Ministry of Commerce Clarifies Export Controls: Rare Earth Permanent Magnet Motor Components And Other Products Not Subject To Restrictions
Views: 2 Author: Site Editor Publish Time: 2025-09-19 Origin: Site
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 the export controls outlined in Announcement No. 18 of 202536. These controls initially targeted seven categories of medium and heavy rare earth-related items, including samarium, gadolinium, terbium, dysprosium, lutetium, scandium, and yttrium.
Key points of this clarification include:
Clarified Exemption Scope: Components where magnets are embedded, internally installed, or surface-mounted onto iron cores/steel plates for fixed assembly (e.g., motor rotors, stators), as well as components integrated with various parts like shafts, bearings, and encoders, are considered deeply processed products and generally excluded from controls36.
Extended Downstream Products: Sensor-related parts and components, catalyst powders, and various magnetic attachment accessories (e.g., plastic magnetic building block toys, magnetic phone backplates, magnetic chargers) were also explicitly stated as not subject to the restrictions36.
Stabilized Market Expectations: This move provides clearer export guidance for rare earth permanent magnet and downstream application enterprises, helping to stabilize market expectations and promote international trade3. Following the news, positive reactions were observed in the A-share rare earth permanent magnet index and related stocks6.
Positive Impact on Enterprises: Multiple leading domestic magnetic material companies, such as Ningbo Yunsheng and Zhongke Sanhuan, indicated that the policy has limited impact or is beneficial to their businesses, as the export of their main products or downstream products becomes smoother36. JL Mag also mentioned ongoing cooperation with technology companies on the R&D and production capacity building of robotic motor rotors36
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