Diversified Metals and Mining

ZGXT

Strategy Report

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

000831

00769

SOXS

SOXL

SOXX

CP00062

.SPX

.IXIC

SQQQ

The U.S. federal government has been in a shutdown since October 1st, and it has now been over a month. During this period, although there has been almost no release of federal-level macroeconomic data, the 'G2' meeting between China and the U.S. in South Korea, the Federal Reserve's interest rate cut, and the AI infrastructure investment frenzy by American tech giants during the earnings season have resonated to create a small peak in the U.S. stock market. However, the core issue the market now faces is whether the realization of these benefits means that all the good news has been priced in, and whether the remaining time in 2025 will be 'junk' time. 1. Powell's 'hawkish' rate cut...

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

CHINA RAREEARTH

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Semiconductor

VanEck Semiconductor ETF

iShares Core S&P Mid Cap

S&P 500

iShares Gold Trust

NASDAQ Composite Index

Proshares UltraPro Short QQQ ETF

All become 'money-eating beasts'! Can the giants of the US stock market still take the lead?

ZGXT released FY2025 earnings on April 27 During-Market (BJT), actual revenue CNY 3.182 B (forecast CNY 4.796 B), actual EPS CNY 0.1626 (forecast CNY 0.39)

ZGXT released FY2025 Q4 earnings on April 27 During-Market BJT, actual revenue CNY 687.64 M, actual EPS CNY -0.0184

ZGXT released FY2026 Q1 earnings on April 27 During-Market (BJT), actual revenue CNY 820.74 M, actual EPS CNY 0.1306

ZGXT FY2026 Q1 Earnings Release on April 28 During-Market BJT

ZGXT to Release FY2025 Earnings on April 28 During-Market (BJT), Forecast Revenue CNY 4.796 B, EPS CNY 0.39

China Rare Earth Expected to Report Profit in 2025

China's bulk commodity imports and exports hit record highs in 2025

China Rare Earth Changes Auditor in Response to Previous Auditor's Concerns

Japan Worries About China's Rare Earth Export Restrictions and Economic Impact Assessment

MOFCOM Responds to EUCCC: Timely Approval for Compliance-Compliant Rare Earth Exports

Chinese Rare Earth Magnets Companies Adjust Formulas to Evade Export Restrictions

EU Commissioner Warns on China's Rare Earth Export Restrictions, Urges Reduced Dependence

China's Rare Earth Magnets Exports to US Surge in October

China Rare Earth Group Signs Strategic Cooperation Agreement with China Resource Recycling Group

China Rare Earth Group Holds High-Quality Reform Promotion Meeting

Li Zhihui Inspects Jiangxi Rare Earth to Promote Intelligent, Green, and Integrated Transformation

China Rare Earth Group's Subsidiary Zhongxi (Shenzhen) Private Equity Fund Management Co., Ltd. Established

Shenzhen Science and Technology Innovation Bureau Announces First Public Launch of China's Space Tourism at Hi-tech Fair

ZGXT released FY2025 Q3 earnings on October 29 After-Market BJT, actual revenue CNY 619.26 M, actual EPS CNY 0.0287

ZGXT released FY2025 9 Months Earnings on October 29 After-Market (BJT), Actual Revenue: CNY 2.494 B, Actual EPS: CNY 0.1811

USARW

USAR

600111

REMX

The article discusses the implications of Trump's trade war, highlighting the significant tariffs imposed, the impact on U.S. allies, and China's strategic advantage in rare earths. It argues that America's vulnerability lies not in political narratives but in its declining manufacturing capabilities, emphasizing that the trade conflict transcends economics and touches on future global power dynamics.

USA Rare Earth - CW300313

USA Rare Earth

MP Materials

CNRE

VanEck Rare Earth/Strategic Metals ETF

Dow Jones Industrial Average

Tariffs up to 245% Trump's trade war that costs America everything

159608

516150

The Economic Playbook Behind China's Rare Earth Market Success | MP Stock News

StockTitan

Global X Rare Earth & Critical MatrlsETF

GF CSI Rare Metals Theme ETF

Defiance Daily Target 2X Long MP ETF

Harvest CSI Rare Earth Industry ETF

Leverage Shares 2X Long MP Daily ETF

The Economic Playbook Behind China's Rare Earth Market Success | MP Stock News

000002

The Shanghai and Shenzhen indices rebounded after opening lower, with the ChiNext surging 2.3% at midday. The Shanghai Composite rose 0.4% to 4,094, while the Shenzhen Component fell 1.6% to 15,064. Property stocks advanced, with Vanke A up 3.2% and Greenland Holdings jumping 9.7%. Rare earth and computing power shares rallied, with China Rare Earth hitting limit-up. Banking stocks showed mixed results, and newly crowned "king of stocks" Yuanjie Technology gained 6.4%. The RMB central parity against USD was set at 6.8608, down 19 bps MoM.

AASTOCKS News

Vanke

SSE Index

Shenzhen Index

ChiNext

ICBC

China Merchants Bank

Ping An

BYD COMPANY

CATL

CNOOC

Sinopec Corp.

