This week could be a key turning point. Volume is amplified, prices are rising, and the expectation that the Fed may cut interest rates at the interest rate meeting - the time window is here, and it has to be paid attention to.
Last Friday's wave of large financial sectors directly changed the market. What I saw on the day was that the risk coefficient of insurance funds investing in A-shares was lowered, and it was even more ruthless on weekends, and the policy side gave a real hammer.
The threshold for rare earth exports has been relaxed, and the three companies that have obtained general licenses are all leading players in domestic permanent magnet materials. Take Jinli permanent magnet as an example, it is one of the first batch of approved enterprises, and the export to the United States alone reached 354 million yuan in the first three quarters, a year-on-year increase of 43.92%. Now that the global stocking capacity has been significantly enhanced, this signal is worth pondering.
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wrekt_but_learning
· 2025-12-13 04:37
This signal is indeed strong; the 43.92% growth rate of Jinli Permanent Magnet is no joke.
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DegenTherapist
· 2025-12-12 13:34
Amazing, this combination of finance + rare earths feels like a rhythm created by timing differences.
The increase in trading volume is indeed interesting, but I still want to see if we can hold this week.
The export figure for Jinli Permanent Magnet is really shocking, with a 43% growth rate... but the question is, how long can the policy trend stay stable?
I'm a bit reserved about the interest rate cut expectations. The Fed folks are best at making pie-in-the-sky promises; let's wait and see.
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NeonCollector
· 2025-12-10 05:27
Interest rate cut expectations + favorable policies, this rhythm is indeed something, but I still have to see if it can really land
Wait, Jinli permanent magnet data... The growth rate of exports to the United States is 43.92%? This wave of rare earth policies is really playing chess
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FrogInTheWell
· 2025-12-10 05:16
Well, this wave of interest rate cut expectations is indeed coming, and the rare earth part looks a bit interesting
This week, Jinli permanent magnet has a play, and the export data is there
Is the Fed really going to cut, I feel that the wind has changed
Insurance funds enter the market, this wave may be really different
The amplification of trading volume is foodie, continue to watch
Rare earth permits are relaxed, and permanent magnet faucets are about to take off
The growth rate of 43.92% in the first three quarters is so fierce for exports to the United States
The financial sector has changed, how to follow up
Can A-shares hold up when the interest rate cut comes, it's a bit suspenseful
The enhanced stocking capacity is true or a speculative concept
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ChainBrain
· 2025-12-10 05:09
As soon as the expectation of interest rate cuts came, rare earths were relaxed again, can Jinli permanent magnets not soar?
This week could be a key turning point. Volume is amplified, prices are rising, and the expectation that the Fed may cut interest rates at the interest rate meeting - the time window is here, and it has to be paid attention to.
Last Friday's wave of large financial sectors directly changed the market. What I saw on the day was that the risk coefficient of insurance funds investing in A-shares was lowered, and it was even more ruthless on weekends, and the policy side gave a real hammer.
The threshold for rare earth exports has been relaxed, and the three companies that have obtained general licenses are all leading players in domestic permanent magnet materials. Take Jinli permanent magnet as an example, it is one of the first batch of approved enterprises, and the export to the United States alone reached 354 million yuan in the first three quarters, a year-on-year increase of 43.92%. Now that the global stocking capacity has been significantly enhanced, this signal is worth pondering.