China Galaxy Securities: The positive trend in the non-ferrous metal industry is further solidifying, focusing on leading stocks in rare earths and gold

China Galaxy Securities released a research report indicating that the A-share non-ferrous metal industry will maintain high growth in the first half of 2025, further consolidating the positive trend in the industry. The expectation of interest rate cuts by the Federal Reserve is driving global funds to accelerate the purchase of gold, suggesting attention to leading gold stocks. Meanwhile, under the global monopoly pattern in the rare earth industry, it is expected that rare earth prices will continue to rise strongly, recommending attention to leading rare earth magnetic material companies. In the first half of 2025, the A-share non-ferrous metal industry is expected to see a year-on-year revenue growth of 6.70% and a year-on-year performance growth of 43.88%