SINOPEC CORP

YANKUANG ENERGY

CHINA VANKE

Greenland Holdings

Gemdale

CREM

HJKJ

TOYOU

S-king

Lettall Electronic

Anysoft Information

SMIC

Hua Hong

HUA HONG SEMI

MetaX

Moore Threads

Montage Technology

Cambricon

CanSinoBIO

CANSINOBIO

Tigermed

TIGERMED

Pharmaron

PHARMARON

YUANJIE SEMICONDUCTOR

IFLYTEK

CM BANK

PING AN

PING AN-R

Ping An Insurance

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

CATL HK SDR 30to1

CNOOC-R

SMIC HK SDR 5to1

MONTAGE TECH

Shanghai and Shenzhen Indices Rebound After Opening Lower; ChiNext Surges 2.3% at Midday; Property Stocks Advance; Rare Earth, Storage and Computing Power Shares Rally

China Rare Earth Holdings (HK:0769) faces ongoing trading suspension since June 18, 2025, due to non-compliance with board composition and corporate governance rules. The Hong Kong Stock Exchange has issued a third round of resumption guidance, requiring the company to address specific issues to restore compliance. Shareholders and potential investors are advised to exercise caution amid these regulatory concerns. The company operates in the rare earth sector and is subject to strict listing and governance requirements.

Tip Ranks

China Rare Earth Faces New Resumption Hurdle as Trading Suspension Drags On

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301622

002842

002378

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512400

516650

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Rare earth and non-ferrous metal sectors experienced volatile declines. CREM hit the limit down, INST fell more than 10%, while ZY-Tungsten, Xianglu Tungsten, SDR, ZGXT, etc. dropped over 6%

Wallstreetcn

INST

Xianglu Tungsten

ZY-Tungsten

China Southern CSI SWS Non-Ferrous Metal ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Tianhong CSI Industrial Non-ferrous Metal ETF

New ETF Alert: This Rare Earth Fund Stands Out in the Crowd

Barchart Option

SPDR S&P Mtls & Mng

New ETF Alert: This Rare Earth Fund Stands Out in the Crowd

China Rare Earth Holdings is facing an ongoing trading suspension as the Hong Kong Stock Exchange (HKEX) has issued new resumption demands. The company must comply with listing rules regarding board composition, audit committee, and risk management before trading can resume. Shares have been suspended since June 18, 2025, and will remain so until all regulatory requirements are met. The current board consists of two executive directors, one non-executive director, and one independent non-executive director. Investors are advised to exercise caution with the company's securities.

HKEX

HKEX-R

Hong Kong Exchanges and Clearing (HKEX)

China Rare Earth Faces Ongoing Trading Suspension as HKEX Issues Fresh Resumption Demands

516780

Rare earth minerals like dysprosium and gallium are experiencing significant price increases due to rising demand from AI and defense sectors, shifting focus from lithium. Supply constraints and strong demand are driving this trend, with key strategic minerals becoming increasingly critical for EVs and advanced manufacturing. Investors may benefit from ETFs focused on rare earths, as the market is sensitive to supply shocks, particularly with China's dominance in processing capacity. The narrative is evolving, highlighting the importance of these lesser-known minerals in the current market landscape.

benzinga_article

Huatai-PB CSI Rare earth industry ETF

Sprott Energy Transition Materials ETF

NVIDIA Corporation

EXCLUSIVE: Forget Lithium — These Under-The-Radar Minerals Are Seeing The Biggest Price Moves

600010

Chinese rare earth producers have increased prices by 44% for Q2 2026, with China Northern Rare Earth and Baotou Steel raising the price of rare-earth concentrate to 38,804 yuan per metric ton. This significant hike reflects tightening supply and China's control over the rare earth market. The demand for these materials remains strong due to their use in EVs, wind turbines, and electronics. Following the announcement, Baotou Steel's shares rose by 8.5%, while China Northern Rare Earth and China Rare Earth Resources & Technology saw increases of 3% and 2.5%, respectively.

Chinese rare earth producers hike prices by 44% for Q2

China Rare Earth Co. expects a net profit of 150-180 million yuan in Q1 2026, a year-on-year increase of 217.32% to 280.78%. This profit rise, attributed to the booming rare earth market, reflects an increase of 103-133 million yuan from last year. The company has improved market analysis and coordinated procurement and sales, enhancing product performance. Additionally, it has managed loss-making enterprises more effectively, reducing losses compared to the previous year.

CoinLive

China Rare Earth Co. Projects Significant Profit Increase in Q1 2026

ZGXT(000831.SZ)

Tariffs up to 245% Trump's trade war that costs America everything

The Economic Playbook Behind China's Rare Earth Market Success | MP Stock News

Shanghai and Shenzhen Indices Rebound After Opening Lower; ChiNext Surges 2.3% at Midday; Property Stocks Advance; Rare Earth, Storage and Computing Power Shares Rally

China Rare Earth Faces New Resumption Hurdle as Trading Suspension Drags On

Rare earth and non-ferrous metal sectors experienced volatile declines. CREM hit the limit down, INST fell more than 10%, while ZY-Tungsten, Xianglu Tungsten, SDR, ZGXT, etc. dropped over 6%

New ETF Alert: This Rare Earth Fund Stands Out in the Crowd

China Rare Earth Faces Ongoing Trading Suspension as HKEX Issues Fresh Resumption Demands

EXCLUSIVE: Forget Lithium — These Under-The-Radar Minerals Are Seeing The Biggest Price Moves

Chinese rare earth producers hike prices by 44% for Q2

China Rare Earth Co. Projects Significant Profit Increase in Q1 2026