Views: 0 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).
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.
Inspection Results10% failure rate: 3 out of 30 batches violated safety standards, including excessive plasticizers (chess set by Jinhua Guanhong), substandard physical properties (building blocks by Shantou Liantoy), and hazardous element migration (puzzle by Shantou Husha Technology).Channel risks
Strategic UpgradeBuild 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);Tec
Event FocusHigh-Profile Declaration: Treasury Secretary Bescent showcased a US-made rare earth magnet, claiming "25 years of breaking free from China’s supply chain grip," with forecasts of a manufacturing boom within two years.Industrial Reality: Critics label this a "PR stunt." The US currently on
Corporate Performance SurgeCorporate Performance SurgeSales of high-performance NdFeB magnets surged over 40% YoY, driven by 60% growth in EV demand and a 130% QoQ spike in overseas exports** QoQ spike in overseas exports.Technology edge: Cost reduction via "oxygen-free process" and heavy rare earth
Corporate Performance SurgeZhenghai Magnetic Materials (300224.SZ): Q3 revenue reached ¥1.916 billion (+50.76% YoY), net profit ¥115 million (+189.72% YoY). Cumulative net profit for Jan-Sep was ¥228 million (+20.46% YoY).Primary Driver: Sales of high-performance NdFeB magnets of high-performance Nd
Export DynamicsSeptember Volume: 5,774 tons, down 6.1% month-on-month (from 6,146 tons in August), ending three consecutive months of growth, but still up 17.5% year-on-year.Jan-Sep Cumulative: 39,817 tons, a 7.5% decrease compared to 2024.Destination DivergenceUS: Shipments plummeted 28.7% MoM due
On September 23, 2025, Chinese customs data revealed that exports of rare earth magnets to the EU surged to 2,582 tons in August, up 21% month-on-month—4.4 times the volume exported to the U.S. (590 tons), highlighting the EU’s deep reliance on Chinese supply chains1. Simultaneously, Europe is accel
China's Ministry of Commerce (MOFCOM), on September 16, 2025, provided official clarifications regarding frequently asked questions on dual-use items related to rare earths. It explicitly stated that deeply processed products such as motor rotors and stator components are generally not subject to th
EU Passes Critical Raw Materials Act Mandating Recycled Magnets in Wind Turbines and EVsOn October 7, 2024, the European Parliament approved amendments to the Critical Raw Materials Act (CRMA), requiring a minimum 25% recycled magnet content in EU wind turbines and electric vehicle motors by 2030. T
∗InSeptember2024,theU.S.DepartmentofEnergy(DOE)launchedthe"Closed−LoopCriticalMaterialRecyclingProgram,"awarding38 million to six tech companies to develop breakthrough technologies for efficient extraction of NdFeB magnets from e-waste and motors. Notably, Noveon Magnetics' patented Hydrogen Proces
