China Rare Earth Resources And Technology Co Ltd: Market Dynamics and Recent Developments

China Rare Earth Resources and Technology Co., Ltd., a company based in Ganzhou, China, specializes in South Ionic Rare Earth Separation and Processing. The company focuses on the production and distribution of rare earth oxide, rare earth metal, and highly processed rare earth products. It also provides research and consulting services related to rare earth techniques. The company’s stock is traded on the Shenzhen Stock Exchange, where it went public in June 1998.

Recent Market Performance

As of July 8, 2025, the close price of China Rare Earth Resources and Technology Co., Ltd. was 34.96 CNH. The company’s 52-week high was 38.88 CNH on November 5, 2024, and the 52-week low was 21.12 CNH on August 22, 2024. The market capitalization stood at 37,810,000,000 CNH, with a price-to-earnings ratio of 507.77.

Industry Trends and News

The rare earth sector has seen significant activity recently, driven by various factors:

  1. Price Increases and Market Sentiment: On July 10, 2025, North Rare Earth and Baogang Iron & Steel announced a price increase for third-quarter rare earth concentrate, raising it to 19,109 CNH/ton, a 1.5% increase from the previous period. This price adjustment reflects a tightening supply-demand dynamic at the upstream resource end, supporting profit expectations for related industry chain enterprises.

  2. ETF Performance: The Rare Earth ETF (516150) saw a substantial increase of 3.70% on July 11, 2025, with North Rare Earth experiencing a double-digit gain. The liquidity of the Rare Earth ETF was notable, with a turnover rate of 4.78% and a transaction volume of 1.25 billion CNH during the session. Over the past week, the average daily transaction volume was 1.89 billion CNH, leading the comparable funds.

  3. Sector-Wide Gains: The broader rare earth and magnetic materials sector has been performing well. On July 11, 2025, the China Rare Earth Resources and Technology Co., Ltd. was part of a broader market trend where rare earth and magnetic materials stocks saw significant gains. The Rare Earth ETF (562800) increased by 2.35%, with key components like North Rare Earth and Shenghe Resources experiencing notable gains.

  4. Investment Opportunities: The Rare Earth ETF (516150) has been highlighted as a tool for investors to capitalize on opportunities within the rare earth sector. The ETF’s scale increased by 5,038.84 thousand CNH over the past week, marking a significant growth and leading comparable funds in new scale.

  5. Market Dynamics: The rare earth sector’s performance is influenced by various factors, including policy support, supply chain dynamics, and demand from industries such as new energy vehicles and robotics. The sector’s leading companies, like North Rare Earth, benefit from government subsidies and tax incentives for high-tech enterprises.

Conclusion

China Rare Earth Resources and Technology Co., Ltd. is positioned within a dynamic and evolving market. The recent price adjustments and strong performance of related ETFs indicate a positive outlook for the rare earth sector, driven by tightening supply-demand dynamics and supportive policies. Investors and stakeholders should monitor these trends closely to capitalize on emerging opportunities in the rare earth industry.