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Pakistan cement sales in June rose 18% to 4.3 mln tons.

2026-07-03

Pakistan cement sales in June rose 18% to 4.3 mln tons.

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2026-07-03

CITIC Securities says supply-demand dynamics and technology convergence warrant a rare-earth valuation re-rating. Praseodymium-neodymium oxide averaged 731,000 yuan/ton in 1H2026, up 73.6% YoY. Supply: imports and recycling have fallen and Domestic r

CITIC Securities says supply-demand dynamics and technology convergence warrant a rare-earth valuation re-rating. Praseodymium-neodymium oxide averaged 731,000 yuan/ton in 1H2026, up 73.6% YoY. Supply: imports and recycling have fallen and Domestic rare-earth management enforcement has tightened, leaving industry supply persistently tight. Demand: EV and robotics output rose MoM, export orders strengthened, and Tesla’s robot mass production is imminent, supporting continued demand growth. CITIC expects a global rare-earth supply deficit likely to widen from 2026, providing long-term price support, and continues to recommend strategic allocation along the rare-earth chain, maintaining an outperform sector rating.
2026-07-03

The A-share semiconductor equipment sector rebounded in the afternoon, with Yitang Technology rising more than 8%, followed by Huafeng Measurement & Control, AMEC, Changchuan Technology, Pioneer Precision Technology, and Shengmei Shanghai.

The A-share semiconductor equipment sector rebounded in the afternoon, with Yitang Technology rising more than 8%, followed by Huafeng Measurement & Control, AMEC, Changchuan Technology, Pioneer Precision Technology, and Shengmei Shanghai.
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