Inner Mongolia's "15th Five-Year Plan" Aims To Establish National Rare Earth Tech And Trading Hub Date: November 24, 2025
Views: 2 Author: Site Editor Publish Time: 2025-11-25 Origin: Site
Strategic Upgrade
Build a national rare earth innovation platform: Establish a Rare Earth New Materials Science and Innovation Center and a Rare Earth Product Trading Center;
Achieve production targets: Create the world’s largest rare earth新材料 base and leading application base (centered in Baotou);
Technology focus: Extend light rare earth industrial chains and advance heavy rare earth extraction technologies.
Inner Mongolia’s development plan designates rare earths as a core strategic resource, proposing to:
Industrial Transformation
Application reform: Launch a "Rare Earth Permanent Magnet Motor Replacement Project" to upgrade industrial motor efficiency;
Resource security: Initiate new mineral exploration and foster integrated mining groups;
Green transition: Enforce protective development policies for sustainable resource use.
Market Impact
Supply chain consolidation: Leaders like China Rare Earth Group and Northern Rare Earth will benefit from policy support;
Technology competition: High-end NdFeB demand surges (e.g., EVs, robotics), accelerating R&D for grades like N52SH
Price support: Tight supply may sustain praseodymium-neodymium price volatility (current mix: ¥667,500/ton).
Global Context
Geopolitical shifts:
U.S.-Saudi rare earth refinery venture (led by MP Materials) aims to bypass China;
EU’s recycled magnet mandate pushes Chinese firms to expand in Southeast Asia.
Innovations:
Intrinsic Tech achieves mass production of heavy-rare-earth-free N50SH magnets;
Breakthrough in rare earth nanocrystal electroluminescence published in Nature.
