Export Restrictions EscalateChina’s export permits for 7 heavy rare earths (e.g., samarium, gadolinium) since April 2025 tightened global supply, hitting automotive and electronics sectors.Only 25% of EU firms’ license applications approved, forcing partial production halts.Price TrendsDysprosium Ir

Export BoomRecord Volume: China exported 5,577 tons of permanent magnets in July, a 75% month-on-month increase—the highest since April 2025 amid trade tensions.High Prices: Average export price held firm at ¥351,600/ton, with U.S.-bound shipments rising to ¥329,500/ton.Demand DriversEVs & Wind Powe

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