Recently, the finals of the 14th China Innovation and Entrepreneurship Competition's Disruptive Technology Innovation Contest concluded. After multiple rounds of selection, including preliminary screening, field competitions, and the national finals, the project titled "Key Technologies for the Industrialisation of Rare Earth-Modified Polymer Material Masterbatches and Products" by China Northern Rare Earth Ruihong Company stood out from 891 competing projects nationwide and successfully won the Excellence Award.

[Breaking News: Jinmeng Rare Earth's 4,000 mt NdFeB Scrap Recycling Automated Production Line Enters Trial Production] The newly constructed 4,000 mt/year NdFeB scrap recycling automated production line of Jinmeng Rare Earth under China Northern Rare Earth has now entered the trial production phase. As a crucial part of China Northern Rare Earth's strategy to establish a 10kt-level comprehensive utilization system for rare earth resources in both southern and northern regions, this project not only perfects the resource circulation system linking Pr-Nd alloy with scrap but also fills the gap in the rare earth scrap processing industry in the Inner Mongolia Autonomous Region. The production line is at the forefront of the industry in terms of equipment, technology, and automation. It places particular emphasis on the application of full-element recovery technology, achieving comprehensive and efficient utilization of metallic elements from scrap, fully tapping into the potential value of scrap resources. After the official launch of the project, it is expected to process up to 16,000 mt of NdFeB scrap annually and produce approximately 4,000 mt of rare earth oxides.

Recently, China Northern Rare Earth's joint venture moves in the magnet sector have attracted industry attention: the company has partnered with Ningbo Zhaobao, Suzhou Tongrun Drive, and Ningbo Xici to establish Northern Zhaobao Magnetics, advancing the implementation of a 3,000 mt/year high-performance NdFeB project. This seemingly independent set of moves actually reveals a fundamental shift in the underlying logic of the high-performance NdFeB industry's development—vertical integration and horizontal collaboration within the industry chain are becoming the core engines for technological breakthroughs and market competition.

Rare earth permanent magnet concept stocks have been repeatedly active. As of Friday's close, BGRIMM Technology, which focuses on the R&D, production, sales, and services of mining and metallurgical equipment as well as magnetic materials, achieved five consecutive daily limit-ups. Huayang New Materials, whose subsidiary's business scope includes the recycling and utilization of high-magnetic rare earth materials, recorded three consecutive daily limit-ups. On the news front, the Ministry of Commerce stated that it reviews export license applications for rare earth-related items in accordance with laws and regulations, has approved a certain number of compliant applications, and will continue to strengthen the approval process for compliant applications. Ma Yan, an analyst at Caida Securities, pointed out in a research report on April 1 that assuming shipments of humanoid robots reach 890,000 units by 2030, the demand for rare earth permanent magnet materials in the humanoid robot sector is projected to reach 3,115 mt. The explosive growth in the market size of humanoid robots is expected to bring broad incremental space to the rare earth permanent magnet industry . Li Chao and Wang Qinyang, analysts at Guojin Securities, pointed out in a research report on February 20 that rare earth permanent magnets, as excellent magnets that currently balance performance and cost, are the top choice for magnetic components in humanoid robots and magnetic materials for low-altitude aircraft , and the dividends from industry chain integration are expected to gradually materialize. Emphasis should be placed on the layout opportunities brought about by "supply-side reform," integration, and the catalyzing effect of humanoid robots. Choice data shows that rare earth permanent magnet concept stocks that received institutional surveys in the past two months (April 14 - June 14) include Sinomine Resource Group, Shenghe Resources, JL MAG Rare-Earth, Xiamen Tungsten, Yahua Group, Zhenghai Magnetic Material, DMEGC, Lizhong Group, Zhongju Hi-Tech, Zhong Ke San Huan, Longi Magnet, China Northern Rare Earth, Xinlaifu, China Nonferrous Metal Industry's Foreign Engineering and Construction Co., Ltd., Goldwind Science&Technology, Instyle, GEM, Wuchan Zhongda Group, NCS Testing Technology Co., Ltd., Jintian Copper, Yian Technology, Advanced Powder Materials, and Sinosteel NMC . The specific situations are as follows: Among the above-mentioned rare earth permanent magnet concept stocks that received institutional surveys, publicly listed firms that have clearly responded regarding their "rare earth permanent magnet" related business situations mainly include Shenghe Resources, JL MAG Rare-Earth, Xiamen Tungsten, Zhenghai Magnetic Material, Zhong Ke San Huan, Longi Magnet, China Northern Rare Earth, Instyle, GEM, and Jintian Copper . Shenghe Resources disclosed an investor relations activity record on June 10, stating that the company maintains a close and good market cooperation relationship with major domestic rare earth concentrate suppliers . In addition, the company has signed long-term supply agreements for rare earth concentrates with Sichuan Hedi Mining, US MP Materials, Peak Rare Earths, and others, establishing a diversified supply channel for rare earth concentrates and providing sufficient raw material guarantees for the company's downstream businesses such as rare earth smelting and separation. Additionally, the imports of ore from Myanmar have been significantly influenced by the local situation, exhibiting fluctuating characteristics. The company will continue to closely monitor the situation of ore from Myanmar. During a survey conducted by institutions on June 13, JL MAG Rare-Earth stated that after the implementation of export control measures on medium-heavy rare earth-related items, the company had initiated export declaration work in accordance with relevant national regulations. It had also successively obtained export licenses issued by national authorities. The export regions include