector in A-share market was an eye-catching performer and the index soared. Driven by Myanmar's declining rare earth imports and growing demand for new energy vehicles and humanoid robots, the supply and demand pattern for rare earth permanent magnet materials tightened. Lead wisdom, positive sea magnetic material and other stocks rose, the industry performance differentiation is obvious, but the overall growth trend. CITIC Securities pointed out that emerging areas will become the core driver of high-performance neodymium-iron-boron demand growth, rare earth permanent magnetic materials industry has a broad future outlook.