RareearthpriceroseagainassalesheatingupsinceNovember.Sufferedtheoversoldandexperiencedtherecentpositiveandconstantmultiplestimulus,rareearthindustryiswelcomingitsperiodic'turningpoint'.ItisunderstoodthatsomemanufacturersbegantooverhaulinNovemberandtheupstreamproductionwillbereducedcorrespondingly.However,demandsfrommagnetandotherdownstreamindustriesarerelativelystable.Drivenbyrestrictingoutputandnationalreserve,profitabilityofrareearthindustryisexpectedtoimprove.Securities'researchreportsshowthatnationalreserveposedasignificantsupporttorareearthpricesinrecentyears.