the US, Europe, and Southeast Asia, among others. The company exports magnetic materials, components, and motor rotors in compliance with laws and regulations. The company has established production facilities in Ganzhou, Jiangxi, a major production area for heavy rare earths, and in Baotou, Inner Mongolia, a major production area for light rare earths. The company has established long-term strategic cooperative relationships with major suppliers of rare earth raw materials, including China Northern Rare Earth Group and China Rare Earth Group. In 2024, the procurement amount from these two groups accounted for 63% of the company's total annual procurement. On May 21, Xiamen Tungsten disclosed the record of investor relations activities, indicating that since the second half of 2024, rare earth prices have generally shown a steady upward trend. If this trend continues, the price center of rare earths will gradually rise, and the fluctuation range will narrow compared to the past. In terms of magnetic material capacity layout, Jinlong Rare Earth has achieved an annual production capacity of 12,000 mt at its Changting base and is currently planning new capacity projects at its Changting and Baotou bases. Upon full commissioning of these two projects, Jinlong Rare Earth's magnetic material capacity will reach 22,000 mt. At the performance briefing on May 15, Zhenghai Magnetic Material, when answering the question "What rare earth permanent magnet projects are currently under construction?", stated that the construction of the third phase of 6,000 mt capacity at the company's Nantong base will adjust the investment pace and method in a timely manner based on changes in the external economic environment. The company's sales of high-performance NdFeB permanent magnet materials have achieved seven consecutive years of growth. During a survey conducted by institutions on May 23, Zhong Ke San Huan stated that the current export control measures on medium-heavy rare earth-related items mainly involve the company's NdFeB permanent magnet material products containing dysprosium and terbium. Exporting these products requires declaration and approval before they can be exported. The company has proactively taken measures to initiate export declarations in accordance with relevant regulations at the earliest opportunity, and has already obtained export licenses for a small number of orders. The company's main products are NdFeB permanent magnet materials, which are currently widely used in automobiles (including NEVs), consumer electronics, industrial robots, computers, energy-efficient home appliances, wind power, industrial motors, and other fields. Longi Magnet disclosed the record of investor relations activities on May 27, stating that building a capacity of 60,000 mt for permanent ferrite magnetic tiles has always been a medium and long-term goal . The company will make more optimizations in capacity layout integration, existing capacity utilization, and efficiency improvement, striving to increase capacity through low-cost expansion methods and controlling the pace of capacity release based on downstream demand. The technological transformation and upgrading work at the production sites in Lujiang, Jinzhai, and Vietnam have all shown initial results, and the expected capacity this year will reach 50,000 mt. China Northern Rare Earth stated during an institutional survey on May 21 that the company holds an optimistic view on the future price trend of rare earths . Currently, the upstream supply of rare earths is showing a steady growth trend, thanks to the country's scientific planning and rational development of rare earth resources, as well as the continuous progress in rare earth mining technology. Although the release speed of downstream consumer demand has not met expectations to a certain extent, the fluctuation range of mainstream product prices has significantly narrowed, indicating that the supply-demand relationship is gradually moving towards balance. This balance not only helps stabilize market expectations but also provides a solid foundation for the healthy development of the rare earth industry. On the demand side, the continuous growth in demand for rare earth products in fields such as new energy and high-tech has become a strong driving force for the development of the rare earth industry. During an institutional survey on June 12, Instyle stated that the company's products are mainly delivered through domestic bonded zones and domestic sales channels, and do not involve direct exports to the United States. Export control measures affect businesses involving products containing medium-heavy rare earths dysprosium and terbium, and the company has been handling relevant procedures in compliance with national laws, regulations, and customer order requirements . The company's core competitive advantages mainly lie in its advantages in magnetic circuit design and production manufacturing processes, its advantages in high-quality customer resources, and its advantages in having the origin of rare earths and lower electricity costs in Baotou. GEM stated at the earnings presentation on May 6 that the company has currently conducted technological reserves in the recycling of permanent magnetic materials in the dismantling and recycling field and has reserved the wet process for recycling and synthesizing rare earth oxides. The company has been continuously monitoring the market for rare earth permanent magnets and actively developing the recycling and utilization of rare and scattered metals such as germanium, gallium, indium, and rare earths, as well as expanding the recycling of energy metals like nickel, cobalt, and lithium. Jintian Stock disclosed the record of investor relations activities on May 23, stating that the company has been engaged in the magnetic materials business since 2001. Currently, the company has two magnetic material production sites in Ningbo and Baotou . The first phase of the Baotou site has been put into operation, and the company's annual capacity for rare earth permanent magnets has increased by 4,000 mt on the original basis. The company's rare earth permanent magnet products are widely used in multiple high-end fields, including NEVs, wind power generation, high-efficiency energy-saving motors, robots, consumer electronics, and medical devices.

