The rare earth sector completely exploded today!

Ningbo Yunsheng hit the limit-up straight away and stayed there, while Zhongke Sanhuan also soared more than 7%. There’s big news: leading companies like JL MAG, Zhongke Sanhuan, and Ningbo Yunsheng have obtained general export licenses.

Don’t underestimate this license. In the past, exporting rare earth permanent magnet materials was extremely complicated. Now, with the general license, it’s like giving companies a fast track—delivery cycles are greatly shortened and order fulfillment efficiency is maximized. The market’s strong reaction is totally justified.

The policy signal is actually quite clear: manage exports according to laws and regulations, but for compliant civilian demand, approvals will be given promptly—no unnecessary delays. With this facilitation measure, the rules are upheld while genuinely easing restrictions on leading domestic industries.

Looking deeper, this is a smart move. The global new energy and energy-saving equipment markets are booming, and as a core material, rare earth permanent magnets will directly benefit from simplified processes on the demand side. Once downstream orders pick up, the entire industry chain will become more prosperous. More importantly, in this field, we already hold the strongest cards—resources, technology, and production capacity are all in our hands. Now, with reduced friction in the circulation process, our global competitiveness will only get stronger.

In the short term, look at stock prices; in the long term, look at the bigger picture. With this round of policy adjustments, the rare earth sector may not just be a one-day wonder.