JLMAG (06680) rose nearly 5%. As of the time of writing, the stock was up 4.88%, trading at HKD 23.64, with a turnover of HKD 335 million.

The company previously issued a positive profit alert, forecasting its full-year 2025 net profit attributable to shareholders to be between RMB 660 million and RMB 760 million, representing a year-on-year increase of 127% to 161%.

The company stated that its product output and sales volume reached record highs, further consolidating its leading position in the global rare earth permanent magnet industry.

In 2025, the company has achieved small-batch deliveries of products for embodied robot motor rotors and magnetic materials, as well as for the low-altitude aircraft sector.

A recent research report from CITIC Securities pointed out that the strategic importance of global rare earth resources continues to increase, with the rare earth industry entering a new era of high-quality development.

On the supply side, quota controls combined with regulatory policies suggest that the rationale for supply constraints may continue to strengthen.

On the demand side, emerging sectors such as new energy vehicles, humanoid robots, and the low-altitude economy are expected to become core drivers for long-term, high-speed demand growth.

The institution forecasts that starting from 2026, the global rare earth supply-demand gap may continue to widen, rare earth prices are likely to remain stable with a potential for increase, and profitability across the industry chain may improve continuously, leading to a sustained recommendation of the strategic allocation value of the rare earth industry chain.