Driven by progress in the China-US economic and trade negotiations, rare earth concept stocks surged strongly on Wednesday. Both sides formulated an implementation framework for fulfilling the consensus reached in the previous round of talks in Geneva. The US negotiators expressed "absolute confidence" in resolving differences over the export of rare earth minerals and magnets. Influenced by the positive news, the A-share market opened higher in the morning session, with gains narrowing somewhat before noon. The Shanghai Composite Index rose by 0.54%, the Shenzhen Component Index increased by 0.89%, and the ChiNext Index climbed by 1.29%. On the futures market, sectors such as non-ferrous metals, automobiles, and non-banking finance took turns to rally, with the rare earth permanent magnets concept standing out particularly. Both the rare earth permanent magnets index and the rare earth index ranked among the top gainers. In the Hong Kong stock market, rare earth concept stocks also performed strongly, with China Rare Earth Holdings Limited surging over 14% during the trading session. Among individual stocks, Zhongke Magnetic Industry hit the daily limit of 20%, while Beikuang Technology and Ningbo Yunsheng hit the daily limit of 10%. Multiple stocks, including INST, Earth-Panda, Galaxy Magnets, and Longci Technology, saw gains exceeding 10%. Larger-cap stocks such as China Northern Rare Earth, Bao Gang United Steel, and China Rare Earth also delivered notable performances.

With the rapid development of the global economy and advancements in science and technology, rare earth elements, as indispensable key materials in modern high-tech industries, are increasingly receiving significant attention from governments, enterprises, and scientific research institutions worldwide. The distribution of global rare earth resources is highly uneven, with China, as the largest producer and consumer of rare earths, playing a crucial role in supplying the global market. However, with increasingly stringent environmental protection policies and rising costs of resource extraction, the rare earth industry is facing major challenges in sustainable development and transformation and upgrading. Meanwhile, other countries are accelerating the development of rare earth resources and the layout of supply chains, striving to gain more influence and market share in this strategic industry. Against this backdrop, the 2025 SMM (2nd) Rare Earth Industry Forum will be held. The forum aims to gather the wisdom and strength of governments, enterprises, academia, and investors to jointly explore the future development trends, technological innovations, market dynamics, and policy environments of the rare earth industry. In-depth discussions will be held on these topics. It is expected that through this forum, all sectors can reach a consensus, jointly address the opportunities and challenges facing the rare earth industry, and promote the healthy and stable development of the industry. Leveraging the platform of the 2025 SMM (2nd) Rare Earth Industry Forum, we will jointly witness the new opportunities and challenges facing the rare earth industry, formulate strategies, work hand in hand, contribute to the sustainable development of the global economy, and shape a bright future for the rare earth industry. At this conference, North Zhongxin Antai New Materials (Inner Mongolia) Co., Ltd. will make a grand appearance. Along with peers from upstream and downstream of the rare earth industry, the company will engage in in-depth discussions on the pain points and challenges of industry development, jointly explore business opportunities for win-win cooperation, and discuss strategies to promote high-quality development of the industry. Click on the registration form to register immediately for the conference. Gather momentum, plan for the future, and embark on a new journey. We look forward to seeing you in Ningbo. The company is located at No. 3 Ruicheng Road, Rare Earth High-Tech Industrial Development Zone, Baotou City, Inner Mongolia. The Baotou Rare Earth High-Tech Industrial Development Zone is the only national-level high-tech zone named after rare earth resources in China and the only national-level high-tech zone in the Inner Mongolia Autonomous Region. Our company is situated in the core area of the Rare Earth Industry Application Park within this zone. The surrounding enterprises are all involved in the production, processing, and deep processing of rare earth metals, with strong capabilities in upstream and downstream process integration, smooth technology sharing and complementary mechanisms, and convenient transportation. (1) Product Structure and Production Line Overview The company mainly produces and operates various types of rare earth metals, including four categories: Pr-Nd alloy, lanthanum metal, cerium metal, and lanthanum-cerium alloy. Currently, the company has put into operation a 7,000 mt/year high-purity rare earth metal production line, which operates stably and smoothly. (2) R&D and Technology The company boasts a strong R&D team with comprehensive professional configurations and a reasonable age structure. It has established close industry-university-research cooperation relationships with scientific research institutions such as the Inner Mongolia Rare Earth Quality Supervision and