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