What's New in Rare Earth Industry?

Extreme Ultraviolet (EUV) lithography is the crown jewel of modern semiconductor manufacturing, enabling chips at 7nm and below. At the heart of its ultra precision motion systems lies a material you might not expect: rare earth permanent magnets, primarily neodymium iron boron (NdFeB). A single EUV scanner uses about 10–50 kg of these magnets, and for the foreseeable future, there is no drop in replacement.

Important Notice: Importing Magnets from China.

NdFeB magnetic material is made by mixing, pressing and sintering the sieved neodymium, iron and boron ultrafine powder. According to the requirements of product use, it can be machined into different shapes. Because the chemical properties of this material are relatively active and easily oxidized, the finished product needs to be processed by electroplating.

Magnetic fluid thruster (Magnetohydrodynamic Drive, MHD) is a channel through seawater built with a magnetic field, this magnetic field can generate electromagnetic force on the conductive seawater, so that it moves in the channel, if the movement direction points to the stern, the reaction force will push the ship forward.

The rare earth industry chain in the rare earth high-tech zone is complete, forming an obvious agglomeration effect, and has a complete rare earth industry system. The rare earth industry has formed a whole industry chain from rare earth raw materials to new materials to end applications

Recently, rare earth prices have risen strongly. New energy vehicles and other emerging downstream demand have begun to explode. The policy side may continue to strictly control upstream supply. The historic turning point of the rare earth industry has arrived. Supply and demand and policies are expected to continue to resonate. The sector may usher in the performance and valuation of Davis double play.

Supply constraints are one of the main reasons for this round of rare earth prices. According to Antaike data, global rare earth mines (equivalent to REO) output in 2020 will be 233,000 tons, a year-on-year increase of 6.6%.

Conductor magnets are also known as magnetic flux field concentrators or cores. It is a laminate or block element made of magnetic material

According to Xinhua News Agency, in the early morning of February 1, local time, the political situation in Myanmar suddenly changed. President Win Myint, Counselor Aung San Suu Kyi and some senior officials of the National League for Democracy were detained by the military.

Australian rare earth producers say they are expected to sign agreements with new customers that will move forward with their projects. Global concerns about the supply of rare earths are growing, and rare earths are critical to the high-tech industry.

An introduction of Rare Earth Magnets - NdFeB & SmCo

The only rare earth mine in the United States has a Chinese background, and plans to have processing capacity at the end of next year.

China Rare Earth Association Rare Earth Crystal Professional Committee was established in Beijing

Hong Kong stocks China Rare Earth (00769.HK) soared 108.11% to close at HK$0.77, the largest increase in history