Inspection Research Institute and the Baotou Rare Earth Research Institute. The R&D center has undertaken over 30 scientific research projects, all of which have been successfully implemented, resulting in 3 invention patents and 10 utility model patents. In 2019, the company developed seven technological achievements, including "Rare Earth Oxide Molten Salt Electrolysis," which were evaluated and identified by experts organized by the Chinese Society of Rare Earths. Three of these technologies were rated as domestically leading, and four were rated as domestically advanced. In August 2019, the company became a member unit of the National Rare Earth Standardization Technical Committee. It collaborated with the Baotou Rare Earth Research Institute to draft two industry standards, including "Lanthanum-Iron Alloy," five group standards, such as "Sintered NdFeB Permanent Magnet Materials for Motors," "Cerium Metal," and "Pr-Nd Alloy," and five enterprise standards, including "Lanthanum Metal," "Cerium Metal," and "Neodymium Metal." (3) Testing Center The company has established a testing center that serves as a base for R&D and talent cultivation. While meeting its own production testing and inspection needs, it also provides testing and inspection services for other rare earth enterprises. The testing results are accurate and comprehensive, making it a benchmarking unit among similar rare earth enterprises. In addition, the testing center is equipped with advanced testing equipment from both domestic and overseas sources. Among them, the rapid testing instrument undertakes the testing tasks for all metal products of the company and can issue testing results within 30 seconds. Company Advantages (1) Regional Advantages: Baotou City's advantages in rare earth metal production lie in two aspects. On one hand, Baotou has unique resource advantages, being a world-class rare earth mineral resource production area. Its rare earth ore reserves account for 56% of the world's total and 80% of China's total. On the other hand, Baotou's rare earth industry has developed for over four decades, with a relatively complete industrial system and significant cluster effects. Its unique resource endowments and mature technological accumulation have contributed to Baotou City's prominent competitive advantages in the rare earth industry. (2 ) Industrial Advantages: As a national strategic resource, rare earths possess monopolistic advantages. Stringent access thresholds have been set in mining, separation, deep processing, and application, providing tailored protection for the industry's development. From the outset of establishing the development zone, Baotou positioned itself as a "national-level" rare earth development zone, aiming to be a material science, processing science, and applied science cluster that influences the world, human survival patterns, and national strategic directions. Therefore, the transformation and upgrading by economic and information technology departments, R&D innovation by science and technology departments, clean emissions by environmental protection departments, and preferential policies by tax departments all provide support. Each enterprise entering the park can receive a one-on-one service model from government departments. (3) Corporate Advantages ① The company was merged into China Northern Rare Earth in July 2024, becoming a holding subsidiary of China Northern Rare Earth. This ensures a stable supply of raw materials and also steadily improves the quality of raw materials, thereby further guaranteeing the company's product quality. ② The government provides preferential electricity prices for rare earth enterprises in terms of electricity usage. In March 2018, the company was approved by the Inner Mongolia Industry and Information Technology Department to participate in the quarterly bidding in the Inner Mongolia Power Multilateral Trading Market, enjoying strategic new industry electricity policy support. This gives the company a more advantageous position in terms of electricity costs for rare earth metal processing compared to the southern region. (4) Operating Performance: The company was established in January 2017 and acquired "Baotou Weilinna New Materials Technology Co., Ltd." through equity acquisition. After more than a year of intensive construction, it commenced production in April 2018. Within three years of its establishment, the company achieved rapid development, continuously upgrading from a "small" to a "medium" and then to a "large" scale enterprise. (5) Product Quality: Quality is the lifeblood of a company's survival and development. From the outset of production, the company conducted comprehensive quality management training for all employees, controlling various aspects such as "personnel, machinery, materials, methods, and environment." In high-purity series rare earth metals and alloy products, it can achieve carbon content (6) Safety and Environmental Protection: The company adheres to the philosophy of "high-standard planning and design, high-standard construction and management." In terms of safety, the company has established a safety work leading group and a safety committee, implementing a safety production responsibility system, and formulating safety management systems, safety archives for key units, and emergency evacuation