CITIC Securities said China-EU trade talks signalled a positive backdrop as monthly exports of rare-earth permanent magnets hit a year-to-date high. With Q4 seasonal demand and rising use in humanoid robots and other emerging applications, the firm said supply rigidity and strengthening demand elasticity could persist and it continues to recommend strategic exposure to the rare-earth supply chain.

2026-10-23

CITIC Securities said China-EU trade talks signalled a positive backdrop as monthly exports of rare-earth permanent magnets hit a year-to-date high. With Q4 seasonal demand and rising use in humanoid robots and other emerging applications, the firm said supply rigidity and strengthening demand elasticity could persist and it continues to recommend strategic exposure to the rare-earth supply chain.