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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
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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
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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
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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
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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