drill plans in accordance with safety standards. In terms of environmental protection, the company adopts all domestically advanced, environmentally friendly, and technologically advanced production processes and equipment, with environmental pollutant emission values being among the lowest in the industry. A new circulating cooling system provides cooling conditions for equipment in the rare earth alloy manufacturing workshop. The waste gas fluoride treatment system uses a three-stage spray, two-stage backwash, and one-stage cyclone plate method. The treatment system is externally connected to a circulating water pool, with all cooling water being recycled and not discharged. There is no production water usage in the NdFeB workshop, truly achieving zero industrial water discharge. In addition, by utilizing the waste heat from the circulating water inside the electrolytic furnace cover, the company realizes internal heating for all buildings in the plant area during winter, achieving energy conservation and emission reduction. (7) Financial Management: From its inception, the company has hired tax experts and accounting experts as senior executives to conduct comprehensive financial planning and establish a sound financial management system. The company's accounting, financial management, and tax management are all carried out in accordance with the standards of publicly listed firms, ensuring accurate, comprehensive, and timely financial data, and establishing a solid financial foundation for the company's long-term development. (8) Cultural Construction: The company has established a labor union organization to regularly carry out work in safeguarding the legitimate rights and interests of employees, transmitting the company's management philosophy, and communicating the demands between the company and employees, achieving the results of "people-oriented, harmonious win-win." Corporate culture is the spiritual guide for the company's development. Since 2018, the company has published a corporate newsletter, with over 30 issues having been edited and printed since its inception. The establishment of the newsletter has created a platform for the company to convey its cultural philosophy and also provided a good platform for employees to understand the company's development, keep abreast of industry trends, and showcase their personal talents. In addition, the company occasionally holds various cultural and sports team activities, which not only enrich employees' cultural lives, enhance their sense of happiness in the enterprise, but also strengthen their cohesion and corporate responsibility. (9) Corporate Honors: In February 2018, the company was designated as a "Pilot Unit for the Transformation and Upgrading of the Rare Earth Industry" by the Ministry of Industry and Information Technology and received financial support for rare earth industry transformation and upgrading projects. In April 2018, it was awarded the Rare Earth High-Tech Zone Key Project Support Fund. In 2019, the company was rated as a national-level high-tech enterprise by the Ministry of Science and Technology and the Ministry of Finance. Our company is a member unit of the National Rare Earth Standardization Technical Committee, a council member unit of the Chinese Society of Rare Earths, a backbone member unit of the Baotou Rare Earth Industry Alliance, an off-campus practical teaching base for the Metallurgical Engineering Excellence Program of Inner Mongolia University of Science and Technology, and a "Green Channel" enterprise in the Rare Earth High-Tech Zone. The company owns the "Zhongxin Antai" trademark. Looking Ahead 1. Expand Production Scale The company is currently constructing an 8,000 mt/year rare earth metal and alloy project, with a planned total investment of 93.2232 million yuan and an additional capacity of 8,000 mt. Upon completion, the annual production capacity will reach 15,000 mt, making it the top rare earth metal enterprise in the surrounding area in terms of capacity. 2. Enrich Product Structure To further expand market share, the company will continuously optimize its product structure and expand into medium and heavy rare earths based on its existing product structure. It plans to add metal and alloy products such as gadolinium-iron alloy, aiming to create a rare earth metal enterprise with a comprehensive product coverage. 3. Automation Construction The company plans to implement technological transformations for "machine substitution" in the rare earth metal production line, aiming to achieve full-process "machine substitution" in rare earth metal production, including automatic feeding, furnace unloading, intelligent detection, automatic sorting and packaging, and full-process material handling. With a keen global perspective, the company adheres to the development philosophy of revitalizing the enterprise through science and technology and achieving win-win cooperation. Guided by the value concepts that have been continuously cultivated, the company will gradually fulfill the shared responsibilities of individuals, enterprises, society, and the country, realizing the shared prosperity of corporate and social interests. Contact Information Li Xin 13304723535 Wang Zhenxin 18586166986 Long press to scan the QR code and register immediately 2025 SMM (2nd) Rare Earth Industry Forum