Diversified Metals and Mining

CNRE

CNRE released FY2026 Q1 earnings on April 28 During-Market (BJT), actual revenue CNY 11.86 B, actual EPS CNY 0.2539

CNRE to Release FY2026 Q1 Earnings Report on April 29 During-Market BJT

CNRE released FY2025 Q4 earnings on April 17 After-Market (BJT), actual revenue CNY 12.27 B (forecast CNY 10.45 B), actual EPS CNY 0.1962 (forecast CNY 0.3189)

CNRE released FY2025 Annual Earnings on April 17 After-Market (BJT), actual revenue CNY 42.56 B (forecast CNY 40.51 B), actual EPS CNY 0.6227 (forecast CNY 0.67)

CNRE to Release FY2025 Annual Earnings on April 18 After-Market (BJT), Forecast Revenue CNY 39.9 B, EPS CNY 0.6722

Blacktech Releases 3D Printing Equipment, Rare Earth Companies Show Profit Growth

CNRE released FY2025 9 Months Earnings on October 27 Pre-Market BJT, actual revenue CNY 30.29 B, actual EPS CNY 0.4264

CNRE released FY2025 Q3 earnings on October 27 Pre-Market (BJT), actual revenue CNY 11.43 B (forecast CNY 9.181 B), actual EPS CNY 0.1688 (forecast CNY 0.3107)

CNRE to Release FY2025 Q3 Earnings on October 28 Pre-Market (BJT), Forecast Revenue CNY 9.181 B, EPS CNY 0.3107

CNRE released FY2025 Q2 earnings on August 26 After-Market (BJT), actual revenue CNY 9.579 B (forecast CNY 7.858 B), actual EPS CNY 0.1385 (forecast CNY 0.258)

CNRE released FY2025 Semi-Annual earnings on August 26 After-Market (BJT), actual revenue CNY 18.87 B, actual EPS CNY 0.2576

CNRE to Release FY2025 Semi-Annual Earnings on August 27, 2025 (BJT)

Multiple Companies Report Significant Q2 Profits

Northern Rare Earth Reports Significant Q2 2025 Net Profit Growth

Northeast Rare Earth Describes Rare Earth Permanent Magnet Materials Application in Humanoid Robots

Huachen Securities Gives Northern Rare Earth a Buy Rating

Rare Earth Industry Receives Three Major Boons

Chinese Academy of Geological Sciences Discovers New Rare Earth Mineral 'Nd Yellow River Ore'

Baotou Iron & Rare Earth Soars 10% in Intraday Trade

Northeast Rare Earth Holds Optimistic View on Rare Earth Prices

LYSDY

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USAR

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REMX

One of the key issues at the summit this week pertains to whether China will consent to prolong a temporary delay of more stringent export restrictions on rare earth minerals.

Unusual Whales

Lynas Corporation

USA Rare Earth

CHINA RAREEARTH

SHRC

E Fund CSI Rare Earth Industry ETF

Fullgoal CSI Rare Earth Industry ETF

VanEck Rare Earth/Strategic Metals ETF

NASDAQ Golden Dragon China Index

China's leverage over rare earths could be used against Trump if it extends export controls. Summit decision awaited. #geopolitics

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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

MP Materials

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Dow Jones Industrial Average

NASDAQ Composite Index

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

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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

The U.S. Export-Import Bank's $12 billion "Project Vault" aims to stockpile rare earth minerals, initially sourcing from China before prioritizing domestic production. The initiative, revealed by Ex-Im Chief Banking Officer Brian Greeley, combines $2 billion in private capital with a $10 billion Ex-Im loan. The project seeks to mitigate supply shocks for critical minerals essential for electric vehicle batteries and low-carbon technologies. It emphasizes a demand-driven approach, allowing manufacturers to dictate stored minerals while leveraging specialized traders for procurement.

ZeroHedge

Glencore plc

Glencore

Trump's "Project Vault" Plans To Initially Buy Rare Earths From China

Driven by the combined effect of rising global rare earth market prices and record-breaking production and sales volumes, CNRE achieved full-year revenue of 42.563 billion yuan, a year-over-year increase of 29.11%. Net profit attributable to shareholders reached 2.251 billion yuan, surging 124.17% year-over-year. The fourth quarter emerged as the strongest period of the year, recording single-quarter revenue of 12.272 billion yuan and net profit attributable to the parent company of 710 million yuan, both setting quarterly records

Wallstreetcn

SSE 50 EWI

SSE 50

Rare Earth Volume and Price Surge: CNRE Sets Record Revenue in 2025, Net Profit Doubles, Proposes Dividend of 0.13 Yuan per Share | Earnings Insights

CNRE's main production and operation goals for 2026: achieve operating revenue exceeding 44 billion yuan and total profit exceeding 3.5 billion yuan

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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

NVIDIA Corporation

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

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36Kr learned that the three major A-share indices collectively closed higher, with the Shanghai Composite Index rising 0.95% to return above 4,000 points, the Shenzhen Component Index rising 1.61%, and the ChiNext Index rising 2.36%; the lithium battery, memory, and real estate sectors led the gains, with Sharetronic Data, Hi-Tech Spring, Shinghwa, and Beijing North Star hitting the daily limit; automotive, rare earth, and oil and gas stocks saw significant declines, with CNHTC-JNTC falling over 8%, and CNRE and TSPC dropping over 3%

36Kr

Shenzhen Index

SSE Index

CNHTC-JNTC

Beijing North Star

TSPC

BEIJING N STAR

Shinghwa

ChiNext

Sharetronic Data

Hi-Tech Spring

The three major A-share indices collectively closed higher, with the Shanghai Composite Index returning above 4,000 points

CNRE(600111.SH)

China's leverage over rare earths could be used against Trump if it extends export controls. Summit decision awaited. #geopolitics

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

Trump's "Project Vault" Plans To Initially Buy Rare Earths From China

Rare Earth Volume and Price Surge: CNRE Sets Record Revenue in 2025, Net Profit Doubles, Proposes Dividend of 0.13 Yuan per Share | Earnings Insights

CNRE's main production and operation goals for 2026: achieve operating revenue exceeding 44 billion yuan and total profit exceeding 3.5 billion yuan

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

The three major A-share indices collectively closed higher, with the Shanghai Composite Index returning above 4,000 points