Views: 0 Author: Site Editor Publish Time: 2025-12-03 Origin: Site
Inspection Results
10% 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: Physical stores (2/20 batches) and e-commerce (1/10 batches) showed equal failure rates.
Corporate Responses
Manufacturers: Shantou Digu Toys upgraded magnet encapsulation with epoxy coatings to prevent detachment.
Platforms: Tmall and Douyin delisted non-compliant products and initiated supplier audits.
Industry Impact
Export barriers: EU's new magnetic flux limit (≤50 kG²mm²) may restrict shipments, as failed products measured 72 kG²mm².
Standard upgrades: China Toy Association proposes revising QB/T 4156 to mandate magnet tensile strength ≥70N (vs. current 50N).
Policy & Export Dynamics
EU exports surge: China's rare earth magnet shipments to the EU rose 21% MoM to 2,582 tons in August, while U.S. exports fell 28.7%.
Tech controls: Export licenses now required for mining/separation technologies, with patent fees for overseas use.
Price & Capacity
Raw materials: Neodymium metal stabilized at ¥580,000/ton, supporting NdFeB magnet costs.
High-performance magnets: 30UH grades priced at ¥235–255/kg, with premiums squeezed by EU recycled-magnet policies.
Corporate Strategies
Localization: Longci Technology's Vietnam Phase II (10,000-ton ferrite capacity) bypasses export controls.
Tech innovation: Intrinsic Tech mass-produces heavy-rare-earth-free N50SH magnets.
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
